Posts Tagged ‘CRM’

Assistance PSA Software for Microsoft Dynamics CRM 2011 Launched

December 13th, 2010

A new flagship product, Assistance PSA for Microsoft Dynamics CRM has been announced by Assistance Software. The Microsoft Dynamics CRM xRM application development framework is the basis for Assistance PSA.

The front office business processes are streamlined by this complete system. The modern knowledge worker can benefit as the various divisions of an organization are connected by this system.



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Reverse mortgage CRM provider continues to add new clients

October 31st, 2010

Reverse Fortunes announced it has added 1st Reverse USA as its latest client for their customer relationship manager (CRM). The company recently released an updated version of the software that is tailored to the needs of lenders originating reverse mortgages.

“As we develop our retail distribution channel, we see it as an operating necessity to have a Reverse Mortgage specific CRM that has been developed by Reverse Fortunes,” said Dan Harder, Division Manager of 1st Reverse USA. “The challenge we had with other CRMs is that they did not have the necessary data to meet our needs and accomplish our goals.”

The web based technology integrates with loan origination software from Reverse Vision and allows originators to quickly order title, obtain “live quotes” and export data directly to other origination systems says Reverse Fortunes.

“The addition of First Reverse as a client validates the business model and the growing need for a common data platform that can connect to ‘Best of Breed’ vendors/lenders,” said Shannon Hicks, Partner and SVP of Reverse Fortunes. Pricing for the CRM starts at $29 per month and increases as the company adds additional users according to Hicks.

Reverse Fortunes says that other companies like First Maryland Mortgage/Great Oaks Lending, Security One Lending, Franklin Advantage, Mortgage Shop LLC, Residential Reverse, and American Pacific Mortgage are all using the technology.



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Sitecore Integrates Microsoft Dynamics CRM to Capture Critical Sales Intelligence and Improve Custom

October 31st, 2010

Sitecore, the leading provider of .NET Web Content Management System software, today announced enhanced integration between Sitecore CMS and Microsoft Dynamics CRM. This gives organizations the opportunity to blend prospect and customer data stored in the Microsoft Dynamics CRM system with real-time insights on Web interactions via Sitecore CMS. It enables marketers to provide more targeted and meaningful customer experiences, while giving sales the insight needed to more effectively nurture prospective customers.

“Today’s marketers are tasked with understanding their customers’ needs and how to meet them at every step in the purchasing funnel,” said John O’Donnell, Dynamics ISV architect evangelist, Microsoft. “Technology plays a critical role in helping marketers connect the dots between online and offline interactions. By enhancing the integration between Sitecore CMS and Microsoft Dynamics, marketer and sales teams can capture and mine customer and prospect intelligence to improve interactions that can ultimately lead to increased sales and brand affinity.”

In a recent report, Forrester also acknowledges, “Orchestration of the brand requires deep knowledge of the consumer, which starts with all of the data available via digital touchpoints. Why? Marketing leaders embrace digital because it is measurable and it can help provide intelligence.”1

“Our website is the absolute core of our sales and marketing strategy, which is based upon making customers the centre of the business and effectively targeting marketing communications aimed at meeting individual customer needs,” says Geerd Schlangen, chief brand officer, Qurius. “By using Microsoft Dynamics CRM with Sitecore CMS we are confident that we not only better capture customer intelligence but integrate all relevant data to create truly meaningful customer experiences and further strengthen our brand and market reputation.”

With full support for Dynamics CRM versions 3.0 and 4.0 and optimal performance tested to the scale of one million users, companies can streamline existing processes and permissions while capturing detailed insight into audience behaviors at every level. Additionally, Sitecore’s latest CMS Web Forms for Marketers release, allows non-technical business users to quickly and easily create Web forms, such as an online survey or billing form, which can be used to capture critical customer or prospect information during their website visit.

“Your website is often the first point of entry for prospective customers and influencers. Capturing intelligence on their online behavior is critical to targeting audiences and creating more engaging experiences,” said Jean-Paul Gomes, vice president of global strategic alliances, Sitecore. “The minute you connect Web visitors to information stored in your CRM system, you can tie campaigns to revenue, the ‘Holy Grail’ for any marketer.”



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CRM management software now offering 30 Day free trial

October 27th, 2010

Dimension CRM, the compelling and contract-free CRM management software solution from Genesis Interactive is now available with a 30-day free trial offer. Cloud computing has become an increasingly important part of IT strategy for companies of all sizes due largely to infrastructure cost savings and ease of remote access. Genesis Interactive has led the charge with several compelling products including Dimension and Filo, the company’s popular backup server online product.

Businesses of all sizes are turning to cloud computing for everything from CRM management software to file sharing solutions. Genesis Interactive, a leader in this rapidly expanding field, offers solutions including Dimension CRM and Filo that eliminate the need to deploy costly and complex enterprise software systems. While this means cost savings and greater efficiency for companies of all sizes, it also means that smaller businesses now have access to powerful software capabilities that were once priced out of reach. In fact, Dimension CRM is now being offered with a 30 day free trial, allowing businesses to try it out without any risk. Unlike traditional CRM management software packages, Dimension is priced affordably and users pay a monthly fee instead of prohibitively expensive yearly licensing fees.

One of the growing trends among many industries has been the decline of the traditional office. For many companies, the new reality is that workers are spread out, with some working in satellite offices, some working from home and others based internationally. Conference calls and video conferences have replaced the traditional meeting and cloud computing is replacing the traditional enterprise file server solution. Not only is it much less expensive for a company to have its backup server online, doing so makes it much easier for remote users to access files, no matter where they are, what device they’re using or what computing platform they prefer. IT departments are embracing cloud computing. It makes their job easier by removing much of the administrative and configuration requirement they used to shoulder when deploying traditional enterprise solutions and frees staff up to maintain their own systems. Employees appreciate products like Dimension CRM and Filo because particular attention has been paid to ensuring the user interface is simple and intuitive. That’s a welcome change from CRM management software that requires week long training course and ships with a 300 page manual. Finance departments like paying for services on a monthly basis. It keeps costs low and predictable, and not being locked into a contract provides much more flexibility.

Cloud computing is the wave of the future. By leveraging this technology, Dimension CRM management software and Filo internet-based file server offer any business access to powerful capabilities for a low monthly cost.



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How important is CRM software pricing?

October 26th, 2010

Earlier this month, Microsoft announced its plans to release its CRM Online product at an introductory price of just $31 per user per month. It was just the latest in a number of promotions for Software as a Service (SaaS)-based CRM products that have focused on price.

But given all the factors in a CRM software purchase, ranging from flexibility to scalability to fit for a specific industry, how much do organizations really care about the price point?

“They care a lot,” said Bill Band, analyst with Cambridge, Mass.-based Forrester Research.

According to Band, the emergence of SaaS CRM has made the application purchasing process far more transparent and, as the major CRM vendors reach functional parity, price has indeed become a more important factor in CRM software selection.

“It was the No. 1 factor for us,” said Brian O’Neill, chief technical architect at TGT Solutions, a Bradford, Ontario-based system integrator that runs Microsoft Dynamics CRM internally.

TGT Solutions adopted Microsoft three years ago, and the company has experience with Siebel and deployments as well. O’Neill’s been happy with the decision so far.

But not everyone makes their CRM decision on pricing, and for others it’s certainly not the top consideration.

Earlier this year, OraMetrix, a Richardson, Texas-based orthodontic technology company bought licenses for its sales force and Marketo licenses for its marketing automation needs, when it could have had Microsoft CRM essentially for free, said Dan De Silva, vice president of marketing for the company. The company had considered Microsoft, Oracle and for its CRM needs.

“With Microsoft, we were a little more in the air because we were a Microsoft partner and it would have been advantageous to us because we can essentially set up a Dynamics server here free,” De Silva said. “Pricing wasn’t the deciding factor. Really, ease of use and ease of adoption.”

OraMetrix develops its orthodontic applications for Microsoft environments, making it a Microsoft partner. But as a service-based business with lots of people touching the CRM system, speedy end user-adoption was a critical factor as was the system’s ability to adapt to OraMetrix’s business terminology and processes.

“For all those reasons, cost took a backseat,” De Silva said. “Ultimately, there was some flexibility on the vendor’s part that made it less of an issue. Having said that, we know we paid more than we could have but we feel confident we made the right choice.”

Indeed, while pricing has become a bigger consideration, list prices are just that — list prices, advised Forrester’s Band.

“Pricing in software doesn’t mean a whole lot,” he said. “Discounts of 50, 60, 70 percent are very common.”

That’s just the case with one recent customer.

“List price has an effect on the decision more during early phases of consideration than later, when only dealing with a small handful of final vendors,” John Bivona, customer relations manager for Nikon Instruments, wrote in an email. “By that point, the negotiated pricing became more important.”

Eric Pozil, managing director of CRM Northwest, a Seattle-based consultancy, said among clients he’s dealt with the importance of price is dependent on the size of the company and who’s doing the purchasing.

“If it’s IT, they go after the platform. Business is more focused on usability or their own personal experience with the CRM tool,” he said. “Price matters more for IT than the business. The business will spend more if they think, ‘we can get people to use it.’ For the large enterprise, price doesn’t matter that much because they feel they can negotiate with any vendor.”

WSI, a Toronto-based digital marketing company, selected NetSuite CRM three years ago because it no longer made sense to develop and maintain its own CRM system.

“Our internal system had gotten to the point where ongoing maintenance and monitoring wasn’t as cost-effective as something already out there,” said Nick Lattanzio, director of sales and marketing. “We were looking to save dollars. Functionality was secondary, price and [offloading the application] infrastructure was first.”

Sometimes, it’s also a matter of cultural fit with an application. Orange Leap, a Dallas-based company that makes software for nonprofits, ditched for SugarCRM On-Demand two years ago.

“[Price] was one of the many factors for us; we were unique in what we were looking for,” said Katherine Burstein, solutions engineer with Orange Leap. “Pricing, usability, it was the open source nature and business methodology. [] is a different model, the cost is higher, pricing structure is different, the business model, the usability wasn’t as friendly.”

Recent research from Forrester backs up the idea that enterprise applications buyers in general, and CRM buyers specifically, have become more price conscious.

In an August 2010 Forrester report, 41% of respondents said cost of ownership was one of their top three decision criteria for CRM. Two years earlier only 23% of respondents listed cost of ownership.

And in a 2009 Forrester survey of enterprise applications customers, 58% of respondents listed high cost of ownership as a “very significant” business problem with their implementation, outweighing other options like “business requirements don’t match applications” or “the difficulty of upgrades.”

“What happens is when all the solutions are mature, they have all the bells and whistles and are similar, then cost of ownership and pricing come into the equation,” Band said. “While cost of ownership is down the list [of criteria], in the CRM space most of the major players are very similar to one another.”

That makes Microsoft’s recent move a wise one, according to Band. It helps to get them on the short list of CRM vendors early in the buying process.

A new role for

In some ways, Microsoft’s promotional price strategy should be familiar to, which at one time was itself an upstart company challenging entrenched competitors like Siebel, Oracle and SAP based on pricing and its ease of use.

“They came in as penetration pricing solution, now they’re the high cost solution,” Band said. “Now Salesforce doesn’t want to respond to these price pressures, so they’re trying to take the high road talking about ‘install base, UI, a proven solution.’”

SaaS has radically simplified the idea of pricing enterprise applications with a per-user per-month model, allowing an “apples-to-apples” comparison.

“With SaaS, the online comparison shopping is so much easier,” said CRM Northwest’s Pozil. “It makes pricing so much more transparent.”

SaaS CRM pricing has put pressure on on-premise vendors as well, forcing them to offer different pricing and hosting options, Band noted. SAP, for example, has begun a rapid deployment application program for CRM and supply chain management due partly to pressure from SaaS vendors.

Another outcome of this new CRM delivery and pricing paradigm is that companies pay even closer attention to the fine print and the service level agreements. For example, to differentiate itself from other SaaS vendors RightNow has released its Cloud Services Agreement, which allows customers to dial up or down the number of seats they license and locks in a six-year price assurance while only committing the buyer to a one-year renewal.

These shifts in the CRM purchasing process and competitive pressures can offer new benefits — but new challenges as well.



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Sales babu web based CRM software for SME’s

October 24th, 2010

Growing affinity towards technology has enabled and evolved a world of exquisite gadgets, software, games, mobiles to overcome the ecstatic conscience of people, but still there’s a whole new Pandora that lies beyond the tried and tested terrain of venerated CRM’S .

Usually, CRM is understood and seen as a technological term, which is defined- as a widely implemented strategy broadly recognized for managing a company’s interactions with customers, clients and sales prospects but after diligent efforts, Sales Babu Pvt. Ltd. is bringing one such CRM company wide business strategy for SME’s that not just provides this all; but designed to reduce costs but also to increase profitability by solidifying customer satisfaction, loyalty, advocacy.

If you are one such organization that finds itself in quandary in choosing the best CRM out of this luxuriant tech world. This one is for you, Delhi based Sales Babu Solutions Pvt. Ltd ,a company providing software services, is coming up with a web based CRM (consumer relationship management) based on the software as a service (SaaS) model, enabling users to choose a option as their limitations and eliminating infrastructure and setup costs.

Commenting on the product, Mr. Shashi Saurav, Vice President Sales said, “Sales Babu CRM has been designed and built with three things in mind “simple, intuitive and efficient”. The CRM is designed keeping in mind three basic elements “people, process, technology to make it user friendly and up dated as the system is delivered on demand over the internet with PAN India feature “he added”. Born with the agenda of providing simple, intuitive, efficient CRM the company is providing an unmatched quality, ensuring accuracy at the most feasible rates in the market and that too with a subscription based plan which simply means customers not need to invest in acquisition and maintenance of I.T hardware.

The customer support module is the major feature of Sales Babu CRM. This module can be used by organizations to track customer complaints, manage service and annual maintenance contracts, along with preventive maintenance schedules. This CRM offers various configuration options for customers to customize the solution as per their requirements, customer can add their own fields, set up their organization reporting structure, and generate custom reports.

If you ever thought CRM as a type of software, Sales Babu dispenses it and evolves CRM as a customer centric philosophy that permeate an entire organization.



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Maximizer Software Announces Tweaks for Financial Services CRM

October 21st, 2010

Maximizer Software, which sells CRM and mobile CRM mainly for the financial services industry, announced that its latest Maximizer CRM 11 Editions offer features tailored for the financial services industry.

Vivek Thomas, president of Maximizer Software, said in a statement that with financial-specific tools and templates, client management functionality and all-access CRM from the desktop, Web or mobile device, “our latest offering enables financial services professionals to focus on delivering exceptional service that will attract new clients and build customer loyalty.”

Helping financial professionals manage client relationships, processes and time, Maximizer CRM 11 offers what company officials characterize as “tailored financial services features including built-in financial tools and templates, advanced client management capabilities such as pre-set fields for Net Worth and Investment Style, task management, an action planner, and mobile access to real-time client information.”

Last month, TMC’s (News – Alert) Raju Shanbhag reported that Maximizer Software announced that the company released its Maximizer CRM 11 Entrepreneur and Team Editions in India. The new editions are available through local Maximizer business partners.

The company centralizes customer information to organize, automate and streamline business processes. Company officials say the new editions are designed specifically for entrepreneurial, start-up, small office and home office and small businesses, “ideal for companies with between one and five users,” and boasts extensive contact management facilities.

“The new Entrepreneur and Team editions are just part of a range of scalable CRM solutions leading up to the full function enterprise edition,” said Mike Richardson (News – Alert), managing director of Maximizer Software in a statement. “Users can save and track all interactions with clients and prospects as well as set up automatic reminders for the next series of meetings or calls to help ensure first-class client attention and care.”

Offering advanced sales opportunity management, Maximizer Team Edition is aimed at companies with five to 50 networked users. With real-time access to performance data by representative or sales team, sales managers can benefit from critical insight into the status of sales deals in the pipeline.

Additionally, sales team members can quickly merge customer information e-mail templates for timely sales outreach and follow-up activities, the company stated in a press release.



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