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.

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Reasons Nonprofits Should Use Microsoft CRM Online (3/5)

November 18, 2009

Reason #3. CRM Online allows you to select Outlook contacts for sharing

Would you like to be able to share some of your Outlook contacts with your colleagues so that all of you know what each other has done or is planning to do with these contacts?  How many times have you called a volunteer, donor or board member, only to find out from the person you called  that someone else from your organization called earlier in the day?  Want to eliminate crossed wires at your nonprofit?

CRM Online allows you to share an Outlook contact with one click of the mouse.  If you and your colleagues share a contact in CRM Online, you’ll have at your fingertips a history of everything you and your colleagues have done with this contact.  You’ll also know what others have scheduled with this contact in activities set for some time in the future.  You’ll never have crossed wires again.

You and your colleagues have information about mutually important contacts, organizations and projects.  Wouldn’t you like to be able to share a note that you know others will be able to read?  You can even attach documents  like a PDF or Word file to contacts, organizations and projects in Microsoft CRM Online that colleagues in your workgroup can see.

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 (2/5)

November 17, 2009

Reason #2: CRM Online uses the Outlook Calendar

Do you and your colleagues share an Outlook calendar?  Who doesn’t, these days.  Would you and your colleagues like to track selected Outlook activities back to organizations, contacts and projects?  Perhaps you need to track activities with individual major donors, and you want to share this information with others who are working with you.  Or perhaps you want to relate meetings with colleagues to a grant proposal in the works.  Maybe you’re scheduling cultivation meetings on behalf of a board member or and executive at your nonprofit.

Wouldn’t it be great to track all these things on the Outlook calendar, and link Outlook activities to contacts, organizations, proposals or projects?  Linking an Outlook activity takes just a click of the mouse in 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.

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Reasons Nonprofits Should Use Microsoft CRM Online (1/5)

November 16, 2009

Calling all nonprofit professionals:  This week, our blog will focus on the top  5 Reasons to consider Microsoft Dynamics CRM Online for your nonprofit organization.  Look for a new reason each day, and if you’d like to take advantage of special $9.99 per user per month pricing for qualified nonprofit organizations, call us at (800) 322-1049 or send an e-mail to tim @ is-crm.com.

Looking for a database to share with colleagues?  Over the past year we’ve worked with many new users in the nonprofit sector, and here are some of the top reasons they’ve rolled out Microsoft Dynamics CRM Online to improve their effectiveness of their nonprofit organization.

1. Reason #1:  CRM Online is cost-effective

Now more than ever educational institutions and nonprofit organizations need to watch their budgets. Special pricing for the nonprofit sector makes Microsoft Dynamics CRM Online the least expensive solution for sharing data among colleagues.   Contacts, projects, and organizations and activities are typical things that nonprofit professionals need to share with their colleagues.

Microsoft CRM Online users never need to leave Outlook because CRM Online integrates fully with Microsoft Office.  Your users are already pretty familiar with Outlook, Word and Excel, so even your training for Microsoft CRM Online would be less involved than other competitive products.  Qualifying nonprofits can deploy CRM Online for as little as $9.99 per user per month.

To see if you qualify for $9.99 per user per month NFP pricing for Microsoft CRM Online, call us at (800) 322-1049 or by email tim @ is-crm.com.