Why CRM?
Acquiring, servicing, and retaining customers are key challenges for every business. A streamlined strategy that connects all customer-facing processes and activities can help keep customer relationships at a desired level. With CRM solutions, you can craft such a strategy. You can integrate sales, services, and marketing processes to provide a satisfactory customer experience while maximising your revenue potential.
Why Microsoft Dynamics CRM 4.0?
Functionality, flexibility, and familiarity combine in Microsoft CRM to give you a proven solution for successful and fruitful customer relationships.
Take on the critical issues facing your business with built-in solutions for sales, marketing, customer service, analytics, and workflow. Microsoft CRM keeps everything and everyone connected. And helps you make well-informed business decisions.
Microsoft CRM is a customer relationship management (CRM) system that gets used by employees. It is easy to operate, easy to deploy, and easy to adapt to the unique needs of any company.
Five integrated modules take the best of CRM and add features that work the way you do—in a familiar Microsoft environment. From easy customisation to flexible reporting to fast, intuitive searches, Microsoft CRM is a must-have for the customer-centric business.
Marketing
Transform customer information into action with Microsoft CRM. You’ll have clear insight into your customers' unique needs and preferences with reporting and analysis tools built on Microsoft SQL Server. Use the targeted information you glean to focus your marketing efforts and execute smarter campaigns.
Sales
No matter how complex your sales process, Microsoft CRM can help you quickly qualify sales leads and opportunities, streamline your sales strategy, and help your force access critical customer information at a moment’s notice to help make the sale.
Customer Service
Every interaction with a customer is vital. From delivering the right answer the first time, to resolving issues appropriately to coordinating services, Microsoft CRM can help enhance your relationships with your customers by enabling you to offer high-quality, personalised service.
Analytics
Information you can understand and put to work quickly is key in your competitive world. Microsoft CRM uses predictive analytics to turn your data into knowledge, from prioritising leads to recommending strategic cross- and up-sell opportunities. You can even combine data with integrated workflow to respond in real-time to your business changes.
Workflow
Collaborate at every level—and give everyone access to the business process best practices that can make them more effective and efficient. Microsoft CRM empowers a more consistent, productive company.
With a streamlined user interface, wizard-based tools, and close integration with Microsoft Office applications, Microsoft CRM works the way your people work.
Microsoft CRM provides choice and flexibility in how you implement and customise your CRM application so you can achieve the best possible fit for your business.
Microsoft CRM is a highly flexible CRM system that can grow and change alongside your business, because it's built on industry-standard technology that's both reliable and efficient.
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- Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from Microsoft CRM into Office applications such as Microsoft Excel spreadsheet software and Word.
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- Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
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- Customised workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
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- Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.
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- Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.
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- Great mobile support that allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.
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- 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.
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- Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
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- Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
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- Easy customisation 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.
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- 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.
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- Easy to modify forms, data fields, and information relationships so that users can get the customised information they need.
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- Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of Microsoft CRM.
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- Fast data searches across large volumes of customer data that help users find the information they need.
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- Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies Microsoft CRM integration with Microsoft Exchange and Outlook.
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- Simple and fast connectivity to external data sources that gives users access to relevant information.
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- Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.
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10 compelling reasons to use Microsoft Dynamics CRM
Microsoft is bringing a new approach to CRM software with Microsoft Dynamics CRM. It's a CRM solution that works the way a company does, adapt to any business culture, and enables employees to stay in touch with customers without learning complicated new programs.
Here are 10 compelling reasons to use Microsoft CRM in your business.
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Turns Microsoft Office Outlook into the one place where you can manage both customer data and communications.
Microsoft Outlook messaging and collaboration client is already the world's leading tool for customer communications. Microsoft CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts lead information, marketing pitches, and sales call information into one central location for your sales and marketing staff.
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Works tightly with Microsoft Office Excel so businesses can make decisions on the fly.
Microsoft Excel spreadsheet software is a powerful tool for turning data into information that can be analyzed and shared. Microsoft CRM features an always-on connection to Excel that enables you to quickly turn customer information into dynamic snapshots or PivotChart dynamic views. These views can help you understand in seconds how a sales increase or company expansion can benefit the business.
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Improves operational efficiency through the standardization and streamlining of processes.
The Microsoft CRM adaptive workflow engine enables a business to automate business processes in ways that employees can use each day. Microsoft CRM can relieve your staff of mundane but vital work. It can automate time-consuming repetitive tasks, warn staff of open customer issues, and automatically send important e-mail messages to customers and partners. So customer requests and orders don't fall through the cracks.
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Works the way your business works.
Microsoft CRM can be tailored to work the way your business already works. Microsoft CRM forms, relationship links, and customer views can be designed and modified without complicated programming.
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Gives the right information to the right people.
Certain employees need certain information. With Microsoft CRM, system administrators have the tools to make sure the right information is delivered to the right people—whether they are using Outlook or the Web.
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Targets your marketing campaigns so you're always in touch with the right customers.
Today, it's more important than ever that customers know about special offers and new services a business offers. Microsoft CRM offers a marketing automation module that simplifies the following tasks: Building customer and lead lists, developing marketing campaigns targeted at specific customers, measuring the results of these campaigns, and developing follow-up marketing efforts.
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Simplifies service scheduling to keep customers satisfied.
One of the most challenging aspects of delivering great customer service is ensuring you never let customers down by missing a service call or appointment. Microsoft CRM provides a centralized, all-in-one view of all customer service requests and service professional calendars. Dispatchers can quickly and easily match the right service personnel to a particular customer or type of service call.
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Integrates with your existing systems to help break down information silos.
Microsoft CRM harnesses the power of Web services through the Microsoft .NET Framework. This latest generation of Microsoft technology enables businesses to connect isolated, legacy business systems and applications.
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Enhances offline communications so everyone can be productive regardless of location.
Microsoft CRM is designed so your staff can be productive both in the office and on the road—even if they aren't connected to a network. Information can be filtered so that people receive only the information they need such as meeting updates and sales figures.
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Builds on the power of SQL Server Reporting Services to create insightful business reports.
The SQL Server Reporting Services engine is a powerful analytical tool for business. The Microsoft CRM embedded reporting engine integrates smoothly with Microsoft SQL Server to generate compelling data reports for business decision makers. |
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