xRM: The Future of CRM
The scope of Customer Relationship Management is expanding into
managing a variety of relationships other than direct customers.
Organizations are realizing that to be effective at CRM, they have
to be effective at xRM or Extended Relationship Management,
also known as Any Relationship Management. And Microsoft Dynamics
CRM is the engine for delivering xRM.
- What is xRM?
- Understanding xRM as a
- Customizable xRM
- Benefits of xRM
- xRM vs. Custom
- Verticals Solutions from Microsoft Lab
- A Real Life Case Study where Cygnet Infotech helped a leading
Distributor cuts his costs by simplifying order management
using the Dynamics CRM/xRM
CIO, CTO, Director of IT and Engineering, CEO,
VP-Technology, IT Manager, Project Manager, Tech Lead, CRM
Developers, CRM Architects, CRM Consultants, CRM Administrators,
CRM Support, Operations Engineer, Legacy application owners who
wants to turn their business to
CRM, Business owners who want to extent capabilities of CRM or looking to
integrate CRM with 3rd
Party Application, Existing Microsoft Dynamics users.
Any development related webinar planned?
Yes, We are planning to have some more development related
Webinars in the near future.
Is there any case study gives info on using all modules of CRM
? Well, precisely speaking I'm developing with CRM but don't
know the power of all modules CRM is offering?
CRM includes the following modules:
Sales Module: Provides users with the tools to
successfully manage every stage of sales process. Microsoft CRM
facilitates task and appointment setting through to lead tracking
- Manage contacts and accounts
- Promote leads to opportunities
- Manage sales pipelines
Service Module: Acts as a central repository for
all client information and enquiries. Microsoft CRM enables
customer service representatives to provide a more consistent
service supporting customer retention.
- Use information within the knowledge base to answer frequently
- Assign cases to individuals or teams
Marketing Module: Facilitates every aspect
of campaign management and mass communications. Microsoft CRM
supports everything from the initial planning stages through to
measurement of success.
- Generate and send communications
- Manage workflow
When the new version is planned?
Current release of Microsoft CRM is codenamed "Polaris". In near
future an updated rollup of Microsoft Dynamics CRM 2011 is expected
to be released.
Does xRM Support online releases?
xRM is a Framework and is not limited or specific to support
only online or on-premise CRM. It supports and extends any version
Is xRM specific to sales only? or service as well?
xRM is a Framework and it supports development of objects of
your entities (including entities in sales,service and marketing
modules) based on online or on-premise CRM. It has a
capability to extend objects (entities) and its relationship,
workflows, pluging activities, etc.
How friendly is the search functionality? do we have a facility
to search different entities at a single place?
CRM has a facility to search different entities at a single
place using "Advanced Find" function. The Advanced Find function is
a quick and powerful tool to help you find the specific results you
are looking for in your CRM Database. Advanced Find feature has
been given a much more prominent place in the top ribbon view. The
user select One or more associate entities and define Filter
criteria to acheive the objective/results