Lifecycle Support by PowerObjects [VIDEO]

Once you’ve invested in Microsoft Dynamics 365, how can you ensure that your system continues to deliver value year over year? Lifecycle support from PowerObjects gives your organization the services you need to maintain your platform seamlessly. Whether you’re a small business or an Enterprise organization, our global team of support engineers is here for you with four unique support options that ensure the right fit for your needs. Learn more about our offerings in this video!

Implementing Dynamics 365 at Owl Rock Capital Partners [VIDEO]

Owl Rock’s initial challenge was to merge thousands of Financial Advisors into a single CRM platform. Next, they had to solve challenges related to metrics and reporting, as well as cohesively integrate and manage more than 60,000 business contacts. Dynamics 365 was an easy sell once everyone experienced its ease, intuitiveness, power, and potential. Partnering with PowerObjects allowed Owl Rock to expand and enhance their relationship management and reporting capabilities, giving them a strong competitive advantage in their crowded marketplace. Watch this Customer Success Story video to learn more about how and why the partnership focused on combining Dynamics 365 for Customer Engagement with Power BI, several PowerPack Add-ons, and PowerSuccess.

The CRM Minute: Get to Know PowerSuccess [VIDEO]

If you've ever been curious about PowerObjects' PowerSuccess program, today Mike, our PowerSuccess manager, gives you all the answers you've been wanting!  PowerSuccess is a totally unique service-as-a-subscription program that gives you access to a CRM administrator and a long-term plan for success for a predictable monthly fee. It’s an affordable option for both those who are just starting out with Dynamics CRM and those who already use CRM but want to take their systems to the next level.

Additional Resources

Transcript

Hi. I'm Mike, manager of PowerSuccess here at PowerObjects. Today we're going to talk about PowerSuccess, our subscription-based program, and how it may help you and your company implement CRM. Read More

New Enhancement for PowerSuccess in the PowerCare Portal

The PowerSuccess Team has released a handy enhancement to the PowerObjects PowerCare Portal. With this enhancement, PowerSuccess customers now have the ability to schedule time with their PowerSuccess Engineer. This blog will provide an overview of how to take advantage of this new feature.

When you login to the PowerCare portal, you'll notice a new section was added specifically for PowerSuccess Customers.

PowerSuccess in PowerCare Portal

With our knowledge and expertise with CRM software, the PowerSuccess team and developers took advantage of the existing functionality in CRM to build the Scheduling feature in the PowerCare portal. If you are familiar with the Service Scheduling that is available in CRM, you will see a lot of the same functionality exists here. By using the out-of-the-box functionality, the portal easily picks up existing scheduled activities that are already assigned to a PowerSuccess Engineer. This allows the portal only to show times in which they are truly available.

1. Portal users are presented with a couple of options when scheduling the activity.

a. They can select a start date "As soon as Possible" or a specific "Date or Time"

b. They also get to select which time frame—a specific time or a range of times.

c. Now the user will be presented with a list of times based on the PowerSuccess Engineer's availability.

      d. The portal user can select the time frame they wish to schedule the activity, enter in details about the meeting, and then click Schedule.

Once the activity is created in CRM, a workflow was built to send the contact a meeting invite, as well as send a notification to the PowerSuccess Engineer that a new appointment has been created.

By utilizing the existing CRM functionality, PowerObjects was able to create a system that all CRM users will feel comfortable using. Hope you enjoy it, and happy CRM'ing!

Solution Spotlight: The American Birkebeiner Ski Foundation [VIDEO]

The American Birkebeiner Ski Foundation (Birkie), which was once known as a small ski event, has evolved into North America’s largest cross-country ski race. The event has become such a big attraction that over the years, Birkie has added other races including events for running and biking. As their number of race participants has continued to grow, Birkie needed a solution to effectively streamline and automate their Wave Placement process for ski racers during registration. Watch our Solution Spotlight to see how we helped Birkie eliminate their paper spreadsheets and embed their Wave Placement algorithm and logic into a Microsoft Dynamics 365 plug-in!

9 Reasons Why Your Company Should Join PowerSuccess

Do you have a Dynamics CRM or Dynamics 365 for sales system but no support? Unfamiliar with CRM and don't know where to start? Do you wish you had a CRM expert to help guide your use of your Dynamics 365 system over time? If you answered "yes" to any of these questions, you may be a good candidate for our PowerSuccess program! In this blog, we will discuss 9 reasons why your company should join PowerSuccess! Once you've read through this list, click here to claim a free 15-minute assessment!

First off, what is PowerSuccess? In a nutshell, PowerSuccess is a totally unique service-as-a-subscription program that gives you access to a dedicated PowerSuccess Engineer who acts as the single point of access for your Dynamics 365 needs. Think about it…after your project implementation is complete, what are you going to use for an ongoing support model? Do you want to get a different resource each time or do you want someone you can build a relationship with? With PowerSuccess, your Engineer will take the time to understand your business and processes, tailoring your Dynamics 365 system to your needs. Having access to your Success Engineer eliminates the need for you to hire your own administrator internally, saving you the pain of dealing with HR, payroll, ramp-up time, training, and turnover.

Without further ado – here are the 9 reasons why your organization should join our PowerSuccess program:

1. Choose from multiple offerings

PowerSuccess has three different program options to choose from: Plan 1, Plan 2, and Plan 3.

PowerSuccess Plan 1:  A dedicated PowerSuccess Engineer handles everything from break/fix support and new user setups to security role management and scheduled updates/upgrades.

PowerSuccess Plan 2:  Everything from Plan 1 PLUS additional Dynamics 365 consultation and business analysis, PowerPack installation/configuration, and one entitlement per year. Entitlements are complimentary, customized tools that enhance your Dynamics 365 deployment.

PowerSuccess Plan 3: Everything from Plan 2 PLUS a second yearly entitlement and additional custom development (e.g., Plugins, SSRS reports, etc.)

2. It's affordable!

PowerObjects built out PowerSuccess to make it affordable for companies of all sizes. For a predictable monthly subscription fee, you’ll get inclusive, personalized support. You’ll know all costs up-front, so you can budget without any surprises.

Check out the newly updated PowerSuccess page for more information.

3. Clear Project Process

PowerSuccess is designed to provide a much faster time-to-value than traditional time-and-materials projects. We do this through our proven PowerSuccess process:

PowerSuccess

Your PowerSuccess Engineer gathers your requests, s/he will work with you to prioritize them, his/her product team will design, build, and collect feedback from you, and finally the solution is delivered to you.

4. Always Having Access to the Latest and Greatest

Microsoft is always innovating Dynamics 365 with new processes and features, which brings us to our 4th reason for signing up for PowerSuccess. Our PowerSuccess engineers will always go back and revisit anything they’ve built and will implement any new functionalities, so you’ll always have the latest and greatest. You won’t have to worry about tracking the latest updates! The PowerSuccess team is always willing to make tweaks and changes to better your Dynamics 365 experience.

5. A Dedicated Resource

A lot of organizations don’t have resources in-house, the expertise, or the time to build out a tailored CRM solution. They may know the basics of a system but are unsure how to scale over time. With PowerSuccess, you’ll have a dedicated Success Engineer who will help you approach goal building proactively. They will work with you to anticipate necessary changes and customizations. This will save your organization both time and money in the long run! 

6. Build a Partnership

Our PowerSuccess Engineers want to help your company be successful and they do that by learning about your business as much as they can – that way, they can show you how to use Dynamics 365 to its full potential. By building a strong partnership through PowerSuccess with the same dedicated engineer, we can build a trusted relationship.

7. Fixed Monthly Subscription

Having a fixed monthly subscription is very helpful for customers so that they know exactly how much to budget and how often support will be available to them.

 

8. PowerPack Add-ons

Most PowerSuccess customers have free access to our entire suite of PowerPack add-ons for Microsoft Dynamics 365. These are productivity and marketing automation tools that provide enhancements in sales, marketing, productivity, and more! Learn more about our PowerPack add-ons here. 

 

9. Experts in the application

Our PowerSuccess team knows the software inside and out, which is why we call ourselves experts. This allows you to take full advantage of features and be creative with your solution without having to use custom code.

There you have it! These are the 9 reasons why your company should join our PowerSuccess program. For further information check out our PowerSuccess page and take a look at some of our PowerSuccess customer success stories! Think your organization is the right candidate for PowerSuccess? Click here to claim a free 15-minute assessment!

Happy Dynamics 365'ing!

The American Birkebeiner Ski Foundation: Event Management with Dynamics 365 [VIDEO]

The American Birkebeiner Ski Foundation (Birkie), which was once known as a small ski event, has evolved into North America’s largest cross-country ski race. The event has become such a big attraction that over the years, Birkie has added other races including events for running and biking. With the help of PowerObjects, The American Birkebeiner Association rolled out Dynamics 365 for Sales and Dynamics 365 for Marketing. With 42 years of historical data to use, data management was one of the biggest challenges they faced as an organization, and the functionality within Dynamics 365 allowed their staff to communicate more efficiently, handle high-volume registrations, and manage event planning. Watch their Microsoft Dynamics 365 Customer Success Story to see their journey in action!

Solution Spotlight: Planes, Trains, and .... Aerial Lift Trucks?! PowerSuccess Helps ETI Track Rentals with Dynamics 365 [VIDEO]

This edition of the Solution Spotlight features PowerSuccess customer, ETI. Dustin, ETI's PowerSuccess Engineer, discusses how he helped ETI track their equipment in CRM, so they could see what customers have rented equipment form them, what they charge them for that rental, and the duration of the rental. See how he helped them find a solution here:

ETI is a company made up of 300 manufacturing, engineering, and service professionals who manufacture aerial lift trucks for a variety of industries. The solution that PowerSuccess Engineer Dustin created in Dynamics 365, will allow ETI to know which pieces of equipment they have rented out to customers and which pieces of equipment they have on hand to rent out to new customers. This Solution Spotlight illustrates the unique business problems that the PowerObjects team is ready to tackle with Dynamics 365. To learn more about the various ways that PowerObjects has helped businesses succeed, check out more customer success stories here.

Happy CRM'ing!

The CRM Minute: Go for the Gold with PowerSuccess [VIDEO]

If you’ve ever been curious about PowerObjects’ PowerSuccess program, today we'll give you all the answers you’ve been wanting! PowerSuccess is a totally unique service-as-a-subscription program that gives you access to a CRM administrator and a long-term plan for success for a predictable monthly fee. It’s an affordable option for both those who are just starting out with Dynamics CRM and those who already use CRM but want to take their systems to the next level. Not to mention it's a great option for small or medium sized organizations who might not have the resources in-house to manage their CRM system.

Red Door Company, one of our wonderful PowerSuccess customers, is exactly this type of organization. They use Microsoft Dynamics CRM and PowerObjects’ suite of PowerPack add-ons to centralize their customer data, manage leads, automate marketing, provide mobile access to data, streamline their customer feedback process, and ensure responsive customer service. Check out their unique story.

Many organizations like Red Door Company see the potential in using Microsoft Dynamics CRM, but lack the resources to build a solid path to CRM success. That’s where the PowerSuccess program comes in. PowerSuccess can help your organization turn your CRM system into a well-oiled machine. It’s also designed to provide a much faster time-to-value than traditional time-and-materials projects, and for a much lower cost. Now let's hear from Mike, our PowerSuccess manager, about how the program works!

Now it's time to dive a little bit deeper into the PowerSuccess partnership and meet the PowerSuccess team! These CRM superheroes work directly with you to maximize your CRM success. Think of them as your personal CRM administrators!

Thanks for taking the time to watch The CRM Minute today! Ready to get started with PowerSuccess? Head over to our website and fill out a form to get in touch with a PowerSuccess team member today!

Happy CRM'ing!

The CRM Minute: So, you want to be a CRM admin? [VIDEO]

If your organization is implementing Microsoft Dynamics CRM, you might want to consider having an internal CRM administrator to help streamline your implementation as well as provide support for maintaining the system in the future. Listen as Patrick explains the role of a CRM admin and shows you how they fit into your overall CRM vision.

Resources for CRM Admins:

Resources if you do not have a CRM Admin:

The CRM Minute: Microsoft Dynamics CRM for Small Businesses [VIDEO]

Sometimes small businesses think that CRM solutions won't fit their unique business needs or that it's just too expensive and time consuming to be worth their while. The good news is that by choosing Microsoft Dynamics CRM and PowerObjects as your partner, you have a wealth of tools and resources to make your initial implementation and maintenance easy!

Additional Resources for Small Businesses

The CRM Minute: PowerSuccess and Dynamics CRM are The Perfect Power Couple [VIDEO]

Talk about a power couple! PowerSuccess is a totally unique service-as-a-subscription program that gives you access to a CRM administrator and a long-term plan for success for a predictable monthly fee. It's an affordable option for both those who are just starting out with Dynamics CRM and those who already use CRM but want to take their systems to the next level. Let's hear from Mike, our PowerSuccess manager, to get a feel for the PowerSuccess program.

[php snippet=45]

One of the biggest benefits of the PowerSuccess program is that you’ll work closely with a dedicated CRM expert who will help guide your use of Dynamics CRM over time. Your “Success Engineer” will take the time to understand your business and your business processes, tailoring your CRM system to your needs. Your dedicated Success Engineer is also backed by a world-class team of CRM experts who can help out should the need arise. Take a behind the scenes look at our PowerSuccess team of engineers!




Additional Resources