True customer relationship management software is all about improving the level of customer care that you are able to offer your clients. Microsoft Dynamics CRM is further enhanced by the release of the Customer Care accelerator (CCA) which focuses on delivering contact center enabling functionality, such as the ability to create a unified desktop by combining data elements from disparate line of business applications and displaying it in a single user interface.
The core Customer Care business scenarios highlighted by this accelerator include the following:
1. Integrated desktop: Customers can aggregate information from diverse business applications into an integrated desktop providing employees with a 360° view of the customer interactions. Customer service representatives have immediate access to business critical information to serve customers quickly and efficiently, increasing customer satisfaction and loyalty.
2. Eliminating Duplicate Data Entry: Organisations can streamline business processes by creating desktop automation workflows. Process automation eliminates the need for agents to re-enter the same data in multiple applications. Minimising duplication helps to reduce human error and ensures a consistent customer service experience.
3. Computer Telephony Integration (CTI): Organisations are provided with a consistent framework to connect CTI systems with key line of business applications.
4. Activity Reporting: Contact center managers have swift access to agent desktop transaction reporting, helping them to identify process bottlenecks.
As with all the other Microsoft Dynamics CRM 4.0 accelerators, CCA is available as permissive shared source and is a reference example that can be adapted to fit the needs of a customer as well as additional business scenarios.
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.
Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts
Thursday, 24 June 2010
Tuesday, 11 May 2010
Pythagoras chosen for Microsoft CRM 5 beta programme
Pythagoras, a Microsoft Gold Partner and a UK leading Microsoft CRM software specialist is delighted to announce its inclusion in the Microsoft Dynamics CRM '5' beta programme.
Microsoft Dynamics CRM ‘5’ drives further innovation and focus in the CRM market place, enhancing user productivity and collaboration, giving users deep, core CRM capabilities, building on the groundbreaking Microsoft CRM 4.0.
Listed below are some key features to be found in Version 5; more details about how Microsoft CRM ‘5’ solutions from Pythagoras can benefit your organisation will be available later in the year along with further features available in Microsoft CRM ‘5’.
• Support for over 40 languages
• Use of the fluent UI (the ribbon) as seen in Office 2007. This command bar replaces the ‘tool bars’ at the top of each page. The ribbon command bar is fully customisable enabling users to add and alter buttons as much as is required.
• The ability to filter data in grids, much like Excel. Now you can perform your own in line filtering.
• Integration with Windows Sharepoint Service now comes Out of the Box. This includes document management, which includes site and document library provisioning, document metadata, item security, and check-in/check-out capabilities.
• CRM '5' allows you to visualise numeric data using in-line charts within the form itself. One can select a number of different chart formats such as Bar, Column, Funnel, Line, Pie and Scatter.
• The form model in CRM 4.0 made use of tabs to divide a form into multiple pages. In CRM '5' tabs are displayed in the same way as section, with each form just having a single, scrolling page.
Pythagoras Communications has been a successful Microsoft Gold Partner offering leading industry specific solutions since 1997; with offices in Maidenhead (UK) and London (UK) Pythagoras is developing an enviable combination of multi sector industry experience and customisable software innovation since being established.
For more information on Microsoft Dynamics 4.0 or to book a meeting or demonstration speak to one of our experts on 01628 519 000 or email info@pythagoras.co.uk
Microsoft Dynamics CRM ‘5’ drives further innovation and focus in the CRM market place, enhancing user productivity and collaboration, giving users deep, core CRM capabilities, building on the groundbreaking Microsoft CRM 4.0.
Listed below are some key features to be found in Version 5; more details about how Microsoft CRM ‘5’ solutions from Pythagoras can benefit your organisation will be available later in the year along with further features available in Microsoft CRM ‘5’.
• Support for over 40 languages
• Use of the fluent UI (the ribbon) as seen in Office 2007. This command bar replaces the ‘tool bars’ at the top of each page. The ribbon command bar is fully customisable enabling users to add and alter buttons as much as is required.
• The ability to filter data in grids, much like Excel. Now you can perform your own in line filtering.
• Integration with Windows Sharepoint Service now comes Out of the Box. This includes document management, which includes site and document library provisioning, document metadata, item security, and check-in/check-out capabilities.
• CRM '5' allows you to visualise numeric data using in-line charts within the form itself. One can select a number of different chart formats such as Bar, Column, Funnel, Line, Pie and Scatter.
• The form model in CRM 4.0 made use of tabs to divide a form into multiple pages. In CRM '5' tabs are displayed in the same way as section, with each form just having a single, scrolling page.
Pythagoras Communications has been a successful Microsoft Gold Partner offering leading industry specific solutions since 1997; with offices in Maidenhead (UK) and London (UK) Pythagoras is developing an enviable combination of multi sector industry experience and customisable software innovation since being established.
For more information on Microsoft Dynamics 4.0 or to book a meeting or demonstration speak to one of our experts on 01628 519 000 or email info@pythagoras.co.uk
Microsoft Dynamics CRM Online May 2010 Service Update
Pythagoras discusses the May 2010 service update; announced at Convergence 2010.
New Microsoft Dynamics CRM Online Portal Accelerators extending the outreach and power of Microsoft CRM while also aiding the customisation for the unique needs of
customers:
• eService
• Event Management
• Partner Relationship Management
Expanded language support (for North America only currently):
• Spanish
• French
• Brazilian Portuguese
Developer tools and resources
The new developer tools in the updated software development kit have enabled the connection of Microsoft Dynamics CRM online with various on demand and premise services; Windows Azure being one example.
Integration of Microsoft Dynamics GP and Microsoft Dynamics CRM
The new framework available in the service update allows Dynamics GP and CRM to be integrated and used to enhance productivity across financials, supply chain and sales. Integration of GP and CRM is supported with both on premise and cloud versions of Microsoft Dynamics CRM for Microsoft Dynamics GP and Microsoft Dynamics GP 10.0
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.
New Microsoft Dynamics CRM Online Portal Accelerators extending the outreach and power of Microsoft CRM while also aiding the customisation for the unique needs of
customers:
• eService
• Event Management
• Partner Relationship Management
Expanded language support (for North America only currently):
• Spanish
• French
• Brazilian Portuguese
Developer tools and resources
The new developer tools in the updated software development kit have enabled the connection of Microsoft Dynamics CRM online with various on demand and premise services; Windows Azure being one example.
Integration of Microsoft Dynamics GP and Microsoft Dynamics CRM
The new framework available in the service update allows Dynamics GP and CRM to be integrated and used to enhance productivity across financials, supply chain and sales. Integration of GP and CRM is supported with both on premise and cloud versions of Microsoft Dynamics CRM for Microsoft Dynamics GP and Microsoft Dynamics GP 10.0
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.
Wednesday, 28 April 2010
Microsoft Dynamics CRM with Outlook 2010 beta
The following is a brief look into Microsoft Dynamics CRM 4.0 with Office 2010 beta from accounts online; firstly users require Microsoft Dynamics 4.0 Rollup 8 or above to utilise the Outlook 2010 beta version.
• Microsoft CRM in Outlook 2010 utilises ‘ribbons’ as opposed to tool bars, the ribbons allow users to progress through menus and to their desired location in far fewer clicks than previously.
- Furthermore, these ribbons are fully customisable with the option to build your own quick access tool bar and alter the colour schemes.
• Overall Microsoft Dynamics CRM 4.0 with Outlook 2010 beta offers more concise menus, smooth screen transactions and a clearer and cleaner look. (see screen shot below)
Users experiencing or looking to experience the 2010 beta version of Outlook with Microsoft CRM will notice the option to send a ‘smile’ or a frown’ to Microsoft which allows users to notify aspects they like or aspects they feel improvements could be made; the system sends a snapshot of your screen along with your comments.
Listed below are 3 key features which will be found in Microsoft Outlook 2010;
• The introduction of mail ‘tips’ which alerts the user of any issues with their recipients(s) prior to delivery such as staff currently on annual leave or warning if you are sending to a large mail list.
• The ability to group and collapse email conversations together by subject line
• Linked to the group conversations is the ability to ignore particular conversations.
• Smart art and picture editing from within Outlook to allow conversations to become more attractive and less text based.
Pythagoras Communications has been a successful Microsoft Gold Partner offering leading industry specific solutions since 1997; with offices in Maidenhead (UK) and London (UK) Pythagoras is developing an enviable combination of multi sector industry experience and customisable software innovation since being established.
For more information on Microsoft Dynamics 4.0 or to book a meeting or demonstration speak to one of our experts on 01628 519 000 or email info@pythagoras.co.uk
• Microsoft CRM in Outlook 2010 utilises ‘ribbons’ as opposed to tool bars, the ribbons allow users to progress through menus and to their desired location in far fewer clicks than previously.
- Furthermore, these ribbons are fully customisable with the option to build your own quick access tool bar and alter the colour schemes.
• Overall Microsoft Dynamics CRM 4.0 with Outlook 2010 beta offers more concise menus, smooth screen transactions and a clearer and cleaner look. (see screen shot below)
Users experiencing or looking to experience the 2010 beta version of Outlook with Microsoft CRM will notice the option to send a ‘smile’ or a frown’ to Microsoft which allows users to notify aspects they like or aspects they feel improvements could be made; the system sends a snapshot of your screen along with your comments.
Listed below are 3 key features which will be found in Microsoft Outlook 2010;
• The introduction of mail ‘tips’ which alerts the user of any issues with their recipients(s) prior to delivery such as staff currently on annual leave or warning if you are sending to a large mail list.
• The ability to group and collapse email conversations together by subject line
• Linked to the group conversations is the ability to ignore particular conversations.
• Smart art and picture editing from within Outlook to allow conversations to become more attractive and less text based.
Pythagoras Communications has been a successful Microsoft Gold Partner offering leading industry specific solutions since 1997; with offices in Maidenhead (UK) and London (UK) Pythagoras is developing an enviable combination of multi sector industry experience and customisable software innovation since being established.
For more information on Microsoft Dynamics 4.0 or to book a meeting or demonstration speak to one of our experts on 01628 519 000 or email info@pythagoras.co.uk
Monday, 26 April 2010
Microsoft CRM for Media
Pythagoras, a leading UK Microsoft Gold Partner today looks at Microsoft CRM for Manufacturing, outlining the key benefits their customised CRM can bring to the Media industry.
Microsoft Dynamics CRM allows Media companies to strive for success by enabling them to better service the needs of their customers, allowing a more effective audience profiling, deeper relationships with advertisers as well as the ability to track complex interactions with client licensees and content providers.
Working as the natural extension of Microsoft Office Outlook, Microsoft CRM 4.0 drives user adoption levels thanks to the familiar user interface; the solution also helps eliminate manual data entry, significantly reducing errors.
Pythagoras outline below the benefits Microsoft CRM 4.0 brings for key areas of Media Organisations:
Advertising
• Improve efficiency and gain more time with clients by automating administrative tasks.
• Repetitive processes such as service requests and order confirmations are vastly improved.
• Greater insights into your client’s advertising needs are gained allowing better, more customised offerings.
Broadcasting
• Maximise cross selling and up selling across formats.
• Support cross channel advertising campaigns.
• Enhanced customer profiling, allowing more effective targeting.
• Track and share information and interactions with content providers.
Publishing
• Deliver better service through a 360 degree view of customers and their needs.
• Improve your ability to negotiate with distributors.
• Profile for and track the typically complex interactions with content licensees.
• Manage interactions with authors, spokespeople and others more efficiently.
Studios / Post Production
• Deliver consistent, high-quality service in all your client interactions.
• Speed up repetitive processes such as service requests and order confirmations, and respond quickly to unforeseen demands.
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.
Microsoft Dynamics CRM allows Media companies to strive for success by enabling them to better service the needs of their customers, allowing a more effective audience profiling, deeper relationships with advertisers as well as the ability to track complex interactions with client licensees and content providers.
Working as the natural extension of Microsoft Office Outlook, Microsoft CRM 4.0 drives user adoption levels thanks to the familiar user interface; the solution also helps eliminate manual data entry, significantly reducing errors.
Pythagoras outline below the benefits Microsoft CRM 4.0 brings for key areas of Media Organisations:
Advertising
• Improve efficiency and gain more time with clients by automating administrative tasks.
• Repetitive processes such as service requests and order confirmations are vastly improved.
• Greater insights into your client’s advertising needs are gained allowing better, more customised offerings.
Broadcasting
• Maximise cross selling and up selling across formats.
• Support cross channel advertising campaigns.
• Enhanced customer profiling, allowing more effective targeting.
• Track and share information and interactions with content providers.
Publishing
• Deliver better service through a 360 degree view of customers and their needs.
• Improve your ability to negotiate with distributors.
• Profile for and track the typically complex interactions with content licensees.
• Manage interactions with authors, spokespeople and others more efficiently.
Studios / Post Production
• Deliver consistent, high-quality service in all your client interactions.
• Speed up repetitive processes such as service requests and order confirmations, and respond quickly to unforeseen demands.
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.
Friday, 26 March 2010
Microsoft Dynamics CRM for Manufacturing
Manufacturing organisations globally are now looking more than ever before at effective processes to retain customers, increase outreach to new customers while driving down costs from all stages of the process from suppliers to manufacturing and distribution. A Microsoft Dynamics CRM solution from Pythagoras provides a long term cost effective way to meet these challenges.
A Microsoft Dynamics CRM solution from Pythagoras can improve key areas of your manufacturing organisation, from channel management and business intelligence to service and campaign management.
Outlined below are a selection of the key benefits Microsoft Dynamics CRM brings to the Manufacturing Industry;
Effective channel management
Connect your processes across sales, marketing and services to increase efficiency
Create and monitor customised offers and pricing for each customer service enquiry
Automate the assignment of tasks and leads to individual groups
Improved business intelligence
Ability to view key performance indicators in real time with dashboards
Gather information from across the business and supply chain, compiling it in one central location
The ability to Map Microsoft CRM functionality to specific industry models
Effective Service Management
Easy to use and implement tools to manage schedule maintenance and support
The ability to track current scheduling against service goals and adjust as necessary to save time and importantly, costs
Increase staff efficiency with real time access to customer data through any web based devices.
Improved Campaign Management
Use real time data to address changes in the market to make informed marketing decisions
Develop and execute collaborative marketing campaigns with key business partners
Provide your sales channels with instant access to current and accurate customer data.
Pythagoras Communications is a leading UK CRM solutions provider with over 350 deployments. Our deployments give our customers a competitive edge along with improved user adoption, reduced risk and lower total cost of ownership. A Microsoft Gold Partner since 2008, Pythagoras is leading the way with customised Microsoft CRM solutions. Based in Maidenhead, Berkshire and at Centre Point in London Pythagoras has the success and experience required to deliver a solution guaranteed to suit your organisation.
A Microsoft Dynamics CRM solution from Pythagoras can improve key areas of your manufacturing organisation, from channel management and business intelligence to service and campaign management.
Outlined below are a selection of the key benefits Microsoft Dynamics CRM brings to the Manufacturing Industry;
Effective channel management
Connect your processes across sales, marketing and services to increase efficiency
Create and monitor customised offers and pricing for each customer service enquiry
Automate the assignment of tasks and leads to individual groups
Improved business intelligence
Ability to view key performance indicators in real time with dashboards
Gather information from across the business and supply chain, compiling it in one central location
The ability to Map Microsoft CRM functionality to specific industry models
Effective Service Management
Easy to use and implement tools to manage schedule maintenance and support
The ability to track current scheduling against service goals and adjust as necessary to save time and importantly, costs
Increase staff efficiency with real time access to customer data through any web based devices.
Improved Campaign Management
Use real time data to address changes in the market to make informed marketing decisions
Develop and execute collaborative marketing campaigns with key business partners
Provide your sales channels with instant access to current and accurate customer data.
Pythagoras Communications is a leading UK CRM solutions provider with over 350 deployments. Our deployments give our customers a competitive edge along with improved user adoption, reduced risk and lower total cost of ownership. A Microsoft Gold Partner since 2008, Pythagoras is leading the way with customised Microsoft CRM solutions. Based in Maidenhead, Berkshire and at Centre Point in London Pythagoras has the success and experience required to deliver a solution guaranteed to suit your organisation.
Wednesday, 3 March 2010
Pythagoras reflects on the Technology for Marketing and Advertising Exhibition (TFM&A) 2010
Pythagoras' experts showcased Microsoft Dynamics CRM on February 23 and 24, attracting vast interest across all our vertical sectors. Visitors to our stand understood the benefits Microsoft Dynamics CRM can bring to their organisation along with the added value of Pythagoras’ customisation and industry expertise.
Visitors also realised the great advantages of Microsoft Dynamics CRM over their current systems with the clear efficiency and productivity gains evident from the various work flow and the seamless integration with Microsoft Office® being initial stand out features desired.
Our Microsoft CRM experts were also on hand throughout to answer questions and enlighten visitors with troubleshooting advice and tips on how to improve their Microsoft Dynamics CRM experience.
If you were unable to attend the TFM&A Exhibition this year our experts are available to discuss your individual requirements and to give demonstrations of the capabilities of Microsoft Dynamics CRM.
Furthermore, a brief outline of just some of the advantages Microsoft Dynamics CRM brings to the 8 verticals in which we showcased can be seen below:
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
• Improves communication across internal departments and externally, enhancing the ability to manage teacher progress and build consistent external relationships with key stakeholders
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
High Technology Organisations
-Drives innovation and success through accurate understanding of products and trends and enabling manufacturers to fully maximise internal and external communication channels between the likes of marketing teams, customers, suppliers and manufacturing departments.
Pythagoras has been a Microsoft Gold Partner since 2008 with over 60 staff on hand to help provide solutions and support for your individual needs. Based out of Maidenhead, Berkshire with offices located in central London near Trafalgar Square Pythagoras Communications has the enviable success and experience desired by those looking for a customisable CRM solution.
Visitors also realised the great advantages of Microsoft Dynamics CRM over their current systems with the clear efficiency and productivity gains evident from the various work flow and the seamless integration with Microsoft Office® being initial stand out features desired.
Our Microsoft CRM experts were also on hand throughout to answer questions and enlighten visitors with troubleshooting advice and tips on how to improve their Microsoft Dynamics CRM experience.
If you were unable to attend the TFM&A Exhibition this year our experts are available to discuss your individual requirements and to give demonstrations of the capabilities of Microsoft Dynamics CRM.
Furthermore, a brief outline of just some of the advantages Microsoft Dynamics CRM brings to the 8 verticals in which we showcased can be seen below:
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
• Improves communication across internal departments and externally, enhancing the ability to manage teacher progress and build consistent external relationships with key stakeholders
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
High Technology Organisations
-Drives innovation and success through accurate understanding of products and trends and enabling manufacturers to fully maximise internal and external communication channels between the likes of marketing teams, customers, suppliers and manufacturing departments.
Pythagoras has been a Microsoft Gold Partner since 2008 with over 60 staff on hand to help provide solutions and support for your individual needs. Based out of Maidenhead, Berkshire with offices located in central London near Trafalgar Square Pythagoras Communications has the enviable success and experience desired by those looking for a customisable CRM solution.
Monday, 1 March 2010
Sage 200 Taster Day April 14th 2010
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.
Pythagoras Sage 200 taster days are designed to demonstrate how Sage 200 can be used to resolve challenges facing: Finance, Sales & Marketing, Operations, and Customer Care teams. We will focus on how we can help you manage your customers and staff and how to grow your business while delivering improved customer service through improved integration of these business functions.
Below we outline Sage 200’s core modules and benefits, giving you a brief insight in to the potential advantages and how Sage 200 can drive your business forward.
Sage 200 core modules;
Sage 200 Financials:
Greater Budget Control and deeper understanding of customer transactions through the unlimited archive available which enables trends to be recognised early and subsequent proactive decisions to be made
Open, closed and editable accounting periods rather than set accounting periods; allowing greater ability to manage your budgets and become flexible to the ever changing needs of your business.
Lastly, the greater ability to drill down on profit and loss figures utilising dashboards to enhance your visual presentation and understanding.
Sage 200 CRM:
Allows Improves internal communication and unity for your business 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 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.
Lastly, 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.
The basic Sage 200 Platform comes enabled for one financial user and one CRM user. Beyond that, you can add any number of different users to the CRM module, the Web Time and Expenses module, and to the rest of the system.
Sage 200 suite also has modules including software to manage Manufacturing, Wholesale and Retail, Merchandising and more.
Our Sage taster days are FREE, if you would like to speak one of our team regarding signing up for this seminar or one in the near future information can be found on the events page.
Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how Pythagoras’ 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 the combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
Sign up for the FREE Sage 200 tester day on 14th April 2010
Follow Pythagoras on Twitter
Pythagoras Sage 200 taster days are designed to demonstrate how Sage 200 can be used to resolve challenges facing: Finance, Sales & Marketing, Operations, and Customer Care teams. We will focus on how we can help you manage your customers and staff and how to grow your business while delivering improved customer service through improved integration of these business functions.
Below we outline Sage 200’s core modules and benefits, giving you a brief insight in to the potential advantages and how Sage 200 can drive your business forward.
Sage 200 core modules;
Sage 200 Financials:
Greater Budget Control and deeper understanding of customer transactions through the unlimited archive available which enables trends to be recognised early and subsequent proactive decisions to be made
Open, closed and editable accounting periods rather than set accounting periods; allowing greater ability to manage your budgets and become flexible to the ever changing needs of your business.
Lastly, the greater ability to drill down on profit and loss figures utilising dashboards to enhance your visual presentation and understanding.
Sage 200 CRM:
Allows Improves internal communication and unity for your business 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 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.
Lastly, 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.
The basic Sage 200 Platform comes enabled for one financial user and one CRM user. Beyond that, you can add any number of different users to the CRM module, the Web Time and Expenses module, and to the rest of the system.
Sage 200 suite also has modules including software to manage Manufacturing, Wholesale and Retail, Merchandising and more.
Our Sage taster days are FREE, if you would like to speak one of our team regarding signing up for this seminar or one in the near future information can be found on the events page.
Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how Pythagoras’ 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 the combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.
Sign up for the FREE Sage 200 tester day on 14th April 2010
Follow Pythagoras on Twitter
Microsoft Dynamics CRM Common Solutions
Microsoft Dynamics CRM is helping businesses from various verticals from Insurance to Manufacturing across the globe to provide more streamlined services, workflows, marketing campaigns and overall organisation efficiency to name just a few benefits.
With over 1 million users of Microsoft Dynamics CRM 4.0 Pythagoras Communications, a UK leading Microsoft Dynamics CRM solutions provider and Microsoft Gold Partner has enviable experience in deploying Microsoft CRM solutions as well as providing exceptional support to our customers. recognises potential sticking points and below provides solution options to a three common issues.
When you open an upgraded workflow in Microsoft Dynamics CRM 4.0, you receive the following error message: “Specified argument was out of the range of valid values”
This problem usually occurs if the effective date is set pre 1900; check this date/time value in the individual work flow.
The upgraded workflow rules fail when run on new Microsoft Dynamics CRM 4.0 Web servers
One cause of this problem could be that the Microsoft .NET assemblies are not present on the additional Microsoft Dynamics CRM Web servers. This problem could be resolved by copying and then registering the Microsoft .NET assemblies on the additional Microsoft Dynamics CRM 4.0 Web servers.
After you upgrade to Microsoft Dynamics CRM 4.0, the "Check activities" workflow condition does not work
To work around this problem after you upgrade to Microsoft Dynamics CRM 4.0, delete the "Check activities" condition in the workflow. Then, include either the Activity Count condition or the "Activity Count including Workflow" condition.
Pythagoras Communications has recently successfully showcased Microsoft Dynamics CRM at the 2010 Technology for Advertising and Marketing; our experts understand the requirements for all industry sectors and can provide your business with the information and demonstration on the values. Our industry experience and exceptional support team can drive your business forward to the next level.
For more information on Microsoft Dynamics CRM please visit http://www.pythagoras.co.uk/microsoft_crm.aspx, call 01628 519000 or email sales@pythagoras.co.uk.
Follow Pythagoras on Twitter
With over 1 million users of Microsoft Dynamics CRM 4.0 Pythagoras Communications, a UK leading Microsoft Dynamics CRM solutions provider and Microsoft Gold Partner has enviable experience in deploying Microsoft CRM solutions as well as providing exceptional support to our customers. recognises potential sticking points and below provides solution options to a three common issues.
When you open an upgraded workflow in Microsoft Dynamics CRM 4.0, you receive the following error message: “Specified argument was out of the range of valid values”
This problem usually occurs if the effective date is set pre 1900; check this date/time value in the individual work flow.
The upgraded workflow rules fail when run on new Microsoft Dynamics CRM 4.0 Web servers
One cause of this problem could be that the Microsoft .NET assemblies are not present on the additional Microsoft Dynamics CRM Web servers. This problem could be resolved by copying and then registering the Microsoft .NET assemblies on the additional Microsoft Dynamics CRM 4.0 Web servers.
After you upgrade to Microsoft Dynamics CRM 4.0, the "Check activities" workflow condition does not work
To work around this problem after you upgrade to Microsoft Dynamics CRM 4.0, delete the "Check activities" condition in the workflow. Then, include either the Activity Count condition or the "Activity Count including Workflow" condition.
Pythagoras Communications has recently successfully showcased Microsoft Dynamics CRM at the 2010 Technology for Advertising and Marketing; our experts understand the requirements for all industry sectors and can provide your business with the information and demonstration on the values. Our industry experience and exceptional support team can drive your business forward to the next level.
For more information on Microsoft Dynamics CRM please visit http://www.pythagoras.co.uk/microsoft_crm.aspx, call 01628 519000 or email sales@pythagoras.co.uk.
Follow Pythagoras on Twitter
Monday, 15 February 2010
Outline of Microsoft Dynamics CRM's Integration with Microsoft Office Software
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.
Follow Pythagoras on Twitter
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.
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
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.
Monday, 25 January 2010
How Microsoft Dynamics CRM can benefit Charities
Charities and Associations are now more than ever realising the importance of relationships with their potential donors and primary stakeholders; both of whom are now also more educated on wider issues and are more keen than ever to know exactly where there money and support goes and wanting evidence of how and where it is benefiting people and communities.
The enhanced communication tools and individual campaign and project listings easily created within Microsoft Dynamics CRM allows Charities and Associations to maintain contact through a number of means with their respective donors and stakeholders easier than ever. The enhanced personalised communication and relationships tools can help benefit both significantly over the long term; vital with the level of competition and exposure amongst Charities and Associations locally and nationally.
Microsoft Dynamics CRM allows communications via methods such as fax, email, telephone and post, all of which are customisable to individuals’ wants and needs, thus maximising the customer satisfaction and relationship quality as well as improving Charity and Association staff efficiency and productivity when producing external and internal communications.
Furthermore, the enhanced targeted marketing capabilities which Microsoft Dynamics CRM brings can fully maximise charities looking to market their benefits to correct targeted segments, especially vital when looking for potential legacy donors and trustees, two areas key for charities looking to sustain their income and make a difference long term. Microsoft Dynamics CRM saves time and important resources which are often wasted on blanket campaigns often targeted at the wrong potential donor, also giving a potential negative perception of the charity.
Lastly, Microsoft Dynamics CRM allows for charities to track the progress of campaigns, assign potential donors to specific campaigns with the ability to drill down into live and archived data, important when analysing market and geographic trends.
A reminder of some of the benefits of Microsoft CRM for Charities and Associations:
• Multi-Company, Multi-Currency and multi-lingual, multi relationship
• The ability for quick turnarounds on campaigns (i.e. quick campaigns and emergency appeals can be made)
• Complete integration with Microsoft Office and Microsoft Office software
• Membership and fundraising features
• Reducing costs and lead times for campaigns
• Ability to deliver a focused campaign to selected individuals to make them feel valued
• Automate reminders for subscriptions and memberships
Founded in 1999 Pythagoras Communications Ltd has experienced unprecedented growth and success into one of the UK’s leading Microsoft CRM solutions providers in the UK with over 150 customers from a wide range or sectors such as Insurance, Education, not for profit and Healthcare benefiting from our portfolio of solutions, being able to control every aspect of their business. A Microsoft Gold Partner since 2008 and over 60 staff on hand to help provide solutions and support for your individual needs. Based out of Maidenhead, Berkshire with offices located in Central London near Trafalgar Square Pythagoras communications has the enviable success and experience desired by those looking for a customisable Microsoft CRM solution.
Follow Pythagoras on Twitter
The enhanced communication tools and individual campaign and project listings easily created within Microsoft Dynamics CRM allows Charities and Associations to maintain contact through a number of means with their respective donors and stakeholders easier than ever. The enhanced personalised communication and relationships tools can help benefit both significantly over the long term; vital with the level of competition and exposure amongst Charities and Associations locally and nationally.
Microsoft Dynamics CRM allows communications via methods such as fax, email, telephone and post, all of which are customisable to individuals’ wants and needs, thus maximising the customer satisfaction and relationship quality as well as improving Charity and Association staff efficiency and productivity when producing external and internal communications.
Furthermore, the enhanced targeted marketing capabilities which Microsoft Dynamics CRM brings can fully maximise charities looking to market their benefits to correct targeted segments, especially vital when looking for potential legacy donors and trustees, two areas key for charities looking to sustain their income and make a difference long term. Microsoft Dynamics CRM saves time and important resources which are often wasted on blanket campaigns often targeted at the wrong potential donor, also giving a potential negative perception of the charity.
Lastly, Microsoft Dynamics CRM allows for charities to track the progress of campaigns, assign potential donors to specific campaigns with the ability to drill down into live and archived data, important when analysing market and geographic trends.
A reminder of some of the benefits of Microsoft CRM for Charities and Associations:
• Multi-Company, Multi-Currency and multi-lingual, multi relationship
• The ability for quick turnarounds on campaigns (i.e. quick campaigns and emergency appeals can be made)
• Complete integration with Microsoft Office and Microsoft Office software
• Membership and fundraising features
• Reducing costs and lead times for campaigns
• Ability to deliver a focused campaign to selected individuals to make them feel valued
• Automate reminders for subscriptions and memberships
Founded in 1999 Pythagoras Communications Ltd has experienced unprecedented growth and success into one of the UK’s leading Microsoft CRM solutions providers in the UK with over 150 customers from a wide range or sectors such as Insurance, Education, not for profit and Healthcare benefiting from our portfolio of solutions, being able to control every aspect of their business. A Microsoft Gold Partner since 2008 and over 60 staff on hand to help provide solutions and support for your individual needs. Based out of Maidenhead, Berkshire with offices located in Central London near Trafalgar Square Pythagoras communications has the enviable success and experience desired by those looking for a customisable Microsoft CRM solution.
Follow Pythagoras on Twitter
Monday, 18 January 2010
Microsoft Dynamics CRM and email marketing
Email marketing is becoming more and more popular with sustainable strategies and the desire for organisations to be “greener” incorporated into many organisations marketing strategies. Furthermore, the ability to distribute marketing emails at a low cost as well as having the ability to track the opening and link hit rates from the emails gives the sender great feedback unavailable from more traditional forms of direct marketing giving a potential competitive edge over competitors.
Microsoft Dynamics CRM features the option for users to create “quick campaigns” in the marketing or sales areas of CRM; quick campaigns allows users to create a list of contacts, accounts or leads which can be followed up with the following marketing activities:
• Email Marketing
• Faxes
• Calls
• Campaign Mail
Microsoft Dynamics CRM also offers further planning, execution and productivity benefits such as:
• Plan and track activities, tasks, budgets, and details for each marketing
activity
• Tailor messages and offers to highly targeted lists
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Track, manage, and optimise search-engine marketing efforts
• Track responses across communications channels, linking them to campaigns
and lead sources and convert responses to leads and opportunities with a few
mouse clicks.
Microsoft Dynamics CRM also allows the user to block contacts from receiving marketing materials such as emails, thus maintaining the relationship and not damaging relationships with established clients or risking the potential of negative WOM from cold leads who do not appreciate the junk emails.
Furthermore various third party applications such as Exact Target integrate seamlessly with Microsoft Dynamics CRM which allows the user to further personalise and analyse open and click through rates of emails being composed and sent.
The range of third party add-on’s combined with the integration to staple Microsoft software such as Excel and Outlook makes Microsoft Dynamics CRM the perfect platform to take your companies email marketing capabilities to the highest level.
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 Dynamics CRM features the option for users to create “quick campaigns” in the marketing or sales areas of CRM; quick campaigns allows users to create a list of contacts, accounts or leads which can be followed up with the following marketing activities:
• Email Marketing
• Faxes
• Calls
• Campaign Mail
Microsoft Dynamics CRM also offers further planning, execution and productivity benefits such as:
• Plan and track activities, tasks, budgets, and details for each marketing
activity
• Tailor messages and offers to highly targeted lists
• Use embedded Mail Merge capabilities to instantly send mass communications.
• Track, manage, and optimise search-engine marketing efforts
• Track responses across communications channels, linking them to campaigns
and lead sources and convert responses to leads and opportunities with a few
mouse clicks.
Microsoft Dynamics CRM also allows the user to block contacts from receiving marketing materials such as emails, thus maintaining the relationship and not damaging relationships with established clients or risking the potential of negative WOM from cold leads who do not appreciate the junk emails.
Furthermore various third party applications such as Exact Target integrate seamlessly with Microsoft Dynamics CRM which allows the user to further personalise and analyse open and click through rates of emails being composed and sent.
The range of third party add-on’s combined with the integration to staple Microsoft software such as Excel and Outlook makes Microsoft Dynamics CRM the perfect platform to take your companies email marketing capabilities to the highest level.
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
Wednesday, 9 December 2009
Ten reasons why your CRM should be Microsoft Dynamics CRM
Microsoft CRM has recently reached 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 10 top reasons why people are migrating to Microsoft 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
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
Monday, 28 September 2009
Microsoft CRM Dynamics Partner Relationship Management (PRM)
Leading Microsoft CRM Dynamics Partner Pythagoras to release new accelerator to its customers.
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:
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
Effective project management keeps your business profitable and ahead of your competition, particularly in this tough economic climate. By maintaining control over your projects and budgets, you can generate increased revenue at reduced costs, eliminate unproductive time spent on projects and improve your bottom line.
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
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
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