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Microsoft
Dynamics CRM Of course you have customers—every business does. Which is why every business needs a Customer Relationship Management (CRM) solution.At its core, CRM involves three basic steps: finding and developing customer relationships, keeping customers happy, and growing these relationships to enhance your business profitability.
It's one thing to identify a loyal customer; it's another to cultivate that loyalty. To do this, you have to know your customers. Knowledge is power. And CRM delivers. From centralizing customer information and correspondence across your organization to identifying new avenues of business growth to capturing proven workflows, CRM has features and components that can help your business become more responsive to your customer’s needs. CRM (Microsoft CRM) helps organizations of all sizes, within all industries to build more fruitful, productive relationships with current customers, and forge relationships with new ones. Microsoft Dynamics™ CRM (formerly Microsoft CRM) encompasses all the best practices of CRM, with all the flexibility, familiarity, and functionality you’d expect from Microsoft. It’s a solution that works the way you do, the way your business does, and the way technology should.
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 Dynamics™ 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 Dynamics™ 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.
Improved
Microsoft Office Outlook integration: Work without leaving
Outlook
The foremost design objective in creating Microsoft Dynamics™ CRM
3.0 was tighter integration with Microsoft Office Outlook,
the most used application in the Office suite. Tighter Outlook
integration means less application-switching, faster adoption
by users, and higher productivity for every customer-facing
employee in your organization. Users can look up customer
information, send and manage e-mail, set up appointments,
and capture customer discussions, all without ever leaving
Outlook.
New
marketing automation module: Create sales and marketing
campaigns fast
Microsoft Dynamics™ CRM (formerly Microsoft CRM) contains sophisticated marketing capabilities
for planning, implementing, and monitoring multi-tier sales
and marketing campaigns. Marketing and sales personnel can
quickly create a list of leads, craft a letter or direct-mail
piece using integrated products such as Microsoft Office
Word, launch the campaign, and then track the progress and
results. You can even track costs and revenue results of
campaigns. Using the Quick Campaign wizard, marketers and
salespeople can generate a quick customer e-mail and send
it to a targeted list in minutes. Microsoft CRM will automatically
track the results.
New
service scheduling module: Helps your staff sell more while
improving customer service
Microsoft Dynamics™ CRM (formerly Microsoft CRM) includes a sophisticated scheduling engine
that helps you sell and schedule services to customers.
Through the new Service Calendar, any authorized user-service
managers, salespeople, or customer service representatives-can
survey companywide resources and book an appointment, which
is automatically added to the customer's Microsoft Dynamics
CRM record. You can easily incorporate your organization's
business logic into the Service Calendar, specifying, for
example, special skills or workdays of different technicians.
The Service Calendar shows companywide resource availability
at a glance, helping you service customers faster and make
optimal use of resources such as people, vehicles, and facilities.
Easier
customization: Tailors to your company's needs quickly
Microsoft Dynamics™ CRM (formerly Microsoft CRM) can easily be customized for any
business. Any non-technical user can create a new object
with a few mouse-clicks-no need to write code or even leave
the application. This makes it very easy to tailor Microsoft
Dynamics CRM to a specific industry or individual company.
Deeper customizations that do require programming are also
simpler, lowering the cost of having a Microsoft Partner
incorporate your business logic, customize the user interface,
or link Microsoft Dynamics CRM to another application. Microsoft
Dynamics CRM also contains a host of workflow improvements
such as auto-fill of name and date fields, and next-step
recommendations that speed application use and improve worker
productivity.
Improved
reporting: Drill into the details fast
Getting information out of Microsoft Dynamics™ CRM is just
as easy as putting it in. You can of course export any subset
of Microsoft Dynamics CRM data to Microsoft Office Excel
spreadsheet software for analysis. Microsoft Dynamics CRM
also provides a number of standard, one-button reports using
Microsoft SQL Server Reporting Services as the underlying
report engine. You can create custom reports that are accessible
from within Microsoft Dynamics CRM through an e-mail subscription
service or over a Microsoft Office SharePoint Portal Server
site. Users can save frequently used reports, which are
refreshed with current data every time they're opened. Best
of all, security clearances are built into every report.
Users only have access to the data they're authorized to
see.
Microsoft Dynamics™ CRM 3.0 Sales makes it easy to manage
leads and opportunities, measure and forecast sales activity,
track customer contacts, and automate the sales process helping
ensure a shorter sales cycle, higher close rates, and improved
customer retention.
Microsoft
Dynamics™ CRM Sales Overview (PDF 162KB)
Microsoft
Dynamics™ CRM Sales Datasheet (PDF 341KB)
Microsoft Dynamics™ CRM 3.0 Service Management enables service
representatives to track requests, manage support issues
from contact through resolution, and deliver the consistent,
efficient service that helps ensure customer satisfaction.
Microsoft
Dynamics™ CRM Service Management Overview (PDF 162KB)
Microsoft
Dynamics™ CRM Service Management Datasheet (PDF 323KB)
Microsoft Dynamics™ CRM 3.0 Marketing enables sales and
marketing professionals to deliver targeted communications
to prospective and existing customers, shorten the sales
cycle, and improve close rates.
Microsoft
Dynamics™ CRM Marketing Datasheet (PDF 337KB)
"Better Together": Enhance the power and effectiveness of
Microsoft Dynamics CRM business software with Microsoft products and technologies that work even better, together. Microsoft makes significant investments in delivering products and technologies that work together and enable people-ready businesses. This vision is centered on providing the right tools to help people realize their potential. Microsoft DynamicsTM CRM business software achieves this goal by bringing Customer Relationship Management (CRM) together with versatile Microsoft® products and technologies to provide you with a wide choice of capabilities to enhance your business.Microsoft Dynamics CRM gives you the applications and capabilities you need to easily create and maintain a clear view of customer interactions from first contact through purchase and post-sales. With tools to enhance your company’s marketing, sales, and customer service processes, along with native Microsoft Office Outlook® messaging and collaboration client integration, Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.
Microsoft Dynamics CRM Offers Choice: Microsoft Dynamics™ CRM is a multitenant CRM solution that offers multiple deployment options including: on-premise, on-demand, self-hosted, and hybrid deployment models. Designed to minimize risk and total cost of ownership, all deployment options are built on the same modern services oriented architecture and data model, making it easy for you to change your deployment as your needs change.
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