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This week Purely CRM had the privilege of joining our fellow Microsoft Partners at the Inspire event in Las Vegas. With over 50,000 people in attendance, we got to see some old faces and many new ones. We are truly honoured to be apart of such a diverse and inclusive group.
Looking forward to continuing our new relationships!
Next stop: Microsoft Ignite.
See you soon!
Microsoft drops big news against one of their biggest competitors just days before Inspire! We cannot wait to see the Microsoft Teams booth and more special announcements from Microsoft at Inspire next week!
If you are in Las Vegas, we would love to meet up with you and chat about Inspire!
Hopefully we will see you there,
It starts with a simple task: Codify a business process
Most companies realize they have a business process that is probably not as efficient as it could be. Perhaps it is an Excel spreadsheet or an MS-Word document that is being passed around the organization in an inefficient manner. There is often the realization that if they take the disconnected spreadsheets and forms and back-ended them into a database, they can easily eliminate wasted time, rekeying of data, and eliminating some simple review processes and calculations.
You end up codifying the entire department
What starts out as a task to eliminate inefficiencies in one business process inevitably sprawls into another department. The touch-point of information with other departments or with customers and suppliers will definitely be inputs or outputs into the business process that you are making more efficient. Why not modify those processes too while you are at it? Before you know it, you have modified the business processes of an entire department.
Job roles will change
Changing business processes will also inevitably lead to changing job duties. The mundane error checking of paper forms or re-keying of information into various spreadsheets or miscellaneous forms is going away. What is left behind in a business process is the essence of what the job truly is and what only the human can accomplish. The human element in business processes is not going away with the current changing nature of business processes through electronic efficiencies but is now focusing employees on the higher value evaluations that are needed in business processes.
We are removing the mundane work with technology and opening up our eyes to the true value employees (i.e., humans) play in a business process.
Purely CRM and our mobile team have been working hard on a project together in designing a mobile app. Last night, we were finally able to celebrate a successful mobile launch!
Our friends at Balsamiq sent over this great T-shirt with a slogan that cannot be more true and they've nailed it with their software.
Many new features are coming, here are some of our highlights.
UNIFIED USER INTERFACE
For a simpler and more consistent user experience, all interfaces are now fully unified as of the Spring release, with the web browsers as an intermediate interface so far. The web browsers will move to a fully unified interface in the Fall 2017 release. Many common complaints and modernizations have been addressed, as well as tabs returning to the web interface instead of the dropdown menu. Multi-select option sets are coming too! There will be no more need to simulate a multi-select option set.
The long-awaited Business edition plan is finally launching, suitable for SMB companies (<250 users). Simple to set-up and low cost, it is an easy starting point to purchase needed apps. As your organization grows, it will be easy to upgrade to the Enterprise plans. However, this update is delayed from June 1st to September 1st due to a big launch for the product that is scheduled at that time.
A new and improved Marketing app is launching, with a much better module compared to the old module. There is a directional move towards the Adobe Marketing Cloud as a preferred solution, once Adobe has finished integrating with Cloud 365. This will be available for Business plan customers and Enterprise plans.
See below for some of our photos from the briefing!
The key elements to a successful project
Get to know your client
Completing a project does not only include meeting deadlines and completing tasks. Knowing your client and taking the time to fully understand their wants and needs can allow you to incorporate more elements that make that product specific to the company. In taking the time to understand them, it strengthens the connection between you and your client, creating a more well-rounded product.
All hands on deck
Essential for an efficient project, the team must work like a well-oiled machine. In working together to achieve the project’s goals, it ensures that all ideas and opinions are heard, optimizing your team’s productivity and problem-solving abilities. With deadlines fast approaching, it will be guaranteed that your team will always be on time.
Know your product
As the creator, you have to know all the ins and outs of your product. Without thorough knowledge, your product will not meet your client’s expectations, much less your own. To maximize efficiency, that knowledge is key. Along the way, your client may have different requests and expectations, or problems may arise. Knowing your product will let you give better or alternate solutions to what your customer is asking for, allowing you to give the best product that you can within the scope of your client.