Building Blocks

Dynamics™ CRM, Microsoft’s® award winning customer relationship management (CRM) solution provides the tools and capabilities needed to create and easily maintain a single, 360˚customer view from initial contact to quote and purchase and post-sales. Modules include sales, marketing, and customer service and drive consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.

Even for companies with the most complex of sales processes, Microsoft Dynamics™ CRM provides easy-to-use features and capabilities to help improve the way sales and marketing organizations target new customers, manage marketing campaigns, and drive sales activities.

Works the way you do

Dynamics™ CRM is tightly integrated with Office Outlook® meaning that users do not have to switch between systems when working with customers or prospects. This tight Outlook® integration lowers training costs, ensures broad user adoption and provides a higher return on investment.

Works the way your business does

Dynamics™ CRM adapts easily to existing business workflow and processes with easily modifiable forms, data fields, relationships, activities and objects without writing a single line of code. A new marketing module makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns. A Quick Campaign wizard allows marketers and salespeople to send out e-mail blasts to targeted lists and track responses. Service scheduling allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.

Works the way your business does

Dynamics™ CRM adapts easily to existing business workflow and processes with easily modifiable forms, data fields, relationships, activities and objects without writing a single line of code. A new marketing module makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns. A Quick Campaign wizard allows marketers and salespeople to send out e-mail blasts to targeted lists and track responses. Service scheduling allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.

Flexible reporting enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft® Office Excel® for analysis or into Microsoft® Office SharePoint® Portal Server for updating executive dashboards or collaborating on customer-related documents. Works the way technology should because it's based on proven, industry-standard Microsoft technology that's easy to learn and work with, you will enjoy a rapid, low-cost deployment, low support costs, and easy scalability as your business grows.

Microsoft Dynamics™ CRM

Sales: Shorten the sales cycle and improve win rates with a 360-degree customer view, lead and opportunity management, automated lead routing, sales process automation, and competitor tracking.

Service: Increase capacity to handle requests without increasing employee count. Service representatives can track requests, manage support issues from contact through resolution, and deliver the consistent, efficient service that helps ensure customer satisfaction.

Marketing: Deliver the right message to the right audience through effective target marketing. Marketing professionals can segment customer data across multiple data points to ensure proper audience definition. Complex full cycle marketing campaigns can be planned and executed with the results feeding directly into lead and sales management processes.

Analytics: Intuitive business intelligence tools built on Microsoft® SQL Server® and the Microsoft® Office system deliver role-tailored reporting and analytics capabilities that empower executives, managers, and sales and service people to track and manage business performance, quickly create reports, measure and forecast revenue, identify opportunities, and proactively manage service issues.

Mobility: Microsoft Dynamics™ CRM Mobile works with most handheld or mobile devices to provide your mobile team with full, customizable sales, marketing, and customer service functionality, including support for multiple languages, regardless of where they’re working.

Integration: Microsoft Dynamics™ CRM integrates with the Microsoft® Office System, Microsoft Dynamics™ Business Management Solutions, and other business systems to give employees a complete view of customer information across departments, divisions, and external data sources.

Application Development Platform: Microsoft Dynamics™ CRM provides an organization with the ability to quickly configure and extend the application to meet specific business process requirements. In addition to a “codeless” configuration environment, IT professionals can leverage out-of-the-box Web services to deliver rich content from other legacy applications.