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Save Time and Money with Microsoft CRM To achieve your business goals, you need business tools that provide you with the right customer information at the right time. Microsoft CRM can help your employees build closer relationships with your customers to achieve new levels of productivity and profitability. Ensure Efficient Customer Service - Employees can quickly assign, manage, and resolve incidents with automated routing, queuing, and service request escalation. A Increase Sales Success - You can shorten the sales cycle and improve close rates with lead and opportunity management tools and workflow rules customization for automated sales processes, quote creation, and order management. Understand customer behavior - It's one thing to collect reams of customer information—it's another to understand it. Powerful reporting and analysis tools help forecast sales, measure business activity and performance, track sales and service success, as well as identify trends, problems, and opportunities. Work more effectively from Microsoft Office Outlook - Your sales, marketing, and customer service staffs can stay in their favorite work environments while accessing fresh customer data. They can look up customer information, send and manage e-mail messages, set up appointments, and capture customer discussions, all without ever leaving Outlook. Keep all your customer information in one place - Microsoft CRM provides a centralized repository for all customer information that 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 information - Advanced security enhancements in Microsoft CRM can help you keep your customer information confidential. Role-based and permission-based access to customer information helps to ensure that each user is restricted to only the information he or she is authorized to see. Built-in firewall protection and security-enhanced remote access enables employees to securly tap into customer information while away from the office. Send and receive faxes from Microsoft CRM - Your employees can create, send, and receive faxes from within Microsoft CRM. They simply click the customer contact name, send a fax, and record the fax in the customer CRM record for future reference. Employees can also take advantage of Microsoft Shared Fax Service, a feature that enables employees to send and receive faxes from a PC rather than from a public fax machine.
Customize Microsoft CRM to your business
- With the built-in Configuration Wizard,
you can design custom application views for
different users, modify forms, data fields,
and relationships. You can also implement
workflow processes to have Microsoft CRM
automate repetitive tasks, suggest next
steps, send e-mail messages, and raise
alerts for open items.
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