Microsoft Dynamics CRM (Microsoft CRM)

Microsoft Dynamics CRM (Microsoft Business Solutions - CRM) is the world's leading CRM solution in terms of its compatibility and functionality. It will help you to shorten your sales cycles and improve client loyalty. Microsoft Dynamics CRM will automate day-to-day tasks for sales, client service, field service, call centre, and marketing professionals.

How can Microsoft CRM help you?

Microsoft CRM helps your small-to medium-sized business and divisions of larger businesses increase sales success, deliver superior client service, and make informed business decisions.

Microsoft CRM modules integrate together to provide your staff with up-to-date client information. This means it saves employee time by not having to re-enter information or make a phone call to determine what is missing.

Client service representatives can also view complete account information, including sales orders to help them identify top clients and evaluate specific client needs.

How can Communicat help you?

Communicat will provide implementation and integration with Microsoft CRM to facilitate a deeper understanding on how clients interact with your staff. Let us show you how Microsoft CRM can manage your client support operation and sales team. Our expertise will help you through issues such as:

• System design
• Setting up information kiosks
• Support
• Training
• Integration with financial software

In consultation with your business, we will analyse your needs and can make recommendations which will increase your productivity and efficiency.

Microsoft CRM features

• Integration: Microsoft CRM integrates with Microsoft Office and other business systems to present your employees with a complete view of client information. The integration with Microsoft Office enables staff to access Microsoft CRM information from Microsoft Office Outlook and work online or offline with access to sales functionality. All the relevant Microsoft CRM e-mail, contacts, appointments and tasks for each employee update automatically in Outlook. This lets your employees work no matter where they happen to be.
• Full client service process: Assign, manage and resolve support incidents successfully with automated routing, queuing and escalation of service requests. It also includes case management, communications tracking and auto-response e-mails.
• Complete client view: View and manage client account activity and history, including contact information, communications, open quotes, pending orders, invoices, credit limits and payment history.
• Contract management: Create and maintain service contracts within Microsoft CRM to help ensure accurate billing for support incidents. Each time a support case is resolved the relevant contract information is updated automatically.
• Lead routing and management: Track information on prospective clients, then qualify and assign inquiries. Leads will be automatically routed to the correct salespeople or teams.
• Product catalogue: Work with a full-featured product catalogue which includes support for complex pricing levels, units of measure, discounts, and pricing options.
• Sales literature: Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers and competitor information.
• Searchable knowledge base: Resolve common support issues quickly by using a searchable knowledge base which contains relevant articles. Built-in review processes help ensure that published information is complete, correct and properly tagged for search.
• Order management: Create and convert quotes to orders. Microsoft Dynamics CRM integrates into your financial software so invoices for orders are published automatically into Microsoft CRM.
• Quotas: Use quotas to measure sales performance of employees against goals. As sales people close opportunities in Microsoft Dynamics CRM, they receive credits against their assigned quota.
• Territory management: Create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports.
• Reports: View, sort and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes and evaluate business performance. You can also identify common support issues, evaluate client needs, track processes and measure service performance.
• Competitor tracking: Maintain detailed information on competitors in a library and associate that information with opportunities and sales literature. Reporting functionality tracks competitor activity by product, region or other criteria.
• Correspondence and mail merge: Use customisable templates to create and send e-mail to targeted prospects and clients. Print communication materials can be created and sent using Microsoft Word Mail Merge.

More Information

For more information on Microsoft CRM please contact us or visit the Microsoft Dynamics CRM site