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Loyalty Management with Microsoft Dynamics CRM

February 3rd, 2014 Chelsea Robertson No comments

Today’s consumers expect to be incentivized to choose your merchandise over that of your numerous competitors, and loyalty programs are one of the best ways to do that. Ignify’s Loyalty Management Solution for Microsoft Dynamics CRM helps you meet the changing demands of your customers.  

By ‘gamifying’ the shopping process, you give your customers additional reasons to buy. For example, a few reasons why a customer may choose to shop with you as a result of loyalty management could be:

  • The ability to redeem points earned from loyalty programs toward purchases.
  • Enabling loyalty program members to receive rewards of discounts or free items.
  • The ability to reach the next loyalty threshold.
  • Taking advantage of special rewards program promotions (i.e., double points given on a customer’s birthday, etc.). 
  • Keeping rewards points from expiring so that a customer can redeem them at whatever time they choose.

By combining a loyalty management solution with Microsoft Dynamic CRM’s powerful reporting engine, you can view useful reports and analyze your loyalty programs effectiveness.

Microsoft Dynamics CRM’s dashboard functionality provides an array of important reports right at a user’s fingertips, providing powerful insight into loyalty program performance

Microsoft Dynamics CRM’s dashboard functionality provides an array of important reports right at a user’s fingertips, providing powerful insight into loyalty program performance.

In Microsoft Dynamics CRM, one of the primary benefits is a full view of customer data. By managing your loyalty program with Microsoft Dynamics CRM as well, you can also view all of that information- right on the client’s contact record!

The Loyalty Management Solution allows businesses to better understand their customers and strengthen the customer relationship. The solution is tailored for businesses across industries, giving organizations the ability to make their loyalty programs part of their entire marketing strategy, focus and build relationships with their customer base, and provide opportunities and outlets for brand advocacy.

The Loyalty Program provides functionality that will help marketers manage data and turn into useful marketing analytics and create help them develop broad programs that will make customers feel more connected, enthusiastic, and dedicated to their products and services.

Customer Profile Analytics and Reports

  • Track average order size by award tier
  • Track average spend by award tier
  • Advanced customer profile – category/item preferences for tailored marketing activities

Customer Award Management

  • Setup of award rules
  • Set up points per dollar spent
  • Set up points per dollar per item
  • Manage Award Tiers
  • Manage points per dollar by Award Tier

Award Management Rules for Customer Rewards

  • Automatically award points with every sale/transaction from various channels including web, POS, In-store, Phone orders
  • Record redemptions and automatically update point balance

Promotions Management

  • Define promotions for the loyalty program
  • Define ranges for dollar spending limits, quantities, start and end dates.
  • Define channels (web, store, catalog, etc.) that will participate in promotion
  • Define discount rules and how they will be applied
  • Apply discounts to orders

If you would like more information on Ignify’s Loyalty Management Solution, please email us at loyalty@ignify.com.

Chelsea Robertson is a Sales Coordinator and CRM Pre-Sales Specialist at Ignify. Ignify is a technology provider of CRMeCommerce and ERP, and Point of Sale software solutions to organizations. Ignify has won the worldwide Microsoft Partner of the Year Award in 2013, 2012 and 2011. Ignify has been included as the fastest growing business in North America for 7 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine from 2007 to 2013.

CRM Isn’t Just for Customer Management

April 30th, 2013 Chelsea Robertson No comments

Yes, CRM does stand for Customer Relationship Management, and that is essential, but there’s a lot more available than just that. Microsoft Dynamics CRM primarily allows you to connect all of your companies’ systems into one user-friendly, user-familiar interface. It removes the need to open different applications to access different aspects of your customer relationships.

If you’ve ever been on the phone with a customer who has concerns not only about a current order but also another case he had open with you, and maybe a potential future sale as well – then you’ll understand how useful a CRM system can be. Instead of having to sort through different applications – or possibly try to figure out who the last person they talked to was and asking them – you can simply open the customer’s record in Microsoft Dynamics CRM and access everything your company knows about the customer. You can see who spoke with him last and why.

Microsoft Dynamics CRM allows you to see and monitor all communication with a customer, keeping you and your team informed of any current issues or potential future sales

Microsoft Dynamics CRM allows you to see and monitor all communication with a customer, keeping you and your team informed of any current issues or potential future sales.

Microsoft Dynamics CRM also provides employee management. Managers are able to see what actions their reps are taking – the emails they send to customers, the appointments scheduled and past. Goals can also be set up and tracked – providing a visual tracking of progress that compares sales reps to their peers can be very effective motivation.

The ability to easily view and track sales progress by team member in Microsoft Dynamics CRM offers insight as well as motivation

The ability to easily view and track sales progress by team member in Microsoft Dynamics CRM offers insight as well as motivation.

Microsoft Dynamics CRM also offers a Knowledge Base that can serve as a central repository for an organization's information. The Knowledge Base provides many benefits for the storage of information, including consistent formatting, central location for articles, increased visibility, knowledge retention, and searchability by full text or keywords. The tools and templates to create, edit, and publish browser-based content about your organization's products and services are provided as well.

Marketing functionality and reporting allows the planning, implementation, and assessment of campaigns. Microsoft Dynamics CRM allows you to transform every touch-point into a marketing opportunity and harness the undiscovered potential within your customer base. With marketing management and automation software from Microsoft Dynamics CRM, you can market more effectively and gain actionable insight into your marketing campaigns.

Microsoft Dynamics CRM provides visual representations of data that enable you to understand information at a glance

Microsoft Dynamics CRM provides visual representations of data that enable you to understand information at a glance.

Workflows can also be set up to allow event-based marketing. If, for example, a customer had inquired about one of your products, but then not responded to your attempts to contact them for a certain period of time, Microsoft Dynamics CRM could automatically send out an email offering them a 10% discount on the item they had inquired about (Microsoft Dynamics CRM fully supports promotional pricing).

Goal tracking, central data repository, marketing, and event-based marketing are only a few of the features offered in Microsoft Dynamics CRM. For more information, please visit http://www.ignify.com/microsoftcrm.asp.

If you have any questions about how Microsoft Dynamics CRM can improve your sales and marketing processes, please email us at crm@ignify.com.

Chelsea Robertson is a Sales Coordinator and CRM Pre-Sales Specialist at Ignify. Ignify is a technology provider of CRM, eCommerce and ERP, software solutions to businesses and public sector organizations. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.

Shape Your Microsoft Dynamics CRM System with Customizable Dashboards

February 12th, 2013 Chelsea Robertson No comments

Every company, and often every employee, works a little bit differently. These differences are the spice of life- they add variety and diverse perspectives to our lives, and our companies. They also mean that every employee’s needs are a little bit different, and this is true in their use of customer relationship management (CRM) software as well.

In Microsoft Dynamics CRM, different dashboards are available for different roles within the company. For example, an executive could view a dashboard that offers an overview of the company as a whole- including information on Sales, Marketing, and Customer Service. A Sales representative, on the other hand, can view a dashboard that displays just the leads, accounts and activities that they are responsible for.

This does not, however, entirely address the needs of each employee. For many the system charts won’t show information in quite the best way for them. Some people are able to better and more quickly understand data displayed in a visual format- such as a chart or a graph, while others prefer to see the data in a raw list format that can then be sorted and filtered as needed. Both of these options (and many others) are available in Microsoft Dynamics CRM. Even better- any user can edit their own dashboards to display as they prefer.

Microsoft Dynamics CRM allows employees to configure dashboard data according to the visual display of their preference

Microsoft Dynamics CRM allows employees to configure dashboard data according to the visual display of their preference.

It’s easy to do and won’t require IT assistance. Once you select the basic format you prefer, then you are able to simply select which charts and/or lists you want displayed. Even more “Complicated” customizations are made easy in Microsoft Dynamics CRM. By utilizing Microsoft’s user friendly, and user familiar, interfaces and menu structures, many things are intuitive.

An adaptive CRM system is a successful CRM system. Being able to see the data in the format that makes each employee most efficient delivers benefits for the entire company.

If you have any questions, or if you would like more information on how Microsoft Dynamics CRM can improve your sales, marketing, or customer service operations, please email us at crm@ignify.com.

Chelsea Robertson is a CRM Presales Specialist at Ignify. Ignify is a technology provider of CRM, eCommerce and ERP, software solutions to businesses and public sector organizations. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.

Ignify Honored at the Microsoft Worldwide Partner Conference in Toronto

July 10th, 2012 Chelsea Robertson No comments

In a filled-to-capacity session on Microsoft Dynamics at WPC 2012, Ignify was recognized as the Microsoft Dynamics Partner of the Year in the Retail category. Sandeep Walia, the CEO of Ignify, was also quoted during the session to emphasize the support network Microsoft provides to its partners. The session presented the value of Dynamics AX 2012 and Dynamics CRM in catering to the needs of both Enterprise and SMB companies, as well as the exciting possibilities of the cloud.

Sandeep was called up on stage by Christian Pedersen, General Manager – Microsoft, at the Microsoft Dynamics AX vision session to talk about Ignify’s success. I’ve transcribed the conversation between Christian and Sandeep below:

Christian: How have you seen Microsoft’s position within Retail evolve over the past 12 months?
Sandeep: When we first started playing in the retail space, I was a little skeptical given that most ERP players have made the POS a formality. The first release of Dynamics AX for Retail, as any first software version is, was not close to perfect.  But Microsoft has made significant investments since then with multiple releases, and made retail a very important focus area. That includes the in-store experience, delivery of goods to a customer, online buying and ecommerce. The end-result is a very powerful multi-touch experience across channels.  We are today able to provide a retailer a complete retail experience in a box from front-end in store Point of Sale, ecommerce, ability to sell online on marketplaces like Buy.com and Amazon.com through Dynamics online services, an Integrated payment gateway, Loyalty Management, Warehousing, Inventory, SCM, and Customer service functionality . If you stop for a moment and think about that – all of that coming from one vendor empowers the retailer to focus on their business without having to worry about how business systems inter-operate. That truly allows for a Dynamics Retailer. We are well placed to be the most complete retail solution in the market.

Microsoft Dynamics Partner of the Year in the Retail category

With over 600,000 Microsoft partners worldwide, winning Microsoft Dynamics Partner of the Year in the Retail category is a very special honor. When this slide appeared on the screen I was proud to be part of Ignify, and took a picture with my Windows phone.

Christian: As we change towards a “workload” driven approach and change the conversation away from ERP and CRM…. How will that fit with conversations you’re having with your customers?
Sandeep: Customers are very interested in productivity discussions and how we can not only automate current processes, but also bring best practices to the table so that we can optimize business processes. We’ve been able to win deals and also streamline implementations by leveraging Microsoft SureStep and proprietary documents and other project artifacts that we’ve built on the SureStep framework that compress implementations. Having said that, ERP and CRM functionality is still important and the continued investment in the products along with the powerful productivity gains we can bring through powerful role centers and other automation and business improvement tools lends to a great story for success for partners and our customers 

Christian: I know you’re doing business in multiple areas and know that one of our joint partners is in the audience – can you share a few words with us around your work with Zones?
Sandeep: Zones has been an incredible story. We were in a situation where we had a new product release just shipping out of the door and our primary competitor was Oracle. By being able to showcase the power of productivity and deep functionality of Microsoft Dynamics AX 2012, we won the deal over Oracle exactly one year back. We also had a rapid go-live on Microsoft Dynamics AX 2012 and in the first rollout implemented Enterprise financials for Zones USA in the system to deliver automation for their Accounts Payable and other financial functions. In a second rollout we implemented Dynamics AX 2012 for their India subsidiary. We are now working on our third rollout for Supply Chain automation. The project implementation has been a great partnership between Zones, Ignify and Microsoft where we’ve had combined executive leadership guiding the implementation to do probably one of the fastest ERP rollouts for a billion dollar-sized organization.

Chelsea Robertson is a Sales Coordinator at Ignify. Ignify is a technology provider of CRM, eCommerce and ERP, software solutions to businesses and public sector organizations. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.