Continue reading »]]> Microsoft announced what’s going to be in their next service update for Microsoft Dynamics CRM 2011, codenamed “R8″, under the headline: CRM Anywhere.

The R8 service update is expected to be available Q2 2011 and is built on six broad themes: Mobility, Browser Flexibility, Social, Industry Templates, SQL Server 2012, Certifications.

Mobility
Microsoft will be launching a new product, Microsoft Dynamics CRM Mobile, which will enable CRM Online, partner-hosted and on-premise customers with Internet-facing deployments to use CRM on up to three devices per user.

There will be native clients, which means offline support, on all the main mobile platforms: Windows Phone 7.5, iPhone & iPad, Android, BlackBerry. I haven’t seen any of the licensing details yet, but I understand that this is a subscription service (even for on-premise customers) for $30 per user per month.

Browser Flexibility
For years prospective customers have been crying out for multi-browser support and Microsoft has finally delivered! Once R8 hits your CRM server you’ll be able to access CRM using: Internet Explorer 7 or above on Windows 7, Vista and XP; Safari 5.1.1 or above on Mac OS-X or iOS5 ;Firefox 6 or above on Windows 7, Vista and XP or Mac OS-X or iOS5; Chrome 13 or above on Windows 7, Vista and XP.

Activity Feed Enhancements
In the Nov 2011 service update (codenamed “R7″) Microsoft released the new Activity Feeds feature which introduced some social enterprise features into CRM 2011. R8 introduces a series of enhancements to the Activity Feeds feature: like/dislike, enhanced filtering (e.g. @me, types of records I follow, record views), and an updated mobile activity feeds client for Windows Phone 7.5.

Industry Templates
Building on the work of Microsoft partners and its own consulting team, the Dynamics Labs will be releasing several industry templates into the Dynamics Marketplace. The first few templates will be: Wealth Management, Non-Profit, Health Sales Plans
Relationship Management for Health.

The templates will include data model customizations, dashboards, workflows and sample data. They’re designed to help customers in those industries visualise how Dynamics CRM can help their business, and speed up an implementation without necessarily being a fully-packaged vertical industry product.

SQL Server 2012
Microsoft’s own data centers have already been upgraded to SQL Server 2012 and the R8 service update bring official support for partners and customers wanting to upgrade their own deployments to SQL Server 2012. Additionally, there will be some new CRM features that make use of SQL Server 2012 new capabilities. For example: performance improvements, enhanced database recovery, next generation business intelligence (“Crescent”) such as pre-defined Power Pivot models, Power View reports, and time-animated reports.

Certifications
Certifications are critical to enterprise adoption and Microsoft has been working hard over the last year to ensure that its data centers and CRM Online service meets several important certification standards including: ISO27001, SAS 70 Type II, SOX, SSAE 16 SOC1, Safe Harbor, Data Processing Agreement, EU Model Clauses and HIPAA compliance (supported through Business Partner Agreements).

Please contact us for more information.

Continue reading »]]> On Thursday, 01 March 2012 we will have our first annual event at Microsoft in Berlin.

We intend to address with you an exciting topic: Modern communications, customer relationship management and sales optimization!

Our all-day event will begin at 9:00 am with a welcome coffee and ends at 16.00 pm. The speakers are experts in their areas and they will bring closer the various topics to you and will answer all questions specifically.

The seminar will be held in german.

Agenda

09.00 – 09.15 Uhr     Begrüßungskaffee und einleitende Worte

09.15 – 10.00 Uhr     Sandler : Referent: Werner H.J. Wagner/ Thema: CRM als Tool zur kontinuierlichen Verkaufsoptimierung

10.05 – 10.50 Uhr     Microsoft Dynamics CRM : Referentin Tanja Treen / Thema : Kundenmanagement als Wachstumspfad für ihr Unternehmen

10.50 – 11.10 Uhr     kurze Pause (20 Min )

11.10 – 11.40 Uhr     BFI Mobile : Referent : Benno Sitzmann/ Thema:  Mobilisieren von CRM Prozessen auf Smartphones/Tablets

11.45 – 12.30 Uhr     Microsoft Lync : Referent: Sven Thimm/ Thema: Moderne Kommunikation und Zusammenarbeit im Unternehmen mit Microsoft Lync

12.30 – 13.15 Uhr    Mittagspause ( 45 Min )

13.15 – 13.45 Uhr    QSC  Referent: Federal Alkan/ Thema: QSC SIP-Trunk für Microsoft Lync Server 2010 “Komplexität reduzieren”

13.50 – 14.20 Uhr    Ferrari electronic  Referent: Dirk Krüger/ Thema: Sanfte Migration: Von der Telefonanlage hin zu Microsoft Lync

14.20 – 14.40 Uhr     kurze Pause ( 20 Min )

14.40 – 15.10 Uhr    Voxtron  Referent: Peter Linnemann/ Thema: Das beste Contact Center für Microsoft Lync

15.15 – 16.00 Uhr    BARTELS KIM WOLLENHAUPT Rechtsanwälte Partnerschaft  Referent: Karsten U.Bartels, LL.M.Rechtsanwalt/ Thema: Rechtliche Anforderung an das Online Marketing (von Email-Marketing bis Social Media)

We believe we have found interesting topics for you and look forward to meet you!

Drinks and  snacks will be provided.

To reach only interested colleagues and customers, this year  we have decided for a paid attendance at our event. The registration fee is 49 €. The first 15 participants who register will get a Microsoft Dynamics CRM book.

Please register by 24.02.2012 on XING now!

The place of our event is:

Microsoft Germany
Berlin office
Katharina-Heinroth-Ufer 1
10787 Berlin

With kindly support of 

Continue reading »]]> With the financial industry always in a state of flux, the technology adopted by financial services firms has to be flexible to adapt to changing conditions, secure to maintain client information and meet compliance guidelines, and easy so employees can start using it right away. Above all, it must be client-focused.

Sage SalesLogix provides advisors, hedge fund and portfolio managers, and other client-facing teams with a 360 degree view of client interactions enabling them to provide better service, have more meaningful conversations, and anticipate client needs.

More Informations

Continue reading »]]> Customization

• You have an idea what you want to have customized in Sage SalesLogix but you are not exactly sure how to do it?
• Get in contact with us and we will discuss your requirements with you and help you to customize your system.
• We can help you with LAN and web customisations

Installation

You need help with the planing and installation of your SalesLogix system?

• We are doing Sage SalesLogix implementations since 2004 and have done a lot of successful implementions for LAN and web.
• We also have experiences with remote clients and remote offices.
• We also have a deep knowledge of all the surrounding microsoft products like sql server, IIS, windows server and exchange server.

This helps us to successfully implement your Sage SalesLogix system.

Upgrade/Update

You are using Sage SalesLogix for a while?  You are not using the latest version of Sage SalesLogix and would like to upgrade?

• We are able to make this easy for you. With your help we analyze your system, look at your customizations and create an upgrade plan specific for your implementation.
• We also help you doing this process to insure that the upgrade will work and your users are even more happier with Sage SalesLogix.
• We have done a lot of successful LAN and web upgrades

Continue reading »]]> Consulting:

Data Visualisation 

• Visualize your data to get a better view?
• Sage SalesLogix offers a great standard tool for it.
• Visual analyzer which is based on Qlickview.
• With this tool you have great posibilities to look at your data from different perspectives.
• Analyze all the data stored in Sage SalesLogix and or other databases.
• Combine them with each other and get the maximum of helpful information.

Analyse your current situation

• Are you still working with Sage SalesLogix?
• Are you interested in Sage SalesLogix?
• What you always need to do is analyse your current situation.
• How is your business going, what would you like to do with a CRM-system?
• We help you to find answers for this questions.
• We look at your current situation, we listen what you are telling us.
• We help you to get an overview of what is possible with a CRM-system.
• We do Sage SalesLogix implementations since 2004.
• Benefit from our deep knowledge of the product.

Business Process Managment (BPM)

• Are you looking for a solution which helps you manageing your company?
• Be up-to-date with all information from your CRM-system without haveing to look for important information?
• Increase customer satisfaction by solveing support cases on time!
• We can help you to make your customers happier.
• We offer a standard business process management tool from oribs called TaskCentre.
• This tool allows you to easyly create workflows.
• Get an e-mail after a new ticket is created.
• Get an e-mail with all opportunities not beeing touched since 30 days.
• What ever you want, we can help you to build this workflows with TaskCentre.

Workflow Analysis

• We look at how you work in your company.
• We talk to your employees and as a result come up with posibilities to optimize your workflows.
• We help you to integrate Sage SalesLogix in your workflow whereever it is possible.

Continue reading »]]> I´d like to share a good Post from James Adamwaite and the Link to the Sage University:

The Sage SalesLogix End User’s Subscription has been updated with several exciting videos on learning how to use Sage SalesLogix Advanced Analytics!

Lear how to:

• Select data and hide/show details
• Clear markings
• Use hierarchy and slider controls
• Use the dashboard icons
• Hide and show legend
• Export visualizations to printer-friendly files or images

Use filters to narrow the data set

We also have several videos on using the Dashboards:

Sales:

• Sales by Geography
• Historical Sales
• Sales Trend
• Sales Forecasting
• Pipeline Analysis
• Win/Loss
• Ranking Analysis
• Productivity Analysis

Marketing:

• Revenue
• Potential Revenue
• Responses
• Budget vs. Actual

 Support:

• Agent Productivity Trend
• Ticket Categorization
• Agent Workload

Get started by logging on to your My University by visiting http://sageu.com/saleslogix/logon and launch the End User’s Subscription. Next, launch the How Do I? video repository and select the “End User – Advanced Analytics” section

The Sage SalesLogix End User’s Subscription has been updated with several exciting videos on learning how to use Sage SalesLogix Advanced Analytics!

Lear how to:

Select data and hide/show details

Clear markings

Use hierarchy and slider controls

Use the dashboard icons

Hide and show legend

Export visualizations to printer-friendly files or images

Use filters to narrow the data set

We also have several videos on using the Dashboards:

Sales:

• Sales by Geography
• Historical Sales
• Sales Trend
• Sales Forecasting
• Pipeline Analysis
• Win/Loss
• Ranking Analysis
• Productivity Analysis

Marketing:

• Revenue
• Potential Revenue
• Responses
• Budget vs. Actual

Support:

• Agent Productivity Trend
• Ticket Categorization
• Agent Workload

Get started by logging on to your My University by visiting http://sageu.com/saleslogix/logon and launch the End User’s Subscription. Next, launch the How Do I? video repository and select the “End User – Advanced Analytics” section

Continue reading »]]> SmartCatalog™ delivers proven sales configuration and guided selling solutions that provide fast, accurate quotes and orders directly from Sage SalesLogix to all sales channels – including employees, partners/distributors, and customers. SmartCatalog helps companies around the world leverage their Sage SalesLogix deployments to increase revenue, reduce costs, and increase customer loyalty.

Sage SalesLogix customers choose SmartCatalog to decrease costs by reducing re-quotes and returns with accurate quotes and orders; decreasing cycle time with streamlined and automated quote-to-order process; reducing staff required to support the quote-to-order process; reducing goodwill margin loss due to re-quotes; and lowering sales support costs with web self-service.

Sage SalesLogix customers also choose SmartCatalog to increase customer satisfaction, revenue, and margin because it helps them provide quotes quickly and get them right the first time. In addition, the powerful SmartCatalog guided selling and configuration is available to partners, dealers, and even customers 24/7 via the Web when they need to obtain a quote or order at their convenience.

http://www.youtube.com/watch?v=aRMGzaPjDqw

Continue reading »]]> Dashboards provide a fast and easy way to view and communicate business data in a visual format, incorporating charts, graphs, and lists. Real-time dashboard capabilities in Microsoft Dynamics® CRM 2011 make it simple for sales, marketing, and customer service people to create dashboards on the fly—so they can spend more time acting on critical data, and less time gathering it.

http://www.youtube.com/watch?v=k_OxfnbJKKk