Trial de 30 dias Dynamics CRM 2013

This item was filled under [ Dynamics CRM 2013, Uncategorized ]

Microsoft ofrece una prueba sin costo para Dynamics CRM por 30 dias. N hay que bajar ningún producto (a menos que desee utilizar la integración con Microsoft Outlook o su iPhone)

Sólo es necesario registrarse en este link:

http://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx

El cliente de Outlook se puede bajar de este link link

El cliente para iPhone en la tienda de Apple

Why you need a CRM system for your Business?, 50 reasons

This item was filled under [ Temas Varios ]

Why you need a CRM system for your Business, 50 reasons.

whycrm

If you are running your own company, or if you work for one, every day you face the challenge of handling customer requests, marketing campaigns, serve customers, and you need to interact with them by phone, email or face to face. You need to know your customer basic information, and also track every interaction with them. Probably you need a calendar system to organize your tasks… and relate them to a specific Accounts or Contacts. Perhaps, you wish to know at any moment of the day, how many opportunities and Quotes are approved and which ones need more attention in order to close the deal. How to do that, and control the apparent organizational chaos without the proper tools?

So, here is my first version of 50 CRM reasons.

What is CRM any way? If you don’t already know!

CRM is the acronym of “Customer Relationship Management”, and is related to the strategy for managing and nurturing a company’s interactions with customers and sales prospects. It involves using technology to organize, automate, and synchronize business processes.

50 Reasons

So…why you need a CRM?

  1. You need to control who see’s what in your organization, having full control your customer data.
  2. Your company needs a centralized costumer database, shared among employees.
  3. Customer information needs to be accessed fast.
  4. For some/all contacts on your database, you need to know specific details, like job title, email address, is he/she on a key position? B-day?
  5. Some of your accounts are siblings of other accounts, and you need to track it easily.
  6. You need a list of all your contacts on a specific Account
  7. Customer phone numbers, addresses and contacts, orders, etc.. are stored using excel files, paper sheets, or other manual ways.
  8. If an account manager updates a contact, phone number, address or customer preference, it must be done on one place only, and the change needs to be reflected for all employees.
  9. Need to identify Accounts by region, Sales executive, industry, SIC code, is that Account a key customer?
  10. Your company uses some sort of Accounts segmentation (by region, industry, level of contribution to your sales….)
  11. You need to store your Partners and Providers data, and keep it handy.
  12. Everyone who communicates with a customer needs to know what their coworkers did or said to them.
  13. If a prospect contacts your company by phone or email, you need to keep track and follow up the prospect to maximize your business opportunities, avoiding to lost the prospect because nobody payed attention to him/her.
  14. You need to know which customers consume most of your customer service time.
  15. Revenue per sales representative is accessible at any moment when you need it.
  16. A list of accounts by sales representative can be generated in a snap
  17. Some times, you need to assign Accounts to specific sales rep, without a lot of effort moving data back and fort.
  18. Your company has a specific sales methodology, and you need all sales reps to follow it, no mater their expertise level.
  19. Would love to have an updated sales forecast, without need to ask for it.
  20. Need to help your sales reps, with automatic alerts for customers that have not been contacted in a determined amount of time.
  21. You plan and budget your marketing campaigns.
  22. Your organization needs to track marketing costs, activities and schedule for each campaign.
  23. Refine and mix list of prospects, accounts and contacts for campaigns is a hard task.
  24. Your campaigns require to track prospect / customer responses, and/or promo codes.
  25. Measure campaign performance, and compare results against former campaigns.
  26. Create marketing reports using data from marketing campaigns.
  27. To have a 360-degree of each customer (Sales, Service, Marketing)
  28. A flexible tool to create custom fields, forms and reports to capture information relevant to your sales y service processes. All that in short time, low cost, and no coding needed.
  29. You provide professional services charged by hour and you need to track time and expenses to invoice the customer.
  30. Your company provides professional services under contract, and you need to track each contract usage.
  31. The customer service department need to assign cases, based on each agent free schedule or specialty.
  32. The Sales department needs an integrated system to create Quotes using different price lists.
  33. The Sales department needs a centralized location to store the sales literature, like brochures, pictures or any type of electronic marketing material.
  34. Send emails based on predefined templates directly from your computer, and without need to type anything (Mail Merge)
  35. Keep track of the activities or events that sales reps participate in that generate new business or sales.
  36. Most of your company information is on your “employees head”.
  37. Capture the experience generated at the Customer Service Department, implementing and integrated, search-able knowledge base that can be used to solve similar issues quickly.
  38. Use a platform that allows the creation of custom applications, re utilizing the existing data and keeping an integrated system.
  39. Because having a CRM allows/facilitates the integration with third party applications like Accounting software, phone systems, data cleaning applications and others services that boost your processes.
  40. Your phone system can “talk” to your CRM and provide phone self service to your customers, like open cases, request information, schedule a phone call and practically anything you can imagine.
  41. You can measure the success rate of your sales department in “live” time.
  42. You can measure the results of phone based marketing campaigns in live time.
  43. A centralized, personal calendar is assigned to each CRM user, and it is linked to the tasks, phone calls, appointments and customer data.
  44. It facilitates providing web based customer self service.
  45. If you have a small team, sharing sales and service responsibilities, a CRM facilitates switching between roles.
  46. Each user will have the access to the data that is necessary to perform their daily duties.
  47. Each user will have the necessary tool to track and automatize tasks and alerts for urgent/due ones.
  48. Sales Manager will have a consolidated forecast view, and each sales rep will see only their own forecast.
  49. Any business process can be implemented using the CRM as a base platform. ( xRM )
  50. CRM can help companies any industry/ any size to control the tendency to chaos.

 

Download Trial de 90 dias Dynamics CRM 2011

This item was filled under [ Dynamics CRM 2011 ]

Microsoft publicó la versión de prueba de Dynamics CRM 2011, se puede bajar de la siguiente dirección:

Download Dynamics CRM 2011

Las licencias de prueba son las siguientes:

* Microsoft Dynamics CRM Workgroup Server 2011 (5 CAL limit): H84KC-JH8DF-7PDYK-TXBXR-2RMMT
* Microsoft Dynamics CRM Server 2011 (no CAL limit): MQM2H-JYYRB-RRD6J-8WBBC-CVBD3

Dynamics CRM Online Cloud Service Globally

This item was filled under [ Uncategorized ]

Dynamics CRM 11, disponible a nivel mundial como servicio en la nube:

http://blogs.msdn.com/b/dynpartnercommunity/archive/2011/01/17/microsoft-launches-microsoft-dynamics-crm-online-cloud-service-globally.aspx

Dynamics CRM Rollups, puedo instalar el más nuevo sin problema?

This item was filled under [ Dynamics CRM 4.0 ]

Microsoft está actualizando la plataforma de Dynamics CRM “frecuentemente”, y de momento van 14 rollups.

Son acumulativos?  Si!, por lo cuál podemos instalar el rollup 14 en una instalación nueva y listo.

Puedo pasar del Rollup 10 al 14 directamente?  También es posible.

Recomendaciones de siempre:   Respalde base de datos, servidor etc, antes de aplicar un rollup, aveces pueden ocurrir imprevistos que dejan su sistema de CRM fuera de funcionamiento al aplicar un Rollup (been there..done that…)

Dynamics CRM 5.0 a la vista.

This item was filled under [ Dynamics CRM 3.0, Dynamics CRM 4.0, Temas Varios ]

Información y video de la próxima versión de Dynamics CRM

Click Aquí

Cambiando el puerto web de CRM con Deployment Configuration Tool

This item was filled under [ Dynamics CRM 4.0 ]

Cambiar el puerto web donde se accede al Dynamics CRM, requiere de algo más que solo ir al IIS manager y cambiar el número de puerto.  Recientemente realizando una integración de los Web Services de Dynamics y PHP con SOAP, tuve que cambiar el # de puerto, con lo cual el SDK quedo inaccesible,  presentando el siguiente error:

HTTP Error: cURL ERROR: 7 couldn’t connect to host url: http//<myserver>:80/MSCrmServices

/2007/CrmService.asmx

Finalmente encontré una herramienta de Microsoft que permite realizar los cambios necesarios solucionando el problema:  Microsoft Dynamics CRM Deployment Configuration Tool.  Las siguientes notas técnicas explican donde bajar la herramienta y como se utiliza:

support.microsoft.com/kb/947423/

support.microsoft.com/kb/949079/

support.microsoft.com/947423

Microsoft Dynamics Sure Step 2010

This item was filled under [ Temas Varios ]

Ya está disponible el Dynamics Sure Step 2010. Se puede bajar del sitio de Partnersource, pero es necesario tener una cuenta de Partner.

Link

Internet Facing Deployment

This item was filled under [ Dynamics CRM 4.0 ]

Internet Facing Deployment (IFD) permite a los usuarios de Dynamics CRM, mediante autenticación basada en “Forms”, accesar la aplicación en Internet. La autenticación “default” de Dynamics CRM es “Integrated Windows Authentication”, y funciona también en Internet Explorer.

La autenticación default, tiene la ventaja de ser transparente a los usuarios de la red, en computadoras que pertenezcan al dominio en el que está instalado el CRM. En C# podemos utilizar esta autenticación, tomando la información del cache de credenciales:

private System.Net.NetworkCredential credentials;
credentials = (System.Net.NetworkCredential)System.Net.CredentialCache.DefaultCredentials;

Esto es posible porque el usuario se encuentra autenticado en “Active Directory”.

Para accesar el CRM, fuera de la red, digamos desde Internet, es necesario utilizar “Forms Authentication”, entonces necesitamos del IFD. IFD es utilizado por los proveedores de Dynamics CRM en hosting, pero si usted tiene el CRM dentro de la red de oficina, y desea publicar su CRM en internet, deberá hacer la configuración manual de IFD, así cómo tomar en cuenta otras consideraciones de seguridad (certificado digital, firewall…etc…)

La autenticación basada en Forms, requiere que el usuario proporcione nombre de usuario y clave, en C# podemos encontrar el código requerido para este caso de la siguiente manera:

private System.Net.NetworkCredential credentials;
credentials = new System.Net.NetworkCredential(username, password, domain);

Aquí puede encontrar la documentación de los escenarios de IFD para Dynamics 4, así cómo la aplicación IFD Configuration Tool, requerida para la configuración de IFD.

Dar más vida a su Laptop

This item was filled under [ Temas Varios ]

Recientemente, pensaba en comprar una nueva Laptop.  La que tengo actualmente no está mal, pero se me acabó el espacio en el disco duro (SATA 160 GB), y no tenía suficiente memoría (1.5 GB) para correr más de una maquina virtual con Microsoft Virtual PC, o crear efectos digitales de video en Adobe After Effects (Como por ejemplo la intro que hice del sitio en youtube).  En fin, me decidí por realizar un típico upgrade de memoria y disco duro, por menos de $200.  Para empezar, le instalé un disco duro Seagate de 500 GB y 4GB de memoria marca Crucial, que conseguí en AMAZON:

    Y aunque mi laptop no reconoce los 4 GB por problemas de BIOS, quedó en 3.4G. El Disco duro Seagate tiene un jumper para configurarlo con interfaz SATA 1.5 o 3.0.

El resultado final, mayor velocidad, más del doble del espacio en disco duro, y ya puedo trabajar tranquilamente con dos máquinas virtuales con 1 GB de RAM asignados a cada una.