Keyword CRM
25
APR
New Microsoft Dynamics CRM Features
25 APR 2012 | Posted in CRM, Microsoft Dynamics CRM, social CRM, testing | Author Alex McLachlanMicrosoft's recently announced Q2 2012 service release of Dynamics CRM 2012 will have some very interesting features, including mobile access, multi-browser support and industry templates.
26
MAR
Self service - a win-win and a challenge
26 MAR 2012 | Posted in business value, CMS, CRM, finance system, self service, service | Author Alex McLachlanPicking up a thread from my last blog post, I thought it would be useful to discuss self service. Self service is both a win-win - it provides better service at lower cost - and a challenge - implementing wide-ranging self service has its complexities. I've talk on a number of occasions about the advantages of self service. In this post, I'll focus more on the challenges.
12
FEB
Programme coordination for multiple suppliers
12 FEB 2012 | Posted in Basecamp, collaboration, complexity, CRM, Microsoft Dynamics CRM, programme management, project management, Smartsheet | Author Anthony FlackWork with one of my major clients was becoming increasingly complex to coordinate once the suppliers had been selected to deliver changes as part of a major systems overhaul. In all, five parties became involved in the programme, delivering new APIs to the membership system to enable online joining, renewals and exam entry; a new website supplier and a new website; and the installation of Microsoft Dynamics CRM.
31
JAN
CRM Strategy - Vision Statement
31 JAN 2012 | Posted in business change, business strategy, CRM | Author Alex McLachlan |
1 Comment
Implementing a CRM is a business change - usually a major business change - that will have a wide impact on the organisation. I've found it useful to provide a vision statement for the CRM Strategy, based on a common structure. I try to keep the vision statement to a single page to make it more digestible to different groups of staff, so keeping the individual topics as bullet points.
The structure and contents of the CRM vision statement I've used are:
There are a number of important differences between CRM in the not-for-profit sector and CRM in the commercial sector. It's vital that both NFP organisations and suppliers recognise and understand these differences to make sure that new CRM systems fulfil the organisations' needs.
28
DEC
Technology Predictions for 2012
28 DEC 2011 | Posted in CMS, CRM, internet | Author Alex McLachlanThree of Real Story Group's Technology Predictions for 2012 particularly caught my eye: big data meets web marketing; CRM and CMS on collision course; and new job titles emerge.
05
DEC
Multichannel Contact Management
05 DEC 2011 | Posted in contact management, CRM, social media | Author Alex McLachlanSome organisations focus almost entirely on their website as the main means of communication with contacts to the exclusion of other channels, particularly email marketing. There are two dangers to this - it assumes either that users will visit the organisation's website of their own volition if they have visited before; or that they will find the site from Google searches if they haven't visited before.
20
MAY
CRM Requirements and Strategies
20 MAY 2011 | Posted in business strategy, charity, contact management, CRM, membership organisation, NFP | Author Alex McLachlanAnthony's recent blog post "We need CRM?" raised the interesting issues of the underlying requirements for managing relations with contacts and of the need for a strategy for how an organisation will manage those relations.
12
MAY
We need CRM?
12 MAY 2011 | Posted in contact management, CRM | Author Anthony Flack | 1 Comment
“We need CRM”, I have heard this statement frequently when speaking with Not for Profit / Membership and Financial Sector organisations. When I dig a little deeper and explore with clients what is really required, then the possible dangers of the ubiquitous CRM solution become evident. Simply investigating with the client, what the target business improvement is will start to steer the dialogue in a more effective direction.