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Microsoft
CRM Solutions
Microsoft CRM is a comprehensive CRM
solution that helps businesses increase
sales success, provide superior customer
service, accurately forecast sales, and
analyze business performance. Accessible
from both Microsoft Outlook and the Web,
Microsoft CRM offers a flexible,
scalable architecture that integrates
easily with Microsoft Office, Microsoft
Business Solutions, third-party
applications, and your business
customer-facing Web site.
Even for companies with the most complex
of sales processes, Microsoft 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 CRM can help your
employees make better business decisions
and get a clearer view of your
customers.
Works the way you do
Microsoft 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 CRM delivers lower training
costs, broader user adoption, less
application-switching, higher
productivity, and a fast return on
investment.
Microsoft 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 CRM
offers:
- Tight integration with the Microsoft Office
system and Office Outlook, allowing employees to
easily pull information from Microsoft CRM into
Office system applications such as Microsoft
Office Excel spreadsheet software and Microsoft
Office Word processing software.
- Quick and easy access to your data through
context-sensitive information for populating
forms or taking next steps without changing
screens.
- Customized 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 helps enable field
workers to get instant access to customer data
from most popular portable devices including
mobile phones with Web browsers, and laptops.
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. Microsoft CRM features
several 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 responses.
- Service scheduling that allows you to
centrally manage all aspects of a service
request, from logging and dispatching to
tracking and follow-up.
- Easy customization 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.
This enables Microsoft 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.
- 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.
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 customized information they need.
- Streamlined installation with 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 Wizard that simplifies
Microsoft CRM integration with Microsoft
Exchange and Office Outlook.
Simple and fast connectivity to external data
sources that gives users access to relevant
information.
- Advanced management and notification tools
that are centralized and give the IT staff the
right information to manage a CRM system.
For more Microsoft CRM information:
- Microsoft CRM Customization
- Microsoft CRM Integration
- Microsoft CRM Software
- Microsoft CRM Projects
- Microsoft CRM Solutions
- Microsoft CRM Training
Contact Us if you have additional questions about
Microsoft CRM
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