April 2012 - Beringer Technology Group
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Monthly Archives: April 2012

There are 3 deployment models for Microsoft CRM; On Premise, Online and Partner Hosted. There are both usability and cost differences with each model, this article summarizes each model and points out some key differences in the models. With Microsoft you have the flexibility to switch models easily as your needs and requirements change. Whether you need to expand or leverage the application for different areas of your business, or if you simply need to scale the solution as you grow your business, Microsoft Dynamics CRM will be able to accommodate your evolving needs.

On Premise – This is the traditional way software was implemented in businesses. Licensing is purchased along with any necessary infrastructure. And installed at the customers office (or a co-location data center). Purchase is made upfront (or on a lease) so it is a capital expenditure. There are potential tax advantages to this model as you can depreciate this investment. In this model you own the hardware and software and fully control the data. Ongoing expenses would be for Software Assurance (maintenance from Microsoft) and maintenance for the hardware that Microsoft CRM runs on. Additional soft costs would be for internal IT resources to manage the infrastructure (including making sure it is backed up on a regular basis). For Microsoft CRM On Premise you would typically need two servers (for a small deployment) and SQL Server and client licensing.

The On Premise model gives you the most flexibility with things like deeper level reporting/analysis, data integrations and customization of the application.

Microsoft CRM Online – A cloud based pay per user/month subscription model. The benefits to this model are low startup costs (the current pricing is $44 per user/month), no infrastructure costs (servers, SQL etc.) and the ability to scale easily as Microsoft handles the hardware infrastructure and maintenance. The downside is that you do not have unfettered direct access to the SQL database so deeper levels of reporting and customization are more difficult and sometimes not possible. You also cannot store custom code on Microsoft’s CRM servers so if you will have custom code related to Microsoft CRM it will need to be hosted elsewhere. Finally there are limits to data storage (5 GB per company, NOT per user). Additional storage is available for an extra monthly fee.

Partner Hosted – A hybrid model offering the On Premise licensing but available on a pay per user/month basis. It is hosted on servers in a data center normally by a Microsoft CRM provider (we offer a Partner Hosted model). This model gives you all the capabilities of the On Premise model with the ability to pay on a monthly basis.


3 Year Cost Comparison Based on a 25 User Implementation:

CRM-Cost-Comparison-On-Premise


As you can see there is only a $166 per user cost difference over a 3 year period between the On Premise and Online models. In a lot of cases a customer will start out with the CRM Online model to reduce the upfront investment and choose to later migrate to On Premise as Microsoft allows you to change models as needed.

Only after a full needs analysis is performed can a formal recommendation be made on the best deployment model but we hope this article gives you some guidance. If you have any questions please Contact Us.

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Microsoft Dynamics CRM Online includes an Internet Marketing feature that allows you to very easily build and deploy website landing pages and contact forms for collecting leads off the Internet. Microsoft will even host these pages for you or you can generate the HTML and host the pages on your web server.

This feature is completely non-technical and allows you to easily build the landing pages and contact forms.Within minutes, you can have a form created on your site with up 34 fields that will flow directly into Microsoft CRM. You decide which fields to use and how to arrange them, and which fields are Mandatory. 

And best of all, all leads automatically are imported to a queue and assigned as a lead in Microsoft CRM. It also supports any field customizations you have implemented in the leads module in CRM. For example let’s say you have added profiling fields to collect information such as industry, product interest etc… these fields will be selectable for inclusion on your landing page form. It also automatically formats fields (for example if one of your fields is a list of selectable values) it will be presented the same on the online form.

leadcapture

 This is a great (and often times underutilized) feature of Microsoft CRM.

 The short 10 minute video will walk you through the process of creating and deploying lead capture forms. 



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If you haven’t seen the movie or read the book Moneyball I highly recommend it. The movie is based on the true story of the Oakland Athletics baseball team. After several seasons of painful losses, the team's general manager, Billy Beane, adopted a radical, statistics-driven approach to building a competitive baseball team under an ownership that underinvested in the franchise. He faced resistance, lack of buy in and even public humiliation to change the way the organization operated. With his career on the line he stayed the course and ultimately his methods were proven successful.

Anyone who has ever led significant change within a business can certainly relate…

 

There are a few lessons that we can take away from this story:

Understand the need for change – When things are not working it is time to reevaluate. Albert Einstein said the definition of insanity is doing the same thing over and over again and expecting different results. In Moneyball the change factor was technology. Using technology the A’s figured out a winning formula and put the necessary pieces in place to support this formula. They were able to acquire the necessary talent at a lower cost because other organizations were still using dated (manual) methods for evaluating talent.

Look for cost effective ways to compete – Like the Oakland A’s, small businesses should think differently realizing they may not have the budget to compete on the same level as larger well-funded competitors. We need to evaluate the way we market, sell and support our customers looking for ways to be unique and drive value. It may be necessary to take chances and come up with innovative and different strategies, because the traditional ways may not be working in today’s market.

Stay the course – Change is not easy. In the film Beane tried to convey the vision eliminating team members that refused to adapt. He spent weeks getting buy in from the players and let nothing stand in the way of his vision.

As business leaders, we all need to ask ourselves if we have adapted with the times. While implementing Microsoft CRM we work with the leadership of businesses to determine their goals and what it will take to accomplish them. One of the biggest obstacles is the lack of baseline data.

Without a CRM system it is very hard to determine things like:

  • Average length of the sales cycle
  • Close rates of the entire sales team
  • Lead conversion rates
  • Success of marketing investments
  • Actual profitability of customer accounts
  • Competitive win/loss rates

Using a properly implemented CRM solution exposes this information and allows you to change the way you operate to accomplish your goals. How can you change if you don’t know what’s not working? In Moneyball, Beane utilized technology to take a realistic look at the organization and it was clear they could not achieve success without significantly changing the way they operated. They embraced technology to expose their deficiencies and to determine what they needed to accomplish to succeed.

For more information on how a CRM solution can help you succeed please contact us.

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Unfortunately there is a good chance you are not fully protected. As IT specialists we see a myriad of situations that result in data loss. In most of these situations the business leaders assumed their data was fully protected only to realize that was not

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Protect your workstation computers with Deep Freeze


Deep FreezeHave you ever wanted to not have to worry about viruses or unauthorized installations on your company’s workstation computers? If so then we have great news for you Beringer Associates is proud to be a reseller of Faronics Deep Freeze Software. This exciting software allows for your computers to be “Frozen” once configured. A simple reboot is all that is needed to get rid of any viruses or unwanted changes. If authorized changes are needed the computer can simply be “Thawed” and worked on and then “Frozen” again. This will allow you to add increased levels of security and potentially lower your IT support bills while still providing your users with a full desktop experience. Please contact a member of our sales department for more information!

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Pinterest is gaining popularity by giving users a way to share and collaborate on things that interest them. Development started in 2009 and was formally launched in 2010 it is now one of the top 10 social sites on the internet with over 11 million

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Beringer-CRM


Microsoft has just released the Update Rollup for Microsoft Dynamics CRM 2011.  I wanted to pass on this blog post to everyone directly from Microsoft’s CRM Blog site. 

If you are a Beringer customer, please contact us for more information about this rollup or to schedule an appointment for the upgrade.  Rollup 6 is required before you do rollup 7.

Update Rollup 7 for Microsoft Dynamics CRM 2011

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 7 on Thursday, March 22, 2011.

The links below will take you to the necessary information about Update Rollup 7.  If a link does not work, please refer to the Release Channel Schedule below to make sure it is past the release date
listed.

Release Channel Schedule

  • CRM Online Datacenter: Mid to Late April, 2012

  • Microsoft Download Center: March 22, 2012

  • Microsoft Update: April 10, 2012

General Details about Update Rollup 7

  • Update Rollup 7 installation requires Update Rollup 6 to be installed.

  • Client packages installed manually by downloading the packages and running install will require administrative privileges.  If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.

  • For help with installation, please see the Installation Information section in KB2600643.

How to Get Support for Update Rollup 7

For support, please contact Microsoft Product Support.  For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft web site: Contact Microsoft.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem.  The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

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