US - Minnesota - Minneapolis-St. Paul - CRM

We are currently using email to manage customer support via a shared inbox in Outlook and Goldmine where users are ALL cc’ed on various email distribution lists such as: [email protected]  | [email protected]  | [email protected] etc. For obvious reasons, Email threads and project management related communication, reporting along with tracking email responses, etc. etc. are problematic.

We are still in the process of implementing CRM, before we move forward with the implementation of ‘cases and queuing’ in CRM, I’m wondering if perhaps we should evaluate a 3^rd party app such as www.zendesk.com or IOTAP -  http://www.iotap.com/add-ons/microsoft-dynamics-crm/email_to_case_ms_dynamics_crm?

Similarly, Salesforce.com promotes, desk.com and service cloud. Is there a similar option for MS CRM 2015 On Premise?  

Also, if we choose to leverage cases to help automate this process is the outlook client required? End users are experiencing issues with the outlook client causing slowness and freezing. We are running outlook 2010 exchange w/ crm 2015 both on prem. 

Thanks!

 

------------------------------
Karen Olson
CRM Consultant
East View Companies
------------------------------

Hi Karen,

I noticed that you haven't received any input on this question. You might want to try re-posting in the open forum to hit a broader audience.

Thanks!

Christina

------------------------------
Christina Schroeder
Director of Sales Operations, Strategic Relationships
Taylor Corporation
White Bear Lake MN

Original Message:
Sent: 10-19-2015 04:01 PM
From: Karen Olson
Subject: Evolving from a Shared Email Inbox to a Help Desk directly in CRM - 2015 On Prem Options?

We are currently using email to manage customer support via a shared inbox in Outlook and Goldmine where users are ALL cc’ed on various email distribution lists such as: [email protected]  | [email protected]  | [email protected] etc. For obvious reasons, Email threads and project management related communication, reporting along with tracking email responses, etc. etc. are problematic.

We are still in the process of implementing CRM, before we move forward with the implementation of ‘cases and queuing’ in CRM, I’m wondering if perhaps we should evaluate a 3^rd party app such as www.zendesk.com or IOTAP -  http://www.iotap.com/add-ons/microsoft-dynamics-crm/email_to_case_ms_dynamics_crm?

Similarly, Salesforce.com promotes, desk.com and service cloud. Is there a similar option for MS CRM 2015 On Premise?  

Also, if we choose to leverage cases to help automate this process is the outlook client required? End users are experiencing issues with the outlook client causing slowness and freezing. We are running outlook 2010 exchange w/ crm 2015 both on prem. 

Thanks!

 

------------------------------
Karen Olson
CRM Consultant
East View Companies
------------------------------