Overview

Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) system.

Microsoft Dynamics CRM Overview Complete

Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company’s sales, marketing, and customer service processes. Along with native Microsoft Office Outlook integration, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution.

Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.

Sales: Get more leads and close more business

Sales Role Factsheet

Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Microsoft Dynamics CRM provides:

• lead and opportunity management
• account and contact management
• territory management
• forecasting and sales analytics
• offline and mobile device access
• quick access to products, pricing, and quotes

Marketing: A clearer view of customers and more informed marketing investments

Marketing Role Factsheet

Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM, your marketing professionals can leverage tools for:

• customer segmentation
• campaign planning and execution
• data extraction and cleansing
• analytics and reporting
• marketing/sales collaboration tools
• information sharing portals

Customer service: Provide more value to customers

Customer Service Factsheet

Respond faster to customer service issues and empower your service organisation to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:

• account and contact management
• case and interaction management
• complete call centre management
• product and contract management
• knowledge-base management
• service scheduling
• workflow across teams and groups
• service reporting and analytics

Mobile CRM
Mobile CRM leverages the power of the Microsoft Dynamics CRM system and the advanced connectivity of the Windows Mobile Platform.

Mobile CRM for Dynamics CRM, is a leading mobile application that enables rapid deployment of the Microsoft Dynamics CRM product to users with wireless handheld devices.

Mobile CRM provides your field force with timely, convenient access to customer and corporate data while reducing the time they need to spend developing time-consuming reporting for management.

It makes your sales and service teams more effective, and more efficient.

Built for Mobile Professionals
Mobile CRM is built specifically for mobile sales and service professionals’ providing them with an unrivaled user experience through an intuitive, graphical user interface based on the familiar Dynamics CRM look and feel.

Mobile CRM is a cost-effective solution that can be deployed in as little as 15 minutes providing wireless handheld users with immediate and instant access to accurate CRM data in the field – including all standard and custom entities from Dynamics CRM.

Mobile CRM delivers:
•  Access to Dynamics CRM while out of the office – allowing for up-to-the-minute data changes (from the field and the office) and instant access to current data.
•  A user-friendly interface on the Windows Mobile devices for intuitive CRM data access and entry by the mobile professional. Both while the device is connected online to a wireless service provider and offline, such as in an airplane, or deep inside a customer’s warehouse
•  Using Mobile CRM, sales and service teams have instant access to important customer information when and where they need it.
•  By allowing your sales and service people to quickly and efficiently update their customer information on the fly, your organisation gets transparent up-to-the-minute reporting, while your people have more time to do what they are supposed to do: Sell and Service!
•  Spending more time out of the office means that access to a range of key applications, including e-mail, CRM and other enterprise applications will make the SME professional more efficient and responsive, and help reduce working hours.

For more information or to arrange a demonstration please contact us…

Available as client hosted or SaaS

It may not always be possible or preferable to purchase a solution outright, it is deemed capital expenditure which inevitably needs approval. Therefore, why not consider a monthly “rental” expenditure to acquire the solution your organisation needs?

SaaS (Software as a Service)
Microsoft Dynamics CRM can be deployed as a service, whereby the solution is hosted at a secure data centre and you pay a monthly per user fee to rent the service.
Effectively you own the data and rent the solution as a service.

Client hosted
The more conventional option is obviously available, purchase the solution and host it on your own servers and by paying an annual software assurance fee you are eligible for new product releases for free.