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Microsoft CRM

Microsoft Business Solutions CRM helps mid-market businesses build profitable customer relationships. Integrated Sales and Customer Service modules enable employees to share information to improve sales success and deliver consistent, efficient customer service. Sales and customer service features include leads and opportunity management, a complete view of customer history, automated incident management, and a searchable knowledgebase. Microsoft Business Solutions CRM also includes reporting tools for accurate forecasting and measurement of business activity and employee performance. Built using Microsoft .NET–connected technologies, Microsoft Business Solutions CRM is easy to deploy, customize, and use, accessible from Microsoft Outlook® and the Web, integrates with other business applications, and scales as your business grows.

Microsoft CRM Sales Module:

Accessible from Microsoft Outlook and the Web, Microsoft CRM Sales helps sales people manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications, and automate stages in the sales process—helping ensure a shorter cycle, higher close rates, and improved customer retention.

Increase Sales Success
Shorten the sales cycle and improve close rates with leads and opportunity management, customizable workflow rules for automated sales processes, quote creation, and order management.

Understand Customer Needs
Comprehensive reports let you forecast sales, measure business activity and performance, track sales and service success, and identify trends, problems, and opportunities.

View Complete Customer Information
Microsoft CRM offers a centralized, customizable view of sales and support activity and customer history.

Work From Microsoft Outlook or the Web
Access full sales functionality online or offline with Microsoft Outlook, or work from any location using a Web browser.

Share Information
View, update, and share sales and customer service information across teams and departments.

Integrate Powerfully
Integrate with Microsoft Office, Microsoft Business Solutions Financial Management and other business systems.

Microsoft CRM Customer Service

Offer superior customer service and increase capacity to handle requests, without adding employees. Microsoft CRM Customer Service helps your service representatives track customer requests, manage support issues from initial contact through successful resolution, and provide customers with the consistent, efficient service that ensures satisfaction.

Help ensure efficient customer service processes
Assign, manage, and resolve support incidents successfully with automated routing, queuing, and escalation of service requests, along with case management, communications tracking, and auto-response e-mail.

Understand customer needs
Microsoft CRM includes reports that let you identify common support issues, evaluate customer needs, track processes, and measure service performance.

Share information more easily
Identify top customers and prioritize service needs with a complete view of accounts, including sales and order information as well as support information.

Create a shared knowledge base of support information
Resolve support issues accurately and efficiently using a searchable, shared knowledge base of KB articles.

Customize and scale
Configure user interfaces and workflow processes, customize the solution to fit your business, and scale the installation to meet changing needs.

Integrate with Microsoft Business Solutions
Eliminate redundant data entry and streamline business processes through integration with Microsoft Business Solutions Financial Management
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