Microsoft Dynamics CRM 4.0
Whether Generating Leads, Chasing Prospects, Looking After Customers or Managing Cases and Contracts through a Helpdesk, Microsoft CRM is the Perfect Solution for you.
The Power of Choice
- Choose how you use it: Through Microsoft Outlook, Browser, Mobile, Portal.
- Choose how you run it: On premise or Hosted.
- Choose how you buy it: Own it or Rent it with Perpetual Licenses or Subscription.
- Change your mind at any time.
Microsoft Dynamics CRM 4.0 - Overview
Sales: Creating Demand and Generating New Business
Microsoft Dynamics CRM has a Sales Force Automation (SFA) module which enables you to analyse the entire sales cycle and successfully manage your sales pipeline, from first contact to final sale. It provides you with the tools to ensure your team’s time and energy are spent on the deals most likely to close.
- Improve lead distribution and tracking.
- Analyse training and performance.
- Centralise contact and interaction management.
- Effectively process quotes and orders.
- Provide remote sales staff with instant access to corporate information.
Marketing: a clearer view of your customer and management of effective campaigns
Microsoft Dynamics CRM helps you build lasting and more profitable customer relationships by helping you identify, execute and replicate effective marketing initiatives across your sales channel. An automated CRM systems helps marketing teams
- Develop, target and implement campaigns.
- Manage and analyse budgets.
- Maintain lists and track responses.
- Track collateral distribution.
- Analyse campaign results.
Customer Service: make every customer a repeat customer
Microsoft Dynamics CRM provides customer support teams with the automated tools they need to develop relationships that create customer loyalty and generate repeat sales.
- Increase call centre efficiency.
- Create cross-sell and up-sell opportunities.
- Better manage interactions and call escalations .
- Deliver high levels of customer service.
- Analyse campaign results.
Key New Features of Microsoft CRM 4.0
There are some key new advantages of the latest version of Micrsoft CRM.
- Multi tenancy - to support cloud-based deployment & intra-enterprise hosting.
- Multi language and currency on a single server.
- Windows Workflow foundation for cross-process workflow.
- Full and limited user Mixed Environment Options.
Infuse your organisation with new levels of customer intelligence using Microsoft Dynamics CRM version 4.0, an all-new customer relationship management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft CRM, you can create a centralised 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 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.
On This Page
- Works the way you do
- Works the way your business does
- Works the way technology should
- Fast facts about Microsoft CRM
Works the way you do
Microsoft CRM is quite simply the fastest and easiest way to add CRM capabilities to any organisation that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, Microsoft CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.
Microsoft CRM can give your employees direct access to customer information through Microsoft Outlook, enabling access to the information they need when they need it, in the office or on the road. Microsoft CRM lets you work the way you want to work with features such as:
- 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.
- Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
- Customised workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
- Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.
- Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.
- Great mobile support that allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.
Works the way your business does
Microsoft 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 CRM to suit your needs and fit your business like a glove. You'll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft CRM also includes capabilities such as:
- 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.
- Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
- Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
- 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.
- 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.
Works the way technology should
Microsoft 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:
- Easy to modify forms, data fields, and information relationships so that users can get the customised information they need.
- Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of Microsoft CRM.
- Fast data searches across large volumes of customer data that help users find the information they need.
- Easy to use step-by-step Microsoft Exchange Connector Deployment Wisard that simplifies Microsoft CRM integration with Microsoft Exchange and Outlook.
- Simple and fast connectivity to external data sources that gives users access to relevant information.
- Advanced management and notification tools that are centralised and give the IT staff the right information to manage a CRM system.
Fast facts about Microsoft CRM
Editions
Microsoft CRM 4.0 is available in two editions: Microsoft Dynamics Professional Edition and Microsoft Dynamics CRM 3.0 Small Business Edition - Compare editions.
System requirements
Review hardware and software requirements necessary to implement Microsoft CRM.
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