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Knowledge Creation Laboratory by CRM(xRM)

Increase CRM system launches and usage retention rates? Try using push notifications with SignalR

Hello everyone.
This time, I would like to introduce the push notification feature using ASP.NET SignalR provided by Microsoft and how to use it.

What is SignalR? Its features

SignalR is a technology that makes it relatively easy to create real-time communication between the server side of a system (middleware or programs) and the client side (computer browser or application), and it may be best thought of as a relay (hub).
SignalR has attracted a lot of attention overseas, but is not yet widely known in Japan. However, by using SignalR, it has become possible to easily develop real-time communication, which previously involved asynchronous communication on both the server and client sides and was technically difficult. In addition,SignalR development is a technology that offers unprecedented enjoyment due to its real-time nature.The programming language is basically C#.

I actually tried using SignalR

Using C#, HTML, JavaScript, and the SignalR API, I created a mockup that pushes information from the server to the client. It was done with a short amount of source code, it was simple...amazing.
This is a test run. Access the server from Chrome, Firefox, and IE.

If you send a message only in Chrome, the message will first be sent to everyone and will appear in Chrome, Firefox, and Internet Explorer. It was delivered via push notification from the server. Next, a message that is sent every second only to the client that originally sent the message will only appear in Chrome, not in Firefox or Internet Explorer. It's also possible to tweak the delivery to all clients or just you via push notification from the server.

We found that one of the features is that such advanced processing can be achieved with a short source code.

SignalR and Dynamics CRM

Dynamics CRM is a business application specialized in CRM provided by Microsoft. It excels at collaborating and sharing information with Yammer and Skype for Business, and can also link schedule information with Outlook and utilize Outlook's client notification function. By increasing its integration with various information sharing tools, as shown on the left, it has maintained and improved its value as a CRM system. Its collaboration technology is impressive.
On the other hand, it is difficult to share information in real time by only using Dynamics CRM.Many people are probably concerned about the speed at which information can be shared.
If you can take advantage of technology that is provided as an API like SignalR instead of a licensed tool,Create a situation where information can be collected and viewed naturally as long as the client is using Dynamics CRMThis may make it possible to achieve improved operability. There is a possibility that usability will be improved by eliminating the need to switch screens and operations between the portal, email, and social media. (Please note that I am not saying that email and social media are bad.)

What are the benefits of push notifications in CRM?

The reason we recommend push notifications is to ensure their implementationIt is no exaggeration, though.
Push notifications, such as the new arrival notification in Outlook, draw attention to the information, which increases the number of times it is launched, maintaining the value of continuing to use the tool and inevitably reaching a level where it becomes impossible to work without the tool.
Similarly, with CRM systems, it is important to not just check information at set times and times, but to make good use of push notifications to increase usage and the necessity of the tool.
Until now, most CRM systems have focused on how to set up the system initially, with the challenge of establishing it after it goes live. At ARCUS Japan, we have built up our know-how and standardized our methodology to consider how to establish CRM within an organization from the early stages of initial development (requirements definition, etc.), and to consider operational establishment from both the business and system perspectives. If you are considering how to establish the operation of a Dynamics CRM system, we have prepared our own support program, so please feel free to contact us.

Summary

In CRM, push notification functionality using real-time communication technology can be expected to be used in the following situations:

  • Contact center: Detects the occurrence of prohibited words, complaints, or problems during contact and shares information with supervisors in real time
  • Store-based sales: Determine the customer's status (regular/repeat/first-time) using facial recognition, and share information with service staff in real time via smartphone, voice, etc.

Arcus Japan's personalized CRM and the EMOROCO solution that embodies it will be equipped with these valuable features and released to the market in due course, so please look forward to future release information!

Person who wrote this article
Kazuya Tokumoto

After working at Kansai Electric Power System Solutions and Avanade, he moved to Artisan (Arcus Japan).
CRM implementation consultant and systems engineer. A long time ago, a respected boss of mine taught me, "Work hard with the 4Cs = a spirit of service."
Remembering those words, I now believe that change brings opportunity, and creativity brings challenges.
If each of you changes, it will surely bring about opportunities in the future and lead to further growth.
He is a Microsoft Certified Professional and Information Technology Engineer (AP, FE).

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