Microsoft Dynamics CRM

Microsoft Dynamics CRM offers very strong sales force automation and functionality in areas such as marketing automation, customer data management, field service management, and analytics. The product is easy to configure and implement. Microsoft Dynamics CRM is very extendable and leverages the power of the Microsoft Application Platform technology building blocks (Windows, SQL Server, .NET, and Office). It is designed to create enterprise-level relational business applications adapted to fit the unique needs of users and businesses. Tight, embedded Microsoft Office technology, and integration with SharePoint, makes Microsoft Dynamics CRM shine in the Enterprise-Level market.

Salesforce Automation

Empower your sales teams and make their sales initiatives more successful with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office functionality to increase customer touches, shorten sales cycle time, close more deals, and drill-into real-time business intelligence.

Managers can easily create territories and teams for organizational efficiency. Price lists, discounts and unit groups can be created to streamline offer management. Through the creation of role-based and group-based permissions, information can be shared across departments with ease.

Sales Managers can coordinate with marketing by tracking leads in one central location. Schedule activities, associate communications, and track all interactions with Leads, Opportunities, and Account-related records.

Assign/escalate leads to different team members automatically based on predefined rules/workflow. CRM Users can use guided dialogues to qualify Leads and flag the hottest leads with conditional formatting.

Close deals faster through centralized information and improve team selling by assigning account ownership to the team. Managers can create and monitor customized offers/promotions and pricing for each opportunity. Better identify/leverage extended relationships, such as, doctors and consultants, in the sales process. Creating proposals is easy with embedded document management capabilities and Microsoft Office integration.

Companies can use predefined workflows to establish consistent sales processes, create integrated businesses processes across the entire organization, and improve collaboration/communication among company resources. Microsoft Dynamics CRM allows companies to track revenue generation with out-of-the-box order and invoice tracking. For companies using Microsoft Dynamics Great Plains for back-office accounting, Microsoft CRM Connector for Microsoft Dynamics GP adds powerful Accounting Integration functionality.

Managers can use embedded analytics to flag cross-sell and up-sell opportunities. Contract Management functions allow your organization to track contract renewal dates/details.

In Microsoft Dynamics CRM, your team can use CRM within the familiar Outlook interface. Users can promote Office Outlook contacts and email messages to CRM on-the-fly. Sales Management can be comfortable that they are working on the most current data with bi-directional data synchronization between Excel and CRM. Team Collaboration and communication is enhanced through embedded Microsoft Office products.

Managers can easily trace changes in the sales pipeline for improved financial planning purposes. Revenue projections have increased accuracy with individual or rollup forecasting. Executives can quickly track sales quota versus attainment at individual or group level. Managers can identify key trends for deals won or lost and optimize the selling process.

Mobile Sales Force, on the road, will be empowered with real time access to customer information from any web-enabled handheld device. With handhelds powered with Microsoft Dynamics CRM Mobile Express and Microsoft Windows Mobile technology, representatives can quickly respond to customer service requests while on the road.

Sales Opportunity Workflow

With Microsoft Dynamics CRM, companies will improve organizational productivity with custom Sales Opportunity workflows. Leverage guided communications across the sales organization to reduce training, while increasing time for selling activities. Teams can automatically create or assign tasks/activities when rules are triggered. Managers can automate simple or complex approval processes with predefined workflows. With Microsoft Dynamics CRM, the scoring and distribution of leads can be automated. Based on pre-determined criteria, custom on-screen alerts can be built for key events or milestones. Consistent sales processes can be defined and enforced across the enterprise.

Marketing Automation - Streamline Campaign Planning

With Microsoft Dynamics CRM, companies can plan and track activities, tasks, budgets and details for each marketing activity. Marketing managers can set up product catalogs, price lists and discounts for optimal offers. Campaign activities, such as, email blasts and direct mail campaigns can be tailored with special offers and sent to highly targeted lists. The organization will save time and money with the use of reusable campaign templates. The team can use predefined workflows to streamline processes and approvals. Internet landing pages can be created for campaigns without any coding. Marketing plans can be developed with embedded document management capabilities.

Marketing Automation - Simplify Campaign Execution

The team can initiate and distribute campaigns and communications instantly. The tracking and management of events is simple and all customer details are available within the same central platform. Managers can use Embedded Mail Merge capabilities to rapidly send mass communications. Users can manually or automatically assign marketing tasks/leads to marketing activities. On-the-fly campaigns, or Quick Campaigns, can be created easily with user friendly wizards. Rules can be created to trigger responses based on customer interest.

Marketing Automation - Improve Campaign Response Processes

The marketing team can centrally capture and track responses for marketing campaigns. CRM Users can automatically capture and categorize campaign responses from Internet landing pages. Set up predefined rules for ranking / scoring responses. With the use of Microsoft Dynamics CRM, managers can instantly assign responses to the most qualified resources for follow-up. Users can also instantly convert responses to leads.

Workflow Automation

Microsoft Dynamics CRM will boost productivity with built-in personal, team, or organizational workflows. Users can quickly assign tasks to the most appropriate resource using configurable rules. To get campaigns reviewed and approved in advance, managers can accelerate review/approval process using predefined workflows. Teams can automate follow-up tasks with predefined triggers. Based on marketing planning criteria, custom on-screen notifications can be set for key events or campaign milestones.

Gain keys insights for decision making

With Microsoft Dynamics CRM, executives can measure their marketing success with key performance indicators (KPIs). Executives will gain business insight with flexible dashboards and inline data visualization. The marketing team can follow key marketing objectives with comprehensive goal-tracking capabilities. Key campaign indicators can be tracked with built-in reports. The organization can easily identify trends and allocate resources with powerful predictive analytics. Robust data cubes can be used for trending analysis.

Sales/Operations/Financial Performance Dashboards (KPI)

Key performance indicators for Sales, Operations, and Financial performance can be accessed in real time with prebuilt dashboards. Managers can take a close look at their business with flexible dashboards and have access to financial reports on-the-fly. With built-in sales reports executives can analyze sales performance without IT assistance. Insightful data cubing tools can be used for trending analysis. The team can use predictive analytics for the identification of key selling scenarios. Organizations can take advantage of the user-friendly Report Wizard to quickly create ad-hoc reports.