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Microsoft Dynamics CRM |
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Microsoft Dynamics CRM 4.0
Powerful CRM, Easy To Use As Outlook...
Works the way you do
Microsoft CRM is
quite simply the fastest and easiest way to add CRM
capabilities to any organization that uses Microsoft
Office or Outlook. Because it was designed to partner
with Outlook, Microsoft CRM delivers lower training
costs, broader user adoption, less
application-switching, higher productivity, and an
incredibly rapid return on investment.
Microsoft CRM
can give your employees direct access to customer
information through Microsoft Outlook, enabling access
to the information they need 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:
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Tight integration with Microsoft
Office and Outlook,
allowing employees to easily pull information
from Microsoft CRM into Office applications such
as Microsoft Excel spreadsheet software and
Word. |
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Quick and easy access to your data
through context-sensitive information for
populating forms or taking next steps without
changing screens. |
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Customized workspaces that allow users to
create, save, and reuse favorite views of
customer data without the distraction of
unneeded information. |
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Service Calendar that allows service
schedulers and dispatchers to schedule
activities by resource, time, or service. |
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Powerful reporting and analysis tools
that make it easy to identify opportunities and
problems at a glance. |
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Great mobile support that allows field
workers to get instant access to customer data
from any personal digital assistant (PDA),
laptop, or browser. |
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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. You or your information technology (IT)
partner can quickly modify application forms, data
fields, and relationships and add new activities and
objects without writing a single line of code. This
makes it easy to tailor Microsoft CRM to suit your needs
and fit your business like a glove. You’ll also find a
number of elegant workflow innovations that speed use,
including next-step suggestions and automatic task
assignment. Microsoft CRM also includes capabilities
such as:
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A new marketing automation module that
makes it easy to build customer or lead lists,
create targeted marketing campaigns, track the
progress of those campaigns, and follow up on
campaigns. |
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Quick Campaign wizard that allows
marketers and salespeople to send out e-mail
blasts to targeted lists and track response. |
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Service scheduling that allows you to
centrally manage all aspects of a service
request, from logging and dispatching to
tracking and follow-up. |
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Easy 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 so that Microsoft CRM automates
repetitive tasks, tells users next steps, sends
e-mails, and raises alerts for open
items—nothing falls through the cracks, giving
your customers a better experience. |
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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 Portal
Server for updating executive dashboards or
collaborating on customer-related documents. |
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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:
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Easy to modify forms, data fields, and
information relationships so that users can get
the customized information they need.
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Streamlined installation diagnostic tools
that reduce setup time and help ensure a
successful deployment of Microsoft CRM. |
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Fast data searches across large volumes
of customer data that help users find the
information they need. |
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Easy to use step-by-step Microsoft
Exchange Connector Deployment Wizard that
simplifies Microsoft CRM integration with
Microsoft Exchange and Outlook. |
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Simple and fast connectivity to external
data sources that gives users access to relevant
information. |
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Advanced management and notification tools
that are centralized and give the IT staff the
right information to manage a CRM system. |
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Voices of CRM - Podcast With Microsoft's Brad Wilson
-(15 MB In
Size - 16 Minutes In Length) -
Hear
Microsoft's head of CRM sound off on the market, Titan
(Microsoft's next CRM release) and the news from Convergence.
Wilson, whose background includes stints at PeopleSoft, Epiphany
and a number of start-ups, shared his experiences in the CRM
market over the past 12 years and what to expect in the future,
both from Microsoft and the market. Wilson also discusses what
he sees as "the next killer app in CRM."
Want To Learn More? Call Us At
858-541-1820 To Speak With A
Certified Microsoft CRM Specialist Today!
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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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