Dynamics CRM

Microsoft Dynamics CRM 3.0

 Microsoft Dynamics CRM 3.0 was designed to give businesses what they want most in a CRM system—a customer relationship management that people will use.

 

It works the way your business does. Your information technology (IT) staff can integrate Microsoft CRM with existing systems. Your sales forces can use Microsoft CRM without ever leaving Microsoft Outlook.  Microsoft offers CRM in two editions—Microsoft Dynamics CRM 3.0 Small Business Edition and Microsoft Dynamics CRM 3.0 Professional Edition. Both build on previous versions to help businesses of all sizes develop stronger and more profitable relationships. Here’s a quick look at the latest Microsoft CRM features.

 

Improved Microsoft Office Outlook integration: Work without leaving Outlook

The foremost design objective in creating Microsoft CRM 3.0 was tighter integration with Microsoft Office Outlook, the most used application in the Office suite. Tighter Outlook integration means less application-switching, faster adoption by users, and higher productivity for every customer-facing employee in your organization. Users can look up customer information, send and manage e-mail, set up appointments, and capture customer discussions, all without ever leaving Outlook.

New marketing automation module: Create sales and marketing campaigns fast

Microsoft CRM contains sophisticated marketing capabilities for planning, implementing, and monitoring multi-tier sales and marketing campaigns. Marketing and sales personnel can quickly create a list of leads, craft a letter or direct-mail piece using integrated products such as Microsoft Office Word, launch the campaign, and then track the progress and results. You can even track costs and revenue results of campaigns. Using the Quick Campaign wizard, marketers and salespeople can generate a quick customer e-mail and send it to a targeted list in minutes. Microsoft CRM will automatically track the results.

New service scheduling module: Helps your staff sell more while improving customer service

Microsoft CRM includes a sophisticated scheduling engine that helps you sell and schedule services to customers. Through the new Service Calendar, any authorized user—service managers, salespeople, or customer service representatives—can survey companywide resources and book an appointment, which is automatically added to the customer’s Microsoft CRM record. You can easily incorporate your organization’s business logic into the Service Calendar, specifying, for example, special skills or workdays of different technicians. The Service Calendar shows companywide resource availability at a glance, helping you service customers faster and make optimal use of resources such as people, vehicles, and facilities.

Easier customization: Tailors to your company's needs quickly

Microsoft CRM can easily be customized for any business. Any non-technical user can create a new object with a few mouse-clicks—no need to write code or even leave the application. This makes it very easy to tailor Microsoft CRM to a specific industry or individual company. Deeper customizations that do require programming are also simpler, lowering the cost of having a Microsoft Partner incorporate your business logic, customize the user interface, or link Microsoft CRM to another application. Microsoft CRM also contains a host of workflow improvements such as auto-fill of name and date fields, and next-step recommendations that speed application use and improve worker productivity.

Improved reporting: Drill into the details fast

Getting information out of Microsoft CRM is just as easy as putting it in. You can of course export any subset of Microsoft CRM data to Microsoft Office Excel spreadsheet software for analysis. Microsoft CRM also provides a number of standard, one-button reports using Microsoft SQL Server Reporting Services as the underlying report engine. You can create custom reports that are accessible from within Microsoft CRM through an e-mail subscription service or over a Microsoft Office SharePoint Portal Server site. Users can save frequently used reports, which are refreshed with current data every time they’re opened. Best of all, security clearances are built into every report. Users only have access to the data they’re authorized to see.

 

For More Information

 

Learn more about Microsoft CRM 3.0 by calling Rocco Polino at Software Solutions Group (716) 568-2040 x18 or email him at rocco@softsolgrp.com

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