Google Plus Pages: The Why & What for Small Business - Story From: The Official Infusionsoft Blog
12/01/2011 02:53 PM - Many business owners are curious if Google Plus is worth the time, “I’m already feeling maxed with Twitter and Facebook I don’t think I have time for another social network” they say. Can it really make a dent in the social media landscape for businesses? These questions from businesses of all shapes and sizes are [...]

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Data…. The New Marketing Creative - Story From: Microsoft Dynamics CRM Team Blog
11/30/2011 05:40 PM -

Data. You've got a LOT of it. You use it every day for reporting and analysis to determine effective campaign management to your clients and prospects. But with 600 Tweets, 20,000 Bing searches, and 700 Facebook posts per second, marketers are no longer in control of their brands, thanks to the real-time web. But that doesn't mean you have to accept defeat and succumb to these new challenges. By bringing your data together across channels, it's possible (even easy!) to successfully embrace real-time marketing and evolve campaign management to conversation management - turning previous challenges into ROI opportunities. The key simply lies in establishing data as the new marketing creative.

Connecting deeply with customers has been the marketers' mission for more than a century, and has developed from offline channels to online channels. Gone are the days when marketers could deploy a campaign to the masses based on common traits of the majority. In the era of real-time marketing, generic marketing messages are at best ignored, and at worst a reason for consumers to opt-out of a brand's messages forever. That's why the new era of real-time marketing isn't about print, broadcast, exported data, or interactions alone. It's about using what you know about your customers (key data insights) and listening to what they tell you through your interactions with them to develop marketing creative. Data- not colors and vector files-is the new creative of the real-time web.To engage in meaningful dialogue- regardless of whether one is conversing with a friend or a business prospect-one must first know something about the person he's talking to in order to build a healthy relationship. That's exactly why marketers need a combination of new and traditional data-from CRM and analytics to social and real-time web data-to effectively build relationships with their customers and maintain them across channels and over time. Marketers need to capture and use this winning combination of data to impact creative elements before they're even created. Brands will be able to deliver more targeted, relevant, and engaging messages- across channels, and specific to each customer's unique perspective.Seamless real-time integrations with your CRM system will not only eliminate the challenges of multiple data sources and disjointed databases-they will provide marketers with one view of their customers (and all of their customer data and insights). When this single view of all customers is further enhanced with the emerging forms of social and real-time web data, things like segmenting audiences, automating programs, and sending highly personalized messages on a large scale become easy.To learn more about maximizing the effectiveness of your marketing program check out why more than 400 organizations worldwide integrate Microsoft Dynamics CRM with ExactTarget to send targeted, relevant messages to their subscribers via email, mobile, social, and sites.How are you using Microsoft Dynamics CRM to effectively engage your customers and prospects?

 

ExactTarget

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Create Sample Data for your Solution - Story From: Microsoft Dynamics CRM Team Blog
11/30/2011 05:32 PM -

In This Post:

• Problem statement
• How to create and export CRM Data
• How to create DataMap and save it
• How to import sample data using SDK APIs
• Conclusion
• Further reading

Problem statement

You have created a solution using the Microsoft Dynamics CRM 2011 Solutions framework and you want people to download it and try it. But without some sample data it may be difficult for people to understand how it is supposed to work.

This blog describes a way to create a script to install sample data for any Microsoft Dynamics CRM 2011solution.

In order to create the sample data application you need to:

• Create the sample data in the CRM System and export it using existing Data Export functionality.
• Import it back in a new CRM System and create the Data Mappings
• Export the Data Mappings
• Use the Exported Data XML files plus the Data Mappings XML to create a C# application that can import the sample data in any Microsoft Dynamics CRM 2001 system that has our solution deployed.

Note: These steps require that you have some .NET programming experience.

How to create and export CRM Data

Let’s say you have a solution that has 2 entities: a household and a client.

For this example we will create 2 household instances and 2 client instances that we will export using Import/Export Functionality. To access the Export functionality, click Advanced Find and select, in our case, the Clients. Build the query to select the data that we want to export and launch the query as shown in the following screenshot.

Now we are ready the export the results using the Export Clients button from the Ribbon as shown in the following screenshot.

Save the export as an *.xls (Excel) file and repeat the operation for all the entities that you want to create sample data with. For this sample you would repeat it for households.

To be able to import the data using the SDK APIs, we need to transform all the xls files into xml. To do that, open each xls file in Excel, and choose save as XML Spreadsheet 2003 as shown in the following screenshot.

 

Now, you can compress the 2 xml files into a zip file as shown in the following screenshot.

Then you can import the zip back using the CRM Import feature with the purpose of creating the data map.

 

How to Create a DataMap and Save it

The next step is to create the DataMap.xml. Data maps show how to map your XML record data to Microsoft CRM entities and attributes.

To create the SampleDataMap, we will import the xml zip file data into CRM, and during that process, capture and save the DataMap created automatically by CRM. The following steps describe how:

1. Navigate to Settings/Data Management/ Imports

2. Click Import Data from the ribbon as shown in the following screenshot.

• In the Import Data Wizard dialog box, browse to the zip file you created earlier.

4. Navigate the screens and by clicking next and fix all the mapping warnings :

 

5. On the Review Settings and Import Data screen give a name for the Data Map Name. For this exercise we will name it “SampleDataMap”.

6. Click Submit and now you are ready to export the data map xml.

7. Navigate to Settings/Data Management/ Data Maps and click Export to export the xml data map as shown in the following screenshot.

 

Now with all these xml files (entities XML + data map XML), we are ready to us the SDK to import the data in any system that has our solution deployed.

How to Import Sample Data using SDK APIs

With your Client.xml, Household.xml and SampleDataMap.xml you can write a console application to import the sample data in any organization that has your Microsoft Dynamics CRM 2011 solution.

Using the Microsoft Dynamics CRM 2011 SDK samples as source templates for the initial connection with CRM we can add additional code to import the sample data.

First we create the import request. Note that this creation doesn’t trigger the actual import. The import will be triggered at the end by calling “ImportRecordsImportRequest” SDK message. What ...

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Affiliate Marketing Opportunity for BigContacts – Web Based CRM - Story From: BigContacts Product News
11/29/2011 08:20 AM -

BigContacts has just rolled out a unique opportunity for you to spread the word about our service and get paid for doing so! 

 

As you may already know, BigContacts is a Web-Based Contact Management (CRM) Software designed for small businesses that have outgrown basic solutions like Outlook, Goldmine or ACT but don't want the cost or complexity of CRM solutions like Salesforce. 

 

Our software is helping many thousands of small businesses all over the world to:

 

• Organize their business

• Track More Prospects

• Close More Sales

• Retain More Customers

About the BigContacts Affiliate Program

Unlike many affiliate programs we don't require a "sale" in order for you to get paid.  All we require is that you refer leads to BigContacts and we will pay you for every lead that starts a verified* 30 day FREE Trial of our software.

You can promote our site with text or banner ads on your site, or spread the word on social network sites like Facebook, and earn a commission for every verified FREE Trial you refer. Access your Affiliate Control Panel to see your results, and get paid monthly...it's that simple!

BigContacts offers a very simple commission structure.  You earn $5 for every verified* FREE Trial that you refer.  As long as the referral signs up for a FREE Trial within 90 days you get credit for it! 

A check will be issued to you at the end of the calendar month following the month your commission account reaches or exceeds this $50 level .  For example, if you generate $50 or more in commissions this month, and we will send a check in the mail at the end of the very next month! 

 * A verified FREE Trial is one that we are able verify/ validate both the phone number and email address on the free trial signup form. 

Bonus Offer

Questions?

Become a BigContacts Affiliate

Start Making Money today!

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6. Saying Thanks - Story From: The Official Infusionsoft Blog Infusionsoft’s offices will be closed on 11/25 and 11/26 in honor of Thanksgiving. We’d like to take a moment to say thank you for being a part of our family...
7. Announcing: Infusionsoft Customer Referral Program - Story From: The Official Infusionsoft Blog I’m excited to announce that today we’re officially launching the new Infusionsoft Customer Referral Program. The program is simple: any current Infusionsoft customer will receive 1 month of Infusionsoft free...
8. Black Friday: Activating the Greed Gland - Story From: The Official Infusionsoft Blog Truthfully, I’m hesitant to write this article. I have a hard time seeing the good in Black Friday. People get trampled by greedy shoppers. Family members who could be spending precious time...
9. Risks of Financing A Small Business on Credit Cards - Story From: The Official Infusionsoft Blog Financing a new business can require some careful planning and creative thinking, and the choices you make at this stage are likely to have major financial implications down the road....
10. Yup, He’s Arizona’s Business Leader of the Year! - Story From: The Official Infusionsoft Blog Last Thursday night, Infusionsoft CEO and Co-founder Clate Mask was recognized as the Business Leader of the Year at Arizona’s Governor’s Celebration of Innovation event hosted by the Arizona Technology...

Mission Possible: Marketing Automation Helps Printer Bees Build a Colony of Loyal Customers [Part 2] - Story From: The Official Infusionsoft Blog
11/23/2011 03:27 PM - Recently, I shared how Infusionsoft customer Printer Bees increased the productivity of their lead capture and follow-up activities using Infusionsoft’s sales and marketing software. Now, I will explain how they use personalized and automated follow up to wow their prospects and customers. In today’s digital world, no customer wants to get the same messages as everyone [...]

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1. 20 Small Businesses Using Marketing Automation to Get More Customers - Story From: The Official Infusionsoft Blog Today, I kick off an exciting new blog series focused on 20 small businesses using marketing automation to get more customers. There are thousands of small businesses across the country...
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10. Marketing Automation Success Story: EyeSpyPro Catches Twice as Many Sales - Story From: The Official Infusionsoft Blog Untrustworthy babysitters, cheating spouses and criminals better look out — EyeSpyPro is watching (and recording) you. EyeSpyPro sells spy gear and video surveillance equipment online. They sell to businesses, gadget...

500 Reasons to Refer Friends to Infusionsoft - Story From: The Official Infusionsoft Blog
11/22/2011 08:19 PM - It’s no secret that working with small business owners is our passion. We have over 7,500 amazing customers using Infusionsoft to nurture and convert leads, grow sales and save time. Every day, we hear from users rockin’ their apps finding more time to spend with family and doing the things they love. But what about [...]

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Do You Talk About Yourself Too Much at Work? - Story From: The QuickBase Blog. Get more connected. Be more productive.
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What is Competence Based Training? - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!
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Yup, He’s Arizona’s Business Leader of the Year! - Story From: The Official Infusionsoft Blog
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1. 9 Helpful Small Business Organizations You Need to Know (Updated) - Story From: Infusionsoft Blog Where there’s a united interest in a cause, there’s a community for it. Small businesses are no stranger to community and there are many organizations available today that help entrepreneurs...
2. 8 Ways to Be a Thought Leader - Story From: Infusionsoft Blog Thought leadership is a critical component to an effective, modern marketing strategy. For small businesses especially, it’s one of the best ways to cut through the clutter and compete against...
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8. CRM Software Veteran Joins Our Team - Story From: The Official Infusionsoft Blog Today, I am pleased to welcome a new member to our leadership team, Greg Head. He’s joining Infusionsoft as our Chief Marketing Officer. I’ve known Greg for a number of...
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Internet Explorer users – get an improved Web Based CRM experience - Story From: BigContacts Product News
11/18/2011 11:53 AM - You may not know this, but every maker of websites, web applications and web browsers has to comply with particular design and usage standards.  Its these standards that make the Internet function as a consistent unit.

You may also not know that these standards are constantly ignored by Microsoft for the sake of proprietary.

For this reason, many web-designers find that Internet Explorer is perhaps the hardest browser to work with when it comes to developing a website or web application.

BUT, we realize that many of our users still prefer to use Internet Explorer, and we want you to know that we will never let these difficulties stop us when it comes to delivering a great experience for you when using our Web Based CRM Software.

What's our latest Internet Explorer (IE) fix?

We have just fixed the IE display issue when using the "Admin" tab in our application.  We support 4 different browsers in our application - Microsoft's Internet Explorer, Mozilla's Firefox, Google Chrome, and Apple's Safari. 

The other 3 browsers (outside of IE) have all worked just fine, but IE users were required to press the "CTRL" and "+" keys simultaneously to get a normal view when in this tab.

This issue with Internet Explorer has now been fixed.  If you are using IE currently, pleae give this a try and let us know if you are still experiencing any issues.



For technical assistance with your account, please feel free to reach out to one of our Customer Support Associates.  They will be happy to help you.



Want to learn more about BigContacts and how it might help you in your business?  Fee Free to contact one of our very knowledgable Small Business Advisers.  They will be happy to discuss your particular needs and share with you how BigContacts can work for you in your business.

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7. IE7 & 8 Users – Get rid of the secure page popup in BigContacts - Story From: BigContacts Product News BigContacts encrypts all data over the Internet using a secure SSL connection (HTTPS).  Our SSL Certificate is provided by the industry's leader in data encryption - VeriSign.  Our entire...
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Data management for Activity Feeds entities - Story From: Microsoft Dynamics CRM Team Blog
11/18/2011 11:19 AM -

We just released Activity Feeds for Microsoft Dynamics CRM. With most new features come the additional amount of data introduced with it and this is also true for Activity Feeds.

Every time a user creates a post or a comment, a record is created. Every time an auto post is generated, another record is created. With this in mind, prior to releasing this feature we made sure that you have an easy way to manage the data generated by Activity Feeds.

We enable the Activity Feeds entity, Posts, for Bulk Delete jobs. You can create your own bulk delete jobs from the user interface or from the SDK to clean up the Activity Feeds data based on your criteria.

Here is a quick snapshot on creating bulk delete job from the UI to clean up Posts entities.

1.       Under Settings -> Data Management -> Bulk Record Deletion, create a new bulk delete job.

2.       The bulk delete wizards will lead you to the look up dialog, where you should select the Posts entity type.

3.       You can define your search criteria by Source, ModifiedOn, CreatedBy, CreatedOn. For example, to delete AutoPost that has not been commented for X months, you can specify Source = AutoPost and Modified On Older Than X

4.       Just like any bulk delete job, you can specify the frequency of the run. Continue to the wizard and Submit.

5.       All running and completed bulk delete jobs are displayed in these Bulk Record Deletion grid, but the master (recurrence) record itself is displayed under System -> System Jobs under the Recurring System Jobs View.

Another way is to create bulk delete job from SDK. Here is a code snippet on triggering one bulk delete request from SDK to clean up Post entities.

QueryExpression query = new QueryExpression(Post.EntityLogicalName);

// create your filter criteria…

BulkDeleteRequest request = new BulkDeleteRequest();

request.QuerySet = new QueryExpression[] { query };

request.JobName = "Activity Feeds Data Management";

 

request.SendEmailNotification = false;

request.ToRecipients = new Guid[0];

request.CCRecipients = new Guid[0];

request.RecurrencePattern = string.Empty;

request.StartDateTime = DateTime.Now;

BulkDeleteResponse response = (BulkDeleteResponse)_serviceProxy.Execute(request);

 

So there you go, 2 ways to manage your Activity Feeds data. I hope you find this helpful.  

Maya Widyasari

Microsoft Dynamics CRM Tester

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Update: Mobile access to BigContacts - Story From: BigContacts Product News
11/18/2011 08:29 AM - BigContacts iPhone App

We wanted to let our iPhone users know that we have just released our latest iPhone App.  This has been updated to work properly with Apple’s new iOS5 operating system and is now available in the App Store.



If you already have the BigContacts iPhone app loaded on your phone, you can simply click the App icon on your phone to retrieve the update.  If you have yet to download our iPhone App, you will want to go to the App Store and search for “Big Contacts”.  (notice the space between the two words) Here you will find the latest download.

BigContacts "Mobile Edition"

We often get asked if we are going to release other apps for all the great smartphones on the market - like the Android, Blackberry, Windows Mobile Devices, etc. 

We want you to know that we have NOT forgotten about you. After a great deal of research and planning, we have realized that we can deliver much greater value to ALL smartphone users by thinking beyond Apps.



At BigContacts, we have decided to develop a full “Mobile Edition”.The BigContacts Mobile Edition will do things that an App cannot deliver:

• You will be able to access to ALL the features and functionality of the main application without any restrictions – limitations you may find in a lightweight App.
  
  
• You can handle and access more information than your phone will ever handle if the data were all to be downloaded – synced directly to your phone. 

We have all experienced times when our Smartphone can seem slow.  It may be the App you are currently using, the total amount of storage currently taken up on the phone, or it may even be a poor connection through your mobile provider.

The point is that a Smartphone has limits as to the data it can house directly on the device and still perform up to the standards you may demand for speed and efficiency.

With the BigContacts “Mobile Edition”, we can give you access to ALL of your contact information without any capacity issues that your Smartphone may have.  We do all the heavy lifting on our end and deliver ONLY  the data you need, WHEN you need it -  directly to your mobile interface.

The Mobile Edition will work on any web enabled phone (over a 3G or better network) and will always give you access to the latest features & functionality. No updates or upgrades needed!

Stay tuned for more information on this great new addition to the BigContacts family. This new Edition will be avilable when we roll out our new platform - "BigContacts 2.0".  We hope to complete this in mid-2012.

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

Related posts:

1. BigContacts -Small Business CRM website now live - Story From: BigContacts Product News The bigcontacts.com website is now live! This is a soft launch to start getting all the pieces to working together on the product servers in earnest. We hope you find...
2. Big Contacts Releases iPhone App for Small Business CRM - Story From: BigContacts Product News Big Contacts has just added to its suite of mobile applications with the release of the new Big Contacts iPhone App.  The App was launched on the App Store on...
3. Sneak Peek: Mobile Access - Story From: The Bantam Blog Today we started to add mobile access to the iPhone and other devices like the Blackberry, and we began with the all-important activity stream. Above is a sneak peak preview...
4. Use Email to “Remote Search” your Contact Management Software - Story From: BigContacts Product News Have you ever needed to find a phone number or email address for a client or prospect, but were not in front of your computer?  Maybe your Contact Management Software...
5. Email Enhancement for BigContacts - Story From: BigContacts Product News BigContacts offers an entire suite of email services that you can choose from.  We offer both FREE and Paid email services - each serving a unique role to assist you...
6. BigContacts – now a Certified Partner of HubSpot - Story From: BigContacts ...

Use eLearning to Master New Skills - Story From: The QuickBase Blog. Get more connected. Be more productive.
11/18/2011 07:57 AM - Back in the day, learning a new skill was a detailed proposition for which you had to carefully prepare and budget.  Now, thanks to eLearning, it’s as simple as opening a new browser window. The main advantage of eLearning is that you can do it on your own time, which is convenient for those who [...] Related posts:

1. 4 Ways Current Labor Trends Impact Your Career
2. Setting permissions for master table based on details records “connected” to signed-in user
3. Decision Making Skills – Do More With Less

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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1. How to Launch Your Own Business - Story From: The QuickBase Blog. Get more connected. Be more productive. Know you want to work for yourself but aren’t sure where to start?  This is the first post in a two part series on concrete steps you can take to...
2. Are Experience and Skills Overrated? - Story From: The QuickBase Blog. Get more connected. Be more productive. I was talking to the CEO of a management consulting firm the other day and was surprised to hear him say that he doesn’t require new consultants to have –...
3. Do You Have a Personal Brand? - Story From: The QuickBase Blog. Get more connected. Be more productive. Personal branding sounds like a very 21st century concept, but it was actually born in 1997, when management guru Tom Peters wrote about “the brand called you.” Now, though, the...
4. Protect Yourself from a Downsizing Profession - Story From: The QuickBase Blog. Get more connected. Be more productive. Many people don’t realize that industry downsizing will affect their jobs until it’s too late.  The answer?  Even if your position seems secure, be vigilant and proactive. Plan Ahead One...
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6. Don’t Pull an Anthony Weiner - Story From: The QuickBase Blog. Get more connected. Be more productive. Anthony Weiner, the New York Congressman who was caught sending lewd photos of himself to women online, will probably keep his job.  But he’s certainly not having a very good...
7. Are You Taking Advantage of Mobile Learning? - Story From: The QuickBase Blog. Get more connected. Be more productive. John Hollon, Vice President of Editorial for TLNT.com, reports on a new research study by Bersin & Associates, which says that “mobile learning finally has gone mainstream, driven by consumers...
8. Social Media & Your Career: Lead or Follow - Story From: The QuickBase Blog. Get more connected. Be more productive. A lot of more senior leaders or people industries where social media isn’t the norm, don’t bother with it.  Maybe they think it’s just for the entertainment industry…or those marketing...
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