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Tag Archives: CRM

Four Reasons to Deploy Microsoft Power BI in Your Enterprise

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Date : March 1, 2017

You may recall a recent blog where we talked about the importance of integrating a business intelligence (BI) strategy as part of your enterprise’s recipe for success. Software that can help turn analytics and data into dollars and cents is one of the best ways to make quick work of this task; certainly, there is no shortage of offerings that promise to help your enterprise excel at Intel.

Forbes recently reiterated the importance of a BI strategy, noting that enterprises in command of their BI fate are five times more likely to make quicker business-critical decisions.

All of the biggest names in business software – Salesforce, Oracle, SAP, to name a few – have excellent BI tools. For an exhaustive list of one expert’s top 50, click here.

However, we at Netwoven believe that the winner – and still champion – of the BI marketplace is Microsoft. Its Power BI suite – with its killer integration into all things Microsoft – adds a twist of familiarity and a dose of simplicity to its runaway success.

Let’s explore why we think Microsoft Power BI is the best and only choice for your Office 365-power enterprise:

  1. Easily leverage other data sources: We like to think of Microsoft Power BI as a watchful hawk, sitting atop your Office 365 tools and waiting to collect all of your data – like that found in Excel spreadsheets, web analytics, databases and CRM systems. Without the involvement of third-party APIs, this all happens with seamless simplicity.
  1. Shareable dashboards bring together multiple views and data: Don’t mistake Microsoft Power BI as yet another faceless piece of software. It is endlessly customizable, through the configuration of personalized dashboards that you (or we here at Netwoven, on your behalf) can design to suit your interests, and those of your teams. Then, share the dashboards across your enterprise, so each group and team member can drill deeper into the data most relevant to their role in the decision-making process.
  1. Familiarity with the Microsoft Suite of products: Did we mention the reassurance that comes with deploying a product that looks, feels and functions like your other Microsoft tools? This synergy means that you’ll be able to deploy – and to start reaping the benefits – of your Microsoft Power BI tool-set quicker, with much less of a learning curve.
  1. Enterprise-level data is yours for free or at a very low monthly cost: Adding Microsoft Power BI to our Office 365 package is, you will find, a very reasonable affair – a small incremental up-charge or maybe even free, depending upon your level of service.

Ready to power your enterprise with Microsoft Power BI? Reach out here.

Want to learn more about Power BI? Click here to download our latest tech talks on the topic.

Three Ways that CRM Can Boost Brand Loyalty

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Date : December 8, 2016

“If you want loyalty, get a dog.” – Grant Fairley

With apologies to cuddly pooches everywhere, cultivating loyalty in the business world takes a bit more than a snuggle with a canine friend.

In fact, customer loyalty, these days, is almost as much of an oxymoron as “military intelligence,” or “jumbo shrimp.” Always a moving target, loyalty is now even more elusive than ever, now that our customers can comparison shop on the fly from their smartphones, or simply ask omnipresent AI brains like Siri and Alexa to chime in.

This trend prompted some observers to declare 2016 as “The Year of the Customer,” as a result of the consumer gaining, perhaps permanently, the upper hand in the selling paradigm. As Forbes reported in their feature on the trend, the customer is smarter, has more channels to connect with companies, and they hashtag, Facebook and Tweet about their experiences ad nauseum.

Given that it costs five times as much to acquire a new customer as it does to keep an existing one, how can we gain the upper hand in this paradigm?

Alas – there may be, in fact, a secret weapon in turning the tides in our favor. Those customers who are spreading their loyalty across the eUniverse like confetti are leaving a trail in their wake – in the form of analytics that, if harnessed correctly, can help us to keep our consumers devoted to our brand.

Enter CRM – the soon-to-be-declared hero in your battle for consumer loyalty. If it’s been awhile since you’ve looked at the latest features or benefits of your customer relationship management suite, you may not have noticed that the tools to drive sales productivity and add intelligence to your customer-incubating process might in fact be right under your nose.

At Netwoven, we have helped a multitude of clients to implement, and optimize, an amalgam of cloud-connected tools and techniques to supercharge their CRM efforts. We suggest a recipe that combines tools like Microsoft Dynamics CRM and marketing automation software (such as Hubspot or Marketo) with social listening and dynamics marketing programs to gain detailed insights on the habits, desires, wants and needs of your customer base.

If we haven’t yet fully convinced you of the importance of acting now to shore up your CRM system as part of your loyalty cultivation program, here are three concrete reasons to ponder:

  1. The Power of One: Everyone wants to feel as if they are the most important person to an enterprise. With a solid CRM effort, you’ll be able to track the habits and attributes of your best customers, and target them effectively with sales pitches that will resonate specifically with them. CRM can help you personalize follow-ups, target customers for sales based on previous shopping habits, and appeal to the “human” side of the transactional equation.
  1. Consistency: No customer likes a “here today, gone tomorrow” mentality when dealing with enterprises. Sending an offer intermittently, or failing to complete the chain of communication in the process of providing customer service, can be an unforgiveable sin. With CRM, you’ll be able to leverage the power of automation to “touch” your consumer consistently, and to tie up any loose ends. You can build campaigns that offer deals, create an interactive dialogue, and even give the consumer the impetus to share their positive customer experience with others via social posts.
  1. Rewarding Experiences: There’s no way to underscore that sense of individual importance for the consumer than to reward their loyalty to their brand. In addition to helping track spending habits, CRM can help you gauge – and reward – frequency, dollars spent, and other measures of a consumer’s devotion to your enterprise. This will keep your VIP customers engaged – and ringing your cash register – over and over. Given that six out of 10 consumers believe in the power of loyalty programs, it’s an easy and unmistakable way to secure your share.

So, before you let Rover turn over, and head for a greener pasture – stop those disloyal doggies in their tracks. Take a fresh look at how CRM can help you to retain your pack, and to ensure that your enterprise is keeping your customers’ tails wagging.

Five myths about CRM

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Date : November 23, 2016

The Five Myths about CRM

Someone out there who is reading this blog is still using Microsoft Excel in their organization to manage their customers. You know who you are: The one still asking your employees to take those precious, hard-won consumers, and to drop them haphazardly into an Excel spreadsheet – depositing them into a file that lives in “My Documents” on a single machine, never to be heard from again. Continue Reading…

3 Ways to Increase Collaboration through Office 365

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Date : November 2, 2016

Productivity is a key attribute of a successful business. With the rise of technology and cloud computing, we’ve made collaboration not only easier but essential. The IBM Global CIO Study, found that 49 percent of an individuals’ work is the result of “network contribution” by fellow employees and partners. Yet 80 percent of employees are ineffective at collaboration, according to a CEB survey. There are many technology solutions available but Microsoft’s Office 365 is one tool that can help improve productivity and engagement in your business through employee collaboration.  Continue Reading…

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Date : March 4, 2015


You are using Microsoft Dynamics CRM. In this blog I will discuss about how you can add Client Side Scripting using JavaScript for the purpose of programming your Dynamic CRM.  You can use such client side scripting to implement your custom field validation.  For example, you want to validate mobile # to check whether it is 10 digit numbers. In this case instead of setting rule which is a server side validation where a server trip is required for the process to validate, you can use a pure client side scripting. Continue Reading…