Month: October 2014

Trying Blogsy on an iPad Mini

I have used Blogsy before when I used an iPad, I moved away from the iPad and now ready to Rays back to it! A big part reason is the apps that are available for the iPad and Blogsy is one that I have really liked in the past so I installed it on my daughter’s iPad Mini. I am using this post to try out Blogsy again, it’s been about a year since I used it and to try it on a Mini. Currently I have a Surface 2 RT 64G, I chose the RT version for the battery life and regret that decision. Shortly after I purchased Surface 2 the Surface 3 Pro came out, of course enough time passed that I couldn’t return it. 🙁 The value retention of the Surface is horrible in comparison to the iPads, so I am waiting more before I bite he bullet and take the lose. I leaning to the iPad Mini 3 with plans on eliminating my Kindle Paperwhite. Luckily my daughter wanted a Mini and received one so I have more time to play and make sure it fits my needs. More on this later….. So , I am using an original iPad Mini with Blogsy and no external keyboard. Looks like Blogsy has keep up with this amazing product and usage is great. Typing without an external...

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My First Try at Speaking

Well, not really my first try, but my first really public speaking. I find it funny and like to bring it up that when I was in school I would NOT speak in front of the class, I would take a failing grade instead of speaking. Now, I am facilitating meetings and talking in front of groups all of the time. But, this past week was something completely new and I was very excited about it. I had the opportunity to speak for Baldwin-Whitehall School District’s Personal Development day which was focused on technology.  Then the very next day I spoke at a #PittAgile meetup. I was very excited about both and had very little nervousness, which in retrospective may have been one of the problems. Below is a list of the talks: Visualize, Learn, Improve with Agile Evernote – Workspace for Life’s Work Innovation Weeks – Lessons Learned from my first try The first two talks where for Baldwin-Whitehall School District, the third talk was for the PittAgile community group. I started by preparing for these talks as speeches which I had some experience with over the past year. My “speeches” where limited to 3 minutes during the year; this time I had a full 50 minutes to talk and present to an audience, which is vastly different. I found that starting as a speech was very helping, I just open...

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Tight Integrations for CRM, SharePoint, Office and Yammer

I have built my career based on Microsoft technologies, I have furthered my career by understanding the strengths and weaknesses of other technologies and integrating them when needed. One session at the Hitachi conference that I was very excited about was “How Successful Organizations are Using the Power of Microsoft CRM with Yammer, SharePoint, Lync and the rest of the Office Productivity Suite“. A very big topic based on the title of the session and something that I expected receive a lot of value from. Personally, I would have liked to see this topic go deeper than it did, I don’t think it lived up to the title. But, I did enjoy the session and did learn a lot. SharePoint is tightly integrated with Dynamics CRM and has been that way since CRM 2011. You could use Dynamics CRM Online and still integrate with an on premise SharePoint environment. Files that are uploaded would then be uploaded to SharePoint Document Libraries and allow you to make full use of FAST Search. Also, you can use Yammer (Microsoft Enterprise Social Platform) to “follow” accounts. So, you have have people on Yammer follow accounts without using a CRM license. Information that is shared about an account is then available to others in the organization regarding that account. CRM has to drive the organization as well as the workflow of the organization. This is key...

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CRM is a 360 Degree View of Clients

Center of Everything https://flic.kr/p/6pg7JU Customer Relationship Management, that is what a CRM tool is. This tool’s sole purpose is to be the full view of your clients, a 360 degree view. For any CRM to achieve this goal you must have the buy-in from high level stakeholders, everyone must understand the vision and users must use it. It’s actually a little funny, users don’t want to use a CRM if there is nothing there useful, but to make it useful users must use it and populate data in it. This is why buy-in is so important, buy-in helps with user adoption, once there is useful data, user adoption will gain and the full value of the CRM is visible. A CRM tool is NOT just for sales and marketing, it is for anyone who interacts with your customers. There is information for anyone in your organization that interacts with a customer in the CRM, there is also information for staff that is building products/service, they can see what how a customer feels about the product/service. A tech support call comes in and the tech support person sees that this customer is in the process of a large purchase, what does this tell the support person. A sales person is going on a call and sees that this customer has been having a lot of issues with something. The sales person...

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Understand your business processes before you implement

This third installment of my reflections from Hitachi’s CRM 2014 Conference brings me to business processes.  CRM products are NOT silver bullets, purchasing a CRM does NOT provide you with a fix to processes that have not been documented or shared. Before implementing any CRM product, make sure you have a solid understand of the processes that you wish to automate with the CRM. There are many advanced functionalities available within most CRM products, but understanding and being able to communicate your business processes are a prerequisite to implementing the CRM to automate said processes. A solid CRM product should provide a 360 degree view of your customers. Integrating to other systems may be required as well as workflows to enforce a business process. The procesess should be documented in a “living” form to track changes to the process and to understand the reasons for a process. Later there may be questions and if the process is documented you can understand (or remember) the reasoning you or someone else made certain decisions. Having clear documentation of business processes also help you build a return on investment report that can help you justify additional expenses by showing how the funds can be recouped. Once the vision of the CRM is defined, processes should be documented and agreed upon. Ultimate these processes are already documented and available and may just need to...

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