Top Ten Reasons Why Your CRM Should Be Microsoft
Dynamics CRM
1. Turns Microsoft Office Outlook into
the one place where you can manage both customer data and
communications.
Microsoft Outlook messaging and collaboration client is already the
world’s leading tool for customer communications. Microsoft
Dynamics CRM extends the reach of Microsoft Outlook by turning it
into a tool to manage customer information. It puts lead
information, marketing pitches, and sales call information into one
central location for your sales and marketing staff.
2. Works tightly with Microsoft Office
Excel so businesses can make decisions on the fly.
Microsoft Excel spreadsheet software is a powerful tool for turning
data into information that can be analyzed and shared. Microsoft
Dynamics CRM features an always-on connection to Excel that enables
you to quickly turn customer information into dynamic snapshots or
PivotChart dynamic views. These views can help you understand in
seconds how a sales increase or company expansion can benefit the
business.
3. Improves operational efficiency
through the standardization and streamlining of processes.
The Microsoft Dynamics CRM adaptive workflow engine enables a
business to automate business processes in ways that employees can
use each day. Microsoft Dynamics CRM can relieve your staff of
mundane but vital work. It can automate time-consuming repetitive
tasks, warn staff of open customer issues, and automatically send
important e-mail messages to customers and partners. So customer
requests and orders don’t fall through the cracks.
4. Works the way your business works with
point-and-click system customization.
Microsoft Dynamics CRM can be tailored to work the way your business
already works. Microsoft Dynamics CRM forms, relationship links, and
customer views can be designed and modified without complicated
programming.
5. Gives the right information to the
right people.
Certain employees need certain information. With Microsoft Dynamics
CRM, system administrators have the tools to make sure the right
information is delivered to the right people—whether they are using
Outlook or the Web.
6. Targets your marketing campaigns so
you’re always in touch with the right customers.
Today, it’s more important than ever that customers know about
special offers and new services a business offers. Microsoft
Dynamics CRM offers a marketing automation module that simplifies
the following tasks: Building customer and lead lists, developing
marketing campaigns targeted at specific customers, measuring the
results of these campaigns, and developing follow-up marketing
efforts.
7. Simplifies service scheduling to keep
customers satisfied.
One of the most challenging aspects of delivering great customer
service is ensuring you never let customers down by missing a
service call or appointment. Microsoft Dynamics CRM provides a
centralized, all-in-one view of all customer service requests and
service professional calendars. Dispatchers can quickly and easily
match the right service personnel to a particular customer or type
of service call.
8. Integrates with your existing systems
to help break down information silos.
Microsoft Dynamics CRM harnesses the power of Web services through
the Microsoft .NET Framework. This latest generation of Microsoft
technology enables businesses to connect isolated, legacy business
systems and applications.
9. Enhances offline communications so
everyone can be productive regardless of location.
Microsoft Dynamics CRM is designed so your staff can be productive
both in the office and on the road—even if they aren’t connected to
a network. Information can be filtered so that people receive only
the information they need such as meeting updates and sales figures.
10. Builds on the power of SQL Server Reporting
Services to create insightful business reports.
The SQL Server Reporting Services engine is a powerful analytical
tool for business. The Microsoft Dynamics CRM embedded reporting
engine integrates smoothly with Microsoft SQL Server to generate
compelling data reports for business decision makers.
Call us at 858-541-1820 if you would
like to talk with a Microsoft Dynamics CRM Specialist today!
Microsoft Dynamics CRM
MS
CRM
MSCRM
Dynamics CRM
GoldMine Corporate Edition
GoldMine Premium Edition
Sales Force Automation
Marketing Automation
Customer
Service Automation
Document
Management
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For More Information: |
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RB Data Services
1565 North Rim Court,
Suite 287
San Diego, CA 92111
858-541-1820
info@rbdata.com
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