Tag Archives: CRM

10 Signs you Need CRM

Whether you are using traditional tools like Excel or are struggling with your current CRM system, there are some obvious tell-tale signs that you need a CRM solution. The right CRM system will enable you to organise and automate business processes at every stage of your customer lifecycle helping you to maximise sales effectiveness and […]

Gartner CRM Market 2013 report – how relevant is it to SMBs?

I have just seen the recent summary report of the CRM market from Gartner.     For those not aware of Gartner, they are one of a number of companies who carry out independent reviews of technology and markets.  They offer reports on technology markets growth results and expectations.  They also provide reviews and opinions of […]

3 Reasons Why CRM Will Work For You

Why CRM? After researching and discussing all the benefits we get out of CRM, QGate came to a conclusion. All the benefits can be brought together under three key areas: To improve the insight you have of your customers To improve the insight you have of yoaur internal business structure To improve your external market and […]

CRMUG Summit Tampa 2013 – a great event for Dynamics CRM Users

I am just out of the CRMUG summit event at Tampa.  Figures for attendees show good growth for the event.  The event is actually a multi-product event, with around 3,000 end user delegates from across the Dynamics product range, just over 500 of them are CRM users.  Each product has its own User Group agenda, […]

Core and unleashed…Swiftpage breathe new life into Saleslogix and Act!

The First Swiftpage International Partner Conference The first week of October 2013 saw the running of the first Swiftpage International Partner Conference in Newcastle. This was the first major event to be run by Swiftpage since it’s acquisition of the Act! contact manager and Saleslogix CRM products from Sage earlier in the year.  As such […]

Microsoft Dynamics CRM 2013 – What’s Changing and When? How to Prepare…

What’s In a Name? The Microsoft Worldwide Partner Conference 2013 saw the announcement of the new Microsoft Dynamics CRM release, aptly named Microsoft Dynamics CRM 2013! This announcement represents a more unified approach to all Microsoft’s business applications; Microsoft Office 2013 is their most recently released Office Suite. In contrast, the last Microsoft Office offering […]

Infographic: 10 Reasons Why Choose Microsoft Dynamics 365 / Dynamics CRM

Why Choose Microsoft Dynamics 365? Choosing a new CRM software is a big decision for your organisation. You need to make sure you are making the right choice. To help you, we have collated 10 Reasons why choose Microsoft Dynamics 365 may be the best choice for you.

CRM to ERP or Accounting Integration Considerations

This is a discussion about the various scenarios that underline why any CRM to ERP / Accounting integration MUST consider 1-Many links, i.e. allowing a CRM system to link through to multiple records in an Accounting/ERP solution. CRM to ERP Basic principles considered 1.    Duplicate data in a CRM system is a bad thing It’s the […]

Fed up with cold calls?

…what to do about it…and are you guilty ??

In the world of CRM in which QGate lives, I am very conscious of what happens when our customers or ourselves get things wrong, particularly around the use of CRM to carry out marketing to the masses. It’s a fact of life that companies and organisations want their message to be heard, but as we all know and have experienced, some go too far or ignore the guidelines or even laws in place to remove this annoyance. Services like the Mailing Preference Service (MPS)https://www.mpsonline.org.uk/mpsr/ and the associated Telephone Preference Service (TPS)https://www.mpsonline.org.uk/tps/index.html are there to allow you to register your desire not to be hassled.