Creating Excellent Customer Experiences with Shared Knowledge through CRM

No matter the industry your business operates in, it must maintain a steady flow of clients. To do this, it must establish a brand that is focused on providing exceptional customer service. Fortunately, there are many tips you can follow to improve the customer service your business is able to provide, and Microsoft Dynamics CRM is here to help you achieve this goal.

Develop a foundation of knowledge

If you don't know anything about your customers, then how can you exceed their expectations? You can't, and this is the exact reason you need to build a foundation of knowledge about your customers. Your daily interactions should be stored in a CRM, which can then be used to analyze the interactions. You'll gain knowledge and insight into your customers' preferences, allowing you to better provide your services to them in a way that optimizes customer convenience.

What can Microsoft Dynamics CRM do for you?

It helps provide around-the-clock availability, has massive scalability features, and actionable customer insight. Your frontline employees will feel empowered to offer excellent customer service on a regular basis, knowing that they have the resources they need to effectively exceed your customers’ expectations.

Microsoft Dynamics CRM allows you to start a case and update it as many times as you like. You can use the system to identify which cases have been stalled and which ones are making the most progress. You'll be able to effectively and efficiently measure the mechanisms you use to provide customer satisfaction, allowing you to alter your customer service tactics to better meet customers' needs. All metrics can be formatted into visual formats, allowing your workers to have a better understanding of whether or not their efforts are paying off.

A CRM system also makes it simple for workers to share information with one another. For example, let's say a customer calls in to set up an automotive service appointment. The call can then be directed to the service department. Employees in the service department can bring up the customer's information in the CRM, allowing them to have an inside view of the customer's name, car make and model, and any prior services that have been performed. By already knowing this information, it simplifies the appointment-scheduling process.

If you're looking for a way to improve customer service — and you should be, always — then it's important to deploy a CRM system. You can accurately view, measure and analyze the customer experience lifecycle and make any changes that need to be made.

By Socius, a Microsoft Dynamics CRM Partner in Ohio and Kansas (http://www.socius1.com/solutions/crm/keep-crm/)

The post Creating Excellent Customer Experiences with Shared Knowledge through CRM appeared first on CRM Software Blog.


Source: CRM

Creating Excellent Customer Experiences with Shared Knowledge through CRM

No matter the industry your business operates in, it must maintain a steady flow of clients. To do this, it must establish a brand that is focused on providing exceptional customer service. Fortunately, there are many tips you can follow to improve the customer service your business is able to provide, and Microsoft Dynamics CRM is here to help you achieve this goal.

Develop a foundation of knowledge

If you don't know anything about your customers, then how can you exceed their expectations? You can't, and this is the exact reason you need to build a foundation of knowledge about your customers. Your daily interactions should be stored in a CRM, which can then be used to analyze the interactions. You'll gain knowledge and insight into your customers' preferences, allowing you to better provide your services to them in a way that optimizes customer convenience.

What can Microsoft Dynamics CRM do for you?

It helps provide around-the-clock availability, has massive scalability features, and actionable customer insight. Your frontline employees will feel empowered to offer excellent customer service on a regular basis, knowing that they have the resources they need to effectively exceed your customers’ expectations.

Microsoft Dynamics CRM allows you to start a case and update it as many times as you like. You can use the system to identify which cases have been stalled and which ones are making the most progress. You'll be able to effectively and efficiently measure the mechanisms you use to provide customer satisfaction, allowing you to alter your customer service tactics to better meet customers' needs. All metrics can be formatted into visual formats, allowing your workers to have a better understanding of whether or not their efforts are paying off.

A CRM system also makes it simple for workers to share information with one another. For example, let's say a customer calls in to set up an automotive service appointment. The call can then be directed to the service department. Employees in the service department can bring up the customer's information in the CRM, allowing them to have an inside view of the customer's name, car make and model, and any prior services that have been performed. By already knowing this information, it simplifies the appointment-scheduling process.

If you're looking for a way to improve customer service — and you should be, always — then it's important to deploy a CRM system. You can accurately view, measure and analyze the customer experience lifecycle and make any changes that need to be made.

By Socius, a Microsoft Dynamics CRM Partner in Ohio and Kansas (http://www.socius1.com/solutions/crm/keep-crm/)

The post Creating Excellent Customer Experiences with Shared Knowledge through CRM appeared first on CRM Software Blog.


Source: CRM

CRMUG | Nominierung für All Star Award

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Ich fühle mich geehrt, zusammen mit anderen wunderbaren Personen in diesem Jahr für den CRMUG All Star Award nominiert worden zu sein.

Jedes Community Mitglied kann einmalig vier Stimmen für die nominierten Kandidaten abgeben. Jeweils zwei aus dem Anwender-Bereich und zwei aus dem Bereich der Partner und MVPs.

Wer die CRMUG Community noch nicht kennt, der sollte sich unverbindlich ein Bild machen und von den zahlreichen Angeboten der Plattform profitieren. Der tägliche Wissensaustausch, aber auch die neu-gewonnenen Freunde auf den Community Events haben meinen Erfahrungsschatz wachsen lassen.

Und wer sich im Rahmen eines Events gleich persönlich überzeugen möchte, dem sei der CRMUG Summit in Reno empfohlen. Schaut mal in die Agenda und ihr werdet bestimmt den ein oder anderen Beitrag von mir finden.

Wir sehen uns…

Einsortiert unter:Allgemein


Source: CRM

New version of Report Scheduler (v11) released for Microsoft Dynamics CRM Online and On-Premise

IOTAP’s Report Scheduler add-on enables easy scheduling of CRM data and works for CRM Online as well as On-Premise. Using IOTAP CRM Report Scheduler solution you can automatically send reports (CRM View) via email to your colleagues, executive management and non CRM users in a recurring weekly or monthly pattern.

Some user scenarios where scheduling can help in providing useful business insight and create a proactive engagement are:

  • Daily report of new leads
  • Opportunities nearing the established closed date
  • Opportunities won this week
  • Cases created or resolved this week
  • Contracts expiring next month
  • Contacts having birthday in next day / week / month

The best part of using report scheduler is that there is no additional effort needed to create CRM SSRS reports…as report scheduler uses CRM Views which can be easily created or modified using CRM Advanced Find.

For my earlier blogs regarding report scheduler solution refer the below links:

With the release of new Version 11 of report scheduler, we have also added the functionality to deliver data via attachments – CSV or TXT files which can be directly opened in Microsoft Excel.

To receive the CRM View data as CSV attachment, below 2 additional configuration settings need to be performed:

1.       Check the Attachment option

2.       Select Render format as CSV or TXT

Report Scheduler already sends the CRM View data inline in email body in tabular format. The additional CSV attachment option allows the users to directly open data in Microsoft Excel. Further this can also be useful where there is a need to extract data for backup purpose (for creating snapshot) on regular automated basis.

If you have an existing version of report scheduler already installed then refer instructions mentioned in KB article "2.18 Upgrading to a higher version" for backing up and restoring existing scheduled records.

CRM Dynamics is great platform to build CRM solutions for small business to enterprise organization. However to enhance the platform, add-ons from different partners provide a great way to improve the user experience and improve productivity. Check out the various add-ons that you can purchase from our online store:

 


Source: CRM

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