CRM Blog

CRM is proven to improve productivity, streamline processes, improve the customer experience, and provide a holistic view of customers and prospects. But many CRM implementations have failed to achieve these goals due to inadequate CRM user adoption.

One of the greatest benefits of Microsoft Dynamics CRM 2011 is the native integration with Microsoft Outlook. This new CRM Outlook client has been fully rewritten. This means that not only will there be synchronization between CRM and Outlook but now you can have full CRM functionality and visibility from within Outlook.

This will be a next-generation Microsoft Outlook experience giving the user familiar Microsoft Office functionality. A new contextual CRM Ribbon delivers consistent Microsoft Office navigation and increase user productivity. Your CRM information can now also take full advantage of native Outlook functionality including previews and conditional formatting.

Now CRM can work the way your users work, all in Outlook. This will make it a lot easier for the users to learn how to use the CRM system and will assist in maximizing your CRM user adoption.

Join us for our webinar on the Microsoft CRM system in Outlook as we look why we believe the new CRM for Outlook will increase user adoption:

• - CRM Inside your Outlook
• - Your CRM views in Outlook
• - Converting Emails to Leads/Opportunities
• - Tracking emails in CRM
• - Conditional Formatting of data

Webinar Series (each Wednesday at 11am PST)

Accent Gold is excited to be hosting a webinar series over the next two months underlining the much talked about new release of the Microsoft CRM system. Please register below.

The next version of Microsoft Dynamics CRM, officially named Microsoft Dynamics CRM 2011, is being eagerly awaited by business partners and end-users alike. It will offer a whole range of more than 500 new features, changes, additions, add-ons and enhancements that promise to strengthen Microsoft CRM’s position as a frontrunner in the CRM market.

Join us for our webinar series as we explore the above points and hope to provide you valuable insight about this much anticipated CRM solution. We hope that our Microsoft CRM system review will help you on in your CRM evaluation. We will be hosting this series every Wednesday at 11:00 am December – February. See below dates for upcomming Webinars.

Whether you need CRM training in Jacksonville, Florida or CRM Consulting in Phoenix, Arizona, please don’t hesitate to call us! We would love to help you find the best CRM system for your company.

CRM White Paper

The biggest question when we compare crm software is the question of SaaS CRM and various Pros and Cons involved.

Until recently CRM was almost exclusively implemented on-premise, yet Salesforce.com has completely changed the landscape of CRM. As a result, Microsoft CRM has jumped in the game too and has made SaaS one of their major strategies.

Of course in the world of open source CRM software, SugarCRM continues to be the number one player. Although vTiger is striving for market share, Sugar 6 is helping SugarCRM to maintain a healthy advantage.

SugarCRM White Paper PDF (Free CRM White Papers)

To read the entire CRM white paper, ==>click here<==.

Whitepaper highlights are below:

“The rise of Software-as-a-Service (SaaS) is changing the way enterprises pay for and use customer relationship management (CRM) software. Should your company’s CRM system be managed by an outside vendor or managed internally by your own IT staff?

The answer depends on factors that vary depending on company, size, competitive environment and strategic goals. Business leaders should assess their CRM options based on software functionality, customization, integration, vendor lock-in and strategic fit.

This white paper identifies issues that buyers should analyze to decide which CRM deployment option best suits their specific needs. Two principles should inform any CRM decision.

Seek vendors that offer multiple deployment options (SaaS, On-Site) with the ability to move between those options. As the business landscape changes, your CRM requirements will too. Flexibility is paramou nt.

Avoid vendor lock-in. Proprietary “platforms” are designed to benefit the vendor, not the customer. Assess how much pain you will endure if you want to switch CRM vendors. The following outlines a decision-making framework to help companies decide which delivery option suits them best.

It also offers case studies of SugarCRM customers to show how and why they chose a specific deployment option.”

If you need CRM consulting or training nationwide, from Charlotte North Carolina to Portland Oregon, please don’t hesitate to contact us!

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Sage ACT! 2011 has brought out a little-advertised but truly revolutionary feature.

Users are now able to filter the History records on a Contact record – by the History Type. If you only want to see the Calls Received (inbound) on a Contact, no problem! Just uncheck all items by hitting the None button. Then select Calls Received.

What about wanting to see all the Meetings Held for an entire company? No problem! Just go to the Company record and select the History tab. Then filter to only view Meetings Held.

What about viewing the Follow Up Calls from the Last Week for all the individuals who received last month’s E-mail blast? No problem. Just create a Group for the E-mail blast recipients, select the History tab, filter to the date range and finally filter to only view the Calls Completed.

So, what are you waiting for? Need help finding the best CRM programs? Need a small business CRM demo or price information? Just give us a call! We’d love to help you. If you live in Orange County or Los Angeles, we might even be able to work out a live demo of how online CRM can work for you. Our team has been working with ACT! by Sage for over 10 years and can hopefully answer just about any question you can throw at us.