Let's keep up to date - Microsoft Dynamics CRM 2011

Thursday, 18th April 2013

In this 1 hour webinar Peter Cutts, CRM Business Solutions Consultant, will walk you through important updates and the new features of the Polaris release,  take a look at the new analysis options available with Excel 2013.

Webinar Discussions: The Next Release – Polaris | The Microsoft Q4 Service Update | Roll up 12 | Excel 2013 Powerview.

Docusign & Microsoft Dynamics CRM 2011

Thursday, 11th April 2013

DocuSign is the most widely used, fastest, and secure way to sign, send, and store documents all within Microsoft Dynamics CRM. Whether you need to close a contract or approve a project estimate with DocuSign, you can sign anytime, anywhere on any Internet-enabled device.

Socialising & Mobilising your CRM

Tuesday, 26th March 2013

Too often, CRM is passive, rigid, backward looking system of record, yet CRM can and should be so much more.

Next level CRM provides real customer insights, flexibly supports business processes, capitalises on talent and secures brand loyalty. It’s proactive, fostering innovation and collaboration.

Upgrade to Microsoft Dynamics CRM 2011

Monday, 28th January 2013

View key features that should help aid your business case to upgrade – improve productivity, drive customer retention, brand awareness and consistent results and revenue.

Marketing 2.0 & Microsoft Dynamics CRM 2011 – Webinar

Tuesday, 18th December 2012

This 45-minute webinar showcases the wide-ranging benefits that can be acheived with email automation and Microsoft Dynamics CRM 2011. See how intuitive social media integration can help you segment your data.

Find out what Marketing 2.0 means for…

• Search Engine Marketing & PPC
• Social Media Marketing – Nurture Marketing
• Lead Scoring & Grading
• Marketing Automation
• Branding, Personalised 1-2-1 campaigns…and more

Marketing & Microsoft Dynamics CRM

Monday, 17th December 2012

CRM expert, Peter Cutts takes us through an insightful live demo on Microsoft Dynamics CRM 2011 and the advanced email automation and marketing 2.0 functionality available.

Peter  demonstrates what can be done with the inherent functionality of CRM 2011 and how this can be extended with the use of complimentary solutions for more advanced marketing.

Microsoft Dynamics CRM 2011 Service Update - Platform Investments

Friday, 14th December 2012

With the release of the December 2012 service update for Microsoft Dynamics CRM, the user experience for sales transactions and customer service case management have both been overhauled with new forms. Users can now follow a logical sequence of tasks through the new design, and configure the forms to meet their business needs.

Microsoft Dynamics CRM 2011 - Service Update - User Experience

Thursday, 13th December 2012

Microsoft Dynamics CRM 2011 – Service Update – User Experience

With the release of the December 2012 service update for Microsoft Dynamics CRM, the user experience for sales transactions and customer service case management have both been overhauled with new forms. Users can now follow a logical sequence of tasks through the new design, and configure the forms to meet their business needs.

CRM & External Data Sources

Saturday, 1st December 2012

CRM expert, Peter Cutts takes us through an insightful demo on how to utilise Microsoft Dynamics CRM 2011 to better enhance and manage your data and create better understanding of your customers and stakeholders to enrich your business network.

Included in this session:

• Using services such as ‘InsideView’ to data mine and enrich CRM records
• How to import data using the standard tools – features & limitations
• Which more advanced import tools are available and what they can do
• How to export current data, enrich and re-import
• Access ‘Microsoft Azure’ Data Mart to complement current CRM data

CRM & SharePoint – Webinar

Saturday, 1st December 2012

This webinar gives a comprehensive overview on how to integrate CRM & SharePoint to deliver a platform that accelerates business performance, lowers IT costs and gives your team a set of tools that is easy to use and support.

Benefits & Features:

• Facilitate Collaboration, enabling teams to work together effectively and share information easily
• Configure the Dynamics CRM 2011 / SharePoint 2010 Integration
• Enable SharePoint integration directly from CRM Records
• View and interact with SharePoint document libraries directly from Dynamics CRM 2011
• Utilise SharePoint document handling functions contextually from within Dynamics CRM 2011

CRM Best Practice Series 1

Saturday, 1st December 2012

Before your CRM project begins!

A Customer Relationship Management (CRM) system has the potential to directly impact customer acquisition, retention and lifetime value metrics. A CRM deployment project also has the potential to distract customer facing staff from the front line activities, suck up management time & investment and ultimately become an expensive folly.

Find out the steps to take before you kick start your project.

• How to lay the groundwork in terms of Exec Sponsorship & strategy alignment
• What are the early warning signs that your initiative is likely to never get off the ground
• How to establish a high performing CRM Project Team

CRM Best Practice Series 2

Saturday, 1st December 2012

Let’s talk about the Business Case

CRM is not just technology it requires a strategy and business case with clear business objectives in order to start out on that successful journey. Listen to our best practice webinar on how to create a sucessful business case that drives your project.

The Touchstone CRM best practice series uses real-life scenario’s to ensure the content is firmly focused on getting you on the right deployment path.

CRM for Private Equity - Dealflow

Saturday, 1st December 2012

This short 7 min presentation takes you through the Dealflow module within the CRM for Private Equity Solution by Touchstone CRM.  Access all your dealflow informations directly from Microsoft outlook…

CRM for Private Equity - Investor Relations

Saturday, 1st December 2012

This short 7 min presentation takes you through the Investor Relations module within the CRM for Private Equity Solution by Touchstone CRM.  Access all your IR information directly from Microsoft outlook.

CWR Mobility vs. Mobile Express – Webinar

Saturday, 1st December 2012

In this 30min webinar you will learn about the key differences between the ‘out of the box’ integration from Microsoft Dynamics CRM and the advanced add-on that will keep your organisation working on the move.

CWR Mobility application sits as part of the Touchstone CRM productivity and enhancement offerings, delivering great key features: Native applications, mobile dashboards, connectivity independence, synchronisation, multi-device access and role-based information delivery.

Microsoft Dynamics CRM – Webinar

Saturday, 1st December 2012

As market conditions continue to fluctuate, the retention of customers has become increasingly critical. This webinar discusses how intelligent investment in CRM technology allows your organisation to track and leverage every customer interaction to maximise revenue opportunities and improve customer loyalty.

One Integrated Solution for Project & Practice Management – Webinar

Saturday, 1st December 2012

This 45 minute webinar is designed to help business, functional and technical decision makers within Professional Service Organisations gain a single view of lead-opportunity-project management.

Touchstone’s unique offering is based on Microsoft Dynamics CRM 2011 and Assistance Software PSA allows for:

• Consolidation of Planning
• Resource Scheduling
• Timesheets & Expenses
• Invoice Tools

The Top 10 Reasons to Deploy Microsoft Dynamics CRM – Webinar

Saturday, 1st December 2012

This 45 minute webinar is designed to help business, functional and technical decision makers understand how Microsoft Dynamics CRM 2011 can help improve productivity, drive customer retention, brand awareness and consistent results and revenue.

1. PRODUCTIVITY – create an engaging user experience
2. DATA & METRICS – access a multitude of intelligence tools
3. SOCIAL ENGAGEMENT – drive your brand, whilst gathering data
4. DIGITAL MARKETING – turn CRM into an email automation machine
5. EXTENDED CRM – customise your CRM to fit your business needs
6. FAMILIARITY – utilise powerful capabilities within a familiar framework
7. MICROSOFT OFFICE – work seamlessly within Outlook and Office
8. GLOBAL AVAILABILITY – provide a scalable, multi-lingual CRM platform
9. VALUE – proven ROI and optimal business impact
10. CLOUD – reduce systems management and maintenance costs.

What's New in Microsoft Dynamics CRM 2011? R8 Service Update

Wednesday, 13th June 2012

This webinar outlines the new capabilities within Microsoft Dynamics CRM 2011 (both Online and On-premise), the second release marks the on-going commitment for improved agility – ‘CRM Anywhere -access the right information at the right time, on the right device’.

The Microsoft Dynamics CRM 2012 service update provides the flexibility to consume CRM through the most popular web browsers running on both PC and Apple. It also delivers a range of rich device-specific applications for popular mobile devices. Flexibility of device and browser, coupled with the productivity features of Microsoft Dynamics CRM 2011….and more

A Successful Digital Marketing Strategy – Webinar

Tuesday, 12th June 2012

Tap into your CRM tool box…

Marketing expert and data strategy consultant, Nick Baggott delivers an insightful free webinar that highlights the key components within a successful ‘CRM and Digital Marketing Strategy’.

Nick Baggott is a fellow of the Chartered Institute of Marketing & IDM and best known for developing courses for CIM members, Microsoft and Google’s internal marketers in Digital Marketing, CRM & Data Management all over the world.

Resource Planning with Microsoft Dynamics CRM 2011

Tuesday, 10th April 2012

Resource Planning with Microsoft Dynamics CRM 2011

In the Professional Service Industry, Resource Planning is key. Do your Resource Planning with Assistance PSA for Microsoft Dynamics CRM 2011. Your Project Planning is fully connected with the service calender of Microsoft Dynamics CRM 2011 and Outlook, making sure all your resources are easily accessible and ready for planning.

An Introduction to Microsoft Dynamics CRM 2011 – Webinar

Monday, 19th December 2011

This webinar will gives a comprehensive overview of the newly released Microsoft CRM 2011 system and showcases tools that enable activity, contact and opportunity management and customer service within a robust and familiar technology framework. See how intuitive social media integration can help you segment your data.

Service Excellence & Microsoft Dynamics CRM 2011 – Webinar

Wednesday, 10th August 2011

This 40-minute webinar provides an overview of the recently released Microsoft Dynamics CRM 2011 and highlights the value and relevance for Public Sector & Not for Profit organisations.