CRM Innovation LLC
8527 Bluejacket Street
Lenexa, KS 66214
Sales/Partner program inquiries - 913.492.2764
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The Power of Choice and Your Firewall
Marketing Lists - Newly Discovered Attributes
CRM Innovation is a Microsoft Gold Certified Partner. We have been developing add-in solutions for CRM 4.0 since July of 2008. 
We are an affiliate company of Internet Business Initiatives. Our experience and knowledge in this area comes from being involved with the Microsoft Dynamics CRM product since version 1.2.
Based on our work with a wide variety of CRM implementations, over 20+ years experience in Sales and Marketing, we will be applying this knowledge to solving application challenges for end users of the Microsoft Dynamics CRM product.
Smart List Manager automates Marketing List management so that the right people are always on a marketing list. List management is done automatically in the backgound once it is configured by the Marketing Manager.
March 31, 2010 -- CRM Innovation has released Smart List Manager an add-in solution for Microsoft Dynamics CRM.
Smart List Manager (SLM) provides the Microsoft Dynamics CRM user with the ability to dynamically manage the list members by associating Advanced Find views (My Views) and System views with Marketing Lists.
If you have a nurture marketing system Smart List Manager simplifies the process of moving members through the stages.
Once the views are associated with the Marketing List users don’t need to worry about manually adding/removing members. SLM will automatically do it in the background in real time. Smart List Manager will track down any new member that needs to be added or removed from a Marketing List.
Get a Smart List Manager Trial Today.
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Data2CRM™ redefines the user experience for data import and migration into CRM 4.0
November 20, 2009 -- CRM Innovation LLC has made importing data into Microsoft Dynamics CRM 4.0 Fun, Fast and Forgiving. Data2CRM is a visually intuitive data import and migration tool that redefines the user experience for moving data into Microsoft Dynamics CRM 4.0
Moving outside data from salesforce.com, Act or other sales force automation systems into Microsoft Dynamics CRM 4.0 is so easy and visually intuitive that even the boss could do it with our application. Even better, the boss saves the cost of the programmer.
"Oh, its drag and drop - how much easier can you make it" remarked Steve Finnestead, CRM Consultant at Microsoft Gold Certified Partner Njevity during a recent product demonstration..
The unique visual data mapper with its preflight, import preview, and drag and drop interface virtually eliminates undo's and redo's. It’s non-technical approach uses a drag-and-drop technology that brings back a look-a-like of the CRM form. Preview the import and see the data exactly as it will appear in a real CRM form. There is no need to remember those pesky hard-to-recall attribute schema names.Edit the source data within the system to correct errors before the import. No more post import failed row messages. Get it done right on the first pass!
Data2CRM is offered as a Software+Services solution. CRM Innovation hosts all the technology necessary to create the data map, process the import and report on the results. There is no code to install or manage on the CRM server or on the client computer. It works with all implementation scenarios of CRM 4.0 – Online, On-Premise or Partner Hosted.
Sign up today for your Data Import and Migration Tool Free Trial.
The CRM Innovation Software+Services environment is built on Microsoft Windows Server 2008, SQL Server 2008, SQL Server 2008 and Silverlight 3.0 with redundancy and fallback support.
Build a website form in less than ten minutes with no programming required
March 22, 2009 – CRM Innovation has released Web2CRM a Software + Services application for Microsoft Dynamics CRM 4.0 that enables non-technical CRM users to create a form for their website to get visitor data into their CRM system. It eliminates the inefficient cut & copy of form data received by email and then having to manually paste that into CRM.
With Web2CRM for Microsoft Dynamics CRM, non-technical CRM users can easily create powerful web forms to collect and send data to their CRM system. Use it to capture new leads, registration page for webinars, collect information before releasing white papers, or allowing customers to enter service cases on your website. Web2CRM can create any record type in CRM: leads, cases, custom entities, or system entities. Design them all with our easy to use Visual Form Builder.
Web2CRM is offered as a Software + Services solution where CRM Innovation hosts all the technology necessary to design, present and process the form data. This solution works with all implementation scenarios of CRM 4.0 – On Line, On Premise, and partner hosted.
Annual subscriptions are $495 per CRM organization which allows subscribers to publish forms for any CRM entity and there is no charge per form submission. Hosting for the form is included.
The CRM user is presented with an intuitive visual form designer interface to easily drag and drop fields from a facsimile of their CRM form into a designer area and then they publish the form. All the form processing occurs on the CRM Innovation hosted server so that no code changes are required on the client’s CRM server. The company’s website designer can link to the form via a hyperlink, place the form reference in an iFrame or use the ‘carry code’ option to place the form html tags directly into their web page. There is no special coding that needs to be placed on the website server, it’s server platform independent.
The visual form designer uses Microsoft Silverlight 2.0 to present an intuitive WYSIWYG environment. Thanks to the visual designer no programming knowledge is required. The finished form has embedded in it data validation to help insure that only valid data gets pushed into the CRM system.
Several form layouts and styles are available to the user based on best practice form design standards. Additionally, the users can select the custom styling option to match their current website look and feel.
The CRM Innovation Software + Services environment is built on Microsoft Windows Server 2008, SQL Server 2008 and Silverlight 2.0 with redundancy and fallback support.
Watch videos, see screen shots and read the manuals for Web2CRM.
Get website visitor data into your CRM system today with our free Web2CRM 7 day trial today.
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CRM Innovation Becomes a “Front Runner” With the Release of Its Web2CRM Visual Form Designer for Microsoft Dynamics CRM
March 22, 2009 — CRM Innovation LLC today announced it will launch a new application using Microsoft SQL Server 2008, earning the company Front Runner status from Microsoft Corp. Web2CRM Visual Form Designer in combination with Microsoft SQL Server 2008 and Silverlight 2.0 helps enable Microsoft Dynamics CRM 4.0 customers to integrate form submission from their website into data records in their CRM system. SQL Server 2008 provides the trusted, productive and intelligent Data Platform for this business-critical application.
“Microsoft remains committed to the success of our broad ISV partner community who drive innovative solutions to market,” said Mark Jewett, marketing director, SQL Server at Microsoft Corp. “The Front Runner program was designed to provide our partners with the best development environment possible and give them the technical and marketing tools they need to be successful over the long term.”
“CRM Innovation is excited to support SQL Server 2008 because it’s a great platform and a great leap forward,” said Jerry Weinstock, President & CEO of CRM Innovation. “Achieving Front Runner status enables us to deliver applications to customers within the same timeframe as the launch of SQL Server 2008. As a result of the solution we have developed, we are uniquely positioned to help our customers get the most from their technology investment.”
Web2CRM automates critical processes such as storing form design and layout parameters, account and registration credentials, subscription status and submitted data from client’s website visitors. CRM Innovation is a Microsoft Gold Certified Partner. The company was founded in March of 2008 and is developing add-in solutions that enhance the functionality of Microsoft Dynamics CRM. Our experience and knowledge in this area comes from being involved with the Microsoft Dynamics CRM product since version 1.2.
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Create customizable Tool Tips for Microsoft Dynamics CRM using InLine Help from CRM Innovation. Reduce your training and documentation costs.
February 21, 2009 -- CRM Innovation has released InLine Help an add-in solution for Microsoft Dynamics CRM 4.0
Create customizable Tool Tip message for CRM Users when they are entering information into CRM 4.0 form fields.
InLine Help provides guidance to a CRM user when they are filling out CRM forms by allowing the creation of custom tooltip messages that are displayed on mouseovers of labels or controls. The tooltip messages are created from within a custom CRM entity (Tool Tips) and are viewable by users who are members of a CRM Team(s) that has been associated with a tool tip.
Tool tips can be of a simple text format Tool Tips or be stylized Tool Tips using HTML code that can be applied to the text. Stylized tool tips can even have hyperlinks to external files or sites. Tool Tip creators are CRM users that have been granted rights to create and save tool tip entity records. No programming is required to create tool tips. All tool tip management occurs within the CRM interface.
This product can be used by development teams to self document the customizations they are implementing. Use it as an integral part of the initial user training. Provide remedial assistance and to support new users that come on to the system after the initial CRM rollout.
Once a user no longer needs a tool tip they can be removed from the CRM Team assigned to that tool tip and it won't be visible to them any longer. It is even possible to have more than one tool tip message per form attribute - thereby allowing the creation of an instructional message for different groups of people using the form (ie one for Sales and the other for Marketing)
This is a CRM 4.0 product which works when online, offline and in the IFD mode and is deemed to implemented in a manner that would qualify it as a supported ISV solution.
Watch an InLine Help - Tool Tip online video.
Free Trial for InLine Help - Custom Tool Tips add-in.
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CRM Innovation, Lenexa, KS has released AutoNumber an add-in solution for Microsoft Dynamics 4.0.
February 11, 2009 -- CRM Innovation has released AutoNumber an add-in solution for Microsoft Dynamics CRM 4.0.
AutoNumber is an add-on product that can create a unique, easy to read reference number for records in the CRM system. This tool allows system customizers to add AutoNumbering to CRM entities that aren't support by the base numbering system. It makes it easy to create an AutoNumber that can be used by users to uniquely identify a record in the system without referencing another field or the GUID. The AutoNumber can be used to link the CRM record with other systems - a back office system or accounting applications or even paper files.
AutoNumber supports all custom entities and systems entities that users are permitted to create new attributes.
AutoNumber supports all custom entities. It supports all systems entities that accept new attributes and it supports records generated by Workflow. An AutoNumber can also be applied to entities that have a numbering system already such as Contracts, Cases, Articles, Quotes, Orders, Invoices, and Campaigns. AutoNumber field can be set to be read only or does not even have to be published to the form . There can be more than one AutoNumber for a record (i.e. multiple fields). Customizable prefix and suffix for each entity including setting the length of the prefix and/or suffix.The starting AutoNumber can be set by the user and the AutoNumber can be incremented or decremented. The amount of increment can be set by the user.
AutoNumbers can be of various format types: Integer, Floating point, Fixed length (padded left), Decimal value, Positive or negative values
At anytime the admin can stop, reset or restart the AutoNumber parameters. Records created prior to starting the AutoNumber system can be numbered by the AutoNumber add-in. The CRM user can preview the format of the AutoNumber. Autonumber supports online and offline users. (AutoNumbers are added to records when the user goes back online). AutoNumbers will never be duplicated or re-used. The system is enterprise class as there is no possibility of using the same number for 2 different records. If a record is deleted or deactivated it's number will not be used again.
Watch an AutoNumber online video.
Free Trial for AutoNumber add-in.
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