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Microsoft Dynamics CRM
The latest Microsoft CRM product is, without doubt, the best yet in terms of the all-important ease of use. It provides employees with an intuitive interface which sits comfortably within applications with which they are already likely to be familiar.
Sales and service staff can work from within Microsoft Outlook to access comprehensive customer or incident histories, view product and sales literature, track customer-related tasks and appointments and manage contracts. Users can receive an e-mail from a prospect, promote the e-mail to a customer record and use pre-configured workflow rules to schedule future interactions with this prospect without ever leaving the Outlook interface.
Whether in sales or customer service, this product will help staff manage their workload more effectively – and because they will be working in a familiar environment, training costs can be kept to a minimum.
When it comes to ease of use, consider these features:
- manage work more easily: it delivers CRM functionality as a natural extension of Microsoft Office Outlook meaning you can manage customer e-mail, appointments, tasks and contacts from a single business application
- work away from the office: access full sales functionality online or offline through Microsoft Outlook or work from any location using the web client or Microsoft Windows mobile-based pocket PC
- Outlook experience: manage your sales, service and marketing relationships within a single business application. Automatically synchronise Outlook e-mail, calendar, tasks and contacts with your Microsoft CRM database
- Complete customer view: view and manage customer account activity and history including contact information detailed notes, document attachments, communications, open quotes, pending orders, invoices and credit limits
- Workflow: automate leads routing, notifications and escalations. Workflow rules also make it easy to generate and send auto-response e-mail to customer requests
- Correspondence and mail merge: use customizable templates to create and send e-mail to targeted prospects and customers. Print communications materials can be created and sent using Microsoft Word Mail Merge.
Have a look at further information on the CRM Sales, CRM Marketing and CRM Customer Service modules.
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