Maison Consulting & Solutions, your ERP/CRM Partners

Tuesday, December 1, 2009

FW: Lesson Learned from Customers- A Good Article.

Lessons I've Learned from my Customers

 by Cheryl Strege

As a person who has the enviable job of telling other people what to do (in a nice way, of course), one of the basic principles I advocate as a marketing consultant is “listen to your customers.” Too often we become disengaged from our customers while we focus on tackling marketing strategies, tracking metrics, creating presentations, following up on prospects, and 100 other things that can consume our time.

In the last four-plus years of consulting, I’ve had the opportunity to work with numerous wonderful clients (aka Partners and ISVs) and a few less-than-wonderful clients. Every one of them has taught me valuable management lessons, pushed me to learn more, and made me better for the experience. Here are my top five marketing takeaways that you can apply to your own customer base:

Change Your Mindset

Are you part of the team? Or are you regarded as “just a vendor” who is only contacted when absolutely necessary? If you are part of the team, then congratulations! It means you’ve established that “trusted advisor” relationship with your customers that we all desire. It also means that not only will your customers call you when they need your products and services, but they will also talk about you positively with their associates, they will be a great referral or influencer resource, and they will be happy to give you testimonials for your marketing collateral.

If you’re not part of your customers’ team, they will often search for other vendors or resellers when they need something. We all know how easy it is to just pop on the Internet and start looking for the product/service needed instead of calling the Partner. Case in point: one of my clients expressed great frustration to find out that a customer had bought Microsoft Dynamics® CRM from a competitor. When I asked how often this Partner contacted the customer, the answer was, “We check in once a year to see if they need anything.” No wonder the competitor was able to get the business – the original Partner wasn’t even in the running when the customer needed new software.

Don’t Be Afraid to Give

When economic conditions are tough, it can be hard to think about giving something away. After all, you’re concerned about making payroll, paying the bills, supporting the marketing budget, and everything else that comes with running a business. But something I’ve learned from my customers is the value of giving. Sure, it’s likely to mean you’re not going to get paid for some of your time, and that potentially means lost billable revenue. On the positive side, you’ve made an impression on those customers they’re not likely to forget. And better yet, they might even tell one, two, or five more people about it.

However, that shouldn’t be the sole reason you give. Do it because you want to, do it because it’s the right thing, and/or do it because it makes YOU feel good.

Remember to Say “Thank You”

This can be/should be a hugely important part of your relationship with your customers (and your spouse, your children, your friends, and so on). It’s not hard to say thank you when on the phone or in an e-mail, but taking it the extra step is well worth the time.

»» Send a hand-written note of thanks to your client (tuck your business card in it) for their business, for a referral, for a testimonial, or for completing a favorable review of your firm on Microsoft PinPoint™ (www.pinpoint.microsoft.com/en-US/).

»» Send a gift to commemorate their company anniversary, your company anniversary, or other significant occasion. For example, I sent environmentally friendly water-powered clocks to clients and associates to celebrate the one-year anniversary of The Partner Marketing Group. A personal note of thanks for their support was included.

»» Thank your customers by making a donation to their favorite cause. Everyone benefits (you, the customer, the charity)!

»»Thank your customers for attending functions – user groups, lunch ’n’ learns, launch events – by having the event collateral (presentation, handouts, brochures) on a company-branded jump drive they can take back to the office. Another example: when at Great Plains, we always stashed a few t-shirts or hats behind the booth to thank any customers who happened to stop by and say hello. It doesn’t cost a lot, and people will remember it.

Have Fun

This lesson might seem a bit odd. We all want to have fun working with our customers, don’t we? Examine your attitude: do you convey enthusiasm, excitement, anticipation, and happiness when you’re communicating with a customer? Do they feel appreciated and welcomed when speaking with you? Or do you make them feel like they’ve interrupted your important day, and you’ll get to their questions when you’re good and ready?

When I get on the phone with a client for our weekly marketing call, I’m ALWAYS in a great mood. (Or at least the client should think so.) My customer doesn’t really care if I’m tired, or suffering from a cold, or in the “I don’t feel like working today” mood. Plus, if I act as if I’m cheerful, then it doesn’t take long before I truly am.

NOTE: After you’ve left the meeting, the customer should remember that (a) you were prepared, (b) you were enthusiastic about his/her business, and (c) you had a solution for him/her or will find a solution.

See You Around

My local Sunday newspaper has a section called “See You Around.” The roving photographer takes photographs of people at events, ice cream socials, fun in the park, craft fairs, and the like. Readers examine this section closely each week to see if they or their friends show up in the photos.

Do your customers “see you around”? Are you featured in any press releases or customer stories? Do you participate in networking functions at your local Chamber of Commerce or Small Business Administration? Do you hold user group meetings or a holiday gathering so you can personally meet with your customers? Do you advertise in the publications or on the Web sites where your customers are reading?

Take that one step further – in a virtual way. Are you connected to your customers via LinkedIn or Twitter? Do you write a blog or send a newsletter so they can see you around (online)?

All in all, my lessons learned are probably not much different from the ones you already know. It all goes back to the concept of nurturing the relationship with the customer. You don’t have to “friend them” (to use a Facebook term), but they do want to know you’re more than just a salesperson looking at your own bottom line.

Remember, you have the ability to create the experience a customer has with you. After all, they can get “debits and credits” from anyone up the street. Customers buy the experience (you and your team!) in addition to the product you’re selling. If it is a good experience before, during, and after the sale, that customer will keep returning, referring, and being your biggest asset. If you incorporate the five lessons above into your customer marketing, you’ll notice the results!

 

Thanks & Regards,

 

Muhammad Sajid,

Manager Projects-South,

Cell:         +92 300 826 6243

Tel:          +92 (21) 452 0370

Fax:          +92 (21) 452 1774

Email:      m.sajid@m-consultants.com

Web:       http://www.m-consultants.com

Maison Consulting & Solutions |  | Your ERP/CRM Partner |  | Microsoft Gold Certified |  | MBS President Club 2008-9 |  | 

 

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Wednesday, November 4, 2009

Arabic AX 2009 Online Help

Dynamics AX 2009 Help available in Arabic

 

The AX 2009 Online Help (in Arabic) is available for download from the site below:

 

http://www.microsoft.com/downloads/details.aspx?FamilyID=e3ef211e-5e0e-409d-9708-5381823fe79f

 

(Change the language to Arabic to see the translated download page.)

 

Saturday, September 19, 2009

An Update from AX Decisions 2009

AX Decisions 2009

 

With AX Decisions 2009 just a month away on Wednesday October 14th, we'd like to share some of the developments that are getting us so excited about this virtual conference and trade show.

Where to start? How about the tremendous variety of timely and strategic sessions that will inform, educate, and hopefully motivate you to improve the quality and value of your AX investment. Leading off is Ray Wang's Keynote on maximizing your Dynamics ERP investment in tough economic times, and Jeff Onesto and Cindy Jutras's talk on the rise of the Dynamics AX "Value Engineer". And for anyone interested in lean manufacturing, we're fortunate to have one of the true thought leaders on lean manufacturing for AX, Dr. Scott Hamilton.

And we can't say enough about the support and participation of Microsoft leaders including Crispin Read and Kees Hertogh. They'll share the latest views on maximizing value with AX, as well as looking to the future of the product. The goal of this conference from the start was to bring the most timely analysis and strategy of the times in which we live, and we think our speakers live up to that goal. Even better, all the general sessions will be taking questions live. When is the next time you'll have direct access to so many leading Dynamics thinkers from both inside and outside of Microsoft?

There's also the opportunity to talk to representatives from leading vendors for AX add-on solutions in the expo hall. Their sponsorships are what makes this event free to the attendees. And if you consider that these vendors probably have some of the deepest knowledge in their respective competencies, it's worth attending just to get a chance to meet them without the hassle and expense of a physical show.

And don't forget about the great opportunities to connect with your fellow attendees - people who are as interested, informed, and passionate as you about Dynamics AX. Chat about sessions, vendors, and any other AX topics that are your mind.  The virtual conference experience is more than presentations and sponsors, it's about connections with people who share your interests.  If you haven't had a chance, take 3 minutes to view a demo of the virtual environment.

We'll check in again with more thoughts and updates before the live event.  We hope you are anticipating the event as much as we are.  See you there!

Best Regards,
The AX Decisions Team

Tuesday, September 15, 2009

Support Alert ....!!! How to correct posted transactions that have incorrect exchange rates without reversing each transaction individually in Microsoft Dynamics AX

How to correct posted transactions that have incorrect exchange rates without reversing each transaction individually in Microsoft Dynamics AX

 

Example

In this example, you post a transaction that has an incorrect exchange rate, as follows:

1.

You set the exchange rate as follows:

a.

Click General ledger, expand Setup, and then click Exchange rates.

b.

In the Exchange rates dialog box, select EUR, enter the start date in the "Exchange rate" form, and then enter the exchange rate in the "Exchange rate" form. In this example, you set the following exchange rate:

110 United States dollars (USD) = 100 euros (EUR)

2.

You create a free text invoice for customer 4033. The invoice is for 100 euros.

Note To open the Free text invoice dialog box, click Accounts receivable, and then click Free text invoice.

3.

You post this free text invoice. Then, you discover that the exchange rate is incorrect. The correct exchange rate should be the following exchange rate:

105 USD = 100 EUR

 

How to correct transactions

To correct posted transactions that have incorrect exchange rates, follow these steps:

1.

Change the "EUR exchange rate" from 110 to 105 for the period when the incorrect transactions were posted. To do this, click General ledger, expand Setup, and then click Exchange rates.

2.

Use the following information to run the Standard method:

•

The correct exchange rate date

•

The posting date

•

The dimension setup

•

The posting profile from the customer or from the selected account

•

To run the Standard method, click Accounts receivable, expand Periodic, and then click Exchange adjustment.

The accounts receivable exchange rate adjustment keeps 100 euros as the balance for the customer. However, a zero euro transaction that has a currency rate adjustment of five dollars is created for customer 4033 in the general ledger. The "customer control" account is credited, and the unrealized "exchange rate loss" account is debited.

 

 

Faiqa Usman

Support Manager

Maison Consulting & Solutions ||Your ERP/CRM Partner|| Microsoft Gold Certified || MBS President Club 2008

 

 

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Friday, September 11, 2009

Wednesday, September 9, 2009

Support Alert....!! Allocating transactions in AX2009

Allocation is the process of distributing monetary amounts to one or more accounts or account/dimension combinations based on allocation rules. There are two types of allocations—fixed and variable. Fixed allocation is used to distribute specified percentages of a transaction amount to distribution accounts/dimensions.

For example, corporate advertising expenses might be shared across specific departments. Department A would get 70 percent of the advertising expense, Department B would get 20 percent, and Department C would get 10 percent.

Variable allocation is used to distribute fluctuating percentages of a transaction amount to various accounts/dimensions.

For example, you could allocate corporate advertising costs based on each department's sales in proportion to total departmental sales.

The following allocation methods are available:

·         Basis

·         Fixed percentage

·         Fixed weight

·         Spread even

Create allocation rule source information

  1. Click General ledger > Setup > Posting > Ledger allocation rule.
  2. Click the Source button to open the Ledger allocation rule source form.
  3. Press CTRL+N to create a new source line.
  4. Select to allocate from an account or from an account-dimension combination.
  5. If you selected Dimension in the Field setting field, select a dimension.
  6. Enter the account or dimension source criteria information to allocate from. You can use wildcards to specify ALL, a RANGE, or a LIST of accounts or dimension codes, or BLANK for a dimension.

For example, suppose that you want to allocate a utility expense, such as phone and fax costs, and the chart of accounts is set up so that a ledger account starting with 61 indicates that the account is where utilities expenses are posted. You could define the source criteria as one of the following.

    • 61*
    • 6100..6110
    • 6100, 6110

Create allocation rule destination information

1.      Click General ledger > Setup > Posting > Ledger allocation rule.

2.      Click the Destination button to open the Ledger allocation rule destination form.

3.      If this rule is an intercompany rule, select the company to allocate to.

4.      Select the account to allocate to.

5.      Select a department, cost center, and purpose dimension to allocate to.

6.      Depending on the allocation method selected in the Ledger allocation rule form, enter or select the following information.

o    If the allocation method is Basis, select the basis ID to associate to the destination line.

o    If the allocation method is Fixed weight, enter the fixed weight to assign to each destination line.

o    If the allocation method is Fixed percentage, enter the fixed percentage to assign to each destination line.

Use the Process allocation request form to create an allocation journal.

1.      Click General ledger > Periodic > Process allocation request.

2.      Select an allocation rule.

3.      Select the date to include ledger amounts for allocation in the As of date field.

4.      Select the date to post the allocation journal to the general ledger in the GL posting date field.

5.      Select the action to be taken if a zero source amount is generated during the allocation process.

o    Select Process to create destination distributions, where applicable.

o    Select Stop to create an error to indicate that a zero source amount is selected and stop the allocation process.

6.      Select to view the journal details or post the allocation results directly to the general ledger.

7.      Click OK to create an allocations journal.

 

Faiqa Usman

Support Manager

Maison Consulting & Solutions ||Your ERP/CRM Partner|| Microsoft Gold Certified || MBS President Club 2008 |faiqaq@m-consultants.com|http://www.m-consultants.com

 

Microsoft World Class Affordable ERP

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Rapid Implementation

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Saturday, September 5, 2009

Support Alert ....!!!! How to print a Balance Sheet for 2009 when 2008 is an open year using FRx CRM:0027329

How to print a Balance Sheet for 2009 when 2008 is an open year using FRx

To print a Balance Sheet by using FRx for the year 2009 when 2008 is an open year with regard to the Column Layout of your report, follow these steps. The Row Format and the Tree (if applicable) have already been created.

Important The report date should be set to the current date.

 

1.

Create a DESC column.

2.

In the Column Layout, you need a GL Actual Column with the Fiscal Year set to 2008 or BASE-1 (if the user date is XX/XX/2009). The Period Code will be 1 TO 12, and CurrentPer/YTD will be YTD. The Print Control for the column will be NonPrint (NP).

3.

Create another GL Actual Column with the Fiscal Year set to 2009 or BASE (if your user date is XX/XX/2009). The Period Code will be BASE and the CurrentPer/YTD will be YTD. The Print Control for the column will be NonPrint (NP).

4.

Create a CALC column. In the Calc Formula cell, enter the calculation B+C (assuming that your GL Columns are B and C).

By using this kind of Column Layout, this report yields information for all of 2008 + the current balance through the end of the period in which the report date falls.

 

 

Faiqa Usman

Support Manager

Maison Consulting & Solutions ||Your ERP/CRM Partner|| Microsoft Gold Certified || MBS President Club 2008 |faiqaq@m-consultants.com|http://www.m-consultants.com

 

Microsoft World Class Affordable ERP

> 

Rapid Implementation

> 

Fixed Scope Value Delivered

> 

Post Installation Support

>