Microsoft Dynamics CRM
Business moves at light speed today, requiring that every company continuously reexamine direction, strategies, suppliers, partners—literally every variable and relationship that might lead to complacency. The intensified search for competitive advantage may mean that some of your best customers pick up and leave without you ever knowing that there was a problem. How well can you react to—and even predict—ever-shifting customer needs and competitor moves?
Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM version 3.0, an all-new customer relationship management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works—and works very well—because it works the way your users already do, works the way your business already does, and works the way technology should.
Today many organizations are looking to extend their existing investments in business application systems to better serve and manage their most profitable customer markets. With the combined power of Microsoft Dynamics™ CRM and Microsoft Dynamics GP, companies realize cost savings and greater ROI through technology systems designed to work together. An integrated Microsoft® CRM and Microsoft Dynamics GP solution increases consistency and accuracy in billing and forecasting, streamlines operational costs and processes by eliminating redundancies, and promotes increased organizational efficiencies that deliver strategic business impact.
Microsoft CRM not only slips right into your employees’ lives without disruption, it also adapts easily to your existing business workflow and processes. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft CRM also includes capabilities such as:
A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.
Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
Easy customization of Microsoft CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.
Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.
Marketing Automation with Microsoft CRM
