Archive for November, 2009

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Sending contacts from Outlook to CRM

November 29, 2009

Chances are good that some people in your team have entered their important work contacts into their local Outlook contact lists.  Chances are also good that you have personal records in Outlook, too.

With CRM, you can choose which contacts get synchronized up into CRM.  (So your dirty little secrets are safe in Outlook and won’t go into CRM unless you click the Track in CRM button on them.)

Step-by-Step Instructions

  1. In your local Outlook contacts list, locate the contact you’d like to sync with CRM.  Highlight it.
  2. Click the Track in CRM button on the toolbar.  (In Outlook 2010, it’s in the Add-ins tab.)

 

Tips & Tricks

  • Once tracked, changes made to a record in either CRM, Outlook, or your phone will sync throughout the system.

 

  • When tracking an Outlook contact in CRM, you also have the option of linking the contact to an existing parent account in CRM.
  • Contacts in Public Folders can’t be synchronized with CRM.  Only contacts in your local Outlook contacts list.

 

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Six Months Free Microsoft Dynamics CRM Online!

November 25, 2009

For Salesforce.com and Oracle CRM On Demand customers, switching to Microsoft Dynamics CRM just got a lot cheaper! Eligible organizations can get six months of Microsoft Dynamics CRM Online – at no charge.

Where else could you get a complete sales, service, and marketing suite within a native Microsoft Office Outlook experience, supported with robust functionality like mobile access, offline data usage, powerful workflow, 5GB of storage, and a 99.9% financially-backed service level agreement (SLA)?

To learn more, or to sign up your organization, call us at (800) 322-1049.

Here are the details of the offer:

  • Subscriptions must be activated by December 31, 2009.
  • Minimum of 5 users
  • Maximum of 2 times the number of seats subscribed to via qualifying competing products
  • After 6 months, subscription price is $44/user/month
  • Contract term is 12 months
  • Offer only applicable to Microsoft Dynamics CRM Online
  • Offer only available in the US & Canada
  • Eligible customers must be currently paid subscribers to Salesforce.com or Oracle CRM on Demand switching to Microsoft Dynamics CRM Online and must show valid proof of Salesforce.com or Oracle CRM On Demand subscription to participate
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Coming Soon… Our Microsoft Dynamics CRM Online Class @ Your Local College

November 24, 2009

 

Through a consortium administered by Cengage learning called ed2go, we are nearly complete designing an online course on Microsoft Dynamics CRm 4.0.  Though you might not have heard of ed2go, this online course is mass distributed to over 1,500 accredited colleges and universities nationwide. 

So, starting in January, if you go to your local college and sign up for an online course on Microsoft Dynamics CRM 4.0, chances are good that we’ll be teaching it.  We’ll see you in class…study hard, because there will be a test.  (And quizzes, too!)

To see a list of schools in your area that will have our Microsoft Dynamics CRM class on their course catalogs, click this link:

http://www.ed2go.com/partners2.html

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SalesFUSION Email Marketing for Microsoft Dynamics CRM (Online & On-Premise)

November 24, 2009

If you are in need of e-mail marketing, check out SalesFUSION.  The web site is http://www.salesfusion.com, and Innovative Solutions can help integrate your Microsoft Dynamics CRM solution into SalesFUSION for e-mail marketing, lead and campaign analysis, and web site visitor tracking.

SalesFUSION goes beyond traditional e-mail marketing systems (like ExactTarget, Constant Contact, etc.) and provides full e-marketing on par with Eloqua or vTrenz.  What sets SalesFUSION apart is its direct integration into Microsoft Dynamics CRM.  Unlike many other e-mail solutions, SalesFUSION works with both CRM Online and CRM On-Premise.

For more information, go to http://www.salesfusion.com or call us at (800) 322-1049.

 

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Sneak Preview of Microsoft Dynamics CRM 5.0

November 22, 2009

Check out this sneak peek of Microsoft Dynamics CRM 5.0 from the Microsoft Professional Developer Conference last week. 

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Reasons Nonprofits Should Use Microsoft CRM Online (5/5)

November 20, 2009

Reason #5. Low IT footprint

Chances are your organization already has the IT structure in place to roll out CRM Online without additional hardware costs or time-consuming software installation.  In our experience, most nonprofit workgroups can be up and running within a day.  An easy-to-install Outlook plugin takes just a few minutes to get a CRM Online user up and running in Outlook.  No complicated server installation, and no new programs to install on your users’ pc’s.

There are many other reasons professionals in nonprofit organizations are turning to CRM Online to make their workgroups more effective and productive.  We’ve just listed a handful here.  Watch this blog, and we’ll tell you much more.

To learn more about the $9.99 per user per month special pricing for qualified nonprofit organizations, call us at (800) 322-1049 or contact tim @ is-crm.com.

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Reasons Nonprofits Should Use Microsoft CRM Online (4/5)

November 19, 2009

Reason #4. Shared contact lists

Do you and your colleagues need to share and update lists of contacts for events, labels, letter merges and e-mailings?  The CRM Online “Marketing List” feature allows you and your colleagues to access and update shared contact lists that integrate with Excel or Word.

Perhaps you need to do a mailing to your governing board for a forthcoming meeting.  Or maybe you need to get a holiday card or annual fund mailing out.  Need to do a mail merge to a group of volunteers?  CRM Online marketing lists are merged in Word.  And since contact address details are shared in your CRM Online database, you never need to worry about using a spreadsheet that isn’t up to date.

If you merge letters, labels and e-mail messages in Microsoft Office, you’ll love the Marketing List feature in Microsoft CRM Online.

To learn more about the $9.99 per user per month special pricing for qualified nonprofit organizations, call us at (800) 322-1049 or contact tim @ is-crm.com.