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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

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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

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

Why Integrate?

Today’s customers have a considerable amount of tools at their disposal for researching their future purchases. Consequently, sales teams should be equipped with the tools they need to know their customers and engage them in a way that is relevant and meaningful. Having access to thorough information about customers and products is a crucial element to empowering a sales team. Integrating the back office data of an ERP system with the front-line sales tools of a CRM system gives sales teams the complete, detailed picture they need to properly engage with, and bring value to, the customer.

Integrating Microsoft Dynamics GP and Microsoft Dynamics CRM is a simple way to strengthen your sales force. Unique tools have been developed to ease the process and eliminate most of the manual work involved with integrating key data which is already in your system waiting to be used. All you have to do is bridge the gap between the two and your CRM system becomes a high-powered database containing all the information your team needs to interact with your customers.

Some key benefits of integrating Microsoft Dynamics GP and Microsoft Dynamics CRM are that you eliminate the need for double data entry and improve data accuracy by reducing opportunities for errors. Integrating your GP data with CRM gives your sales team a complete picture of your customer, including their credit limits and all past interactions with your company. This allows you to eliminate the need for staff to constantly pull transactional data when sales people request “account summaries”. Finally, integrating GP and CRM helps you understand your customer’s overall needs and buying trends to improve service during each customer interaction.

Integration also provides additional ways to increase revenue. You can smoothly move customers through the sales process by generating accurate sales quotes, create and execute product-focused sales campaigns that maximize revenue by using inventory and pricing data, and upsell to your customers by suggesting sales items from inventory to pair with their current purchases. Integrating your systems allows greater revenue margins by lowering the cost of selling. The lower cost of selling provides more flexibility on ways that resources can be allocated. Streamlining repetitive order processes and eliminating duplicate data entry frees up time that your sales team can now dedicate to revenue-generating activities. You can shorten your sales cycle by automating your “Quote to Cash” processes. Activities spent between attracting your customer and getting paid can be greatly reduced, which in turn gives your team more time to interact with customers and increase sales volumes.

Retaining customers is made easier with Dynamics GP and Dynamics CRM integration. Benefits such as having real-time customer data as you meet with them will help your team deliver a more meaningful sales message. Your customer’s time is important and they will be pleased to see you came prepared by putting in the time to do some basic research about them and their needs.

Business intelligence and visibility is greatly improved when Dynamics CRM has access to the data stored in Dynamics GP. Complex data can be summarized and presented to users to help them better understand the customer. For example, daily order transactions can be rolled up to a month-over-month and year-over-year summary by product class, providing insights into buying trends.

What to Integrate?

Different types of data can be integrated to empower your sales force in various ways. The data being integrated depends on a number of factors such as the total number of products you offer, your pricing policies, the general nature and seasonality of your business, and your current CRM and ERP functionality that’s already rolled out. Ultimately, the data being integrated depends on the goals of your company. However, as a general rule, the following objects should be considered:

Customer Integration:

General account information such as primary address, additional addresses for shipping and billing, accounts receivable details, and credit limits should be considered for integration. Synchronizing this information between GP and CRM helps paint a complete picture and generate accurate sales orders.

Product Integration:

Information such as products, price lists, price list items, and units of measure can be integrated for increasing visibility for the sales team, generating accurate quotes, executing product-based sales campaigns, and automating order processing.

Transactional Data Integration:

Orders, invoices, recurring contracts, and credit card processing are also important considerations for automating and streamlining transactional processes across the business. This type of data integration allows transactions to be generated and documented from the purchase all the way through to accounting and shipping.

Type of Integration

With these considerations in mind, we must now look at one way vs. two way integration. Again, this depends on the nature and goals of your organization. For integration that increases visibility and insight, most “set-up” types of data such as products and units of measure should be managed from Dynamics GP and integrated into Dynamics CRM in a read-only capacity. When automating processes from sales to accounting, Dynamics CRM must be able to “talk to” Dynamics GP to relay the information and initiate processes. For these types of objectives, real-time, two way integration must be considered.

A major deterrent for companies to integrate their ERP and CRM systems is the perceived complexity of the project. This perception would be well-justified if integrations had to be done manually. Fortunately, there is a tool available that was made specifically for connecting Dynamics CRM and other Dynamics ERP databases. The tool is called Connector for Microsoft Dynamics. Connector is intended for an implementation when Dynamics CRM is used to manage business contacts, track leads, enter sales orders, and perform other sales and marketing activities, and when Dynamics GP is used for accounting, managing your company’s chart of accounts, and maintaining customer, vendor, item, employee, and other records.

To make integration even simpler, Scribe has developed templates that integrate key customer-related business processes. The Scribe Microsoft Dynamics GP to Dynamics CRM Template is a highly functional “starting point” for integrating Dynamics GP with Dynamics CRM, from which further extensions and customizations can be made to meet the demands of any business.

Integrating Microsoft Dynamics GP and Microsoft Dynamics CRM is a great way to enhance the capabilities of your sales team without having to purchase additional software. Combining the two systems creates value that is greater than the sum of each part. The benefits are numerous, the project is cost-effective, and the integration process is simple. Don’t wait to empower your sales team. Have them running at peak performance with better utilization of tools already at their fingertips.

If you have any questions or would like to learn more about the wide range of functionality offered in Dynamics GP or Dynamics CRM, please contact us today at 636-237-2280 , or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

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