Connecting People for
Business SuccessMicrosoft 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.
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. |
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. |
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. |
