Microsoft Dynamics CRM is quickly becoming the most popular new Customer Relationship Management (CRM) software package globally. Pythagoras Communications, a Microsoft Gold Partner and leading UK Microsoft CRM solutions provider outlines the importance of integration within your existing Microsoft infrastructure in making Microsoft Dynamics CRM a popular solution with now well over 1 million users.
The integration with Outlook and aspects of the Microsoft software portfolio such as Excel and Word allow users from various departments to be only a few clicks away from the relevant information they require. The powerful integration with Outlook allows for powerful email, contact and marketing capabilities as well as the ability to track conversation history update records and create subsequent workflows and appointments in relevant peoples diaries from emails stored in the CRM system.
Microsoft CRM’s tight integration with Word allows users to the ability to create and print mail merge documents quickly and easily thanks to the direct link to contacts located within the CRM software. Furthermore Microsoft Dynamics CRM gives the user the ability to edit contacts preferences regarding what they receive, for example if a contact opts out of receiving marketing letters the system will automatically recognise this and not print one for the relevant contact, ensuring your relationships with clients are kept healthy.
Microsoft Excel allows users of Microsoft CRM the ability to create reports and export contact lists with just a click of a button. The ability to create dynamics pivot tables through the integration from excel means the user will save time usually spent on manually updating the contents.
These examples are just scratching the surface of the power the integration Microsoft Dynamics CRM provides, further information can be found on our website
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.
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Monday, 15 February 2010
Sage 200 CRM
Sage 200 CRM is designed to provide you with a 360 degree view of your business, enabling you to manage every aspect of your business interactions from initial lead to deployment and post sales customer service. Outlined below are a few of the benefits Sage 200 CRM can bring to your business;
Customisation:
Customisable tools located within the Sage CRM software allow users to easily configure the software with screens, tabs, security settings, tables, and fields all able to be modified to your businesses requirements, making Sage CRM unique to your needs.
Improves internal communication and unity for your business:
Sage CRM through its integration with Sage financials and commercials enables your internal departments to be brought together, synchronising the accounting, marketing, sales and customer service elements of your business.
Real time customer service information:
Sage CRM allows you to access and view real time customer service information, the live data allows your business to be more proactive with responses to customers, resulting in a greater customer service experience for the customer. The ability for automated workflows to be created further improves efficiency and service time.
Linked communications:
Information of communication or records for your Sage 200 CRM contacts can be stored within the one central system; furthermore, information of communication or records can be associated or assigned to individual contacts, customers or suppliers accounts allowing you to keep a track on precious interactions, improving communication times and processes with these stakeholders in the future.
Pythagoras Communications Ltd has enviable experience in deploying, creating and understanding your individual Sage 200 needs. 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.
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Customisation:
Customisable tools located within the Sage CRM software allow users to easily configure the software with screens, tabs, security settings, tables, and fields all able to be modified to your businesses requirements, making Sage CRM unique to your needs.
Improves internal communication and unity for your business:
Sage CRM through its integration with Sage financials and commercials enables your internal departments to be brought together, synchronising the accounting, marketing, sales and customer service elements of your business.
Real time customer service information:
Sage CRM allows you to access and view real time customer service information, the live data allows your business to be more proactive with responses to customers, resulting in a greater customer service experience for the customer. The ability for automated workflows to be created further improves efficiency and service time.
Linked communications:
Information of communication or records for your Sage 200 CRM contacts can be stored within the one central system; furthermore, information of communication or records can be associated or assigned to individual contacts, customers or suppliers accounts allowing you to keep a track on precious interactions, improving communication times and processes with these stakeholders in the future.
Pythagoras Communications Ltd has enviable experience in deploying, creating and understanding your individual Sage 200 needs. 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.
Follow Pythagoras on Twitter
Tuesday, 9 February 2010
Microsoft Dynamics CRM Outlook Integration
CRM software can be complex and difficult to learn. And employees might require time to gain proficiency. Employees can sometimes even resist adopting CRM software because it forces change in their work routines.
Microsoft has brought CRM software into a new era with Microsoft Dynamics CRM recently reaching an important milestone by passing the 1 million user mark. Organisations worldwide are taking advantage of the power of choice, and deploying fast, flexible and affordable CRM and xRM. We explore Microsoft Dynamics CRM integration with Outlook.
Microsoft Dynamics CRM integration with Microsoft Outlook®, the staple email software for the majority of organisations and the most used application in the Office suite allows for improved integration and adoption by users who are already familiar with the layout of Outlook. Furthermore the integration with Outlook means users spend less time switching between programmes, improving productivity in the workplace.
Some further benefits of Microsoft Outlook Integration:
• Send messages to anyone within the CRM with the option to track conversations within CRM. This ability to track conversations and create subsequent workflows greatly improves customer service and efficiency
• Enhanced mail merge and enhanced personalised email marketing capabilities thanks to the seamless integration between CRM and Outlook
• Internal staff adoption rates are higher as staff can use the CRM system from within the familiar Outlook interface
The integration with Outlook is just one of many benefits from adopting a Microsoft Dynamics CRM solution; your organisations sales processes, marketing, memberships and customer and case management can all be controlled within Microsoft Dynamics CRM.
Pythagoras will be showcasing Microsoft Dynamics CRM at the TFM&A Exhibition at Earls Court 2 in London on February 23/24th 2010. Pythagoras will have experts on hand demonstrating the capabilities of Microsoft CRM across 8 industry verticals, namely NHS and Healthcare, Education, Insurance, Manufacturing, Not for Profit, Government and Public Sector, Media, Membership software.
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.
Follow Pythagoras on Twitter
Microsoft has brought CRM software into a new era with Microsoft Dynamics CRM recently reaching an important milestone by passing the 1 million user mark. Organisations worldwide are taking advantage of the power of choice, and deploying fast, flexible and affordable CRM and xRM. We explore Microsoft Dynamics CRM integration with Outlook.
Microsoft Dynamics CRM integration with Microsoft Outlook®, the staple email software for the majority of organisations and the most used application in the Office suite allows for improved integration and adoption by users who are already familiar with the layout of Outlook. Furthermore the integration with Outlook means users spend less time switching between programmes, improving productivity in the workplace.
Some further benefits of Microsoft Outlook Integration:
• Send messages to anyone within the CRM with the option to track conversations within CRM. This ability to track conversations and create subsequent workflows greatly improves customer service and efficiency
• Enhanced mail merge and enhanced personalised email marketing capabilities thanks to the seamless integration between CRM and Outlook
• Internal staff adoption rates are higher as staff can use the CRM system from within the familiar Outlook interface
The integration with Outlook is just one of many benefits from adopting a Microsoft Dynamics CRM solution; your organisations sales processes, marketing, memberships and customer and case management can all be controlled within Microsoft Dynamics CRM.
Pythagoras will be showcasing Microsoft Dynamics CRM at the TFM&A Exhibition at Earls Court 2 in London on February 23/24th 2010. Pythagoras will have experts on hand demonstrating the capabilities of Microsoft CRM across 8 industry verticals, namely NHS and Healthcare, Education, Insurance, Manufacturing, Not for Profit, Government and Public Sector, Media, Membership software.
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.
Follow Pythagoras on Twitter
Friday, 5 February 2010
Sage 200 Financials
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 departments. We explore below a brief outline of some of the many benefits Sage 200 financials, a core piece of software on the Sage 200 platform, brings to businesses.
Improved efficiency with your VAT returns
Drill down with replicate VAT returns produced, allowing for greater efficiency when analysing the figures.
Greater budget control
More budgeting options; costs can be associated to nominal codes which in turn can be grouped together for greater understanding (e.g. gas, and stationary can be grouped under overheads). Furthermore, budgets can be assigned to specific periods (e.g. months) rather than being set to 12 months, allowing greater control and understanding of your budgets.
Deeper understanding of customer transactions
Allows a view of the audit trail for transactions; enabling you to drill down into customer trends and movements.
Accounting Periods
Sage 200 offers choice with regards to accounting periods. In Sage 200 you can set as to whether periods are open, closed or a mix of both. Sage 200 offers up to 20 accounting periods throughout the year.
More understanding of Profit and Loss
Sage 200 allows you to drill down from a profit and loss report to a transaction in just a few clicks. These reports and documents are customisable to your own business requirements as well as having the ability to add new reports from scratch.
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.
Improved efficiency with your VAT returns
Drill down with replicate VAT returns produced, allowing for greater efficiency when analysing the figures.
Greater budget control
More budgeting options; costs can be associated to nominal codes which in turn can be grouped together for greater understanding (e.g. gas, and stationary can be grouped under overheads). Furthermore, budgets can be assigned to specific periods (e.g. months) rather than being set to 12 months, allowing greater control and understanding of your budgets.
Deeper understanding of customer transactions
Allows a view of the audit trail for transactions; enabling you to drill down into customer trends and movements.
Accounting Periods
Sage 200 offers choice with regards to accounting periods. In Sage 200 you can set as to whether periods are open, closed or a mix of both. Sage 200 offers up to 20 accounting periods throughout the year.
More understanding of Profit and Loss
Sage 200 allows you to drill down from a profit and loss report to a transaction in just a few clicks. These reports and documents are customisable to your own business requirements as well as having the ability to add new reports from scratch.
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.
The Microsoft CRM for Memberships software solution sits on a powerful SQL database.
Microsoft CRM for Memberships from Pythagoras is a highly configurable membership software database which holds valuable database information for, Member‘s, Prospect’s and Donor’s. The Microsoft CRM for membership’s data is stored in a Microsoft SQL Server database. This membership management solution is powered by the database of the world’s leading CRM solution with a choice of deployment and database options on premise server or web-based hosted solutions.
Storing your membership data on SQL provides a comprehensive and scalable data warehouse platform that enables organisations to integrate data into the data warehouse faster, while delivering insights to all users. Microsoft SQL Server also provides the highest levels of security, reliability, and scalability for your membership-critical applications.
Microsoft CRM for Memberships Integrates easily and simply with other Microsoft products, Microsoft Dynamics CRM can be accessed via Internet Explorer web pages or via the familiar Microsoft Outlook interface. This means lower training requirements and costs and faster user acceptance. It also means you can be up and running in weeks and not months!
This database can integrate with your existing systems to help break down information silos. This membership software application can harnesses the power of Web services through the Microsoft .NET Framework. This latest generation of Microsoft technology enables businesses to connect isolated, legacy business systems and applications.
Features of this Membership software include the following
Records and Profiling
Individual and corporate records
Unlimited addresses per record
Linked/Related records
Multi-datatype profiling
Full and detailed notes history
Customisable field names so that your terminology is maintained
Subscriptions and Financial
Comprehensive membership subscription handling with flexible and unlimited subscriptions
Multiple payment methods
Automatic invoicing and reminding system
Unlimited document layouts
Direct Debit automation option
Integrated credit card processing option
Foreign currency processing
Detailed financial and subscription history
Donation management and Gift Aid option
Communications
Easy to use mailing and email broadcast facilities
Uses Microsoft Word and Outlook so no retraining required
Flexible reporting using the SQL reporting tool
Options to update record history automatically with communications generated
Pythagoras
Pythagoras is an experienced CRM provider specialising in Membership Management solutions built around Microsoft CRM. Pythagoras has shown that it understands the requirements of Memberships, Not for Profit and Associations and has a rapidly growing membership based user base. www.pythagoras.co.uk
Follow Pythagoras on Twitter
Storing your membership data on SQL provides a comprehensive and scalable data warehouse platform that enables organisations to integrate data into the data warehouse faster, while delivering insights to all users. Microsoft SQL Server also provides the highest levels of security, reliability, and scalability for your membership-critical applications.
Microsoft CRM for Memberships Integrates easily and simply with other Microsoft products, Microsoft Dynamics CRM can be accessed via Internet Explorer web pages or via the familiar Microsoft Outlook interface. This means lower training requirements and costs and faster user acceptance. It also means you can be up and running in weeks and not months!
This database can integrate with your existing systems to help break down information silos. This membership software application can harnesses the power of Web services through the Microsoft .NET Framework. This latest generation of Microsoft technology enables businesses to connect isolated, legacy business systems and applications.
Features of this Membership software include the following
Records and Profiling
Individual and corporate records
Unlimited addresses per record
Linked/Related records
Multi-datatype profiling
Full and detailed notes history
Customisable field names so that your terminology is maintained
Subscriptions and Financial
Comprehensive membership subscription handling with flexible and unlimited subscriptions
Multiple payment methods
Automatic invoicing and reminding system
Unlimited document layouts
Direct Debit automation option
Integrated credit card processing option
Foreign currency processing
Detailed financial and subscription history
Donation management and Gift Aid option
Communications
Easy to use mailing and email broadcast facilities
Uses Microsoft Word and Outlook so no retraining required
Flexible reporting using the SQL reporting tool
Options to update record history automatically with communications generated
Pythagoras
Pythagoras is an experienced CRM provider specialising in Membership Management solutions built around Microsoft CRM. Pythagoras has shown that it understands the requirements of Memberships, Not for Profit and Associations and has a rapidly growing membership based user base. www.pythagoras.co.uk
Follow Pythagoras on Twitter
Tuesday, 2 February 2010
Pythagoras looks ahead to the Technology for Marketing and Advertising (TFM&A) exhibition on February 23/24 2010
With around three weeks to Pythagoras exhibits at the 2010 TFM&A exhibition in London we look ahead to what visitors to our stand can expect to see from us.
Pythagoras will showcase Microsoft CRM software and will have experts on hand to discuss the advantages you can personally gain. Microsoft CRM software has passed the 1 million user mark with organisations’ worldwide taking advantage of the power of choice, and deploying fast, flexible and affordable CRM solutions; integrating directly into Outlook and other Microsoft Office applications including Microsoft Office Word, Excel, and PowerPoint, enabling your staff to work within the familiar, comfortable Outlook environment. Resulting in everyone being able to quickly begin using Microsoft CRM for managing customers, service delivery, and workflow processes.
During the 2010 TFM&A Exhibition Pythagoras will showcase 8 xRM verticals; Microsoft CRM for membership software, NHS and Healthcare, Not for profit, Insurance, Media, Education, Retail and Manufacturing.
Below is a brief list of advantages for the 8 verticals in which we are showcasing:
Membership Software
• Highly configurable membership system for your individual business needs while also extending the reach of Outlook by turning it into a effective tool for customer relationship
• Membership software reporting and business intelligence has reached a new level of importance.
NHS and Healthcare
• Improved Stakeholder Relationship Management (SRM)
• Proactively manage patients, improving productivity
Not for Profit
• Improved targeting of areas and customers with full profiling and segmentation of data
• Full membership and fundraising features
Insurance
• Comprehensive organisation, contact, and deal tracking to enable you to see everything about your customer, improve relationships and ultimately customer retention.
• Workflow and Process automation that will automate key business processes in the business
Media
• Profile your audiences more effectively
• Develop deeper relationships with advertisers and track complex interactions with content licensees and content providers
Education
• Improves full student lifecycle management, from recruitment to alumni and beyond
• Improve communication across internal departments and externally, enhancing the ability to manage teacher progress and build consistent external relationships with key stakeholders
Retail
• Full integration with Outlook, Microsoft Office suite and Lotus Note
• Customisation improves efficiency for users, resulting in improved customer service and response time to queries
Manufacturing
• Gain insight and provide channel partners the information and tools they need to drive demand for your products
• Shorten the sales cycle by effectively managing and assessing opportunities in your sales pipeline
Technology for marketing and advertising (TFM&A) exhibition 2010 is to be held at Earls Court 2, London on February 23rd and 24th. Pythagoras will be demonstrating the 8 Microsoft CRM verticals at stand A11.
Founded in 1999 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.
Pythagoras will showcase Microsoft CRM software and will have experts on hand to discuss the advantages you can personally gain. Microsoft CRM software has passed the 1 million user mark with organisations’ worldwide taking advantage of the power of choice, and deploying fast, flexible and affordable CRM solutions; integrating directly into Outlook and other Microsoft Office applications including Microsoft Office Word, Excel, and PowerPoint, enabling your staff to work within the familiar, comfortable Outlook environment. Resulting in everyone being able to quickly begin using Microsoft CRM for managing customers, service delivery, and workflow processes.
During the 2010 TFM&A Exhibition Pythagoras will showcase 8 xRM verticals; Microsoft CRM for membership software, NHS and Healthcare, Not for profit, Insurance, Media, Education, Retail and Manufacturing.
Below is a brief list of advantages for the 8 verticals in which we are showcasing:
Membership Software
• Highly configurable membership system for your individual business needs while also extending the reach of Outlook by turning it into a effective tool for customer relationship
• Membership software reporting and business intelligence has reached a new level of importance.
NHS and Healthcare
• Improved Stakeholder Relationship Management (SRM)
• Proactively manage patients, improving productivity
Not for Profit
• Improved targeting of areas and customers with full profiling and segmentation of data
• Full membership and fundraising features
Insurance
• Comprehensive organisation, contact, and deal tracking to enable you to see everything about your customer, improve relationships and ultimately customer retention.
• Workflow and Process automation that will automate key business processes in the business
Media
• Profile your audiences more effectively
• Develop deeper relationships with advertisers and track complex interactions with content licensees and content providers
Education
• Improves full student lifecycle management, from recruitment to alumni and beyond
• Improve communication across internal departments and externally, enhancing the ability to manage teacher progress and build consistent external relationships with key stakeholders
Retail
• Full integration with Outlook, Microsoft Office suite and Lotus Note
• Customisation improves efficiency for users, resulting in improved customer service and response time to queries
Manufacturing
• Gain insight and provide channel partners the information and tools they need to drive demand for your products
• Shorten the sales cycle by effectively managing and assessing opportunities in your sales pipeline
Technology for marketing and advertising (TFM&A) exhibition 2010 is to be held at Earls Court 2, London on February 23rd and 24th. Pythagoras will be demonstrating the 8 Microsoft CRM verticals at stand A11.
Founded in 1999 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.
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