Microsoft Dynamics CRM

Microsoft Dynamics CRM 2011 is a fully integrated customer relationship management (CRM) system. It 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, helping you drive consistent and measurable improvements in everyday business processes.

Works the way you do>

Microsoft Dynamics CRM is quite simply the fastest and easiest way to add customer relationship capabilities to any organization that uses Microsoft Office or Microsoft Outlook. Because it was designed to partner with Outlook, Microsoft Dynamics CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment. It can give your employees direct access to customer information through Microsoft Outlook or Microsoft Outlook Web Access (OWA), enabling access to the information they need when they need it, in the office or on the road. 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.

• 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 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 Dynamics CRM 2011 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 the software 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 Dynamics CRM also includes capabilities such as:

• A 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 the software 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 Dynamics CRM 2011 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 Dynamics 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 Dynamics 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.