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Microsoft CRM Features Works the Way You Do Microsoft CRM is the fastest and easiest way to add Customer Relationship capabilities to any organization and allows employees direct access to customer information through Microsoft Outlook or Microsoft Outlook Web Access (OWA), 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: Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from Microsoft CRM into Office applications such as Microsoft Excel and Word. Quick and easy access to your information through context-sensitive information for populating forms or taking next steps without changing screens. Customized workspaces that allow users to create, save, and reuse favorite views of customer information. Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service. Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance. Great mobile support that allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.   Works the Way Your Business Does Microsoft CRM not only slips right into your employees’ lives without disruption, it also adapts easily to your existing business workflow and processes. i3solutions can quickly customize application forms, data fields, and relationships to meet your business needs and implement workflow processes that speed use, such as next-step suggestions and automatic task assignment. Microsoft CRM also includes capabilities such as: A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track progress 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. Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up. Customization of 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 to automate repetitive tasks, tell users next steps, send e-mails, and raise 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 for updating executive dashboards or collaborating on customer-related documents.   Works the Way Technology Should Microsoft CRM works the way your IT staff wants it to because it’s based on proven, industry-standard Microsoft technology that’s easy to learn and work with. You’ll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows. IT-friendly features include: Easy to modify forms, data fields, and information relationships so that users can get the customized information they need. Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of Microsoft CRM. Fast data searches across large volumes of customer data that help users find the information they need. Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system. i3solutions has a proven history of implementing sales force automation solutions for businesses since 1997. For more information about the Microsoft CRM system, please email sales@i3solutions.com or call 703.652.8914.