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Huge news for CRM users! Microsoft Dynamics CRM 2013 is now live, worldwide! We are very excited about the newest version of Dynamics CRM because Microsoft has enhanced the software in a number of ways that reflect their ongoing goal of providing the perfect business software. Below are some of the new Microsoft Dynamics CRM 2013 enhancements we are excited about:

The New User Experience-

Microsoft Dynamics CRM 2013 has been designed with an intuitive new interface that redefines the word “productivity”. Designed to be easy to understand and navigate, the layout keeps everything clean and clutter-free, while maintaining easy access to all the tools and capabilities that users need in a timely manner. Drop down boxes at the top of the screen allow constant access to the different areas of Dynamics CRM, making it easy to quickly perform tasks on the fly. Additionally a Quick Create button has been added to allow the creation of records from anywhere within Dynamics CRM!

New Social Capabilities-

The modern world of marketing keeps introducing interesting trends such as the use of social media for optimizing marketing efforts. Dynamics CRM is a leader in this innovation, as it is one of the first CRM applications to integrate with social media tools like Yammer, MarketingPilot and NetBreeze.

Yammer is a social network for enterprises that allows businesses to collaborate and communicate with people inside and outside of their organization. Microsoft has acquired Yammer and integrated it into Microsoft Dynamics CRM 2013, creating a powerful collaboration advantage for users. Access to Yammer feeds within the context of Dynamics CRM allows companies to communicate and collaborate across their entire ecosystem in a way that’s fast, relevant, and available to them when they’re working. Partners, suppliers, etc., can remain up-to-date with each other’s news, activities, insights, and ideas in a collective manner that keeps all parties on the same page.

MarketingPilot is an impressively powerful, tightly integrated marketing solution that was acquired by Microsoft in 2012. It gives you up-to-date tools for marketing resource management, campaign management, media planning & buying, budgeting, and more. The integration of MarketingPilot with Dynamics CRM 2013 gives businesses a complete integrated marketing management (IMM) solution that provides insight into campaign ROI’s and performance like they’ve never seen.

NetBreeze was recently acquired by Microsoft to help businesses analyze and act on market intelligence from social conversations. With NetBreeze, users can monitor sentiment and analyze trends to focus their communications and drive sales. The integration of NetBreeze with Dynamics CRM 2013 gives users the ability to monitor information from a wide array of social media channels such as Facebook, YouTube, Twitter, as well as 6,000 online news websites, 18 million blogs, and 500,000 message boards, all from within the context of the software they use to work.

Guided Processes-

Microsoft Dynamics CRM 2013 contains an amazing new feature that visually guides users through business processes so they can easily see what has been completed, where they are in the process, and what still needs to be done. Predefined and configurable processes help drive employee effectiveness as each stage is clearly outlined, with recommended steps to complete the process. As users move backwards or forwards through the process, they will be presented with a new list of suggested steps accordingly.

Processes within Dynamics CRM are highly configurable. Role-specific process assignments means when a user is assigned a process, they can switch from the default process to a process customized to better fit their role. Companies can customize their software processes to perfectly match the actual business processes they have in place. They can also easily package, export, and import the processes between systems.

Mobility-

A huge trend in CRM, and business applications in general, is the ability to access them from anywhere, anytime, via a mobile device. This trend isn’t going anywhere, which is great news for Dynamics CRM 2013 users, as Microsoft will be releasing a mobile app that is designed specifically for ease-of-use with mobile devices.

Mobile access to your system means you can arrive prepared for any appointment, and allows you to update your notes, records, and tasks while they are fresh in your mind. Using Dynamics CRM on your iPad or Windows 8 tablet, you’ll notice a seamless experience that is consistent across all your devices, driving productivity regardless of what device you’re using.

Phone applications for Dynamics CRM 2013 will be released in the near future that are touch-screen-optimized, so you can visually access all the areas of Dynamics CRM without losing the powerful capabilities that you need.

We are very impressed with Microsoft’s ability to deliver, time and time again, new versions of their software that address all the best areas of improvement with relevant on-point enhancements. In fact, their commitment to software development, innovation, and improvement is something unmatched by competitors, and, in my opinion, a contributing factor in the huge success of their applications.

We think you’ll like what Microsoft has been up to, and we highly encourage you to see for yourself. Microsoft Dynamics CRM 2013 is a beacon of forward-looking innovations, and we have complete faith in its ability to add value to your business.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our FREE “Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2013 can do for your company, please contact us today to set up a Free Discovery Call or Trial at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email at sales@turnkeytec.com.

By Brad Vorbeck & Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

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Microsoft Dynamics CRM 2013 has a new user experience that allows you to view everything you need, where you need it. This new experience is fast, fluid and relevant to what you are currently working on. The intuitive layout makes it easy to get in, get done, and focus on what is most important—your customers.

It’s simple:

Working across multiple accounts and opportunities can get complex. So Microsoft designed Dynamics CRM 2013 with simple features like new data entry capabilities. You can now:
•Easily create any record with Quick Create. This option will help capture key data points for the record being created, and allows users to create records from any point while in Dynamics CRM.
•Quickly add/edit Product Line items with inline editable grids. You can input Product details such as price, quantity and discount directly in the grid on the form.
•Track and manage key people. The inline lookup and editing makes it easy to view who is connected to the record and what that person’s role is. You can even create “New” records inline from within the lookup screen.

It’s efficient:

Productivity was a key focus when designing the new user experience. Dynamics CRM 2013 is organized in a clean, consistent and easy to access manner, which helps prevent distractions and clutter by giving you the information you need in a format that’s easy to understand and navigate.
•The streamlined navigation experience allows access to drop down menus from the top of the screen, making access to any record just one touch away.

Microsoft Dynamics CRM 2013 Dash

Bottom line: Microsoft Dynamics CRM 2013 has a simple and immersive interface that salespeople love to use and can be personalized with efficient and familiar experiences. Microsoft’s business expertise provides insight and intuition which they implement into their software. Their ongoing commitment to provide consistent software improvements, combined with their experience in business processes, paves the way for the ultimate user experience.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2013 can do for your company, please contact us today to set up a “Free Discovery Call” or “Trial” at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email at sales@turnkeytec.com.

By Stephanie Manning & Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

When using any type of data-housing software, it is common to eventually run out of storage space. When a company relies on a program to store all of their past, present and future documentation, the need for more storage space is inevitable. Microsoft Dynamics CRM Online makes that easy!

You automatically get 5GB of storage space when you sign up for Microsoft Dynamics CRM Online. For some companies that is enough, but in order for larger companies to remain under 5GB they would have to keep their stored documents to a minimum and delete old files that may be needed in the future. Luckily, with Microsoft Dynamics CRM Online you can purchase more storage space from your subscription management page. You will never have to worry about deleting files or running out of storage again!

Another good thing about Microsoft Dynamics CRM Online is that when you reach 80% of your allowed storage they will send you daily notifications informing you that you are nearing your limit. You can check your current storage space or purchase more by going to:

Settings > Administration > Resources in Use (or Subscription Management).

If you don’t wish to purchase more storage space, there are multiple ways to reduce the amount of storage usage you use. You can check out the blog that the Microsoft Dynamics CRM Team wrote here for useful tips and tricks on managing your storage space.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2011 can do for your company, please contact us today to set up a “Free Discovery Call” or “Trial” at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

By Stephanie Manning & Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

Many companies invested in traditional CRM software, unaware of the additional benefits that can be gained with alternative CRM solutions. Perhaps your company, like many others, is trying to make do with its old CRM software in an attempt to justify an unfortunate investment decision. If this sounds familiar, then you’ve come to the right blog.

Turnkey Technologies has created a Trade-In program designed to help companies unchain the shackles of their outdated CRM investment. Rather than continuing to sink money into a dead-end solution, companies like yours can now put those resources toward a new, cutting edge CRM solution that will grow with your business as a life-long asset. This program can reverse your outgoing cash flows by providing a system that generates more revenue than costs, showing your company a true return on its new investment.

There are a number of factors that make Dynamics CRM a better choice than other solutions:
•Deep integration between sales, marketing, and customer service provide your team with the tools they need to close more sales and bring in maximum revenue.
•Campaign tracking helps identify the most effective marketing practices.
•360 degree view of your customers and their history of interactions with your company gives users the complete set of information they need to form personal, meaningful relationships with customers.
•Lead and Opportunity management help your team focus on the most revenue-generating prospects.
•New integrations with social media tools such as Yammer, Netbreeze, and MarketingPilot provide deep insight into customers, their interests, and product trends.

The advanced features in Microsoft Dynamics CRM help improve the three factors that drive nearly any business:
1.Attracting new customers
2.Retaining customers
3.Building deep customer relationships that will ensure future revenue growth.

If this advanced CRM solution sounds like something that could help your company, please take advantage of this trade-in opportunity to get Microsoft Dynamics CRM at a reduced price.

For more information on Microsoft Dynamics CRM and how to participate in our CRM Trade-In Program, click here or give us a call at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting .

Written by Brad Vorbeck at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

Most businesses can benefit from using Microsoft Dynamics CRM Online, but a select few can take it a step further by taking advantage of Microsoft Dynamics CRM On-premise, which supports CRM projects that are more technical and intricate. There are five key questions you can use to evaluate your organization’s best option for a CRM implementation.

Microsoft stays ahead of the game by providing new releases that have been adding additional functionality to Microsoft Dynamics CRM Online. These enhancements support greater organizational complexity – more users, departments, countries, and lines of businesses. These changes come with greater platform support as well.

Answering these five questions below will give you a great starting point in determining your needs and which type of implementation, On-premise or Online, will work best for your organization.

How many individuals in your organization will need access to CRM?

Will Microsoft Dynamics CRM be used by one department, or companywide?

Does your current business processes map well to “out of the box” functionality, or will you need to customize the solution?

How much data will be migrated from legacy systems?

Do you have any 3rd party applications that will need to integrate with Microsoft Dynamics CRM?

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2011 can do for your company, please contact us today to set up a “Free Discovery Call” or “Trial” at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. This tool gives you a great starting point for assessing your potential investment in a World Class CRM Business Solution.

By Stephanie Manning & Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

“Men at some time are masters of their fates” – William Shakespeare

Turnkey Technologies, Inc. has enjoyed sharing great information and insights about Microsoft Dynamics CRM and CRM Software on the CRM SoftwareBlog.com in 2012. The main purpose has always been to inform the reader, give a unique point of view regarding Microsoft Dynamics CRM and to offer advice to those buying CRM Software. Here are the most viewed posts from 2012:

#1 Not Thinking about CRM Software for Your Business? Maybe You Should– April 25, 2012
#2 Mobile CRM Means Anywhere, Anytime, Any Device– May 31, 2012
#3 Why Microsoft Dynamics CRM 2011 is a Better Fit than SalesForce.com?- June 29, 2012
#4 Why Microsoft Dynamics CRM 2011 is a Better Value than SalesForce.com- July 31, 2012
#5 3 Software Tools Every Sales Team Needs to Drive New Business Development– November 1, 2012
#6 My 3 Favorite Microsoft Dynamics CRM December 2012 Service Update Features– December 28, 2012

In 2013, we look forward to creating more thought-provoking blogs about Microsoft Dynamics CRM 2011 and CRM Software. We will also continue to share relevant, timely information to help reduce your risk while selecting the right CRM Software for your organization.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”. It will give you a great starting point for assessing your potential investment in a project like this.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM 2011 can do for your company, please contact us today to setup a “Free Discovery Call” at 636-777-4110 or email at sales@turnkeytec.com.

By Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

“The method of the enterprising is to plan with audacity and execute with vigor.” – Christian Bovee

 

A great book that I just finished reading, New Sales Simplified by author Mike Weinberg, outlines a step-by-step process for acquiring new customers.  A key point to this successful framework is selecting the appropriate amount of targeted prospects and having a strategic plan to continually work them.  I believe the health of any growing business is acquiring new clients and Microsoft Dynamics CRM 2011 can help be the cornerstone to your new business development program.

Microsoft Dynamics CRM 2011 can be the one place your sales and marketing professionals go to enter information on targeted companies and to create strategic plans with action steps and unique sales / marketing campaigns for each prospect.  A campaign could have numerous steps which include a letter, email, phone call, white paper or webinar invite to nurture the target.  Microsoft Dynamics CRM is a logical place to track all information from various campaigns.

To automate sales / marketing campaigns into Microsoft Dynamics CRM 2011, look to Click Dimensions, an email marketing and marketing automation solution designed specifically for Microsoft Dynamics CRM.  Click Dimensions allows you to send emails, track web visitors, score prospects, conduct nurture marketing, and store web forms and surveys directly into Microsoft Dynamics CRM.

Should your sales / marketing professionals need more contacts in the targeted companies or additional information before taking action, Microsoft Dynamics CRM 2011 fully integrates with BroadLook’s Profiler.  Broadlook finds new contacts and recent information on your targeted prospects fast by leveraging the internet and numerous social media sites.

Microsoft Dynamics CRM 2011 can be the driving force for your organization to have a systematic, consistent approach to acquiring new business in the future.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”.  It will give you a great starting point for assessing your potential investment in a project like this.

To learn more about Microsoft Dynamics CRM, please go to our website www.turnkeytec.com or give us a call.

By Michael Ramatowski at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

“The world is all gates, all opportunities, strings of tension waiting to be struck.” Ralph Waldo Emerson

In last month’s blog, we discussed the architectural reasons why Microsoft Dynamics CRM 2011 is a better fit to grow your business than SalesForce.com.  This month we will dig a little deeper into the features and functions that make Microsoft Dynamics CRM 2011 the better value over SalesForce.com.

The first glaring comparison is the High Price and Hidden Charges.  In order to do a proper comparison you need to compare SalesForce.com Enterprise Edition which has a $125 per user per month price compared to Microsoft Dynamics CRM 2011 at $44 per user per month price.  Customers should beware of SalesForce.com upcharges and hidden charges as terms are negotiated and they should also know the lower priced editions often do not provide needed functionality.

SalesForce.com provides no Service Level Agreement for downtime.  Microsoft provides a 99.9% uptime Agreement which is financially backed.

Offline users of Salesforce.com have limited access to their CRM data while Microsoft Dynamics CRM 2011 offline users have full access to all their CRM data.

SalesForce.com offers a Microsoft Outlook add-on that works like a small synchronizing engine on some of the CRM data but not all CRM data as Microsoft Dynamics CRM 2011 delivers through Microsoft Outlook.  This causes some redundant data entry with the higher probability of errors.  This provides a Microsoft Dynamic CRM 2011 user a choice of access points (Outlook, Web Browser, Mobile or online/offline).

SalesForce.com offers no vertical functionality and few vertical add-ons to their customers while Microsoft Dynamics CRM 2011 offers a complete MarketPlace of Vertical Solutions offered by partners worldwide.

A few other notable items missing from the SalesForce.com Enterprise Edition as compare to Microsoft Dynamics CRM 2011 are:

  • No ability to have a dedicated database
  • Microsoft Excel Integration for ad-hoc reporting
  • No Instant messaging interface

In summary besides the fact that SalesForce.com is 2.5 times the cost of Microsoft Dynamics CRM 2011, there is a recent Nucleus Research Survey that reports “38% of Salesforce.com customers are planning to or would consider moving to another solution.”

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”.  It will give you a great starting point for assessing your potential investment in a project like this.

By Gary Krist, at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

Gary Krist is a colleague of mine and I helped him with this article enough to post on my blog.

“Wherever you see a successful business, someone once made a courageous decision.” – Peter Drucker

 

When deciding which CRM system to purchase, it is important to not only look at the features, functionality and cost of the solution, but also “organizational fit”.  These fit factors include IT platform, browser standards within your company, integration with e-mail and general supportability.  The last thing you want to do is invest in a new system that your IT staff can’t support and that your employees are slow to adopt.

Microsoft Dynamics CRM 2011 is built on an Industry Standard technology which integrates with other Microsoft products like Microsoft Dynamics GP, SharePoint and Outlook.  It also uses the Microsoft xRM application framework which provides developers with widely used, familiar technologies and programming languages such ASP.NET, C# and Visual Basic.  Developers all over the world use these technologies to create and manage a variety of applications.

In contrast, Salesforce.com is built on the Force.com application framework which is not used by any other application.  Salesforce.com also uses a proprietary technology called Visualforce to create custom user interfaces and a programming language called Apex for business logic – all of which are only relevant to Salesforce.com. These restrictions lead to a creation of a very limited community.  Because no other solutions use the technology, Salesforce.com must create each piece themselves.

In addition to being a more cost effective solution than Salesforce.com, Microsoft Dynamics CRM 2011 also broadens your technology horizons instead of limiting them.  If you are looking for a CRM system your business will actually use, Microsoft Dynamics CRM 2011 is the obvious choice.

For a high level estimate of your investment in Microsoft Dynamics CRM, please use our “FREE” Microsoft Dynamics CRM Quick Quote Tool”.  It will give you a great starting point for assessing your potential investment in a project like this.

By Gary Krist, at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

Gary Krist is a colleague of mine and I helped him with this article enough to post on my blog.