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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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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

“In embracing change, entrepreneurs ensure social and economic stability.” – George Gilder

Microsoft recently made an announcement that they will be launching new pricing options for CRM online that will be released fall 2013. The new release will help people connect with customers in a way that is “personal” said Bob Stutz, the corporate Vice President. This release will deliver more personal experiences to sales, marketing and customer care professionals. It gives employees the ability to access client information on a variety of devices; introduces a fast and fluid user experience that enables employees to access job-related information; and delivers richer, contextual information that provides people with deeper insights into customers and their needs. Microsoft Dynamics CRM also offers enhanced social collaboration capabilities, so users can connect with the right people, and the right resources, at the right time.

Microsoft will now offer three online licensing options that customers can mix and match to obtain the best possible solution for their unique organizations and not be forced to fit every user into the same license. These options are:

Professional is for the majority of users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation, marketing and customer care functionality. Professional will be available in the US for $65 per user per month.

Basic is best suited for sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications. It’s also ideal for business analysts who require reporting capabilities. Basic will be available in the US for $30 per user per month.

Essential is for those users who only need to access custom applications developed in house or by a Dynamics CRM partner like Turnkey Technologies, Inc. Essential will be available in the US for $15 per user per month.

The prices above do not include other fees that may apply for add-on services such as additional storage, testing and production instances or for procuring Internet connectivity.

In addition to making the licensing of Dynamics CRM Online more personal, Microsoft is also adding flexible support options, so that users can further personalize their Dynamics CRM 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 2011 can do for your company, please contact us today to set up a “Free Discovery Call” or “Trial” at 636-237-2280 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

“In embracing change, entrepreneurs ensure social and economic stability.” – George Gilder

It is no secret that businesses are becoming more social. Today’s customers have more choices and access to more product information, placing greater demands on companies to remain competitive. Social media marketing offers a way to gain better visibility into these changing demands. In the journey towards increased social capabilities, Microsoft is helping companies become more socially-oriented through its acquisition of companies like Yammer, Netbreeze, and MarketingPilot. Microsoft Dynamics CRM improved social capabilities can help your company:

Listen. Uncover trends by listening in on what your customers are saying.
Engage. Directly participate in important conversations with shareholders.
Collaborate. Work with people quickly and easily to create desired outcomes.
Amplify. Spread your message and create awareness.
Solve. Connect with customers and the community to harness collective knowledge.
Innovate. Benefit from ideas and opportunities that can be learned from your audience.
Analyze. Get real-time feedback and monitor buzz to emphasize effective practices.

Yammer allows greater connectivity throughout an organization and its people. By fully integrating Yammer’s social feeds into Microsoft Dynamics CRM, users can easily connect with people both inside and outside of the organization to produce better results through collaboration, all from the comfort of their CRM dashboard. Yammer allows CRM users to access documents, stay up-to-date on records, or connect with any area of the organization quickly and easily to make information more accessible.

Microsoft’s enhanced social media capabilities can help your company drive sales and optimize marketing campaigns with its recent integration with Netbreeze. Netbreeze allows users to monitor and analyze social marketing efforts. Point out the most effective topics to discuss and strategies for your company. Netbreeze will be directly embedded into Microsoft Dynamics CRM at no additional charge to organizations.

Microsoft’s recent acquisition of MarketingPilot brings a whole new level of marketing functionality to the CRM marketing module. MarketingPilot is an Integrated Marketing Management Tool with four main components:
• marketing resource management
• campaign management
• budgeting
• media buying and planning

MarketingPilot allows marketers to generate more revenue and monitor the results of their marketing efforts by offering greater insight into managing resources, improving team effectiveness and sales alignment, reducing spending errors, forecasting more accurately, and choosing the best method to deliver your message. MarketingPilot seamlessly connects to Dynamics CRM to offer an integrated, familiar look and feel.

If you have additional questions or would like to learn more about what Microsoft Dynamics CRM can do for your organization, please contact us today to setup a “Free Discovery Call”. Call 636-237-2280 or email me at mramatowski@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 Michael Ramatowski & Brad Vorbeck at Turnkey Technologies, Inc. – Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

“He who walks in the middle of the road gets hit from both sides.” – George P. Schultz

Do you ever have those times when you are out of the office and run into a situation where you wish you had your office with you? Have you had a customer ask you a specific question and you couldn’t answer it right away, just because you didn’t have your notes and past calls on hand?

With customer demands and all the new technology today, companies have made it much easier for customers to make a purchase online and have immediate access to it. For example buying books on amazon or music from iTunes, you receive confirmation within seconds and are able to download it to your tablet, iPhone, Kindle, etc. With all of these tech savvy ideas, companies can receive immediate access to all of this information and can take action as well.

What is Mobile CRM? It is CRM at your fingertips, “anytime, anywhere, and on any device that is untethered”. We now strive to impress our customers by grabbing their attention with this cool device we hold in our hands but most importantly with all the valuable content that is on it. We are now able to extend the top rated CRM software to those devices in real time. If your CRM Software is not mobile ready, look to Microsoft Dynamics CRM Software.

Download our new white paper, “Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM”. In this white paper we will look at ways you can achieve these kinds of strategic goals, with real life examples. The kind of goals that put you ahead of the competition and put money in the bank.

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 Michael Ramatowski at Turnkey Technologies based in St. Louis, MO – Microsoft Gold Level Dynamics ERP, Silver Level Dynamics CRM and Hosting Partner servicing local, regional, national and international customers since 1994.

 

“The superior man is modest in his speech, but excels in his actions.” – Confucius

 

Microsoft Dynamics CRM can help any sales organization improve results by better managing their sales funnel. I’m going to call the top of this sales funnel “Leads”.  Every organization depends on a steady source of leads to generate sales for their business.   What if you could improve your current “New Lead” tracking processes and expedite the sales process?  What would that be worth to your company?

 

Here are a few screen shots of Microsoft Dynamics CRM New Lead Form:

CRM lead general

 

CRM Lead Details

 

Microsoft Dynamics CRM is highly customizable to your organization’s specific business processes and requirements.  Please review the fields in these two screen shots because I’m going to give you three key tip for improving your “New Lead” tracking processes; which will result in better sales and marketing results in the following sections:

  1. General Section:  Please make sure the “Topic” is a required field to be filled out.  This will make it easier for everyone in the organization to scan and sort all of their leads faster and have greater visibility of the type of leads coming in.  It really helps to have a very specific categories for labeling leads in your organization as well.
  2. Details Section:  Always keep track of a lead’s origin by specifying a “Lead Source”.  This will help you better plan your next sales and marketing activities because you will know where to focus your resources.  Also, this drop-down window can be populated with the most common lead sources for your organization   to save time for everyone entering this information.
  3. Preferences Section: “Source Campaign” needs to be filled out for every new lead that enters the sales funnel.  This information will help you better track where you should be spending your future marketing and sales dollars because you will know which campaigns are producing the best results.

 

These are just three of my key tips for improving your “New Lead” tracking processes. If you have additional questions or would like to learn more about what Microsoft Dynamics CRM can do for your organization, please contact us today to setup a “Free Discovery Call”. Call 636-237-2280 or email me at mramatowski@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 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

“What is actual is actual only for one time, and only for one place.” – T. S. Eliot

 

Microsoft continues to make a significant investment in Microsoft Dynamics CRM in three main areas of applications, experiences and platform.  The recent Microsoft Dynamics CRM December 2012 Service Updates has made the following enhancements:

  1. Updated User Experience
  2. Browser Flexibility
  3. Office 2013 Compatibility
  4. Yammer & Skype Connection
  5. Safari on Ipad for Sales Users
  6. Bing Maps
  7. Collaborative Selling
  8. Packaged Process Definitions
  9. Platform & Compliance

From this list of nine, I have three favorites that I want to go into a little more detail because I have a bias for sales and marketing.  Also, these three favorite features allow me to be more productive and get things done faster.  Here they are:

#1 Office 2013 Compatibility -Microsoft Dynamics CRM has seamless integration with my Outlook, Word and Excel.  I can be more efficient with routine communications, import and export data into Excel for reports and calendar appointments.

#2 Yammer & Skype Connections – I’m a social media enthusiast. Yammer – the social layer of Microsoft Dynamics CRM will allow me to follow any leads, contacts, accounts, opportunities or cases that interest me.  Just like if I’m following my friends post on Twitter or Facebook.  Skype capabilities are now embedded in Microsoft Dynamics CRM; I’m just one click away from having a face to face conversation with a co-worker, customer or prospect.

#3 Package Process Definitions – Microsoft Dynamics CRM now has pre-defined integrated sales and service process definitions for lead, opportunity and case management.  This gives my organization industry best practices for sales professionals throughout the sales process to close deals faster and create happier customers because of a consistent methodology to serve our clients.

These are my three favorite December 2012 Service Updates for Microsoft CRM.  If you would like more information about Microsoft Dynamics CRM, please go to our website www.turnkeytec.com or give us a call.

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

Entrepreneurs , in accepting risk, achieve security for all.  In embracing change, they ensure social and economic stability.” – George Gilder

 

You have all heard the buzz by now and may own or are thinking about investing in Microsoft Dynamics CRM to drive sales for your organization.  I’ll share 3 Great Tips to help your organization succeed in the future with Microsoft Dynamics CRM.

Tip #1. You should buy the book “Precision Marketing” by co-authors Sandra Zoratti and Lee Gallagher to learn about precision marketing.  This book gives marketing professionals an easy six step framework to better capture and mine your customer and prospect data.  You can use these data insights to deliver the right message, to the key person at the best time via the right media.  This leads to better engagement with your customers and prospects.

Tip #2.  Use Google Analytics on your website.  Do you review your site traffic routinely for better insights on how your customers and prospects are finding you? Have you spotted any interesting or alarming trends yet?  I recommend spending time each week or month reviewing your stats to see which pages on your site are most relevant to your audience.  You may be surprised to find you need to refresh, revise or eliminate some pages on your site because they aren’t resonating with your customers or prospects.  Over time this process will help you write better content to engage with your customers and prospects longer.

Tip #3. Look to Click Dimensions to automate marketing campaigns into Microsoft Dynamics CRM 2011.  This email marketing and marketing automation solution is 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.  This will increase your odds of engaging with your customers and prospects in a more meaningful way because you’ll know more about what’s relevant to them.

These are three quick tips to help you use Microsoft Dynamics CRM 2011 to get a Higher ROI on your Marketing Dollars.  To learn more about Microsoft Dynamics CRM, please go to our website www.turnkeytec.com or give us a call.

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

“Progress is impossible without change, and those who cannot change their minds cannot change anything.” – George Bernard Shaw

 

As the leader of the business or sales organization, you know that “sales” are the life blood of your company.  All the responsibilities rest on your shoulders to set the vision and direction to drive revenue.  This consistent pressure might keep you up late at night because of the following thoughts keep running through your head:

  • What things should we be doing to find, develop or close more business in this economy?
  • I’m tired of my salespeople being “Free Consultants”.
  • How do I get better visibility and real-time information on my sales teams pipelines?
  • If only we could forecast sales opportunities better.
  • Why can’t we close deals faster?
  • Marketing and Sales are never on the same page.

For a better night sleep, you can turn to Microsoft Dynamics CRM and the Sandler Selling System to ease your mind.  Microsoft Dynamics CRM will bring more automation and synergy to your Marketing, Sales and Customer Service efforts.  The Sandler Selling System will provide your company with the right Sales Methodology, Training and Accountability your company needs to achieve repeatable sales success.

If you want to learn more, invest an hour with Gary Krist from Turnkey Technologies, Inc. and Ric Hoerz from Sandler Training at the Rubicon Institute, to watch and listen to their webinar called ““Increase Sales” Combine Sales Methodology with Automation” on October 3rd.  You will gain valuable insights to increase sales productivity throughout 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.

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