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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 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 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.
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 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 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.
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