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CRM - Frequently Asked Questions
Welcome to the SB Soft CRM learning site. We stronlgy believe that Clients' relationships are a strategic for your Company's success. It is our objective to give you all the information regarding CRM to better benefit of this strategic vision and how to implement it in your Company.
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All servers used by LiveCRM in their data centers are only IBM. All servers are Redundant. The models used are X3650 M2/M3 or BladeCenter S.
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No problem. The only constraint is that the server is owned by LiveCRM. Furthermore LiveCRM engineers can always have access to the data center to monitor the server.
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Certainly yes. On special request, LiveCRM can safely provide both virtual machines dedicated and dedicated servers. For any inquiries, please contact our Live Support
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Because each browser fills and displays in a different way the JavaScript inside Microsoft CRM. To avoid that some features are not compatible with other browsers, the CRM application immediately checks the type of browser used, and if this is not Internet Explorer, this screen will be displayed.
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The only browser compatible with Microsoft Dynamics CRM 4.0 is Internet Explorer (6 SP1 version).
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Once created the third-level domain (eg azienda.livecrm.it), there are delaying times, usually it takes 24 hours before the domain becomes available. For further information please contact our technical support.
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LiveCRM.it
Live Support
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Also you buy month-to-month payment. Duration of crontact is 12 month.
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You can bulk import data from auxiliary sources, such as Microsoft Office Outlook contacts into Microsoft Dynamics CRM.
To import Outlook contacts into Microsoft Dynamics CRM, you must first export your Outlook contacts to a comma-separated values (CSV) file format. You can use the Import and Export Wizard in Outlook to quickly prepare contacts for import into Microsoft Dynamics CRM in this format.
In this article, the following contact attributes will be exported from Outlook and then imported into Microsoft Dynamics CRM:
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First Name, Middle Name, Last Name, Job Title
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Business Street 1, Business City, Business State, Business Postal Code, Business Country
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Business Phone, Mobile Phone, E-mail Address
For more information visit the KB from Microsoft
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Yes, it's possible to import all data from Salesforce.com into Microsoft Dynamics CRM 4.0. To import all data you must use Microsoft Dyanmics CRM Data Migration Manager 4.0 (with last rollup). Download Data Migration tool click here.
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It is possible to pay with Bank Transfer and Credit Card.
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Yes, sure. We have two add-ons that are suitable for the call center management. The first one is used to create and manage call scripts (including testing), reports, calling queues, prospects, telemarketing campaigns etc. With the other add-on it is possible to manage the integration between the telecommunication infrastructure and the Microsoft Dynamics CRM.
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Of course you can. You are more than welcome to contact one of our operators (if you do it online you will get an aswer straight away) and you can choose a date for an online demo regarding a Microsoft Dynamics CRM product.
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You will be contacted by one of our Microsoft Certified Professionals on CRM technologies to set up a meeting. It will be necessary to let him/her know the topics on which you would like to learn more. Once you set up a suitable date, the actual lesson will take place using Microsoft Office Live Meeting technology.
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Yes, sure. Training can be sold separately as an additional element of your purchase in the first place or at a later stage.
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If you pay by credit card, generally the service is activated within 24 working hours. If you pay by bank transfer, we will process your request after receiving the payment.
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Yes, sure. If you choose the monthly payment it s possible to increase the number of users month by month or switching between packages. The only change which is not allowed is from the Professional package to the Basic package as they are completely differents.
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Verranno fatturati solo i mesi rimenenti alla scadenza del pacchetto per il numero di utenti acquistati. Nel suo caso le verrà fatturato solo 1 mese per i due utenti aggiuntivi. Alla scadenza del pacchetto anzicchè pagare 5 utenti ne pagherà 7.
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Unfortunately, it's not possible.
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Yes, sure. The package includes an account with which it is possible to customise the CRM.
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Some Microsoft Dynamics CRM package offers come with a 2 hours training session training already included. It is possible to buy online adidtional training sessions.
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No, once has been created the Company ID cannot be modified.
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During the purchasing phase you will be asked a "Company ID". This name will be important to identify your CRM server. As an example if you select as a Company ID "mycompany", you will be able to access the CRM server at the following address: http://mycompany.livecrm.it:5555
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Le modalità di pagamento abilitate attualmente sul sito sono Bonifico Bancario e Carta di Credito tramite il servizio di Banca Sella.
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The Customer Relationship Management (CRM) is really a philosophy which puts the Client at the centre of the company's operations. CRM has the objective of improving company's results with customers' loyalty. The idea is to offer to Clients the best possible experience improving communication and customers' management. A CRM software is essential to take quick decisions with the right information. The Microsoft CRM is completely integrated with MS Office and has a very familiar interface. The current Microsoft Dynamics CRM version is 4.0 and Microsoft is currently working on version 5.0.
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A Customer Relationship Management system can be used to answer in an efficient way to your Clients' needs. Every area of the organisation can enter information into the CRM system building a centralized network of communications full of data needed for sales, marketing activities, orders management, forecast and to build customers' loyalty. The CRM hosted solution is the best way to bring a real CRM platform into your organisation. Thanks to this solution your agents and sales staff can be always in touch with your clients' needs.
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