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New Microsoft Dynamics 365 for Marketing

Microsoft has recently released a new marketing automation app for Dynamics 365. Dynamics 365 for Marketing will help to digitally transform the corporate landscape and enable organisations throughout the UK to work more efficiently.

Dynamics 365 for Marketing integrates seamlessly with Dynamics 365 for Sales. Here are just a few of the benefits and capabilities that the recently-released Dynamics 365 for Marketing app will have for local businesses:

Create and nurture leads

Microsoft Dynamics 365 for Marketing was developed to help companies create and nurture leads from various platforms, including email marketing, website landing pages and phone calls. In short, your organisation will be better able to attract prospects and convert leads from these platforms with Dynamics 365 for Marketing. You can additionally personalise your customers’ and prospects’ user experience with the easy to use configurable templates and designer tools. LinkedIn integration allows leads generated through LinkedIn to be passed directly into Dynamics 365.

Align sales and marketing

Your business can further benefit from the new app as it brings together the marketing and sales activity of your employees to help them work in harmony with one another. You can easily view many pieces of information about your contacts, leads and customers in one place to gain better insight into your market. The process of moving your prospects through the marketing sales funnel will be more efficient with the use of automated workflows and lead-scoring rules that allow you to prioritise your hottest leads.

Event management

Dynamics 365 for Marketing also includes easy to use functionality for event management with the ability for all information about your event to be stored centrally and accessed by the whole team. This can be integrated into your general marketing activity through email and customer journeys to spread the word to your prospective attendees. You can then generate an online event portal for attendees to use for registration and to find the information they need about the event. Easy to create surveys allow you to generate follow-ups after events or gather actionable feedback from customers to help you grow relationships with a deeper understanding of customer needs.

Microsoft Dynamics 365 continues to transform how companies manage their marketing, sales and many other aspects of their business.

ixRM is a Microsoft partner that provides Dynamics 365 services to organisations in the local area. If you would like more information on how a CRM system like Dynamics 365 can help you and your company, please feel free to get in touch today by calling 0113 415 1615.

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How to import data in to Microsoft Dynamics 365

As a Microsoft Partner, ixRM specialises in helping businesses to use Microsoft Dynamics 365. Successful use of Microsoft Dynamics 365 is dependent on the quality of data input and potential users may wonder how easy it will be to import data to their new system.

Before beginning to import data into Microsoft Dynamics 365, take a look at the quality of the data you want to import. The value of the data in your new CRM system will depend on its accuracy, and good data will increase the success of your implementation of Microsoft Dynamics 365. You will need to plan before beginning to import data. This will reduce the likelihood of duplications or confused, useless data and will increase the chances of a successful implementation.

Also, consider where your data will come from. Sources may include Outlook contacts, spreadsheets, manual notes or legacy systems. Decide whether you can get all your data onto one type of source before importing, or import data from differing sources separately.

Before you begin to import data, consider what type of data you will import. Usually you are likely to want to import your Account and Contacts records, although you can import other data as well, such as leads. Decide whether to create customised fields or use the fields already provided before you begin to import data.

There are several ways to import data into your new CRM system.

You can enter data manually, import and track Outlook contacts, or use the Data Import Wizard to import spreadsheets for bulk data uploading.

Microsoft Dynamics 365 has several other tools for you to use when you import data such as the useful Import Data Template to download a template for your data,which has pre-determined fields to help you get your data into the correct format for import.

Other useful tools when you begin to import data are Duplicate Detection, Bulk Editing and Bulk Delete in case you import faulty data or you want to update it.

For help with importing data successfully we have created several videos which you can view here, or for any other issues with your Microsoft Dynamics 365 implementation, contact the dedicated specialists at ixRM on (0)44 113 415 1615.

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Microsoft’s Dynamics 365 April update

April will see a variety of new features added to Microsoft Dynamics as part of its Spring ’18 update. The updates can be split into three main categories: business applications, intelligence capabilities and new application abilities.

One example of an additional capability is with the Microsoft Dynamics for Sales Professional tool, which is presented as a fresher, more streamlined form of the previous sales app. It has sales force automation capabilities allowing users to maximise sales systems and optimise productivity levels. It also makes use of artificial intelligence, with a relationship assistant being embedded within the platform to remind sellers to develop relationships with clients.

The Spring ’18 release also features developments across all products within the Microsoft Dynamics package in order to comply with the General Data Protection Regulation. This European Union privacy law comes into effect in May 2018 and resources have been added to the Trust Centre to help organisations meet the standards required. These include tools and auditing reports to help manage cloud-based data securely and information about the new regulation and what it means for businesses holding customer data.

James Phillips, the corporate vice president of the Microsoft Business Applications Group has spoken about the transformative powers of Microsoft Dynamics 365 being the reason why businesses are attracted to using the digital system, stating: “Microsoft is the only provider of a modern, unified and intelligence-infused family of business applications that span the breadth of business processes – across marketing, sales, service, operations, finance, talent and commerce.”

ixRM is an Microsoft Partner and specialise in helping businesses use Microsoft Dynamics 365 to improve their Customer Engagement. We work with a wide range of companies to help with Marketing, Sales and Customer Service. For more information about how we can help, please get in touch today by calling 0113 415 1615.

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What are the benefits of using CRM?

Customer Relationship Management (CRM) is a system used by both large and small scale organisations to help them perform better. It involves using specialist software to collect customer information and organise and manage it efficiently. The benefits of using CRM are multi-fold:

  1. Better customer relations

Having a CRM system in place means that all interactions with customers will be carried out in an organised and consistent way. CRM also helps companies to understand more about their customers and to improve their service based on feedback received. This increased level of understanding can in turn lead to better customer loyalty and higher satisfaction. In the long term this can mean more sales as well as a higher likelihood that they will recommend your products or services to others.

  1. Targeted marketing

Understanding your customers in detail allows much more targeted marketing campaigns to be carried out. For example you can shape campaigns to reach more profitable segments, meaning that money spent in these areas will lead to a good return on investment. Similarly, you can use data which has been collected to ensure that the right potential customers are targeted. For example by choosing those who have not yet bought a certain product, rather than everyone on a mailing list.

  1. Enhanced internal communications

Having a CRM system can help different sections of a company work together. Sharing customer data and profiles and communicating with each other will help improve the overall level of understanding and service provided.

ixRM are a Microsoft Partner and specialise in the use of Microsoft Dynamics 365 for Customer Engagement. We help businesses to work more efficiently and improve their profitability. For more information about how we can help your company be more productive please get in touch today on 0113 415 1615.

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How we run a CRM project

Whilst no project is ever the same, at ixRM our wealth of experience means we know how to efficiently and effectively run a CRM project for our clients.

It is important to be aware of how some CRM projects can fail so you can work solutions to those common mistakes into a successful project. Lots of CRM projects and  implementations by businesses fail because: The project is run in-house by untrained staff, the CRM system hasn’t been customised in a supportable or extendible manner and, the senior management team are not behind the project.

Here are some of the stages of how ixRM run a CRM project that works for you:

  • We use our own project methodology which isn’t overcomplicated but makes sure the project is completed on time, within budget and most importantly, for a fixed cost.  We also have our own in-house project manager who ensures we (and the customer) are organised and do what we say on time.
  • Furthermore, we create a project team using ourselves and the customer’s key people. It is important to work closely with key individuals and senior management so everybody is on board and well-informed with the project.
  • ixRM will visit the customer’s site and meet with management and key users to understand all the requirements of the project and gather details about the processes they follow and what they want the system to do.
  • Our highly experienced in-house design team will work with the customer’s requirements and consider: Technical Viability, Scalability and Supportability.
  • We customise Microsoft Dynamics 365 to fit a customer’s individual requirements. For example, if a customer has a requirement to collect additional information about a contact, we would add additional fields and functionality to collect and store that information as efficiently as possible.
  • We run feedback sessions with the customer’s key people throughout the project to ensure expectations are being met and that the final system is suitable for their requirements.

The above processes ensure that every project we deliver meets the requirements of our clients, has their commitment and support, as well as guaranteeing our clients feel comfortable using the new system to its potential, and know how it will benefit them.

CRM systems such as Microsoft Dynamics 365 can help a business work more efficiently. If you’d like to know more about how Microsoft Dynamics 365 can work for you and your business, call a member of our team today on 0113 415 1615.


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ixRM – A year in Business

ixRM are pleased to announce they are celebrating their first year in business this week. The occasion is being marked with a birthday party at Toast on Wellington Street in Leeds on the 1st March at 5pm. All are welcome for some informal networking and birthday cake; register here. A special competition is also underway with the company offering the chance for one lucky business to win a CRM system FREE for a year including consultancy and telephone support. More information about the competition can be found here with the winner due to be announced at the party itself.

The first birthday party will also provide a chance to reflect on the success of the business over the last 12 months. Indeed, since launching there have been lots of exciting developments for the company. ixRM have continued to grow their client base with companies such as BRACE and Foregenix benefiting from their services. To meet the level of demand they have grown their team which now includes a junior CRM consultant as well as an apprentice, both of whom have been given the opportunity to break into the IT sector.

ixRM has also been asked to speak at various events about their start-up journey and CRM for business. They were guest speakers at Workspace Hub’s ‘Startup Spotlight Pizza Party’ in January, where they shared experiences of the start-up journey. They also spoke about CRM for business at the Digital Knowledge Exchange’s ‘Design your ideal enterprise’ event in Leeds. As well as this staff have attended several Microsoft partner days to build strong partnerships with other likeminded organisations.

Also on the list of achievements is launching the small business packages to help small businesses to grow from as little as £35 per month. ixRM have also challenged traditional practice by being disruptive in the market place and creating fixed pricing for larger projects – previously unheard of in the consultancy world.

ixRM are a Microsoft Partner and specialise in helping businesses use Microsoft Dynamics 365 to increase their Customer Engagement through Sales, Customer Service and Marketing. For more information about our services and how to add value to your company please get in touch today by calling 0113 415 1615.

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How Microsoft Dynamics 365 helps your business be GDPR compliant

Microsoft Dynamics 365 helps to safeguard your data in the cloud, this includes personal data, and can help you reduce risks and achieve compliance with the GDPR (General Data Protection Regulation) ahead of the deadline of 25 May 2018.

The GDPR is an EU regulation replacing the Data Protection Act 1996. It outlines how consumers’ data should be used and protected and reflects the changes in the way advances in technology and social media have impacted how personal data is collected and used. Microsoft is committed to GDPR compliance across their cloud services when enforcement begins in May 2018.

Importantly the GDPR applies to all organisations, no matter how big or small, that collect and store data relating to EU residents. While there is no need to panic, and many of the new requirements are basically common sense, we strongly advise that you review your data and compliance in good time ahead of the May deadline.

Microsoft Dynamics 365 can be used to help organisations who are looking for compliant ways to store and manage their data. It gives you control and management over who has access to your data and what data specific individuals can access. It also offers effective means of keeping data accurate and up to date, exporting data, obtaining appropriate consents for processing data and erasing data if required.

ixRM is a Yorkshire based specialist in Microsoft Dynamics 365 for Customer Engagement encompassing Sales, Customer Service and Marketing. We are a Microsoft partner and work exclusively with Microsoft Dynamics 365. ixRM can help you implement a system to improve the efficiency, and security of your business operations.

If you’d like more information about how you can benefit from Dynamics 365, or if you have any queries about this article, feel free to contact a member of our team on 0113 415 1615.

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Dynamics 365 for small businesses

Microsoft Dynamics 365 can be used by any size business to help manage and analyse their data and interactions with customers, with an effective CRM helping to increase sales and improve customer satisfaction. Dynamics 365 captures key data about your business, such as their emails, phone calls, and other significant interactions with clients and prospective clients, which can help you to build stronger bonds with your customers.

Some people believe a CRM is only affordable for large businesses, however ixRM offers a range of off-the-shelf packages for small businesses to help them with Customer Engagement.

At ixRM, we appreciate that smaller businesses do not always have the time or money to invest in new systems, which is why we have put together a monthly-packaged fee with no upfront costs. Our out-of-the-box solution includes all the functionality a small business might need and comes with helpful video guides to get you set up straight away. Other benefits available include support and training, access to reports and analytics and optional customisation to meet your needs.

Microsoft Dynamics 365 is a great system for any sized business that is looking to grow and improve customer satisfaction. If you would like to know more about our small business packages and how they might work for your business, please do not hesitate to get in touch with our team today by calling: 0113 415 1615.

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Benefits of fixed pricing

ixRM is a Microsoft UK partner that works with clients and businesses to implement a CRM system that can help their business work more productively and efficiently. Our team will help you understand what you need from a CRM system and how it can be used to improve the way you are currently working. We offer fixed pricing to help our clients get great value for money and also a set figure which they can easily budget around.

It can be difficult or complicated to budget for a new CRM system, but as our solutions and services can vary to benefit a range of different clients, we have priced them accordingly, meaning you only pay for the software you need. What you need to get out of your customised CRM may differ from business to business, so we have set up fixed rate packages to help you budget.

Our packages can meet the needs of most standard businesses, as the services and programs they include vary according to the size of your business. Our fixed price packages range from basic functionalities for 1–5 users, right up to a 1500 user full-service functionality to facilitate an entire sales operation for larger businesses. If you want something slightly more bespoke, additional consultancy is available at a reduced rate if you are on one of our fixed price plans.

There are many benefits afforded to businesses to have a fixed ‘all in’ monthly price plan. Firstly, the option and ability to custom pick a plan that suits your business is extremely useful as there might be programs and services that you don’t need or aren’t necessarily useful or relevant. Also, you will be much better able to budget and manage your monthly cash flow if you know the set figure that will be going out and it won’t vary from month to month.

For more information about what services are included in these packages, read more here. Alternatively, if you would like to enquire about a bespoke package, speak to a member of our team today on 0113 415 1615 and we’ll be happy to help.

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How can relationship selling work for you?

For any business, it is extremely important to stay informed about new ways to increase sales. In this modern day and age, seemingly every aspect of our lives is being influenced by technology, and it is especially important that businesses adapt with the changing nature of the industry.

Microsoft has recently updated its Dynamics 365 software to help businesses with their sales figures. This enhancement will drastically change how your business can connect with your customers through the use of customer insights and relationship sales and it is hoped that the new integration between Dynamics 365 and LinkedIn will ultimately help sales teams and salespeople achieve better results.

Using insights from LinkedIn Sales Navigator and LinkedIn’s 500 million professionals, the Microsoft Relationship Sales method can increase the effectiveness of salespeople. The sales teams of your business will use Relationship Selling to tap into their professional networks and relationships to help.

Microsoft Relationship Sales, which combines Dynamics 365 and LinkedIn, brings together the best of Microsoft’s cloud services to uniquely address these sales challenges. Some key benefits include:

1. Better quality leads, find the optimal path to the buyer, and provide recommendations based on all your past interactions with the account.

2. Leverage artificial intelligence to provide sellers with next-best actions, improve lead scoring and to automatically generate new lists for multichannel campaigns.

3. Streamline your decision-making processes through embedded intelligence with leading BI, analytics, and reporting features.

4. Increase sales rep productivity and time spent selling through integration with Office 365.

A recent survey by Nucleus Research found Microsoft Relationship Sales can increase productivity by around 12-15%.

At ixRM, we help you understand what you need from a CRM system, such as Microsoft Dynamics 365, and how it can be used to improve the way you are currently working. If you are interested in learning more about Relationship Selling or how it can work for your business speak to a member of our team on 0113 415 1615.