Category Archives: News


QGate are excited to unveil their new logo

Today, we have unveiled our updated logo on our website and social sites.  This logo has evolved from our existing brand and our experience of 18 years in the Customer Relationship Management (CRM) and Business Intelligence (BI) industries.

We plan to roll out the new branding over all our materials, communications and our USA office through 2015.

Microsoft Dynamics Convergence Logo

What’s new from Convergence 2014 Europe

My experience of Convergence 2014 Europe by Jason Daraz, QGate CRM Consultant & Developer

For those of you unable to attend this year’s Convergence in Barcelona, here are just a few highlights that made the event for me.

Upon arriving at the event, Microsoft weren’t subtle in spelling out the themes that would run through the sessions to follow in the coming days. From the off it was clear that Microsoft had brought their answers to the big questions currently buzzing around the world of business technology. From the internet of things and big data, to cloud, mobile and machine learning; while none of these by themselves broke new ground, it was the union of the technologies that would really pique my interest.

Take for example, the Keynote given by Eric Boocock, the Director of Product Marketing for Dynamics CRM. Eric took to the stage to demo some of the capabilities available as part of the Sales Productivity Pack (

Starting with Power BI running on Azure, and using the natural language capabilities of Power BI Q&A, an opportunity in CRM was quickly identified as offering a high chance of closing, given that the marketing campaign it was associated to showed a high win rate for the closed opportunities associated to it.

With this insight and a couple of clicks, an appointment was created for the opportunity owner to meet with the client, to try and close the deal.

Now, playing the part of the opportunity owner, Eric lifts his wrist to the camera to give Microsoft’s new wearable band a cameo appearance ( The appointment, created only moments before in CRM had synchronised out to his mobile device and was appearing as an alert on his Microsoft Band, Time to head to the meeting and close that deal!”

It must have gone well, because only seconds later, it’s time to create a follow up action to send the contract documents to the client for signing. You can do that in CRM, right? While on the road, using the mobile app? Sure you can. But that’s so 2013:

“Cortana, create a CRM task to send the contract documents to the client”.

I’ll admit, it was a little hammy, but seeing the Microsoft technologies working together was pretty impressive, the developer in me can’t wait to get their hands on the technology.

So with 2 out of the 3 components of the Sales Productivity Pack covered (with a little help from Mobile and the Cloud), the prospect of sending a contract document to the client using Office 365 seemed a little anti-climactic… Microsoft’s partner network to the rescue.

Okay, so we can open up our sales documents in SharePoint Online, surely we aren’t going to print the contract and sign it with a pen? Of course not! Enter stage left, DocuSign ( Let’s send our contract via DocuSign and add our John Hancock to it, right on our mobile device, to seal the deal.

With the demo over, the tone that Microsoft had struck was not just that they had  offerings for cloud, mobile and BI, but that their power, was in the convergence of their platforms, productivity and business applications.

Microsoft Dynamics CRM 2015 Release Preview Guide


Microsoft continues to bridge the gap between Marketing and Sales with their latest release of Dynamics CRM 2015.

This article highlights some of the capabilities in Microsoft Dynamics CRM 2015 and takes a look at some of the new features Microsoft Dynamics CRM 2015 has to offer. With a commitment to an agile release cycle, there are currently several releases in planning and development.  Dynamics CRM 2015 is a major release that will be delivered to online customers as a customer driven update and to our on-premises customers as version 7.0.  Microsoft Dynamics Marketing will be delivered as a manual update.


Marketing plays an important role in Microsoft Dynamics CRM and features heavily on the road-map. Here are some key improvements:

Email Editor

The new email editor provides marketers with the ability to select from pre-defined templates or create an email from scratch using an interactive drag and drop build process or an advanced editor for the CSS and HTML experts.


Campaign Management Console

The Campaign Management Console has been enhanced to include complex multi-condition triggers to fine tune responses, embedded cross campaign offers and A/B testing.


Sales Collaboration

A new Sales Collaboration Panel allows sellers to provide input into campaigns and targeting. Sellers can gain visibility into the campaign activities and can control communications targeting their customers as well as set up and receive alerts based on their interactions.


B2B Marketing

Deepen your lead management capabilities with webinar integration and improved lead scoring, including the ability to introduce multiple lead scoring models.


Marketing Resource Management

Gain unprecedented visibility into your marketing plan with the new Marketing Calendar and improve collaborative marketing with click to call capabilities from Lync.



With the emphasis on selling more and winning faster, Sales is a key part of Microsoft Dynamics CRM 2015. Below are some of the features to help achieve their goals:

Guided Sales Processes

There are further improvements on business process flows. New branching capability allows complex business processes.  The branch selection is done automatically, in real-time based upon rules defined during the process definition.


Product Families

Boost selling effectiveness with the ability to bundle products and recommend related products for cross-sell/up-sell and simplify and minimize product management with product attributes.

Product properties (attributes) such as updatable, read-only, required and hidden allow sales operations managers to determine how they can be used by the sales agent.


Sales Hierarchies

Visually explore and traverse hierarchies with key information displayed on tiles, launch actions or communications from any node, and query filter records using the under operator.

Users can see how information is related or grouped by viewing accounts, products, or users in hierarchical charts. You can click a block of information to get more details and navigate to the information you’re interested in.

Hierarchical views are also available on mobile.


CRM for tablets enhancements

A new personalized home experience allows mobile employees to pin key records and surface analytics from any tablet enabled dashboard in CRM and to easily access and analyse their key data on the go.

There is improved support for disconnected scenarios. With offline drafts, new records can be created and changes can be synchronized once reconnected.



To stay one step ahead of its competitors Microsoft Dynamics CRM needs to deliver powerful tools to make a user’s life easier than ever. Here are some improvements to make this happen:


Improved search capabilities provide a quick way to find and navigate to records by letting users enter keywords in the search box on the nav bar or by clicking on the new Advanced Find icon, which is now on the nav bar.

Synchronize more types of information between CRM and Outlook or Exchange

Teams that use Outlook/Exchange as their centralized information hub can synchronize more types of information, including additional contact and task fields, assigned tasks, and appointment attachments.

New Configuration Wizard for CRM for Outlook

The CRM for Outlook Configuration Wizard has been redesigned making it easier to configure CRM for Outlook. The new Configuration Wizard also makes it easy to add and manage additional CRM organisations.

Business Rules

Business Analysts can easily create advanced business logic through a declarative “point-and-click” interface to perform actions within CRM. Business Rules have been enhanced to include the following:

  • Write once, execute everywhere – Business logic is now even easier to implement and enforce
  • If.. Else if.. Else support enables more complex structures to be easily defined
  • Support for default values and behaviours

Calculated Fields

You can now define calculated fields in the CRM User Interface without needing to write code. You can define a calculated field to contain values resulting from many common calculations, such as simple math operators, and conditional operations, such as greater than or if-else and many others.

Field Level Security for Out Of the Box fields

With field-level security, you can restrict access to custom fields and now other fields. For example, admins can enable the account number field to be viewed but not changeable for members of the sales team.

Features deprecated or no longer supported

As with previous CRM releases, Microsoft have added new features and remove other items from their supported configurations list to keep current with technology, and allow the best product possible.

The QGate knowledgebase article Deprecation of unsupported configurations in CRM Online 2015 Update details the items no longer supported in the latest version of Microsoft Dynamics CRM 2015.


There is a fine line between adding new features and changing the entire look and feel of a product. With the latest release of Microsoft Dynamics CRM 2015, this line has not been crossed.

There are plenty of new features that will improve the day to day work for many users specifically for Marketing and Sales, and yet the same look and feel remains unchanged.

Further information is available from Microsoft by visiting their Get ready for the next release page.


If you need any specific information on any of the new features and changes to licensing you can contact QGate by using our Contact Us page to find out more or visit the QGate Knowledgebase.


Qlik with QGate

Customer Success Story – Data needs to be shared around the entire business, not just IT

Our customer LUSH has been featured in a Computer Weekly article.

“IT people can be quite possessive over data and data systems – they try to guard access,” LUSH head of reporting and data services Scott Silverthorn told Computer Weekly. “I understand you don’t want people tinkering in the database, but if you can extract that data into a beautiful reporting system like QlikView, why wouldn’t you share that with everyone?”

QlikView has been initially deployed through Qlik Partner QGate Software across LUSH in the UK, expanding across Europe and the entire organisation.  Rowland Dexter, Managing Director of QGate, says: “This is a great example of where QGate has enabled a company to become self-sufficient in QlikView.  The initial engagement with LUSH was via our unique Fast Path Workshop, and we have since been there to help LUSH with high-level support and consultancy.  It is fantastic to see the significant benefits LUSH has gained with QlikView.”

The full article can be read here.


Infor Recognised as a Leader in CRM

Since the acquisition of Saleslogix (now Infor CRM) six weeks ago, Infor has made significant investment in Research and Development for the product.  This investment has led to initial industry success as Nucleus Research has recently recognised Infor CRM as a Leader in their Technology Value Matrix for Customer Relationship Management (CRM).

Nucleus Research Matrix

Nucleus Research places vendors in the category based on their advances in usability and functionality in sales, marketing and customer service.  According to Rebecca Wettemann, vice president of research at Nucleus Research, “Infor moves into the Leaders quadrant of this Matrix for the first time this fall based on its continued investment in user interface design and its acquisition of the assets of Saleslogix, adding sales and service functionality to Infor’s rich existing marketing capabilities.”

Grant Halloran, global vice president and general manager for Infor Marketing and CRM, reported that “Infor is determined to deliver the best user experience in the CRM market along with industry-specific functionality” in a press release on 16 October.  According to Halloran, Infor is “investing in concert with our overall company strategy to deliver functionally rich applications along with a beautiful user experience.”

Nucleus Research expects to see Infor “become a more formidable competitor on usability in the CRM suite space,” and notes that “Infor’s plans for further investment in industry cloud suites with deep vertical functionality will likely improve its positioning from a functionality perspective in future versions of the Matrix.”

We will continue to update on Infor CRM as we get more information.  To stay up to date with industry and QGate news, please subscribe to our blog.

QGate intelli-CTi for Microsoft Dynamics CRM

Press Release: intelli-CTi is now Certified for Microsoft Dynamics

QGate Software Ltd. earns “Certified for Microsoft Dynamics” Distinction for intelli-CTi(TM) – their Computer Telephony Integration solution

QGate Ltd. announced today that its seamless telephony integration solution, intelli-CTi, is now Certified for Microsoft Dynamics, which signifies that the solution has met Microsoft Corp.’s highest standard for partner-developed software. By successfully meeting all certification requirements, intelli-CTi now carries the distinct Certified for Microsoft Dynamics logo.

To celebrate, we would like to invite you to take a 30 day free trial of this newly certified solution.

Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and compatibility with the Microsoft Dynamics product on which they run by passing rigorous software testing for Microsoft Dynamics. In addition, the Microsoft Dynamics partner must have customers who are successfully using the certified solution and are willing to recommend it and be a Gold Certified Partner in the Microsoft Partner Program. QGate has met all of these criteria.

For customers, Certified for Microsoft Dynamics helps identify Microsoft Dynamics solutions that have been tested for compatibility, meet high quality standards, and are successfully used by existing customers. This certification represents a significant step in elevating the standard for partner-developed software solutions for industry-specific business applications. By highlighting these solutions, Microsoft also creates new opportunities for partners to expand their reseller channel and to better promote their packaged Microsoft Dynamics solution for customers.

“This milestone demonstrates QGate’s commitment to delivering leading solutions and expertise for our customers,” said Rich Wickham, general manager, Microsoft Dynamics Partners. “We congratulate QGate for meeting Microsoft’s highest standards of software quality and earning the CFMD distinction.”

QGate’s intelli-CTi enables the simple integration of your software applications, such as CRM, and your telephone system. Whether building solutions for call centres, support desks or customer service, intelli-CTi will increase the profitability and efficiency of your operation whilst enhancing customer satisfaction and bottom line profitability. You can read more about this product on the intelli-CTi page of the QGate website.

QGate provides implementation, training and consultation in the UK for small, midmarket and corporate businesses using business applications. QGate specializes in Microsoft Dynamics CRM, with solutions such as intelli-CTi for Computer Telephony Integration and the Paribus product suite for data de-duplication and intelligent search that help fast moving businesses achieve success.

About QGate

QGate Software Limited was founded in 1997 as a software development and services provider specialising in Customer Relationship Management (CRM) solutions. Since those early days QGate has added Business Intelligence (BI) to its solution portfolio and developed its own products in the areas of Computer Telephony Integration (CTI) and sophisticated data matching (Paribus).

All trademarks and trade names mentioned herein are the properties of their respective holders and are hereby

If you have any questions regarding information in these press releases please contact:
Paula Cooper
+44 (0) 1329 222800

Customer Success Story – Norad Travel Group and TaskCentre

Norad Travel Group: Automating invoices, statements and credit limit alerts


Norad Travel is widely recognised as one of the UK’s fastest growing independent travel management organisations. It has been trading since 1981, employs 29 members of staff and has a turnover of £22 million a year. Norad has maintained its commitment to growth with the opening of new offices in Hampshire, Wiltshire, Surrey and Kent and with international offices and business partnerships overseas.

Underpinning the company’s success is the commitment of its staff to client’s requirements and the attention to detail that only a truly personal service can provide. Expertise and dedication, coupled with the use of the latest technology the industry has to offer, the Norad Travel Group ensures peace of mind for all those who organise corporate travel.

Norad was faced with several challenges. It needed to reduce the cost and time associated with invoicing, ensure customers receive statements in the format they require and identify clients approaching their credit limit.

Norad Travel saw TaskCentre as the perfect solution to resolve its challenges. This solution enabled Norad to automate invoicing through simple drag and drop steps, automate personalised statement creation and distribution and proactively monitor and notify on client credit limits. According to Tara Foy, Financial Controller at Norad, “TaskCentre provides us with the ability to automate costly administration. It also means we can enforce best practices for the benefit of our customers.”

For a full case study illustrating how Norad Travel Group used TaskCentre to improve their business, please click here.

For more details on Orbis TaskCentre, a process automation product, read our webpage or contact us.

Featured image - PBd

Announcing the Release of Paribus for Saleslogix v1.5

Paribus Discovery for Saleslogix (now Infor CRM) v1.5 is now available.

Details of this release are available on the Paribus Discovery – Technical Support Page on the QGate Knowledgebase.

Featured Event image - CRMUG

If you’re attending CRMUG Summit, these sessions are for you

Here at QGate we are finishing up our preparations for CRMUG Summit being held from October 14-17 in St Louis.  We will be presenting several sessions at this event as well as participating in a panel discussion on duplicate data.  If you are planning on attending this event, you may find the following sessions to be of interest.

Duplicate data: You know you have it, but how much?  Find out here!

Date and Time: Wednesday October 15, 3.00-4.00 pm
Presenter: Ryan Pennett Regional Sales Manager, QGate Software

We all know duplicate data in CRM is a bad thing, but how bad is bad?
This session is part education, part training.  Using QGate’s Paribus Discovery we will show you how to IDENTIFY the level of the duplication in your CRM as well as how you can RESOLVE the problem.

We offer benchmarks so you can compare your results with others.

A trial copy of Paribus Discovery will be available for each attendee, if you have your laptop with you follow the steps to install and be ready to run when you get back to the office.

The Executive’s Role in a Successful CRM Implementation

Date and Time: Thursday October 16, 4.45-5.45pm,
Presenter: Rowland Dexter, Managing Director, QGate Software

For nearly two decades we have been implementing CRM systems and over that time we have defined the top five Critical Success Factors (CSFs) for a successful CRM implementation.  Number 1 is Executive Sponsorship.  This session covers what this means and why it is so important.  As an executive, you may also be interested in the other four CSFs.

Data Management and Quality Panel Discussion

Date and Time: Friday October 17, 1.00-2.00pm
Panel Presenters: Rhoda Bernstein (Director Strategic Alliances, Dun & Bradstreet), Rowland Dexter (Managing Director, QGate Software), Scott Guthrie (Winona State University) and Steven Shissler (Director of Alliances Sales Engineering, Trillium Software)

This user adoption panel will be geared to more of the system administrators and I.T. professionals in house, but it focuses around the best practices and standards to leverage for keeping your data clean, accurate, up to date, and what role data should have in your organization.  Join this user adoption ask the experts session and share in the discussion.

Love it or hate it – CRM is just better with better data

Date and Time: Friday October 17, 2.15-3.15pm
Presenter: Rowland Dexter, Managing Director, QGate Software

Data is the life blood of a CRM system; its health directly affects the health of the system.  Poor data can negatively affect many aspects of CRM including user adoption.  Let’s face this together and look at options to keep data healthy.

You can find the full listing of CRMUG Summit sessions on the CRMUG Summit homepage.

QGate intelli-CTi for Microsoft Dynamics CRM

Microsoft Unified Service Desk (USD) and intelli-CTi – Sneak Peek

QGate is excited to preview the forthcoming functionality and support of Microsoft’s Unified Service Desk with intelli-CTi for Microsoft Dynamics CRM…

As part of the Leo Spring 2014 release, Microsoft has focused on the area of customer service. Microsoft has made available a new module called the Unified Service Desk (USD) and aimed it at the larger call centre, customer service operations.

QGate will be supporting USD with intelli-CTi. Our standard intelli-CTi product can meet the needs of some customers who like the concept behind USD but are not necessarily the target users.

Information on this support can be found here in our Sneak Peeks document on the CRM & Telephony Integration (CTI) for Microsoft Dynamics CRM page of our website.

Using intelli-CTi with USD means your organisation will be able to use a single technology for both the USD users and those CRM users that need a “standard” CTI capability.

To see this in action, watch our video on intelli-CTi and USD.