The new product is called EventReference-CRM and combines the power of Microsoft’s Dynamics CRM customer relationship management system with RefTech’s own suite of meeting management tools. The result is the most powerful integrated system available [...]]]> The CRM Business will announce a new meeting planner’s tool at IMEX in conjunction with specialist badging and registration supplier, RefTech.

The new product is called EventReference-CRM and combines the power of Microsoft’s Dynamics CRM customer relationship management system with RefTech’s own suite of meeting management tools. The result is the most powerful integrated system available to give meeting planners more direct control over the organisation of their meetings. The cost is expected to be £75.00 per user licence per month for a fully hosted solution with no additional per delegate registration costs.

One of the major advantages of EventReference-CRM is that it is integrated with a powerful Microsoft product that has tremendous advantages right across a business. So databases relating to meeting attendees can be part of a single database covering a whole organisation. For example, an association no longer needs to maintain a congress database separate to its member database.

It can all be part of a dedicated Microsoft Dynamics CRM system which can work within Microsoft Outlook. It provides a complete view of customer contacts, sales opportunities, buying patterns and all the other information needed to run an organisation.  In addition it can be used to manage communications programmes and marketing campaigns.

Microsoft Gold Certified Partner, The CRM Business has worked closely alongside Reftech in developing the proven EventReference tool to provide an integrated event management module for Microsoft Dynamics CRM. The new tool enables a planner to create a new event, define where it is going to be held, which rooms are to be in use, who is to be invited, the timetable for the event and all the other vital details.

It can be linked seamlessly to RefTech’s successful badging systems and can then be used to track and analyse attendance at events and at breakout sessions within events.

The system can be used to create a promotional and registration website which can include payment options. The link between the program and the website means that all registrations are fed back into the Microsoft Dynamics CRM system automatically. As a result, the meetings planner has all the up to date information about who has registered for what available immediately.

The campaign planning module enables the planner to send out emailed updates, joining instructions and, after the event, follow up information.

Contacts listed within the Microsoft Dynamics CRM system can be classified in whatever way the planner requires and that classification can be used for marketing purposes. So the planner can identify contacts who have attended previous sessions covering a specific topic and include them in the marketing campaign for a session that takes the subject to the next level.

Managing director of The CRM Business, Roger Collins, said, ‘Microsoft Dynamics CRM is already recognised as providing a major advantage to many organisations. Microsoft itself has already recognised the importance of the meetings industry by introducing its own simplified meeting planner’s module for their Dynamics CRM program. But the work that we’ve done with RefTech takes Dynamics CRM to a completely new level within the meetings industry.’

Managing director of RefTech, Simon Clayton, said, ‘We have been using the Micorsoft Dynamics CRM system within our own business for some time and have found the quality of the information that it can provide is outstanding. By applying our knowledge of the meetings industry to the creation of the new module I believe that we have created a tool that will be absolutely indispensible to event planners’.

The EventReference-CRM tool will be demonstrated by RefTech and The CRM Business on stand B602 at IMEX.

For further information please contact The CRM Business.

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The Newsfeed Business Productivity accelerator allows a “What’s New” dashboard report to be [...]]]> Microsoft has this week released the Newsfeed Business Productivity accelerator for Dynamics CRM 4. This latest accelerator add-on expands upon CRM’s out-of-the-box capabilities and provides a solid platform which can of course be further extended and modified to meet customers’ specific requirements.

The Newsfeed Business Productivity accelerator allows a “What’s New” dashboard report to be generated detailing recent activity in the CRM system such as service cases created, opportunities added, and appointments attended.

Content displayed can be customised to meet business needs and help to accelerate user adoption by presenting data in a way that is appealing and interactive, drawing them into the application and encouraging use.

This accelerator can be deployed to both new and existing systems – please feel free to Contact Us to discuss your requirements.

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This new suite of dynamic hosted solutions from Microsoft, hosted in their cloud with guaranteed security and availability, provides a quick and easy way to deploy or extend communication and collaboration technologies within any organisation.  The Business Productivity Online Suite [...]]]> Microsoft has today launched it’s eagerly anticipated Business Productivity Online Suite (BPOS) to the UK market.

This new suite of dynamic hosted solutions from Microsoft, hosted in their cloud with guaranteed security and availability, provides a quick and easy way to deploy or extend communication and collaboration technologies within any organisation.  The Business Productivity Online Suite (BPOS) brings the very latest tools to customers’ computers and mobile devices without the hassle of purchasing and maintaining on-premise servers and upgrading software. As everything is hosted by Microsoft Online Services, customers can be confident that will always be using the very latest versions of each technology.

Services included in the suite:

• Exchange Online
• Sharepoint Online
• Office Communications Online
• Office Live Meeting

Organisations which already have their own on-premise servers can still benefit from this new offering, as the suite is designed to integrate with and extend existing on-site deployments. Alternatively, the suite can be used as a complete communications / collaboration solution.

The offering is priced very competitively at just £10.04/user per month for access to the entire suite, though components can also be subscribed to individually. This simple, flexible pricing model allows customers to scale the solution as required, enabling the suite to grow and change with the business.

Microsoft has today announced that GlaxoSmithKline are to be the first major customer for the new service, having today agreed a deal to migrate 100000 users over to Business Productivity Online Suite from Lotus Notes.

We are pleased to be able to offer this new product to both new and existing customers, and would be delighted to discuss the options with you in more detail.  Please Contact Us or visit our new Microsoft BPOS website if you require any further information, or

Sign up for your free 30-day BPOS trial today.

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