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Protect Your Clients from Unexpected CRM Upgrade Costs

Minimizing the costs and risks of upgrading their CRM system is desirable for most companies. If your clients (or your company) are moving to a new CRM version, the latest version of Inaport will be compatible with it (assuming it is an Inaport supported CRM system), and can be downloaded if you have current Software Assurance.

Unlike its competitors, Inaport’s Software Assurance fees are not seat based; they are simply a proportion of the current list price, making annual Software Assurance affordable. We’ve had large companies purchase Inaport, redo all integration profiles, and still pay less than they owed for just one year of maintenance with an alternative product. Annual Inaport Software Assurance fees are very reasonable.

Inaport is constantly enhanced with new features and performance improvements, so new versions are always worth having. Given the benefits and low fees, why do some companies let their annual renewal lapse?  It is largely the result of a lack of information or oversight; some users are not aware of the renewal process, and others put it on the “back-burner” because they believe they have no immediate need.

Lapsed Software Assurance can become a problem when the Inaport user is changing servers, wants to upgrade to the latest version of their CRM system, or needs a new function or fix from a more recent Inaport release. If Software Assurance has expired the client needs to pay both outstanding fees and the annual renewal fees to bring it up-to-date. For long lapses, this can mount up quickly for the user.

To avoid unexpected Software Assurance “surprises”, encourage your clients to keep annual renewals current. Partners get margin on renewals so there is some compensation for time spent on this. More important, however, it allows your clients to budget, avoid unforeseen costs, and always be in a position to get the most out of their Inaport investment.

For details of the Software Assurance status for an Inaport user that you support, email If you would like to learn more about the latest Inaport release, click here to book a free webinar.

Inaport Transforms Sales Process with Rapid Data Transfer Between Frontier ERP and Saleslogix

SyncSite uses Inaport to implement rapid data transfer between Frontier ERP and Saleslogix, resulting in a more proactive, strategic and successful sales process for their client Hit Promotional Products. To discuss your specific needs, email here to request a call or webinar, or please read on.

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GoldMine to Microsoft Dynamics CRM, Post III: Migrating Customer Details

This Post is the third in a series of four about migrating from GoldMine to Microsoft Dynamics CRM. It details system preparation and migrating contact details, including email and web addresses. The final post will step through the process of migrating activities, history, emails, attachments and opportunities.

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InaPlex at eXtremeCRM 2013

Can You Afford Not to Visit InaPlex at eXtremeCRM?

Ask yourself: Is the completeness or integrity of CRM data important to you? If it is, you will definitely want to visit the InaPlex Booth at eXtremeCRM and look at Inaport.

As David Grant, Advisory Consultant at MBS DEV, notes, “I’ve been working with MS Dynamics CRM for several years, and have used many ETL tools. Inaport has become my favorite due to its combination of functionality, ease of use and affordability”.

InaPlex is delighted to be exhibiting at eXtremeCRM next week (Booth 20), and will have demonstrations that will interest both new and existing InaPlex Partners.

InaPlex systems can manage all aspects of MS Dynamics CRM data. With its ETL engine, Inaport, there are solutions for data migration, data integration, data cleaning, and all areas of data manipulation.

Perhaps most exciting, its breadth of functionality can underpin a wide range of transformative business processes. Inaport is often used innovatively – from xRM implementations, to business process monitoring, to round robin information allocation – to get the most out of the CRM investment.

Inaport is an extremely versatile CRM data engine.

It also provides exceptional value.

Unlike many ETL tools, Inaport is licensed per CRM installation – not by seat count. This means that both purchase and ongoing costs are very competitive. Yet this value comes without compromise – Inaport is a powerful, functionally rich solution.

If you are already familiar with Inaport you’ll want to come and learn more about our latest release, Inaport Version 8. This release continues to build on Inaport’s core strengths with a range of new functions and compatibilities, including:

  • Support for new CRM versions, in particular MS CRM 2013
  • Support for Eloqua integration
  • New extensibility functionality
  • Extended data array management – manipulating, capturing and caching – for functions such as round robin distribution

We hope you’ll make time to visit InaPlex at Booth 20 so that we can catch up, or learn a bit about each other and see where there may be synergies between our companies.

If you can’t make eXtremeCRM and would like more information, please contact InaPlex for a webinar or consultant call. Otherwise, we hope to see you next week at eXtremeCRM in Anaheim.

InaPlex has many years of experience with Microsoft Dynamics CRM, with thousands of organizations around the world using Inaport for CRM data migration and integration. Inaport supports all versions of Microsoft Dynamics CRM (on-premise and on-line), including Version 2013.

GoldMine to Microsoft Dynamics CRM, Post II: Project Management of CRM Migrations

Migrating GoldMine to Microsoft Dynamics CRM (MS CRM) presents a range of challenges. This second post, in a series of four, focuses on the Project Management of CRM migrations. Drawing on extensive experience in this field, David Evans, CTO InaPlex, presents some key factors to consider when managing a migration project.

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GoldMine to Microsoft Dynamics CRM, Post I: Typical Migration Challenges

Migrating GoldMine to Microsoft Dynamics CRM (MS CRM) presents a range of challenges. This series of 4 blog posts shows how to go about overcoming the pain typically associated with GoldMine Migrations.

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Migrate GoldMine Email and Web Addresses

This post examines some detailed issues around migrating email and web addresses from GoldMine, and provides examples of create SQL queries to address them. For free consulting to advise on your requirements please email InaPlex.

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Extending Inaport – Example of a Custom Function

Following our previous post on extending Inaport using custom functions, Justin Knieling of Grand Canyon University kindly shared an example of a custom function he has written. The function assigns new users a security role in Microsoft CRM 2011.

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Extending Inaport – Adding Your own Functions

This post summarizes how to add your own code for use in the Inaport environment for CRM integration and migration projects.

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Inaport 7.3 – Dramatically improving matching performance using local cache tables

With the rise of CRM systems such as Microsoft CRM 2011 which are accessed via web services, performance becomes more of an issue. Analysis of Inaport projects indicates that for a typical import into a web hosted CRM system, up to 99% of the time may be spent in the web service calls to the target CRM system.

An important objective, then, is to minimize the number of web services calls as far as possible. This post describes some techniques available in Inaport 7.3 that can dramatically reduce or eliminate the cost of  matching on the target system, by removing the need to make any web services calls.

While these techniques have the biggest impact with web services based systems, they can also be very useful for on premise based systems such as SalesLogix.

It is a long and moderately technical post. A subsequent post will provide some examples of using these caching techniques. If you have any questions, it is likely that other readers do as well – feel free to ask for clarification in the comments, or to contact InaPlex direct.

The basic technique is caching the primary key of the target records in the source database. This can be done by one of:

  1. updating the source record with the primary key of the matched record in the target;
  2. using a cross reference table, that stores the primary keys of the source and target records, along with match information;
  3. building a match table that stores the primary key of the target, along with required match information.

Each of these techniques is useful in different scenarios.

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