CRM IS NOT JUST FOR SALESPEOPLE

Gone are the times when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the only liaison between the customer and the business. Those days are over.

Meeting customers’ expectations and beating the competion today requires input from all functions in an Organization. The New customer expects to have a deeper relationship with you. Whether you are a small and medium business (SMB) or a giant conglomerate agility is a supreme requiment.
Irrespective of the size of your business, leveraging data and technology to make deeper relationships, customers’ needs are at the centre of your business. Every business today is interested in collecting more and more data and leveraging it to do better. When that data is organized and focused to serve the customer, it also improves productivity. Employees go one place to and the answers they need—no matter where their work takes them.

A good CRM like Dynamics 365 enables you to build an excellent customer experience and provide capabilities beyond lead and opportunity management. Here are 10 value adds beyond sales that a custom Dynamics 365 implementation can deliver

1. Enable cross-sell and upsell and increase customer value
2. Bridge disconnected applications and drive real-time Business Intelligence
3. Streamline Asset and Facility management
4. Improve real-time coordination across departments
5. Automate processes and workflows to increase productivity
6. Ensure compliance with consistent processes
7. Provide unparalleled customer service & Field Service Automation
8. Deliver highly personalized customer experiences
9. Automate Project Services and Delivery

Soluzione IT service can be a partner in your endeavour to get more out of a Dynamics 365 implementation. Reach out to us for an obligation free demo and consultation - mail us at info@solzit.com and visit us at www.solzit.com

CRM for Lawyers & Legal Firms

Customer relationship management (CRM) is a term that refers to practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

To be competitive today, Lawyers and legal firms must meet the expectations of both their customers and their shareholders, who expect constantly improving levels of service & engagement. The client relationship is key to any law firm and CRM provides you with a single place to manage your client relationship. CRM system is one of the best ways to improve a firms' ability to connect with customers.

Microsoft Dynamics CRM is one of the leading industry CRM solutions that can truly help individual lawyers & solicitors, and legal firms to take the customer engagement and automation to the next level while increasing your productivity and efficiency too.
Microsoft Dynamics CRM system can assist your organization in multiple ways by:

• Lead Tracking: Capture and define your Lead stages, qualify them, Auto assign leads to your team, track activities and close more deals. CRM allows you to use multiple criteria to segment clients and work with them accordingly.
• Client Intake: Improve and streamline client intake process making it simple and easy process that your clients will love.
• Comprehensive Account Management: Manage customers and contacts information in a single place. Multiple staff members can collaborate and track information for the accounts effectively.
• Activity Management: Dynamics CRM provides you with comprehensive activity management capabilities. Activities are used to record a specific type of communication, as well as the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, appointments etc. Using activities helps you and your organization understand all of the communication your organization has had with each customer or prospective customer
• Time tracking and Invoicing: Most of the lawyers lose legitimate billing hours because of the proper billable time tracking system. Dynamics CRM system can help you track customer time and expense categorize them into billable and non-billable, eventually allowing you to generate invoices for billable time to end customer.
• Automate Case Management: Manage all your case data in a single place. Assign case ownership and track case progress with SLA and have reminders for important dates and events
• Document Management: Legal out of all the industry has a lot of paperwork and documents. Microsoft Dynamics CRM provides you with a native document management capability and is able to seamlessly extend to a dedicated document management tools like Microsoft SharePoint Online.
• Mobile Access: All of the above is useful when all (or most of the above) features are available to associates on a mobile device while on the field. Microsoft Dynamics CRM can be accessed over the web, tablets and on mobile (iPhone, Android) giving user complete flexibility.
• Dashboard and Adhoc Reporting: BI and Analytics is the future of CRM. Microsoft Dynamics 365 offers you customizable dashboards, powerful reports, and support for Power BI. It delivers comprehensive business information and user-friendly visualizations. Dynamics CRM enables people with various business functions to have dashboards and reports customized to their roles. Mid-level managers can have transaction reports and dashboards while the top management can have dashboards providing an overall view of the system.A key to successful reporting is “Adhoc Reports/Queries” that will enable the user to generate data and reports based on their own criteria.
• Data Audits: When you start using a solution that your organization is going to heavily depend on then you also need a way to track what happened with the data and who changed it and when. The CRM can allow you to track these changes for analysis, reporting and data audit purposes.
• Works the way you work: Getting everyone in your company on board to use CRM can be a challenge, but having something easy and the solution works with what your associates know can be icing on the cake. CRM solutions can work and integrate deep into Microsoft Office and Outlook which your associates can easily adapt.

Microsoft Dynamics CRM 365 can boost legal productivity, improve customer engagement and help you grow in a cost-effective manner.

Soluzione has enabled customers to transform their business processes using Microsoft Dynamics CRM 365. Feel free to have to reach out to us at info@solzit.com to know we can help you accomplish a simple yet comprehensive CRM solution.

Power BI expertise from Soluzione IT Services

In today’s dynamic world, the focus of all businesses is to consolidate their business data and get a reporting system which as dynamic as they are. They almost need a living data. With Microsoft’s Power BI, you now have the power to see your data in the best of formats, as quickly as you need and slice-dice it as you like. 

Soluzione ITServices is now uniquely positioned to provide you with wide-ranging Power BI services. We have now the necessary capability at loading data into Power BI from your Dynamics 365 CRM environment or any of the other variety of data sources, designing dashboards, providing best practices, and giving guidance concerning your master data management, data governance, and cloud strategies.

• Our Power BI dashboards render much faster than BIs built with traditional style. We build them such that your Power BI solution is more accessible for other uses such and self-service analytics.
• We have pre-developed lots of proprietary industry and department dashboards. This allows us to rollout speedy implementations.
• All of our Power BI dashboards are designed to provide you with actionable information that is rich in context.

Here are some pointers and key facts about Power BI:

Power BI is a suite of business analytics tools to analyze data and share insights. 

Power BI dashboards provide a 360-degree view for business operators with their most significant metrics in one place, updated in real time, and accessible on all of their devices.

With one click, users can explore the data behind their dashboard using intuitive tools that make finding answers easy.

Creating a dashboard in Power BI is very easy, thanks to connectors for popular business applications, complemented with prebuilt dashboards to help you get up and running quickly.  And you can access your data and reports from anywhere with the Power BI Mobile app, which updates automatically with any changes to your data.

You can combine data from disparate databases, files, and web services with visual tools that help you understand and fix data quality and formatting issues automatically. With over 20 built-in visuals and a vibrant community of custom visualizations, create stunning reports that communicate your message effectively. You can publish reports securely to an organization and setup automatic data refresh so everyone has the latest information.

Power BI can unify all of your organization’s data, whether in the cloud or on-line. Using the Power BI gateway, you can connect SQL Server databases, Analysis Services models, and many other data sources to your same dashboards in Power BI.

DYNAMICS 365-LEARN TO SEND AN EMAIL ON RECORD SHARE

One of the common things people do in Dynamics365 is share a record such as Lead, Opportunity etc. with other users. So how does a user know that a record has been shared with him/her?

This was asked by one of our customer’s. They said “I cannot call and tell that I have shared a lead with you”. Since emails are an integral part of most users’ days, it makes sense that Dynamics365 should have the capability to send an email notifying the user that record has been shared with him/her. But sadly there was no out-of-box configuration that allows such notification in Dynamics365.

To solve this, we had to look at our good friend ‘plugin’, so we decided to write a plugin in order to send an email notification when a record is shared.

Sending email was the easy part but there was very little information that we found on which event to trigger the plugin and how to get the details of users with whom the record is being shared.

Solution

Create a plugin project as you would normally do. We used the Dynamics365 Developer toolkit to do the same. Whenever a record is shared “Grant Access” message is fired so check if the context message is Grant Access (i.e. plugin is executed for ‘Grant Access’)

Get the user who has shared the record by checking the context under which the plugin is running.

Now the tricky part – Get the user with whom the record is being shared. This is found under the “Principal Access” parameter in the plugin context.

In our case as Lead was being shared so get the Lead record that is being shared.

Now we have the user who shared the record, user with whom the record is shared and the record that is shared, so you can now simply create an email message and send email notification from plugin.

Although simple but it is a really handy solution for a common requirement.

So that’s it from SoluzioneITServices Microsoft Gold Partner . This is our first blog and hope you like it.

If you want additional services then check out Soluzione Digital Services.

Dynamics 365: Success Powered by the Soluzione Approach

Dynamics 365

10 things & more about Soluzione Dynamics 365 practice

The Soluzione approach to developing, Customization and Implementing CRM systems has evolved over 10 years and over hundreds of projects. Our approach to requirement gathering, communication, project management, development and implementation ensure - we deliver spot on, on time and on budget.

We manage the implementation of Dynamics CRM based on recognized industry standards for project management and software development.We recognize that stability, usability and flexibility of enterprise applications are critical for any sized business. Dynamics 365 ticks all of these boxes of ensuring critical success factors and benchmarks are met.We are committed to doing everything within our power right from day one to ensure that our customer engagements are successful. The following are the cornerstones of our Customer Success.

#1 Keeping Customers First Always-Team Soluzione will take the time to understand your business and your project.We initiate with a disciplined discussion your objectives, processes, skills and strengths and goals you want to achieve. We ensure we understand what the project and business is all about. This helps us identify and deploy the most appropriate implementation approach for your business objectives, in complete consultation and synchronization at all times.

#2 Ensuring the Critical Success Factors-Our experience has proven that taking the effort & time to define the critical success factors and specific success criteria can makes all the difference between success and failure. . You can use these to easily identify that we have met your objectives and expectations. These CSF criteria are what we use to evaluate our delivery - every step of the way.

#3 Pursuing Project Management Excellence -Powered by Microsoft Dynamics Sure-Step methodology, the official software development process methodology for Dynamics CRM our implementations are planned to fit the project based on size, complexity and budget. All projects is executed by an experienced and certified project manager.

#4 Making it Fail-proof?-Implementing a CRM is an important business decision; we ensure we thoroughly understand the project and use industry standard software development techniques and frameworks to achieve a successful implementation on time and every time. Our Endeavour is to help you focus on your business, while we ensure that you are engaged transparently every step along the way.

#5 Eliminate Uncertainty-When implementing new systems to your business it can be tempting to seek cost savings by doing it yourself or seeking help only when problems arise. Our Microsoft Dynamics 365 CRM practice has built a wealth of experience in how to maximize the benefits as well as eliminate some of the pitfalls. Working with a partner like Soluzione helps you ensure your journey to Dynamics CRM is smooth, and that you achieve the outcomes you seek. Whether you just need a little help with the tough stuff, or would prefer someone to just make it happen, partnering with an expert helps you ensure your CRM journey is a positive one.

#6 Microsoft Gold Certified-Soluzione is Microsoft Gold Certified in CRM. That means our customers gets the confidence that we have invested in the training to ensure our team are leaders in their fields, and that we have a track record of CRM success upon which we can draw.

#7 Deeper Integration-We’ve built up a wealth of knowledge over hundreds of CRM projects that really comes into its own when it comes to connecting systems. Whether that be integrating CRM with proprietary line-of-business applications, financial systems, SharePoint, or to Microsoft Exchange our integration experts can help you unlock the full power of your business systems

#8 Out-Of-The-Box Accelerators & Connectors-We create add-on’s and connectors that can quickly be deployed to new or existing Dynamics CRM implementations to extend the solution across the organizations systems and create additional value.

#9 Support-We frequently provide first level support or back up inhouse teams. Our access to Microsoft technical support and product teams, and you can be assured that your Dynamics 365 application will be available when you need it.

#10 Expertise- Our qualified Dynamics CRM resources provide the advantage eliminating risk at all stages and maximizing the potential of the solution as per industry best practices and innovations.