Bolstering internal processes with Microsoft Flow

In April last year, Microsoft introduced a new product designed to facilitate automated workflow development in the age of the digital enterprise. The Software-as-a-Service offering, called Microsoft Flow, allows businesses to create complex workflows using data from more than 160 applications, including Dynamics 365, Office 365 and Outlook. With Flow you can add Twitter leads to your CRM or contacts to MailChimp.

The benefits are obvious here. Automated processes lead to increased efficiency, higher productivity and, eventually, larger revenues. They also reduce employee administrative burdens, allowing workers to spend their time on bottom line-building initiatives that promote growth rather than meager data entry tasks.

Configuring the solution takes little time, as Flow comes equipped with workflow templates made for linchpin Microsoft products. Firms with mobile-ready processes can also take advantage of the product. Microsoft debuted the Flow mobile application with the desktop version and this past June released an iOS iteration, according to TechCrunch. Both of these mobile applications allow users to pull text messages into automated workflows, facilitating even more cohesive backend processes.

Flow is based on Microsoft’s Logic App Service, which gives in-house developers the power to hard-code custom automated systems incorporating multiple mission-critical applications, ZDNet reported. With Flow, non-technically inclined users can achieve similar results in less time.

This solution is ideal for modern organizations juggling numerous platforms with little cohesion between them. Is your business in this tough operational position? Connect with The TM Group today. We empower organizations and people with technology such as the Microsoft Dynamics products, Office 365, Flow and Power BI. Contact us today to learn more about how the TM Group can help your enterprise move forward with cutting-edge technology.

The enterprise cloud computing movement continues to mature. Now, an estimated 95 percent of organizations worldwide are running applications in the cloud or performing preliminary tests with possible cloud service partners, according to recent research from RightScale. As the technology improves and best practices crystallize, adoption rates are likely to move upward. Of course, a considerable number of organizations have refrained from adopting cloud technology and cling to their legacy on-premises gear. Why? A number of unfounded myths concerning the cloud circulates in media and scares many companies into keeping outdated systems.

These misconceptions become easier to debunk with each passing day, as more businesses embrace cloud computing. Here are some of the most popular and potent cloud myths paralyzing many would-be adopters:

The cloud is unsafe
Cloud computing skeptics often base their arguments against the technology on this much-talked-about fiction. Unfortunately, many chief information officers and other executive stakeholders believe this tale. Businesses often cite security as the top cloud adoption challenge, believing onsite hardware to be much safer. In reality, this just is patently false, according to Gartner. In fact, a majority of breaches involve on-premises hardware and software rather than cloud solutions.

Cloud providers maintain dedicated security personnel whose sole purpose is to monitor network activity and apply patches when vulnerabilities materialize. Most internal IT departments do not have this capability and can offer little protection to on-premises systems. Additionally, with the cloud, businesses can configure robust digital defenses to complement service provider data security.

The cloud is temperamental
In addition to security, many organizations worry that cloud services could go down at any moment, essentially paralyzing the operation and resulting in major losses, The Washington Post reported. A number of highly publicized cloud disruptions –  for instance, the Amazon Web Services outage in February that downed thousands of applications, according to TechCrunch – have reinforced this idea.

Of course, this thinking fails to take into account the countless on-premises interruptions that go unreported. Additionally, cloud service providers often offer robust back up and recovery options, meaning that users can easily get back their data in the unlikely event that a cloud network crashes. Most internal IT teams supporting on-premises equipment cannot provide the same level of service internally as the cloud solution providers offer.

The cloud cannot support large applications
Many modern organizations host massive mission-critical applications that lie at the heart of business operations. In the early stages of the cloud computing movement, service providers could not viably support these platforms. However, this is no longer the case. The cloud, as it stands today, can support mission-critical applications, according to Gartner. For example, the notation application company Evernote recently moved all of its assets and infrastructure, approximately 3 petabytes of data, into the cloud, according to a company blog post. 

Businesses looking to embrace the cloud should not let these misconceptions stymie their progress. Cloud computing offers immense benefits with few drawbacks.

Is your organization interested in swapping on-premises CRM or ERP solutions for a cloud solution? Connect with the TM Group. Contact us to learn more about our cloud offerings and consulting services.

How Microsoft Dynamics 365 can take your company to the next level

Are you using an enterprise resource planning solution and a customer relationship management tool? Separately, these can be great systems to help drive business processes. But what if we told you they’d become even more powerful if you combined them and put them in the cloud?

Yes, it’s possible. And yes, doing so would create a robust system that would give your employees access to all of your company’s information in real time from a single dashboard. Here’s how one of these systems, Microsoft Dynamics 365, can help your employees:

“Microsoft Dynamics 365 seamlessly integrates with the tools you already use daily.”

1. Seamless Integration
Do your employees use Skype instead of an analog landline to make outgoing calls? Many companies employ this type of cloud-based phone system. Do they also use Microsoft Office 365, and store all of their pertinent information in OneDrive, a cloud storage system? It can be difficult for employees to manage all of these solutions. And, even if they can accomplish this arduous, time-consuming task, it doesn’t mean they should. Doing so can cause employees to easily (and accidently) misplace, lose or delete data, especially if they’re transferring it through multiple applications, such as email, the cloud or by hand.

Microsoft Dynamics 365 seamlessly integrates with the tools your employees use daily.

2. A smarter Office
Let’s assume all of your employees are the best in their respective fields. They’re the top professionals in the industry, and you’re happy to have them as part of your team. However, have you ever thought that the tools they use could hinder their ability to function at their highest level?

That’s where Microsoft Dynamics 365 comes into play. Not only does this system assimilate all of your separate systems under one roof, but it has business intelligence capabilities powered by Cortana Intelligence.

This feature can help your employees work smarter because they’re able to make more informative decisions regarding forecasting, cost cutting and streamlining poorly run operations.

3. Improve Communication
One of the major problems in companies today is the sheer amount of information streaming into their awareness. Despite the vast amount of data companies can use to improve their offerings, not all of this information makes its way from one side of the office to the other. These data silos can be particularly damaging because they prevent employees from making accurate decisions.

There are plenty of ways Microsoft Dynamics 365 can help your company evolve and take the next step. It’ll help you do what is best for your business, which is serving your customers, turning a profit, treating your employees fairly and beating out competition.

Microsoft Social Engagement
Microsoft Social Engagement

What is Microsoft Social Engagement?

Microsoft Dynamics 365 is a unique platform that gives you the power of business intelligence from Cortana Intelligence across combined customer relationship management and enterprise resource planning solutions platforms. This powerful system allows managers to better streamline their processes, forecast business situations and cut operational costs.

Microsoft has taken this solution one step further by allowing professionals to add a key social selling feature called Social Engagement to Microsoft Dynamics 365. Salespeople can download the dashboard directly into their Dynamics 365 for Sales application. They can then access this dashboard for tablets and from the Dynamics 365 web client, but it doesn’t yet support Dynamics 365 for phones.

Why is this such an important feature for salespeople? Simple: Social media platforms have become a pivotal resource to generate sales based on referrals.

“84 percent of B2B buyers are beginning their purchasing process with a referral.”

Salespeople are using social media like never before
A Heniz Marketing survey of 600 North American B2B professionals, according to Small Business Trends, found that more and more B2B buyers (84 percent) are
beginning their purchasing process with a referral. And 71 percent of companies that have a referral program see a higher rate of buyer conversions.

What does this say about B2B buyers? They’re increasingly vigilant about who they purchase their products and services from, and they’re much more diligent about working with companies that have high approval ratings.

That’s where social media comes into play.
Salespeople are quickly picking up on how great a tool social media is for companies to increase their brand awareness, engagement and approval ratings. A LinkedIn report found that 90 percent of sales professional leaders
use social selling tools to convert sales. It’s easy to see why Microsoft decided to integrate a social selling feature to its Microsoft Dynamics 365 platform.

What is included in the latest Social Engagement update?
The new release enables professionals to publish posts directly from Microsoft Social Engagement to their personal LinkedIn accounts. They can also toggle on and off privacy settings, which allow users to share the post with everyone or just their networks.

The update has also added two languages to the user interface – Chinese and Japanese.

Finally, the update has resolved a number of problems regarding post readability, RSS feeds and other display problems.

Make sure your salespeople are well equipped to sell your company’s products efficiently by using Microsoft Dynamics 365.

Improve your sales team's performance by integrating NetSuite CRM into your business.
Improve your sales team's performance by integrating NetSuite CRM into your business.

4 reasons your small business needs to immediately adopt a CRM solution

Small business owners need all the help they can get. And that’s not because they’re incapable of running a successful business. Anything but! The issue is they often have their hands in a number of different projects, which can hinder their ability to streamline processes and grow their company quickly.

A customer relationship management tool (CRM), such as NetSuite or Microsoft Dynamics 365, can act as a personal assistant because it allows them to focus on obtaining and converting more leads. 

1. Easier marketing
Is marketing supposed to be easy? Is “easy” even the right term to use? We think so, and here’s why: The more businesses make complex and time-consuming marketing processes simple, the more efficient their employees will be. 

A CRM solution allows marketing employees to better organize their data so they can access a wealth of important metrics with a few clicks of a button. Imagine trying to manually shift through old records and invoices just to gather customer behavioral statistics? This would take too long, and considering business landscapes change constantly, a company’s marketing campaign could be obsolete before they even run it.

2. Improves communication
While office silos may be more common in big businesses that have a number of departments, they can still exist in smaller companies. Organizational silos are basically groups of employees that – for some reason – develop their own systems which are cut off from their peers. Information fails to flow evenly from one department to another, which hinders collaboration and growth. 

A fully integrated business resource management solution that includes CRM like NetSuite or Dynamics 365 Business Edition can completely eliminates silos, allowing employees from multiple departments to access the same type of information. By essentially opening up the information dams, data flows freely from one end of the company to another, allowing managers and owners to make more informed decisions about how to complete goals. 

3. Gain insights immediately
Small business owners have a lot to think about. Between client relations, sales, marketing, employee management and financials, there’s often little time to manually extract and evaluate data. 

A CRM solution removes the manual part from the extraction process, allowing SMB owners to quickly gather important customer data from one user-friendly platform. This enables them to make key decisions about how to approach their existing customer base and reach out to new ones. 

Take for example NetSuite. This powerful cloud solution allows a company’s sales team to pull real-time records of each lead so they can quickly pull up prospect information and close sales quicker.

4. Expand quickly
One reason small businesses struggle to expand is simply because the key decision makers can’t focus on what they do best. CRMs allow employees to focus on their jobs instead of laborious activities such as data collection, storage and extraction. 

Take for example, a small business owner that leads a team of sales people. A sales person’s job often goes beyond just selling a product. They have to record relevant information about the customer. If they use a CRM solution, they can typically record this information in real time, which is then available corporate wide. 

5 ways CRM can help companies increase employee performance

Are your employees struggling to hit their goals? Do they look uninspired or depressed? If this is the case, think about adopting a CRM (customer relationship management) tool such as Microsoft Dynamics 365 for Sales. It’s the perfect way to solve these two common problems. It can also do the following:

Strengthen communication
Employees want to receive feedback on how well they’re performing and if their team or department is hitting benchmarks. Managers, however, will struggle to accomplish this if they don’t have accurate information in front of them.

A CRM solution allows managers to:

  • Access accurate data: If managers provide employees with false information, the latter will make wrong decisions, which could ultimately impact their company’s bottom line.
  • Respond quicker: Managers are constantly bombarded with questions and requests. A fully integrated CRM solution enables managers to quickly respond because they’re able to access information pertaining to sales, marketing, financials, inventory and more all from a single portal.
  • Communicate regularly: Gallup reported that when companies always talk about their strong points, employees follow suit and use their strengths too. Managers that can quickly extract critical data can meet with employees more regularly to discuss not only their strengths, but the company’s and employee’s too.
  • Eliminate data silos: Data silos are repositories of data in a company that are cut off from other departments. This could happen because employees refuse to share the information with others or because they don’t have an easy, efficient way to do so. A CRM solution can be used as a single source of truth and completely eliminates data silos because all pertinent data can be stored in one system that can be accessed by anyone.
  • Field a mobile staff: Mobile staffs will find it difficult to operate if they’re not able to regularly communicate with colleagues in their office. As we’ll discuss in a bit more detail shortly, many CRMs can connect to mobile devices with cloud capabilities, allowing mobile teams to easily update the program.

Increased solution integration
Microsoft Dynamics 365 for Sales can sync with Microsoft Outlook, enabling employees to access their tasks, contacts, emails, calendars and appointments. Why is this important?

Microsoft Dynamics 365 for Sales lets you send an email to a client from one integrated CRM/Outlook solution. Prior to using Microsoft Dynamics 365 and Outlook, this email sat in its own silo. No one could automatically access that information besides the sender and receiver. For other employees to read the email, they’d have to be copied or request access to it, and that takes time. Microsoft Dynamics 365 allows other employees to view that information, which reduces mistakes, and increases efficiency, accuracy and productivity.

Boosted flexibility 
More than ever before, companies are letting their employees bring their own devices to work. In a study conducted by TechPro Research, the latter found that roughly 44 percent of companies allowed BYOD, and close to 20 percent of them were going to allow the practice in the 12 months following their participation in the study.

BYOD often includes wearable solutions, such as watches or headsets, and TechPro Research found in a separate study that although most companies have yet to integrate these into their operations, 50 percent of them are aware of wearables in the workplace.

Typically, companies can link CRMs to BYOD and mobile devices. In fact, this is what makes CRMs unique – they can usually be updated in real time, allowing field employees to more accurately record data. In turn, managers can easily extract and evaluate these analytics to make high-level business decisions.

Enhanced intranet and internal marketing
Companies need to understand that internal branding is often the foundation upon which external branding is built. When employees love their jobs, they’re more likely to feel inspired and produce better work.

It’s difficult, however, to internally brand when – as we mentioned before – silos exist. Because a CRM allows for a more natural flow of information from one side of the office to the other, companies can build up their intranet, regularly distribute business newsletters and even put on more informative presentations that excite employees.

Improved accountability
Companies shouldn’t spy on their employees, but they should evaluate their performance based on accurate data. And, as you’ve probably guessed already, a CRM solution is the perfect way to improve employee accountability.

Employees are more likely to send professional, friendly and quality emails to clients if they know management has access to them. Further, management can keep a better eye on other data, such as that pertaining to sales leads and opportunities. This can help them better evaluate sales and marketing employees.

Conclusion
Employees are the life blood of every company. That’s why management needs to do everything in their power to help their workers improve. They can start by letting them use a robust CRM system like Microsoft Dynamics 365 for Sales.

The Portland Trail Blazers used Microsoft Dynamics CRM to better connect with fans.
The Portland Trail Blazers used Microsoft Dynamics CRM to better connect with fans.

CRM solutions like Microsoft Dynamics 365 helps businesses gain deeper customer understanding

Solutions that help businesses better understand their customers, like Microsoft Dynamics CRM, are vital in a wide variety of industries that rely on positive, ongoing consumer relationships.

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