Microsoft Dynamics CRM is extremely popular among new and existing CRM users alike. The release of Microsoft Dynamics CRM version 4.0 builds on this success by providing exceptionally well designed software with high levels of functionality.
As well as increasing the overall efficiency of business processes by eliminating duplicate data entry and improving workflow, Microsoft Dynamics CRM 4.0 has powerful tools for planning sales activities, streamlining opportunities management and accurately producing sales forecasts. It will enhance all levels of marketing activities from campaign planning, execution and analysis to lead development and contact management. It also has dedicated service functions to improve scheduling, case handling and help you provide professional, efficient and high quality customer service.
Microsoft Dynamics CRM: Sales
Microsoft Dynamics CRM’s Sale Module can make massive improvements to your sales activities plans, sales forecasting and opportunities management. You can increase the efficiency of your sales team by assigning leads to them based on the geographical region or territory they are responsible for.
Give them the power to manage accounts through automated scheduling of tasks, phone calls etc and give your team leaders an overall view of the 'sales picture'.
- Import leads from a spreadsheet or even directly from your website.
- Take advantage of built in functionality to promote your leads through to opportunities, generate quotes and confirm orders.
- Based on specified criteria, automate areas of the Sales Process to provide a proven and structured approach to selling.
- Provide prices quickly based on the type of customer (end user, wholesale), the quantity they purchase as well as any special offers or discounts.
- Ensure that all users are working from up to date information and price lists by centrally storing all of your sales literature.
Microsoft Dynamics CRM: Marketing
Microsoft Dynamics CRM’s marketing Module will help you improve the cost benefit of your marketing campaigns by accurately targeting your customer base with the products and information that are relevant to them.
Build marketing lists that are dynamically created based on specified criteria to allow you to generate personalised e-mails or mail merge documents.
- Automate the assignment of phone calls to your outbound sales team.
- Generate and send targeted emails.
- Generate mail merge campaign documents.
- Automatically track electronic responses.
- Handle 'Do not send' requests received by email automatically so contacts will be excluded from future campaigns.
- Assign budgets to individual campaign activies.
- View the success of your marketing campaign using the 'Campaign
Performance Report'.
Microsoft Dynamics CRM: Customer Service
Microsoft Dynamics CRM’s Customer Service Module will increase the capability of your support team by providing them with a clear view of all cases assigned to them plus the ability to get to speed quickly with any cases they get involved in through clear presentation of all communications relating to the issue.
The powerful service scheduling module allows appointments to be scheduled quickly based on availability of the required resources such as technicians, transport, specialist
equipment etc.
- Categorise and log 'cases' with system generated unique reference numbers.
- View all cases that relate to a specific client or company.
- Get a view of all tasks (phone calls, emails, appointments) relating to case to enable any user to quickly get up to speed and resolve the problem.
- Store FAQ's, solutions to common problems and useful information for your users in the 'knowledge base'.
- Generate escalation rules so that any cases that remain unresolved are brought to the attention of team leaders.
- Functionality for handling email 'queues' such as 'support@example.com'.
- Enable cases to be assigned or shared to ensure the most appropriate support team member handles the case.
- Provide high level visibility to ensure that all issues are resolved as well as to highlight any categories that could be a cause for concern.
Unlock the Power of Outlook
Designed from the ground up with flexibility as a fundamental requirement Microsoft Dynamics CRM offers a rich set of functionality with solutions for Sales, Marketing, Customer Support and Resource Scheduling.
Work from within Outlook
Most employees are familiar with Outlook. Microsoft Dynamics CRM works from within Outlook and works the way you do by giving direct access to customer information without ever needing to change screens.
Salesforce Mobility
Use Microsoft Dynamics CRM to empower your workforce and take data with you on your laptop, smart phone or even access it over the internet via a hand held device.