Microsoft Dynamics
Un nuevo enfoque para la gestión de las relaciones con clientes con CRM
Con una solución CRM que sea fácil de usar, personalizar y mantener, todos los empleados podrán tener la capacidad de mejorar las ventas, los servicios y el grado de satisfacción de los clientes
Tanto Ud. como sus clientes desean lo mismo: que su empresa pueda aportar valor mediante la satisfacción eficaz de necesidades importantes. Las herramientas de gestión de relaciones con los clientes (CRM) de Microsoft Dynamics (anteriormente Microsoft Business Solutions) permiten que su empresa logre este objetivo. Utilice soluciones de software conocidas para ayudar a sus empleados a trabajar en niveles óptimos de productividad, proporcionar servicios de alta calidad y comunicaciones con mayor capacidad de respuesta, y obtener mejores resultados del área de ventas y servicios de su empresa. El software empresarial de Microsoft Dynamics ofrece una amplia gama de soluciones CRM, asequibles y plenamente funcionales, que le ayudan a solventar necesidades específicas.
http://www.microsoft.com/spain/businesssolutions/dynamics/relaciones.mspx
Por favor comparta con nosotros su opinión respecto a las ventajas y desventajas de implementar una herramienta CRM de Microsoft.
5 comentarios:
Existe una herramienta llamada vTiger desarrollada por la comunidad Open Source, motivo por el cual no tiene costo de licenciamiento. Esta herramienta es bastante funcional y le será muy útil para las pequeñas y medianas empresas que deseen comenzar a desarrollar, implementar y madurar sus procesos de CRM y todavía no cuentan con los recursos financieros para implementar una herramienta comercial. Existe suficiente información en línea para que el personal técnico de su empresa pueda implementarla en un par de días como máximo. Recuerde que lo más importante es la definición de la metodología de CRM en su empresa. La herramienta por si misma no podrá mejorar la relación que su empresa lleva con sus clientes. Esta herramienta es bastante amigable, permite almacenar información de prospectos, tiene una buena base de datos de clientes, prospectos, permite dar seguimiento a las llamadas a través de su mesa de ayuda entre otros aspectos necesarios para madurar sus procesos de atención y relación con sus clientes. A continuación se muestra el vínculo a la página así como una imagen del sitio Web.
http://www.vtiger.com/
Si una PyME quisiera invertir el tiempo y dinero para implementar una solución de Microsoft, esta debería tener una gran integración con la demás paquetería de Office, así como un verdadero valor agregado en la metodología y soporte que ofrezcan en cada país de la region de Latinoamérica. En caso de que no exista un verdadero valor agregado en la metodología o el soporte, yo sería partidario de optar por una buena herramienta sin costo como pudiera ser vTiger.
Las ventajas de Oracle (lo que se dice en el sitio de oracle):
ORACLE:
“Oracle's PeopleSoft Enterprise Order Management offers visibility into system wide product availability—from current inventory levels to order status information. Therefore you can synchronize your orders with product availability in real time and speed the order process with CTI and multiple routing options, quick transaction selection, and streamlined order tracking. You also can get insight into your product and customer profitability across the entire supply chain with real-time analytics. And this Oracle system is very eficient in order to check real-time product availability and to manage orders accurately through tight integration.”
Otro aspecto que me gustaría destacar en este debate sobre CRM es la clara tendencia a utilizar software online. Para una buena gestión comercial es importante compartir la información y tener disponibles los datos permanentemente, independientemente del momento y el lugar. Les recomiendo la lectura del artículo: http://www.b-kin.com/software-crm/. Feliz 2007.
Yo utilizo QuickBooks y me ha funcionado muy bien. A continuacion les platicare un poco lo que hace quickbooks. Es en ingles por que mi grammatica es muy mala en espa;ol.
QuickBooks Premier: Retail edition 2006 is divided in to different modules:
• Vendors - In this module you can find the following sub-modules
o Purchase orders
o Receive inventory
o Enter bills against inventory
o Pay bills
o Pay sells tax
o Enter bills and vendor credits
• Customers - In this module you can find the following sub-modules
o Sales order
o Estimates
o Invoices
o Statement changes
o Statement
o Receive payments
o Enter daily sales
o Refunds and credits
• Employees - In this module you can find the following sub-modules
o Payroll center
o Enter time
o Pay employees
o Pay liabilities
o Process payroll forms
• Company - In this module you can find the following sub-modules
o Chart of accounts
o Build assemblies
o Items and service
o Adjust quantity on hand
• Banking - In this module you can find the following sub-modules
o Record deposits
o Reconcile
o Write checks
o Check register
As seen above, the Vendor module divides in to 6 different sub-modules, these sub-modules have just a simple objective, which is to help the enterprise organize their data, know what is the size of their inventory, how many products they have in stock, and how much money the owe to the vendors.
The customer module helps the company to check all the sales, and credits to the customers, as well as how much money do the customers owe you. This module also helps the enterprise to have a clear idea of their financial state.
In the employee module you can pay employees, check their enter time, pay liabilities etc. This module helps the company have a certain control over the payments to the employees as well as their debts to the company and their entry time.
The company module allows the enterprise to insert all of their accounts, insert new items in to the inventory and adjust the quantity on hand. This is very flexible and understands that sometimes the quantity you are supposed to have on hand is not the same as the actual quantity you have on hand. Since it is the retail edition, only the directors can edit the information.
Finally the banking module allows the user to record deposits, reconcile, write checks and register checks. This helps the company to have a perfect control on the amount of money that is being deposited to a bank account.
All of these different modules interconnect with each other creating a web. This web allows the software to connect the different data that is plugged in to it. As an ERP the interconnection between these modules are essential. The ERP as the back office of an enterprise needs to be complete and correlate data from all the areas of the enterprise.
As you can see from the snap shot below most of the areas are connected by arrows, if there is an arrow connecting two modules they have some type of relationship.
What makes QuickBooks so easy to use is because it is extremely user friendly, and if the user does not know where to find a function they just have to follow their intuition and they will get to the answer.
The report section in QuickBooks Premier: Retail edition 2006 is extremely complete. You can get a report of almost anything since most of the data is already correlated. The report section in QuickBooks looks like the one below.
With QuickBooks the possibilities of reports, and filters in the report are almost unreal, a lot of variety.
The report section divides in to the following tabs:
• Company and financial
• Customer and receivable
• Sales
• Job, time and Mileage
• Vendors and Payables
• Purchases
• Inventory
• Employees and payroll
• Banking
• Accountant and taxes
• Budgets and Forecast
• List
• Retail
The image above is from the retail section. In every tab there exists a small section with divisions and different options of reports with a small summary of the purpose of the report.
The minimum requirements vary depending on the platform you want to install it on. QuickBooks does not discriminate Macs…as much, and has their version for Macs. The system requirements for QuickBooks Enterprise solutions 2007 are the following
Minimum System Requirements
• At least 1.2GHz Intel Pentium III (2GHz Intel Pentium 4 or equivalent recommended) for a client and server
• At least 512MB (more strongly recommended as file size increases) for a client
• At least 1GB (more strongly recommended as file size increases) for a server
• 1 GB of disk space (additional space required for data files)
Disk Space Requirements for Additional Software
• 70MB for Microsoft Internet Explorer 6.0 provided on QuickBooks CD and installed if necessary (Internet Explorer 7.0 supported when released)
• 150MB for Microsoft .NET Framework 1.1 Common Language Runtime, provided on the QuickBooks CD
• 9MB for the QuickBooks Timer
Additional Hardware and Software Requirements
• Operating System: Windows 2000 SP3 (SP4 or later strongly recommended), WinXP (SP2 or later strongly recommended) or Windows Vista
• CD-ROM drive
• Optimized for 1024x768 screen resolution, supports 800x600 using "Small fonts" setting in your Windows control panel display settings
File Server Requirements
• Microsoft® Windows 2000 or later OS is strongly recommended, see above operating system information for Windows service pack recommendations
Integration/Compatibility Requirements
QuickBooks is capable of integrating with hundreds of 3rd party applications (see http://www.marketplace.intuit.com for the most up-to-date list) in addition to the following standard integrations provided with QuickBooks. Additional RAM will enhance the use of these features:
• Preparing letters requires Microsoft® Word 2000, 2002, or 2003
• Exporting reports requires Microsoft® Excel 2000, 2002, or 2003
• Contact Synchronization with Microsoft® Outlook requires Outlook 2000, 2002, or 2003. Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (download for free at: http://www.quickbooks.com/contact_sync)
• Compatible with QuickBooks Point of Sale v4.0 or later
• Business Planner functionality requires Adobe Acrobat Reader 5.0 or later
• Payroll and other online features and services require Internet access with at least a 56Kbps connection speed (DSL or Cable modem recommended)
The system requirements for QuickBooks Pro 2007 for Mac are the following:
System Hardware and Software Requirements
Recommended System Configuration
• Computer: Macintosh with G4, G5 or Intel Core processor
• Operating System: Mac 0S X v10.4.7
• Memory: 256 MB installed RAM
• Hard Disk Space: At least 100 MB of free disk space
• Monitor: Color monitor with 1280x854 minimum resolution and millions of colors
Minimum System Requirements
• Computer: Macintosh with G3, G4, G5 or Intel Core processor
• Operating System: Mac 0S X v10.4.7
• Memory: 256 MB installed RAM
• Hard Disk Space: At least 100 MB of free disk space
• Monitor: Color monitor with at least 1024x768 minimum resolution and millions of colors
• Printer: 100% Macintosh-compatible printer, if you plan to print invoices, checks, deposit slips, lists, purchase orders, mailing labels, reports or graphs
• Checks: Use Intuit Checks if you plan to print checks. Canadian Image Ready Cheques are not supported.
Minimum System Requirements
• Excel integration requires Microsoft® Excel X or 2004 for Mac
• E-mail requires Apple Mail® 1.3.11 or 2.0.7; Microsoft® Entourage® X or 2004 for Mac; or Eudora® 6.2.3
• Backup to .Mac requires paid .Mac account available separately from Apple Computer, Inc.
• iCal and Address Book are included in Mac OS X from Apple Computer, Inc.
• Requires QuickBooks Payroll for Mac , powered by PayCycle, Inc. Additional fees apply. Internet access required. Adobe Reader is required to print checks and forms. Terms subject to change. Service not available in Canada. You can also choose to use Aatrix Top Pay (software not included). Optional service. Features differ. Fees apply. EIN required. Internet access may be required for certain features. Terms subject to change.
QuickBooks also varies in prices, they can go from $99.95 to $7995.00usd
The difference between each is mainly the possibilities you have, and the data correlation. The differentiation of prices in the same software is the amount of simultaneous users. The maximum users are 20, that is why QuickBooks is considered a SME ERP software.
www.quickbooks.com
Dentro de los sistemas en línea SAS para PYME, Software as Service, yo destacaría a ClickBalance. Es un sistema administrativo integral que aparte de manejar todo lo administrativo, contabilidad, finanzas, recursos humanos y ventas, también maneja proyectos (como para constructoras por ejemplo) y compras y gastos, por ordenes de compra, para mayor control del dinero. El sistema ya te incluye todos los módulos y es de baja inversión, ya que el empresario PYME solo necesita una computadora con internet para operarlo. Yo estoy fascinada con ClickBalance, si algo se me atora, tienen asistencia en línea y por el 01 800 también. Con decirles que hago los pagos de mis empleados por internet! y todo automatizado por ClickBalance. Revisenlo en www.clickbalance.com
Publicar un comentario