Microsoft® Dynamics™ CRM

A fast, flexible and affordable solution that gives your organization the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales.

Its native Microsoft Office Outlook® integration, its ability to run in Microsoft Internet Explorer®, and its multi-deployment options allow Microsoft® Dynamics™ CRM to work the way your business does.

Marketing

Microsoft® Dynamics™ CRM provides the ability to run Quick Campaigns, which can be created in a matter of minutes, or full-blown Campaigns. These offer the following key benefits:

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

Sales

The sales component of Microsoft® Dynamics™ CRM offers access to key data both online and offline, while providing your sales professionals the ability to easily identify both cross-sell and up-sell opportunities. Further functionality includes:

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

Customer Service

Key to the success and profitability of your business is the ability to provide world-class customer service. To that end, Microsoft® Dynamics™ CRM gives your service organization the ability to anticipate, address and deliver consistent, efficient customer care, in addition to:

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

Microsoft® SQL Server® Database

Microsoft® Dynamics™ CRM utilizes a Microsoft® SQL Server® backend for its database, which allows for enterprise-level security, advanced maintenance and backup plans, and transaction roll-back functionality, ensuring you complete data integrity. Microsoft® Dynamics™ CRM leverages Microsoft® SQL Server’s® built-in report writer, SQL Reporting Services® (SRS). A wizard-based report writer allows for easy customization of reports and the ability to create them from the ground-up.

Microsoft® Technology

Microsoft® Dynamics™ CRM utilizes various industry-standard Microsoft® technologies to provide organizations flexibility, operational efficiency, scalability and performance. Microsoft® Dynamics™ CRM’s new multi-tenant architecture helps simplify deployment and support and enables more efficient use of hardware. Further, with clustering and load balancing, as well as parallel inbox processing and wide area network (WAN) performance improvements, greater cost-effectiveness can be realized.

Workflow

Utilizing the Windows Workflow Foundation, Microsoft® Dynamics™ CRM allows for consistent business processes with flexible business automation tools. Users can create custom workflows based upon a myriad of triggers presenting the opportunity to automate virtually any task.

Business Intelligence

Because Microsoft® Dynamics™ CRM is fully integrated with Microsoft® Office SharePoint Server™ 2007, crucial business information can be retrieved from virtually any area of the system and served up via Dashboards to provide potent business intelligence capabilities. User-defined Key Performance Indicators (KPI’s) can be created to display information in a myriad of interactive tables, graphs, charts, or pivot tables that allow users to drill further into the details.

Multilingual Support

Microsoft® Dynamics™ CRM offers a multilingual user interface that allows companies to work in different user interface (UI) languages on the same installation. Languages include Arabic, Czech, Chinese (Hong Kong), Chinese(Simplified), Chinese (Traditional), Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish, Swedish, and Turkish.

Microsoft® Dynamics™ GP Integration

The ability to view company financial data is critical to more than just the accounting department these days. Information regarding quotes, orders, invoices, and field service tickets is of utmost importance to today’s users of customer relationship management (CRM) applications, such as Microsoft® Dynamics™ CRM. Real-time integration between Microsoft® Dynamics™ GP and Microsoft® Dynamics™ CRM is available that allows for the following integration options:

• Customer Information. Both Microsoft® Dynamics™ CRM Accounts and Microsoft® Dynamics™ CRM Contacts can be integrated to Microsoft® Dynamics™ GP as customers reducing the amount of duplicate data entry.

• Order Information. Create orders in Microsoft® Dynamics™ CRM and allow them to flow seamlessly to Microsoft® Dynamics™ GP. Status updates, shipping notes, and other important information entered in Microsoft® Dynamics™ GP can then be pushed to Microsoft® Dynamics™ CRM for complete visibility by the sales team.

• Invoice Information. As invoices are generated in Microsoft® Dynamics™ GP, values and payment status pass easily to Microsoft® Dynamics™ CRM to allow the sales and marketing teams to have complete visibility into a customer’s status.

• Product & Price List Information. Allow Microsoft® Dynamics™ GP to master your product, prices, and discount information by integrating it in real-time to Microsoft® Dynamics™ CRM.

• Field Service Integration. Microsoft® Dynamics™ CRM Service Case integration to the Field Service module of Microsoft® Dynamics™ GP.

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