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:
That 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