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  • Welcome to
    SAM7

    Streamline your business with CRM in the office,
    on the move and with your customers.
    Find out more
  • Mobile
    CRM Apps

    Enabling your team to quickly access real
    time CRM information on their mobile device.
    Find out more
  • Portal
    CRM Tools

    Self service gateway to enable your customers to
    collaborate, converse and interact with you.
    Find out more
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Take Control

Using the CRM Toolkit

At SAM7 we engineer innovative and unique business solutions using the powerful framework provided by Microsoft Dynamics CRM.

In the Office

Manage your key processes to capture and track critical information, from people or teams around your organisation. Microsoft Dynamics CRM provides a truly flexible toolkit that SAM7 are adept at using to build successful tailored business systems.

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On the Move

Enable your field based team to quickly access relevant and accurate details about their customers, sites or franchises. Allow mobile users to interact with your processes remotely, ensuring timely updates. Our custom Apps have made a significant difference.

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Enabling Your Customers

Allow your Customers (or even Partners) to securely access key information and relevant processes, through on-line portals. Streamline your interactions by empowering Customers to view relevant details, provide feedback or flag critical issues.

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Building Business Intelligence

Extracting meaningful metrics and information out of systems is vital. Whether that be visualising KPI’s on dashboards, performing detailed analysis in Excel or simply investigating data trends using powerful query tools, Microsoft Dynamics CRM can help.

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Our Customers

Great people make a great company and this is certainly true of SAM7. We continue to be impressed by the commitment and attention to detail. Overall the impression we are left with is that nothing is too much trouble.

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SAM7 have been a trusted and valued partner with us for a good few years now, they are easy to work with and have reliably delivered a number of key projects for us after our original supplier let us down.

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We have been successfully working with SAM7 over a number of years, and enjoyed good support with our use of CRM. This has allowed more effective information sharing for our field based staff and across multiple departments.

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Recent Work

Greene King’s Custom CRM App

SAM7 have recently implemented a custom Android App used by Greene King’s Operations and Property teams. Drawing live information from Greene King’s Microsoft Dynamics CRM system this:

  • Fits precisely around the way field based people want to work, meaning no training was required.
  • Provides an elegant user experience for quickly accessing relevant and up to date Pub information.
  • Allows repairs to be approved remotely, ensuring critical items receive immediate attention.
  • Enables straightforward, remote access to statutory information relating to each pub.
  • Works completely off-line and automatically synchronises when in range of Wifi/3G.
  • Supplies Senior Management with a powerful tool when visiting Greene King’s pub estate.
Recent Project
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SAM7 Blog

Find out more about our latest news, Microsoft Dynamics CRM updates, interesting trends or technical challenges we have overcome.

10 Steps to Successful Workshops

29th July 2016
We frequently use workshops to gain a clear understanding of our Customer’s business requirements, enabling us to deliver tailored business solutions. These are collaborative sessions, and we have a 10 step plan to making them a success: Project Scope: It sounds simple, but we always make sure that we have defined exactly what is included within the Project, along with what our ultimate deliverable is going to be. This could range from a Solution Overview, providing a Project synopsis, through to a full blown System Specification. Workshop Objectives: It’s critical that all attendees understand the purpose of the workshops. We use them to: Work alongside key Customer staff to gain an accurate understanding of their requirements. Collaborate with the team by questioning and challenging elements of their requirements to ensure any gaps or issues are eradicated. Pass on our expertise and experience, applicable to the project. Who Attends: SAM7 will expect a Business Process Owner to be appointed for the Project. The Business Process Owner will be required at all sessions, and may want to bring Subject Matter Experts (typically 1-3 people) along to some or all of the sessions. In addition, IT System Architects may be required at specific workshops. Workshop Structure: SAM7 will provide an outline schedule and agenda for the workshops. We ask that our Customer to review this and pass any feedback to SAM7. Any amendments will be incorporated into the agenda. Workshop Preparation: It is critical that the Customer’s team spend time, before the Workshops commence, working through the current processes, identifying challenges and defining how these need to change going forward. This includes the steps involved in the new process, key data and any interactions with other systems or third parties. We provide our Customers with documentation outlining the three levels of readiness, to enable them to understand exactly what we are expecting. Pre Workshop Help: If during preparation a Customer needs to ask any questions, seek clarification or discuss approach, we’re happy to help. The Workshop, Setting the Scene: At the start of each workshop SAM7 will briefly summarise and review the output from the previous workshop. In addition, we will outline the agenda of the current workshop, including how this fits into the ‘bigger picture’. This will include the starting and finishing points within the process. The Workshop, Understanding the Requirements: We ask the Business Process Owner to take us through their proposed processes. Throughout the session we raise questions for clarification, challenge aspects based on our previous experience, highlight any additional considerations and identify any gaps. Similarly during these discussions our Customer may need to raise questions or issues with us, to help them better define the processes. If any items are raised that are outside the scope of the workshop or need further clarification outside of the workshop, these will be ‘parked’. The Workshop, Wrap Up: At the end of each workshop SAM7 will briefly summarise what has been covered, assign actions for ‘parked’ issues and identify whether the objectives

Performance: A Critical Element of UX

12th May 2016
We recently completed the implementation of a Web Portal, based on a Microsoft Dynamics CRM system, which is used by approximately 5,000 suppliers and customers. Given the volume of users, one of the key acceptance criteria of the project was that it should require minimal training for the users. Whilst considerable time was spent working on the look and feel of the Portal, one of the critical factors in building a successful user experience was ensuring that the Portal performed quickly. There’s nothing more frustrating than waiting 5-10 seconds for each page to load – users want to be able to navigate quickly through information. That way, the software feels precise and responsive and, importantly, does not penalize a user who opens a wrong record or wants to navigate between different data sets. To address this, a key design decision we took was to provide all information ‘in-line’. Records are presented within a series of grids all contained on a single page, with a choice of navigation methods to move between them. Detailed information about a specific record can expanded and collapsed from within these grids, meaning that users do not have to wait for a completely new screen to load. The existing screen simply expands to show the additional details. Furthermore, the user does not need to wait while they navigate back to the initial screen. All they need to do is collapse the details once they have finished reading them. This ‘in-line’ approach also meant that a user could expand several records at the same time, allowing them to compare data or find the correct record. This design also enabled us to populate the grids, asynchronously, when a user first logs into the system. This meant that the user can be reading headline information on their dashboard, whilst detailed information is loaded in the background. The majority of the ‘heavy lifting’ of data is performed without affecting a user’s experience. As a user begins to navigate the grids the information is all available, allowing them to perform tasks such as quick searches, scrolling between pages of records, sorting or increasing the number of records per page instantly. These types of task are performed at the client end, with no further fetches from the server. If new records are created once a user has logged into the Portal, they are shown a small notification (via a badge icon) to inform them. They can then chose to refresh the relevant grid with the new data at their convenience. Obviously, performance was only one aspect of the user experience. However, the ‘in-line’ interface and associated quick speeds immediately gained users’ confidence and approval.

Microsoft Dynamics CRM 2016 Spring Wave Release Preview Guide

24th March 2016
  Click here to read the Microsoft Dynamics CRM 2016 Release Preview Guide. This covers the Spring 2016 Wave and includes: Microsoft Dynamics CRM 2016 Update 1. Microsoft Dynamics Marketing 2016 Update. Microsoft Social Engagement 2016 Update.

Greene King Case Study: Repairs & Maintenance

26th February 2016
Find out how leading pub company Greene King have benefited from our Repairs and Maintenance system, based on Microsoft Dynamics CRM. Click here to read to Case Study.

Speeding up CRM Plug-ins

8th January 2016
We recently completed an exercise, on behalf of a Customer, to improve the performance they were experiencing from Microsoft Dynamics CRM plug-ins. These plug-ins contained complex business logic and had been created using C#. We were able to make a number of recommendations. Isolation Mode: Microsoft Dynamics CRM supports the execution of plug-ins and custom workflow activities in an isolated environment, also known as a Sandbox. Whilst plug-ins running in this isolated environment are more secure, it does add a performance overhead. In addition, the Sandbox has a limited number of workers, and if these are all busy, the plug-in will error. To change the isolation mode, set the ‘IsolationMode’ setting in the ‘RegisterFile.crmregister’ file to ‘None’ or ‘Sandbox’. You will need to be a Deployment Administrator to move plug-ins from the Sandbox. Please note, if you are using Microsoft Dynamics CRM on-line, plug-ins have to run in Isolation Mode. Filtering Attributes: Preventing a plug-ins from firing when it is not required will also aid performance. As well as ensuring that a plug-in is only triggered for the Stage (e.g. pre-operation) and Message Type (e.g. update), you can also specify Filter Attributes. As the Microsoft Dynamics CRM user interface only includes the fields that have changed when it submits an update request, then the Filtering Attributes can be thought of as ‘only run this plugin when the value of a referenced field changes’. Filtering attributes can only be set on certain message types, e.g. they can’t be used on create. Where available they should be used, unless there is a very good reason. Filtering Attributes can be set in the ‘Create Plug-in’ dialog. By default all fields are ticked, and so we recommend changing this to only reference the required fields. Synchronous or Asynchronous: Careful consideration needs to be given to whether your plug-in runs synchronously or asynchronously. As part of the plug-in transaction any required system jobs are created. This means that if the plugin is synchronous and system job creation is slow (due to a high volume of workflow processing), the speed at which a record is saved can be adversely affect. In a particularly intensive example that we found, when saving a change to 250 records with an asynchronous plugin the time taken was under 60 seconds. However, when the plug0in was made synchronous it took 55 minutes! This was because as part of the plugin it created another record, and each of these in turn triggered an additional 10 asynchronous workflows (2,500 workflows). Typically plug-ins should only be synchronous, if the user is immediately reliant on the result.

Giving Better Service with Microsoft Dynamics CRM 2016

30th November 2015
Microsoft Dynamics CRM 2016 Customer Service Another area being significantly enhanced within Microsoft Dynamics CRM 2016 is Customer Service. We have featured some of our anticipated highlights below. Surveys: Microsoft Dynamics CRM 2016 will include a new survey designer, to enable questionnaires to be created and sent to Customers. All responses are stored in CRM, so feedback can be analysed and acted upon. As surveys are completed these can trigger follow up actions to be performed immediately. Service Hub: New multi-stream dashboards are provided specifically targeted at Tier One and Tier Two agents. Users can view their workload across multiple streams, interactive charts provide snapshots of key metrics and display key record counts. Case Management: Furthermore the Case form design has been User Experience optimised with reduced clicks and navigation. This includes enhanced guided processes, timelines, quick actions on search results and a Reference Panel to show highly configurable related information. Knowledge Management: The enhanced knowledge base and global content model on CRM better enables organisations to create a single, consistent source of knowledge across the business. The new content editor helps teams keep these articles up to date and relevant.
About Us

How Are We Different?

We help businesses that have specific challenges which ‘off the shelf’ software won’t solve. We help give them a new perspective. It’s what we’ve been doing successfully since 2001.

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Current Vacancies

Want To Join Our Team?

With a number of exciting opportunities within our talented team, we are always on the look out for professionals to join us. Interested in finding out more about our current vacancies?

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