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         Dynamic CRM 3.0

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Microsoft Dynamic CRM 3.0

 

Demand continues to grow for Customer Relationship Management (CRM) solutions that work the way businesses do. Generate revenue by helping your customers use CRM solutions to build and manage profitable relationships.

With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works—and works very well—because it works the way your users already do, works the way your business already does, and works the way technology should.

Microsoft CRM can give your employees direct access to customer information through Microsoft Outlook, enabling access to the information they need when they need it, in the office or on the road. Microsoft CRM lets you work the way you want to work with features such as:

Keep all your customer information in one place:

Microsoft CRM 3.0 can help you create a single, centralized repository for all customer information. This information can be instantly accessible wherever and whenever it's needed. Your staff can have the accurate, up-to-date customer knowledge they need to drive sales, maximize up-sell and cross-sell, and deliver personalized customer service. Even mobile employees can stay in the loop through new mobility and data synchronization features in Microsoft CRM.

Improve security enhancements for your customer data:

Advanced security enhancements in Microsoft CRM 3.0 can help you keep your customer data confidential. Role-based and permission-based access to customer data helps to ensure that each user is restricted to only the information he or she is authorized to see.

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.

Easy customization:

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.

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.

Quick and easy access to your data:

Through context-sensitive information for populating forms or taking next steps without changing screens.

Great mobile support:

That allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.

Customized workspaces:

T
hat allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.

Migrate data from Microsoft Office Outlook Business Contact Manager to Microsoft CRM

 
 
 
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