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Microsoft Dynamics CRM is a customer
relationship management (CRM) solution that provides the tools
and capabilities needed to create and easily maintain a clear
picture of customers, from first contact through to purchase and
post-sales. With modules for sales, marketing, and customer
service, Microsoft Dynamics CRM delivers a fast, flexible, and
affordable solution that drives consistent, measurable
improvements in every business process, enabling closer
relationships with customers and helping to achieve new levels
of profitability.
Even for companies with the most complex of
sales processes, Microsoft Dynamics CRM provides easy-to-use
features and capabilities to help improve the way sales and
marketing organizations target new customers, manage marketing
campaigns, and drive sales activities. Here's how Microsoft
Dynamics CRM can help your employees make better business
decisions and get a clearer view of your customers.
Works the way you do
Microsoft Dynamics CRM is the fastest and
easiest way to add CRM capabilities to any organization that
uses Microsoft Office system applications, including Microsoft
Office Outlook. Because it was designed to partner with Office
Outlook, Microsoft Dynamics CRM delivers lower training costs,
broader user adoption, less application-switching, higher
productivity, and a fast return on investment.
Microsoft Dynamics CRM gives your employees
direct access to customer information through Office Outlook,
enabling access to the information they need whether in the
office or on the road. Microsoft Dynamics CRM offers:
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Tight integration with the
Microsoft Office system and Office Outlook,
allowing employees to easily pull information from
Microsoft Dynamics CRM into Office system applications
such as Microsoft Office Excel spreadsheet software and
Microsoft Office Word word processing software.
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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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Customized 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 helps enable field workers to get instant access to
customer data from most popular portable devices
including mobile phones with Web browsers, and laptops.
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Works the way your business does
Microsoft Dynamics 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 Dynamics CRM to suit your
needs and fit your business. Microsoft Dynamics CRM features
several workflow innovations that speed use, including next-step
suggestions and automatic task assignment. Microsoft Dynamics
CRM also includes capabilities such as:
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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 responses.
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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 customization
of Microsoft Dynamics CRM to your business workflow by
adding custom objects and activities, designing custom
views for different users, and building business logic
into the CRM. This enables Microsoft Dynamics CRM to
automate repetitive tasks, tells users next steps, sends
e-mail messages, and raises alerts for open items—so
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 Office
Excel for analysis or into Microsoft Office SharePoint
Portal Server for updating executive dashboards or
collaborating on customer-related documents.
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Works the way technology should
Microsoft Dynamics CRM works the way your IT
staff wants it to because it's based on proven,
industry-standard Microsoft technology that's easy to learn and
work with. You'll enjoy a rapid, low-cost deployment; low
support costs; and easy scalability as your business grows.
IT-friendly features include:
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Easy to modify
forms, data fields, and information relationships so
that users can get the customized information they need.
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Streamlined installation
with diagnostic tools that reduce setup time and help
ensure a successful deployment of Microsoft Dynamics
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 Dynamics CRM
integration with Microsoft Exchange and Office 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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