Wednesday, 23 December 2009
Sage 200 paperless - Improve your electronic document management
Benefits of electronic document management
• Increase in productivity with the ability to find electronic documents at a significantly faster rate compared to filed.
• Reduction in printing and paper costs while also allowing data and documents to be accessed at home, away from the office.
• The ability to send statements and invoices directly via email (PDF of TIFF format) and configure which clients receive printed statements and which receive them via email or both from within Sage 200
• More office space thanks to space being currently used for hard copies being feed up
• Your company being more “green” due to the reduction of paper and ink supplies
• Reduction of errors – the electronic holding of documents reduces errors from hand written forms and the subsequent re typing of hand written forms; especially in areas such as HR and the writing of handwritten employee forms
• Up to a 30% reduction* in time spent on administration when using paperless administration
*According to SHRM Human Capital Benchmarking Study, 2006
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
Tuesday, 22 December 2009
How can Microsoft Dynamics CRM help you in a challenging economy?
1. RETAIN THE RIGHT CUSTOMERS
2. MAXIMISE CUSTOMER PROFITABILITY
3. EVALUATE THE MARKETING MIX
4. RE-PRIORITISE SALES INVESTMENTS
5. STREAMLINE BUSINESS PROCESSES
RETAIN THE RIGHT CUSTOMERS
Effective customer retention begins with knowledge. Companies should assemble a complete customer profile that allows users to see all demographic data, interactions, communications, and purchases made. This information, combined with robust segmentation and analysis tools, enables organisations to better gauge the profitability of each customer. Organisations can then create programs and policies commensurate with the customer’s profitability. For example, organisations can configure call routing systems to automatically identify high-value customers and route them to premium customer service representatives. Or with access to key metrics agents may be empowered to provide on-the-spot discounts proportionate with each customer’s value. But routing the call is only the beginning. In today’s market customers want quality not quantity of information. Customer service agents should be empowered to resolve issues more quickly by being equipped with a complete customer history and a full view of service incidents so they can zero in on relevant facts and provide the appropriate service or product. And with access to order and invoice information within the CRM system itself, customer service agents can quickly answer billing questions without tedious transfers to other departments. As important as efficient inbound communication is, it is proactive, relevant communication that often endears an organisation to its customers. For example, organisations can set up an automated process to alert affected customers of potential issues, such as product defects, and then automatically send out proactive communications to keep their customer base informed. Or they can set up a simple process to automatically send out timely messages, like birthday cards or product vouchers based on a specific date or long customer loyalty to show appreciation to the customer. It is often these “little things” that strengthen the connection between company and customer. With 360-degree customer views, insightful analytics, and streamlined customer service capabilities, Microsoft Dynamics CRM allows organisations to better identify, service, and retain customers.
MAXIMISE CUSTOMER PROFITABILITY
Establishing customer loyalty is only half of the equation. Organisations also need to maximise the profitability of their existing customers and better capitalise on revenue opportunities. Organisations can use robust segmentation and data mining capabilities to identify trends and patterns that indicate key selling scenarios based on buying behavior, demographics, or other criteria. Taken to another level, organisations might leverage leading indicators such as life-time value (LTV) to predict future profitability and use that information as the basis for more accurate lead scoring and effective sales engagement. Marketing teams should be able to easily create nurturing programs via guided campaign wizards and send out a steady trickle of relevant information about new products or offers to keep the pipeline primed. Sales and marketing organisations can then jointly track revenue generated and tailor marketing programs based on real-time results of those programs. But maximising customer profitability is not just about sales and marketing. When service agents have access to up-to-date information, they are better able to take advantage of revenue opportunities. Real-time visibility into contract details and renewals allows agents to proactively address issues before the contract expires and thereby improve renewal rates. Or agents can use embedded analytics based on customer purchase history and profile to provide more compelling up-sell and cross-sell offers. By providing a 360-degree customer view coupled with insightful analytics, Microsoft Dynamics CRM gives companies the foundation they need to maximise customer profitability.
EVALUATE THE MARKETING MIX
One of the most effective ways to maximise revenue opportunities is by optimising the marketing mix. But in order to do that, marketing departments need end-to-end visibility into marketing data through a unified CRM application.
This visibility enables organisations to determine lead-to-revenue metrics and understand their true ROMI (return on marketing investment). That in turn allows them to more tightly link demand generation activities to sale execution, with the ability to adjust tactics as conditions change. Targeting the right prospects from the start is one of the fastest ways to reduce waste and improve campaign effectiveness. A recent study indicates differences in data quality can amount to a 66 percent shift in revenue from customers (Lager 2009). More accurate customer segmentation, lead qualification, and lead scoring based on insightful customer data helps companies focus on prospects most likely to buy. Better targeting alone is not enough. Organisations need to be able to track campaign details throughout the campaign lifecycle across all channels. Organisations should be able to quickly create campaigns, distribute communications, seamlessly track responses and qualify leads. And when marketing capabilities are part of a holistic CRM solution, organisations can easily track their effectiveness and quickly adjust the channel or messaging to improve results. But these capabilities shouldn’t be limited to traditional channels. For example, organisations that rely heavily on events should be able to track all event venue details, attendees, registrations, cancellations, and customer details within their CRM solution, enabling them to accurately measure the success of events and optimise future ones. Online marketing campaigns with Web-to-lead capture shouldn’t be a disparate product or process. Organisations should be able to create online campaigns with the requisite landing pages within their core CRM solution and then easily track the associated impressions, clicks, leads, and revenue generated. By providing a broad array of marketing capabilities within a holistic CRM solution, Microsoft Dynamics CRM helps organisations optimise their marketing mix and ensure demand generation activities are tightly linked to sales execution.
RE-PRIORITISE SALES INVESTMENTS
In the current business climate, few companies can afford to aggressively increase the size of their sales force. And with fewer resources, organisations are placing a premium on optimising sales channels and resources. The first step to successfully re-prioritising sales investments is to know where the organisation stands today. Identify strengths and weaknesses of the current sales strategy by scrutinising key metrics including lead evolution, sales pipeline, quota attainment, and revenue forecasts. Use dashboards and key performance indicators (KPIs) to provide real-time visualisations of sales performance. Or organisations can tighten their focus and take a closer look at deal mix and competitors by analysing account distribution, lead source effectiveness, invoices/orders received, and win-loss data in an effort to better identify ideal deal size and type. Sales organisations can use that information to hone in on their sweet spot and jointly work with marketing to create more effective lead scoring criteria. That data can then be leveraged by powerful sales automation capabilities to help ensure sales resources are optimised. For example, workflow tools could be leveraged to intelligently score leads and assign them to the most qualified resource. A consistent and more systematic approach to prospecting in turn allows organisations to avoid getting mired in inefficient “elephant hunting” and instead improve the quality of leads pursued.
Microsoft Dynamics CRM provides a wealth of sales analytics and automation capabilities that help organisations to zero in on their sweet-spot and institutionalise best practices for improved sales alignment.
STREAMLINE BUSINESS PROCESSES
Every business has processes which must be repeated every day. Time spent on repetitive manual tasks, delays associated with cross-group approvals, and the lack of consistently enforced standards can bog down the business. Ultimately, streamlining and automating processes allows organisations to enforce best practices and frees up employees to concentrate on higher-value activities.
Robust workflow capabilities enable organisations to streamline time-consuming processes such as budget approvals, campaign execution, lead qualification, lead routing, RFP submission, sales follow up, reference management, and case routing, just to name a few. The more these processes can be automated, the more employees can focus on their core competencies. Workflow can also take the guesswork out of more complex processes. For example, leads can be automatically distributed based on sales territory or informational mailings may be triggered based on pre-defined triggers. Another way to leverage workflow capabilities is by automating end-to-end business processes. For example, workflow can be used to take a holistic approach to sales by enforcing best practices from lead to final close, defining a common sales methodology and streamlining execution. Organisations can model each stage in the sales process, define an ideal flow, and ensure that all criteria are met and data captured before a deal advances to the next stage. Microsoft Dynamics CRM includes powerful yet intuitive workflow capabilities that allow organisations to streamline everyday tasks as well as organisation-wide business processes for improved operational efficiency.
About Pythagoras
Pythagoras is a company that is experienced in providing xRM (Anything Relationship Management) and CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
Tuesday, 15 December 2009
The benefits of Sage 200 in Manufacturing
•Company growth has led to reliable financial systems being sought with current systems becoming outdated and compromising the businesses.
•Greater efficiency levels, especially from those purchase order driven businesses.
•The desire for maximum commercial awareness of projects and budgets.
Sage 200 Financials and Commercials
One essential element of the Sage 200 suite for manufacturing businesses is financials and commercials. This has given businesses the ability to control the whole financial function including sales order processing, purchase ledgers, sales and cashbook.
The depth of reports available at businesses fingertips allows a more proactive approach due to the amount of information gathered from a number of different levels. Furthermore from this being a significant competitive advantage the ability to drill down on costs (such as labour) with the any discrepancies highlighted at departmental level which has allowed businesses to remain on track and focused due to appropriate corrective action being taken early.
Vital to a manufacturing businesses success is the minimising of wastage on production timings and costs; Sage 200 allows more informed decisions to be made quickly by highlighting issues of concern which may affect the business and profitability.
Numerous time consuming financial tasks such as banking reconciliations have improved greatly thanks to Sage 200's tighter financial control; where numerous spreadsheets were once required significantly greater efficiency is now available.
Finally, a reflective list of just a few ways Sage 200 and Sage 200 Manufacturing can enhance your business:
• Greater managing the cash flow
• Reducing costs and improving efficiency
• Optimising production costs and timings
• Sharing of relevant information from raw material specialists to the final quality control
• Giving a potential competitive edge thanks to the ability to quickly spot and react to market trends and data.
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
Monday, 14 December 2009
Microsoft xRM - A brief guide
The modern businesses of today require the ability to manage everything, not only customer relations. Microsoft xRM (the natural evolution from CRM) provides businesses with this ability. Microsoft xRM provides your business with valuable information on Microsoft CRM, the .NET platform, and to show you how they can best be leveraged in the day-to-day running of your business.
The Benefits
Microsoft xRM offers one platform with many applications and in the box entities that are useable immediately such as:
• Employee Management
• Recruit Management
• Trade Management
• Property Management
• Agency Management
• Vendor Management
• Real Estate Finance
Further benefits of Microsoft xRM
Because xRM works with recognised technologies such as the Microsoft® Office system, Microsoft Office SharePoint® Server, Microsoft SQL Server®, Microsoft Visual Studio®, and Microsoft .NET Framework, you can create and manage many line-of business (LOB) applications using common licenses, and resources.
Improvement of IT Efficiency
Streamline your IT operations through a common LOB application platform that allows you to maximise your resources and reduce time and effort associated with development, testing, release management, change management, and administration.
Increased ability to adapt and innovate
• The ability to adapt when the market changes thanks to dynamic applications and highly flexible data architecture.
• Spend fewer resources on the development of custom applications so your business can focus on prestigious high end goals.
Increased productivity and business decisions
• Allow your IT to be the cornerstone of your differentiation by constantly delivering outstanding capabilities.
• Increase potential productivity by providing the end user with unified and familiar tools such as Microsoft Office to do their job.
• Inform decision makers by utilising the ability of differing LOB applications keeping them better informed of business processes and performance.
Pythagoras is a Microsoft Certified Gold Partner who can help you customise your Microsoft CRM solution even if you need integration with third-party applications. Call us on 0845 850 1550 if you would like to discuss your requirements, or email us at info@pythagoras.co.uk.
Thursday, 10 December 2009
Celebrating our 10 year anniversary
Over the last 10 years Pythagoras has successfully implemented many projects across a wide range of more than 25 industries including financial, public sector, healthcare, banking, high street technology and many service-based organisations; more than 400 organisations worldwide have experienced how our approach can add great value to their business with a range of CRM, Business Intelligence, Accounts ERP Software and IT Hardware successfully provided.
Looking forward, our 11th year looks set to be our strongest and most successful year to date with a record number of new clients being added over the last year and further investments being made to our customer service and support staff to help further increase our customer satisfaction levels.
As Christmas approaches we would like to thank all our staff and clients who have helped to make the last 10 years so successful as we look forward to further growth and success.
Pythagoras is one of the top Microsoft CRM Gold partners in the UK with more than 100 Microsoft CRM clients. As a Sage Accredited Business Partner Pythagoras has over 300 Sage customers nationwide.
10 reasons to upgrade to Sage 200
The growth of businesses through means such as employee numbers and product ranges has put pressure on their existing software packages. Sage 200, the natural progression from Sage 50, 100 and MMS software provides businesses with the ability to achieve greater effectiveness by interconnecting data and processes across their departments. We explore below 10 potential reasons to upgrade to Sage 200.
1 Business growth
Many companies software is being placed under strain from expansion and business growth. Sage 200 allows greater effectiveness by interconnecting data across departments such as the fusion of accounts and Sage CRM data
2 The increased need for individual system customisation
The increased ability of Sage 200 to customise systems recognises that every individual business needs are different; as your business needs change so can your individual Sage 200 customisation. Financial and commercials forms have in depth customisation options which allow default field values, field level security and individual user permissions among many more options are available to the Sage 200 user.
3 Enhanced currency functionality
Sage 200 allows for far more functionality and handling of foreign currency compared to previous versions. For example the ability to specify exchange rate for given date ranges allowing customers the option to pay in more than one currency, negating the need for separate bank accounts.
4 Enhanced efficiency and convenience of sales order processing
Sage 200 delivers total control for the sales order process with margin and discount analysis and processing of foreign currency being just two of many key benefits. With the Sage 200 purchase order processing module repeat order processing is greatly more efficient with just a few keystrokes needed for re ordering via the rapid entry mode.
5 Greater control over accounting periods
Accounts can be opened, closed and re-opened with Sage 200 allowing up to 20 definable periods previously unavailable with Sage 50 which featured 12 set opening periods. Greater accuracy with reporting and enhanced flexibility is just two noteworthy benefits
6 Enhanced stock control
Sage 200 provides users with greatly advanced stock control; businesses with more than one location can operate independently with regards to sales, stock taking, replenishment and reporting. The ability to record batches by serial number or allocation will improve efficiency and stock traceability as does the ability to assign “sell by” and “use by” dates for items.
7 The ability to easily manage prices and discounts across your consumer base
Your price bands may vary according to target markets, standard price bands or discounts. Sage 200 can support these types, allowing easy management of your customer base through a price matrix within the Sage 200 Commercials module.
8 Enhanced performance through unlimited transaction numbers
Opposed to archiving data and causing the system to potentially lose performance Sage 200 has an unlimited number of transactions that can be held which enables potentially key report data to be saved as well as greatly improved performance.
9 Sage 200 bill of materials module
The Sage 200 bill of materials module allows a business with engineering or assembly operations to control virtually all aspects from the initial quote and discussion to the final invoice. Key advantages of this module include precise costing, easy management of multiple bills of materials and flexible build options
10 Deeper and more flexible reporting of business performance and trend analysis
The business intelligence module from Sage 200 offers more in depth and flexible analysis of business intelligence and market trends. This gives management a competitive edge and allowing for faster more informed and confident business decisions.
About Pythagoras
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each.
Wednesday, 9 December 2009
Ten reasons why your CRM should be Microsoft Dynamics CRM
1 -Turns Microsoft Office Outlook into the one place where you can manage both customer data and communications
Microsoft Outlook messaging and collaboration client is already the world’s leading tool for customer communications. Microsoft Dynamics CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts lead information, marketing pitches, and sales call information into once central location for your sales and marketing staff.
2 -Works tightly with Microsoft Office Excel so businesses can make decisions on the fly
Microsoft excel spreadsheet software is a powerful tool for turning data into information that can be analysed and shared. Microsoft CRM features an always on connection to Excel that enables you to quickly turn customer information into dynamic snapshots or PivotChart dynamic views. These views can help you understand in seconds how a sales increase or company expansion can benefit the business.
3- Improves Operational efficiency through the standardisation and streamlining of processes
The Microsoft CRM adaptive workflow engine enables a business to automate business processes in ways that employees can use each day. Microsoft CRM can relieve staff of mundane but vital work. It can automate time-consuming repetitive tasks, warn staff of open customer issues, and automatically send important email messages to customers and partners. So customer requests and orders don’t fall through the cracks.
4 -Works the way your business works with Point and Click system customization
Microsoft CRM can be tailored to work the way you business already works. Microsoft Dynamics CRM forms, relationship links, and customer views can be designed and modified without complicated programming.
5 – Gives the right information to the right people
Certain employees need certain information. With Microsoft CRM, system administrators have the tools to make sure the right information is delivered to the right people, whether they are using Outlook or the web.
6 - Targets your marketing campaigns so you’re always in touch with the right customers
Today is more important than ever customers’ know about special offers and new services a business offers. Microsoft CRM offers a marketing automation module that simplifies the following tasks: Building customer and lead lists, developing marketing campaigns targeted at specific customers, measuring the results of these campaigns, and developing follow up marketing efforts.
7 - Simplifies service scheduling to keep customers satisfied
One of the most challenging aspects of delivery great customer service is ensuring you never let customers down by missing a service call or appointment. Microsoft CRM provides a centralised, all in one view of all customer service requests and service professional calendars.
8 - Integrates with your existing systems to help break down information silos
Microsoft Dynamics CRM harnesses the power of web services through the Microsoft .NET framework. The latest generation of Microsoft technology enables businesses to connect isolated, legacy business systems and applications
9 – Enhances offline communications so everyone can be productive regardless of location
Microsoft CRM has been designed so your staff can be productive both in the office and on the road, even if they are not connected to a network. Information is filtered so that people receive only the information they need such as meeting updates and sales figures.
10 - Builds on the power of SQL server reporting services to create insightful business reports
The SQL server reporting services engine is a powerful analytical tool for the business. The Microsoft Dynamics CRM embedded reporting engine integrates smoothly with Microsoft SQL server to generate compelling data reports for business decision makers.
About Pythagoras
Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.
http://www.pythagoras.co.uk/microsoft_crm.aspx
Tuesday, 10 November 2009
Microsoft CRM Event Management Accelerator
The event management accelerator gives organisations the ability to manage the planning, execution, tracking and reporting requirements for all their events.
The event management accelerator gives organisations the ability to manage the planning, execution, tracking and reporting requirements for events. Microsoft CRM Event Management offers a user-friendly environment for facility scheduling, function coordination and event management. Its features are focused on preparing all facets of organising an event, providing you with the ability to efficiently organise information and run custom reports. It can be used for conference meetings, exhibitions, commercial organisations, hospitality, theaters and performing arts, hospitality, universities.
The key benefits of Microsoft CRM Event Management accelerator is that is will allow you to track and manage all event and customers details on one central platform, so you can holistically manage event planning and execution from beginning to end. The event management accelerator focuses on three areas of event management, namely:
Event Planning - logistics around an event such as:
- Booking the venue
- Presenters
- Catering
- Presentation content preparation
- Inviting the target audience via phone, fax, letter and email
- Managing registrations via phone, letter, fax, email and web
- Tracking all people who actually attended the event
- Track details related to venues, rooms, event sessions, speakers and sponsors.
Event Review – Microsoft Dynamics CRM reports that measure the effectiveness of the event:
- How many people attended the event?
- What was the revenue impact of the event?
As with all CRM Accelerators, they are available at no additional cost to current Microsoft Dynamics CRM customers. These solutions can be deployed as packaged extensions to Microsoft Dynamics CRM or used to help develop new solutions, allowing organisations to help improve the time-to-value in tailoring Microsoft Dynamics CRM to their business needs.
About Pythagoras
Pythagoras is a company that is experienced in providing Customer Relationship Management (CRM), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras has over 100 Microsoft CRM clients in the UK and is one of the top Microsoft CRM gold partners in EMEA.
http://www.pythagoras.co.uk/microsoft_crm.aspx
Thursday, 22 October 2009
Sage 200 Increases Productivity for Holiday Tour Company
Sage 200 has been chosen by Serenity Holidays to help run their accounting department. For more than 20 Years Serenity Holidays has been providing specialist holidays and pride themselves on quality of service, expert knowledge and value for money to all their clients, striving for the highest standard in everything they do. In 2007, Serenity Holidays won the Travel Company of the Year Award from the Travel Trade Gazette, an industry magazine.
Prior to upgrading to Sage 200, Serenity holidays were using Sage 50. Sage Line 50 was getting increasingly slow as Serenity topped 110,000 transactions. The bank reconciliations took half an hour to load, and they experienced more and more software crashes.
Having used Sage 50 for more than 10 years, they had reached the limits of its capabilities and were beginning to experience an increasing number of problems with the time it took to do anything within the software. What they required was a solution with the capacity to integrate with their other systems. As a tour operator, their customers are individuals, so it was not feasible for them to keep a separate account for each one. They keep all sales information in their reservations system and only input the value of sales received into the bank account within Sage Line 50. This meant manually inputting 50 or so transactions daily, which was not only a duplication of work but also led to inaccuracies and errors. They had upgraded Sage Line 50 three times, and determined it was time to upgrade but were limited in thoughts about what they needed or wanted from the new system.
The Solution and the Partner
Serenity wanted a new system that would grow with their business. They also wanted something that they could link in with their in-house reservations system that has all the sales information on it, and therefore, required a vendor who could design and build this for them. Sage 200 was the natural progression for Serenity, but they did look at a number of other systems to ensure they got the best product for their needs. As it turned out, Sage 200 was better suited to them in terms of both price and usability. Having grown from being a Tour Operator to only one destination and using a single currency, to now covering seven countries and four currencies, they needed a system that would match all of their current requirements and had the capacity to grow with them in the future. At the time of their search, they received an invitation from Pythagoras to attend a Sage 200 Taster Day event. The invite came at the ideal time as they were looking to invest in a new product. Serenity was so impressed by the demonstration and what Sage 200 offered, that they booked a requirements meeting immediately. Pythagoras helped them define their requirements and designed an interface with a tool system they didn’t know they needed.
A comparison between Sage 50 and Sage 200 can be found at
http://www.pythagoras.co.uk/compare_sage50_sage200.aspx
About Pythagoras
Pythagoras is an experienced business solutions provider for Sage 200 and Microsoft CRM with offices in Maidenhead, London and Manchester. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
http://www.pythagoras.co.uk/sage200_overview.aspx
Monday, 19 October 2009
Pythagoras attends Technology for Marketing & Advertising Show 2010 on 23 and 24 February 2010
Pythagoras will be exhibiting at the Technology for Marketing and Advertising show 2010 at Earls Court 2 on the 23 and 24 February 2010.
Our CRM business software specialists will be on hand to demonstrate Microsoft CRM. Key to the success of Microsoft CRM is its ability to be customised for different industries using “xRM”. xRM is the underlying platform that allows Microsoft CRM to be applied to any type of organisation and any type of relationship use. Pythagoras will be demonstrating a wide range of solutions it has created from Microsoft CRM for different verticals. Key vertical templates have been created for Insurance, Education, Not for Profit, Charities and general business services.
xRM (Anything Relationship Management) is the natural evolution of CRM (Customer Relationship Management). In today’s dynamic business environment companies demand the ability to manage anything (X=anything), not simply relationships with customers. Microsoft CRM sits on the .NET platform and because of that, it is much more than a traditional CRM product. Instead, a better way to think of Microsoft CRM is as a rapid development application with out-of-the box CRM functionality, capable of instantly leveraging the .NET platform and a vast array of Microsoft applications.
TFM&A is unique in that it caters for all the marketing technology needs of marketers, advertising professionals, publishers, customer service and sales professionals, from back-office CRM and data systems to front-facing creative digital campaigns.
Technology For Marketing and Advertising is the UK's premier event for marketing-related and CRM technology solutions incorporating Customer Relationship Management, Database Marketing and Marketing Analytics, Customer Contact Solutions, Email, Mobile and Web Marketing. Further information about the TFM show can be found at: http://www.t-f-m.co.uk.
Pythagoras offers a wide range of services and consultancy for Microsoft CRM in the following areas:
- Analytical CRM
- Contact centre solutions
- Customer contact management systems
- Customer experience management
- eCRM
- Hosted / On-demand CRM
- Marketing performance management
- Marketing resource management
- Operational CRM
- Sales force automation
About Pythagoras
Pythagoras is a top Microsoft gold partner for Microsoft CRM and is a leading UK independent customer relationship management (CRM) specialist and IT solutions provider.
Founded in 1999, Pythagoras is celebrating its tenth anniversary this year. Pythagoras helps companies increase competitiveness, profitability and customer satisfaction by improving business processes.
www.pythagoras.co.uk/microsoft_crm.aspx
Thursday, 15 October 2009
Microsoft Dynamics CRM – xRM
Microsoft CRM can be applied to many different uses. xRM is the underlying platform that allows Microsoft CRM to be applied to any type of organisation and any type of relationship use.
Many customers have adopted Microsoft Dynamics CRM as a generic business application development platform. Organisations can rapidly configure a tailored business application not associated with the traditional customer relationship management pillars of sales, service and marketing. Examples of these applications include human resource management, vendor management, IT helpdesk, public sector citizen management, and grant management. Microsoft refers to these types of solutions as "xRM".
xRM (Anything Relationship Management) is the natural evolution of CRM (Customer Relationship Management). In today’s dynamic business environment companies demand the ability to manage anything (X=anything), not simply relationships with customers. Microsoft CRM sits on the .NET platform and because of that, it is much more than a traditional CRM product. Instead, a better way to think of Microsoft CRM is as a rapid development application with out of the box CRM functionality, capable of instantly leveraging the .NET platform, and a vast array of Microsoft applications.
Every day countless business requests go unmet because line-of-business (LOB) applications do not get funded. Most organisations meet their business process automation needs through the development of custom applications or the acquisition of packaged applications. Often times these solutions do not fulfill every business requirement. Custom applications can be extremely expensive to develop and maintain. Research has identified that it will cost a company from seven to ten times more to develop a particular functionality than to purchase comparable functionality. The costs and risks associated with developing highly specialized LOB applications are truly prohibitive. Packaged applications, while easy to deploy, do not fit the business and can be very difficult to change once they are deployed. xRM offers an alternative and the best of both worlds. It accelerates the creation of LOB applications, and it makes it easy to modify existing applications in response to ever-changing business needs.
Customers today have a wealth of capabilities at their disposal with the Microsoft Dynamics CRM platform including multi-tenancy, multi-currency, multi-lingual, role-based security, Windows Workflow Foundation, configurable data schema and UI, extensive BI and Office integration. These platform features alone would take many months or years to develop. This is even before tackling the application functionality development effort.
xRM is more than a CRM product or service — it’s a strategic approach to understanding what makes a business thrive, what information needs to be tracked, by whom, and how it needs to be displayed and leveraged to facilitate better decisions. The formula for a successful xRM deployment always includes scaleable and robust platforms that automate many of the manual processes involved in daily operations.
Pythagoras has recently used xRM to develop unique solutions for CRM in Education, CRM Legal, CRM Insurance and CRM Not-for-Profit.
About Pythagoras
Pythagoras is a company that is experienced in providing xRM (Anything Relationship Management) and also CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products including Microsoft Dynamics CRM, Sage 200 and Sage CRM. http://www.pythagoras.co.uk/microsoft_crm.aspx
Friday, 2 October 2009
Microsoft Dynamics CRM and Mobility
Microsoft has released a new version of Mobile Express for Microsoft Dynamics CRM which runs on any mobile device that supports HTML 4.0 browsing and is available now. In addition, Microsoft has formed an alliance with Ten Digits to provide their mobile solution (Mobile Access 4.0) for both Microsoft Windows Mobile and Research-In-Motion (RIM) Blackberry® customers; these solutions are available at a range of prices from Pythagoras a leading Microsoft Partner in the UK.
Mobile Express for Microsoft Dynamics CRM
Mobile Express for Microsoft Dynamics CRM delivers the power of Microsoft Dynamics CRM to your mobile workforce with ease. The Mobile Express client provides users with the ability to view, create, and modify their CRM data on just about any internet capable device.
The new release of Mobile Express for Microsoft Dynamics CRM is fully supported by Microsoft. Users can access all built-in and custom entities within CRM and system administrators can configure Mobile Express using the same tools they use to control what and how users view their CRM data on the mobile device. The latest release has been optimised for limited bandwidth environments and works on any HTML 4.0 Web browser and requires no client-side script or installation on the mobile device.
Additionally, Mobile Express for Microsoft Dynamics CRM works with the multi-tenanted architecture of Microsoft Dynamics CRM allowing users to point at different organisations from the same device. Initially, Mobile Express will only be available in English, however support for all standard Microsoft Dynamics CRM languages will be available in Q4 2009. Microsoft Dynamics CRM Online customers will have access to Mobile Express in the next service update which is due in November 2009.
The Microsoft and Ten Digits Software Inc. alliance delivers full-featured MobileAccess® to both Microsoft Windows Mobile phones and BlackBerry® mobile phones for Microsoft Dynamics CRM 3.0 or 4.0.
MobileAccess® provides access to Microsoft Dynamics CRM functionality while offline to help fuel the productivity and responsiveness of remote employees and partners. MobileAccess® is administered within Microsoft Dynamics CRM 4.0 helping to minimise IT management overhead and setup.
Pythagoras is experienced at deploying Microsoft Dynamics CRM on Windows Mobile phones and Research in Motion (RIM)-based BlackBerry® mobile phones. Further to that, Pythagoras is a company experienced in providing Customer Relationship Management (CRM), Accounting and integrated business solutions across a broad range of industries and products including Microsoft Dynamics CRM, Sage 200 and Sage CRM. www.pythagoras.co.uk/microsoft_crm.aspx
Sage 200 CRM for Accounting
One of the most important parts of the Sage 200 suite is Sage 200 CRM. If you have researched Sage 200 CRM, you will find that it is a great tool for sales and marketing. However if you look deeper, you will find that Sage 200 CRM provides enormous benefits to your accounting operations.
Sage 200 CRM can help improve cash flow and accounts receivable collections. It allows your accounting staff to prioritise and manage customer collections and rapidly convert outstanding invoices into cash in the bank. Through the dashboards built on your data you can identify potential problems swifter.
Improve vendor and supplier management with Sage 200 CRM, as it makes it easy to stay on top of vendor discounts, track special contract arrangements, and process purchasing requests and quotes in a timely fashion. With calendar and task management functions, you can stay on top of all activities.
With the Sage 200 suite you can decrease time spent on answering accounts queries. No doubt the accounting department receives multiple requests each week from sales and customer service regarding the status of orders, shipments, refunds, credit, and payments received etc. Sage 200 CRM, provides centralised data in a single database, this means that sales and customer service staff can perform their own operational enquiries while the accounting department benefits from few daily interruptions. These are just some of the benefits of Sage 200 CRM to accounting staff and financial controllers.
As an integral part of the suite, Sage 200 CRM produces key benefits to front office operations, such as assisting with the streamlining of sales, marketing and customer service activities. In addition the accounting team can deal directly with vendors, suppliers and customers. Sage provides a free Sage 200 CRM licence with every installation which could be used to great effect.
About Pythagoras
Pythagoras is one of the top Sage 200 business partners in the UK. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
www.pythagoras.co.uk/sage200_overview.aspx
Monday, 28 September 2009
Microsoft CRM Dynamics Partner Relationship Management (PRM)

The Partner Relationship Management (PRM) Accelerator allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. Using the PRM Accelerator, companies can jointly manage sales processes with key businesses partners using a centralised web portal as well as extend this integration to automate additional business processes using custom CRM entities and workflows.
The PRM accelerator requires the web interaction management accelerator to be installed before you commence deployment of PRM. In addition to the standard capabilities provided by the web interaction management accelerator, the PRM accelerator provides the following capabilities:
– Partner profiling and segmentation
– Partner skillset management
– Partner training and accreditation management
– Partner performance reporting
– Lead allocation
– Opportunity pool and bid management
– Joint opportunity management
– Sales literature downloads
– Knowledge base searches
– Online service scheduling
– Typical PRM process management workflows
Initially this accelerator will be provided for on-premise customers. However, source code is provided for customers who wish to utilise it with Microsoft Dynamics CRM Online. Future releases will provide information on how to deliver this accelerator via the Windows Azure™ Platform.
As with all CRM Accelerators, they are available at no additional cost to current Microsoft Dynamics CRM customers. These solutions can be deployed as packaged extensions to Microsoft Dynamics CRM or used to help develop new solutions allowing organisations to help improve the time-to-value in tailoring Microsoft Dynamics CRM to their business needs.
About Pythagoras
Pythagoras is a company that is confidently experienced in providing Customer Relationship Management (CRM), Accounts and integrated business solutions for businesses across a broad range of industries including Microsoft Dynamics CRM, Sage 200 and Sage CRM.
Wednesday, 23 September 2009
Sage 200 Project Accounting
Sage 200 Project Accounting is a powerful, intuitive and highly configurable costing and analysis application designed for any business that needs to improve the management, performance and profit associated with its projects. Sage 200 Project Accounting provides full visibility within your projects as they progress. By capturing time and expenditure associated with a project, Sage 200 Project Accounting ensures that your projects are delivered on time and on budget. It will also provide you with in-depth analysis and reporting tools to ensure that your projects remain on track and profit levels are maintained.
The Integration Solution
Sage 200 Project Accounting links seamlessly with your Sage 200 Financials and Commercials and Payroll modules so that you can allocate transactions in your Sales, Purchase, Nominal, Stock Control, Sales and Purchase Order Processing modules to your projects. Therefore, you no longer have to re-key information held in your Project Accounting or other Sage 200 modules.
Flexible Project Accounting
Sage 200 Project Accounting allows your project managers to optimise their time and project profitability using a choice of project types – whether it’s time and materials, fixed price or a combination of the two. This removes the need for you to maintain multiple project tracking systems. You can create new projects quickly and easily using the project templates supplied or by copying existing projects - with the added functionality of having an unlimited number of sub-projects within one parent project. In addition, Sales Orders or quotations raised can be converted into projects – saving you time and the need to re-key information.
Resource Management
Automating the recording of time and expenses associated with a project is essential for ensuring that projects are billed accurately and resource costs are monitored. Sage 200 Project Accounting offers a simplified way to submit, review, track and approve timesheets and expense claims in multiple currencies. It will help you control costs and time worked, consolidate timesheet information, and adhere to your organisational time management rules.
Sage 200 Project Accounting also offers a web-based interface for time entry and approval. The Sage 200 Web Time & Expenses (WTE) module is an additional module to Project Accounting, which allows remote users to log time and expenses when out in the field working on projects. Timesheet and expense sheets can also be printed remotely for submission to the office.
Sage 200 Project Accounting offers you a choice in how expenses are reimbursed; through wages in Sage Payroll, bank payments in Sage 200 Financials, or via a supplier payment if the employees are set up as suppliers in the Purchase Ledger.
You can also group your employees into a resource hierarchy, with employees who perform similar functions being grouped together. In addition, each employee or group can be allocated a variety of different charge-out rates, allowing you to charge out the same person or group at various rates, depending on the project.
Sage Project Accounting provides an unlimited multi-tier structure which can be customised to suit the needs of any business. If your business needs to improve project profits and performance and wants visibility into the actual time and expenses of a project as it progresses, why not contact Pythagoras for more information on how Sage 200 Project Accounting can help your business.
About Pythagoras
Pythagoras is a company that is confidently experienced in providing Customer Relationship Management (CRM), Accounts and integrated business solutions for businesses across a broad range of industries including Microsoft Dynamics CRM, Sage 200 and Sage CRM.
http://www.pythagoras.co.uk/sage200_overview.aspx
Thursday, 17 September 2009
Sage 200 gains greater reporting power with Qlikview
Leading Sage and Qlikview Business Partner, Pythagoras has integrated Sage 200 into Qlikview offering the most innovative accounts reporting combination in the marketplace.
Sage 200 coupled with Qlikview provides powerful analysis and reporting which will transform data into meaningful and significant intelligence. Critical management decisions can be approved using complete, accurate information which is easily extracted. The Sage 200 Qlikview integration gives comprehensive reports on all the Sage 200 modules. The user will have a unified and integrated view of all data, with complete management dashboards and analysis. As no technical knowledge or pre-requisites are required, any beginners problems will be eliminated when getting started. The Sage 200 and Qlikview combination is a high-speed and user-friendly alternative to complex spreadsheet reporting with easy to create reports which are automatically refreshed when data is updated.
Qlikview integrated into Sage 200 Business offers many key benefits, it allows the user to make faster, more informed and confident decisions. It’s easy to use and understand and has comprehensive dynamics charts and visual dashboards.
Reporting whilst mobile is the next big thing, and with Qlikview’s release of it’s mobile BI tool for the iPhone, important accounting reports will be accessable at any time. Simple finger-swipes and finger-pinches enable users to select, interact and drill down into Sage 200 data on their iphone and to clear selections, all users have to do is shake the device. Apple’s popular 3-D Coverflow feature is also enabled, allowing users to “flip” through analyses in the same way they would through album covers and artists in iTunes. Real-time data changes are also instantly reflected in every Coverflow chart.
About Pythagoras
As a company, Pythagoras is experienced in providing Sage 200 and Sage CRM implementations, and integrated business solutions for businesses across a broad range of industries and products.
www.pythagoras.co.uk
Tuesday, 15 September 2009
Sage 200 and Integrating Information Across Your Business
Faced with mounting economic pressures, companies are having to improve how they coordinate activity across their organisation in order to maximise the value they deliver to customers as well as minimising costs. But this requires integrating discrete departmental information in order to facilitate collaborative working.
Whether a company achieves this by linking together existing departmental systems or implements a single integrated suite of applications across the business depends upon their particular situation. The most common approach in attempting to share information across a business is by having staff key the same data into multiple applications, a very ill-advised means of providing critical management intelligence.
Supporting disparate departmental systems entails significant costs. As well as having to provide technical support for multiple applications, separate training packages need to be delivered for the different software packages involved as each will typically involve users in working with a very different interface. The cost of the time and effort required to identify and address the source of any such problems can be significant.
Before a company decides simply on cost grounds to share information across the business by linking existing departmental systems together, it needs to ensure that this course of action really will represent the cheaper option in the long run.
The final option a company has for making data available across the organisation is to implement one single shared system containing applications for each part of the business in one complete software suite. As well as a core set of key business applications, such suites also typically provide a platform into which extra optional modules containing additional functionality can be plugged in to enable the system to be further tailored to an organisation’s particular requirements.
The Integration Solution
The Sage 200 suite integrates CRM and ERP processes together in one system, and anyone can readily monitor activity right across the organisation. Therefore, the performance of cross-functional processes can be viewed end-to-end, enabling any problems to be swiftly identified and appropriate corrective action taken.
In addition, data on any aspect of the organisation can be made available to anyone within the organisation in a form tailored to their role so that they can coordinate their activity accordingly. For example, sales staff and customer service agents can have immediate access to customer records, stock information and credit history. Both sets of data can be accessed from one screen, enabling a customer order to be taken, credit-checked and scheduled for delivery in one uninterrupted transaction.
Likewise, by using a single integrated suite of applications, data entered in any part of the organisation instantly becomes available to any other department enabling the company to respond to changing conditions in real time. So, for example, customer-facing staff could use information on actual stock levels to target discounts on ‘near end of life’ items.
As well as enhancing operational agility in this way, the use of a single integrated suite of applications also offers major benefits when it comes to system development and support. With all the applications residing in a single suite, there is no need to work on developing links between applications to enable data to be exchanged between them. As a result, development times and costs are reduced dramatically compared to attempting to integrate existing disparate departmental systems.
Using a single suite of applications shared across the business avoids any compatibility issues between departmental systems, is much cheaper to maintain and upgrade and can be more easily adapted to deal with changes increasing business agility.
Thursday, 10 September 2009
Sage 200 Workshops and Taster days
Leading Sage and Microsoft Dynamics CRM Business Partner Pythagoras, have established a series of monthly Sage 200 workshop and preview days designed to update people with the most modern product news and enhancements on the Sage 200 suite, enabling customers to unite with Sage product experts to propose and discuss any questions or queries they may have.
Jeremy Cook, Pythagoras Sage Sales Manager, stated “The Sage 200 taster days have been a great success so far, I genuinely believe that both existing and prospective clients will find the content interesting and beneficial. The event is best suited to customers or individuals with hands-on knowledge and experience of Sage software who would like to become aware of the latest developments in the Sage 200 suite.”
“One of the key features that has generated a lot of interest at our sage 200 taster days, is the workspaces functionality which allows users to customize work screens from different modules.”
Sage 200 Workspaces have been carefully designed to provide the Business User with critical information ‘at a glance’ on their desktop. The overall design makes accessing related information a quick and user-friendly process. The designer tool enables advanced users to configure user defined workspaces to meet the customer’s requirements, allowing each individual user to have a customised workspace to meet their individual requirements.
The Sage 200 taster day workshops are suited to companies who are looking at a new company-wide integrated Accounts and CRM solution. The event is also open to existing Sage 200, Financials, Commercials, Project Accounting, Customer Service Line 100, Sage MMS, Sage Line 50 customers.
The Sage 200 taster day will exemplify how Suite 200 can be used to resolve challenges facing: Finance, Sales & Marketing, Operations, and Customer Care teams. It will demonstrate how Sage 200 can be advantageous in helping one manage customers and staff and how to develop your business whilst delivering improved customer service through improved integration of these business functions.
http://www.pythagoras.co.uk/sage200_overview.aspx
Pythagoras acquires market share for Microsoft Dynamics CRM in major sector.
London, United Kingdom. (10 September 2009) – Pythagoras, a leading UK-based Microsoft Dynamics CRM Gold Partner, has successfully expanded its market share of CRM for the Education Sector, with impressive announcements of two additional Higher Education establishments, City University and the University of Essex, going live with Microsoft CRM.
Julian Stone, Managing Director at Pythagoras commented, “Gaining further market share in the Higher Education market place is a great accomplishment for Pythagoras. Together with our Gold Partner Status, this not only proves that we have excessive levels of expertise surrounding Microsoft products but also a comprehensive understanding of the Education market place.”
Pythagoras has recently documented an increased interest from the Education Sector. The pressure on Educational organisations to perform with the efficiency of businesses appears to be emerging. Microsoft CRM for Education brings commercial effectiveness to the Education Sector for Colleges, Universities, Schools and other Educational establishments.
A customer relationship management (CRM) solution enables the user to build closer relationships with students, tutors and lecturers. In providing assistance in improving student recruitment and retention rates, and by combining data sets, there is a significant decrease on administrative burden. This solution combined with all the usual features of Microsoft CRM creates a cost-effective, useful and flexible system.
http://www.pythagoras.co.uk/microsoft_crm.aspx
Friday, 28 August 2009
Microsoft CRM & Twitter
Twitter has recently crossed the line from being a social network for students and the web savvy and has entered the mainstream, most importantly it has started to attract businesses. Google has its own feed, Dell has multiple Twitter feeds and smaller businesses are starting to utilise the marketing potential of Twitter.
This increase in business interest has certainly caught the eye of Microsoft, and they are now adding to Micorsoft CRM to include integration with Twitter. Twitter connecting with Facebook may have seemd obvious, but Twitter with CRM software?
CRM software is all about the customer, and if your customers are in the Twitter space, then it makes sense to be there too. Integrating with CRM makes sense, tracking conversations about your business, see who's talking about you (the good and the bad) and make it manageable from the same place as all of your other customer information.
An exciting addition to the Microsoft CRM development framework and one that may open up doors for integration with other social networks in the future.
Thursday, 27 August 2009
New Vertical Templates Released
Pythagoras have created 3 new vertical templates that target education, not for profit organisations and insurance companies. These highly targeted templates allow businesses to start using Microsoft CRM straight away and the business can start showing good levels of return on their investment as quickly as possible.
Each industry has its own unique circumstances and potential issues. Custom built templates can tackle these issues head-on and give businesses a head-start on the competition.
Tuesday, 25 August 2009
Microsoft CRM - An Introduction
- Name & Address (seems blatantly obvious, but it is extremely important that these details are kept up to date and accurate, especially for any marketing activity)
- Purchase history
- Log of issues they may have encountered
- Special requirements they may have e.g. only deliver at weekends
This blog is aimed at those thinking about Microsoft CRM software into their business. We will aim to highlight the features, functionality and any potential issues with the sooftware and welcome feedbcak on all of our articles.
We hope you enjoy the information provided in the blog and continue to check back as we add new posts.