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Posts Tagged ‘Microsoft CRM’

The recent release of Microsoft Dynamics® CRM 2011 for On-Premise installations complements the latest version of the online customer relationship management (CRM) version as a powerful successor in the Microsoft Dynamics® CRM platform. The new versions have been designed together to provide a seamless experience for users regardless of how it is deployed. 

With new software releases there are always two questions that can cause concern within an organization: 1. “How will I be able to grow with this platform?” and 2. “How easily will the end users adapt to the new interface?” Here are the answers to help alleviate those concerns:

1.     Scalability is always a concern and this version delivers the ability to have up to 150,000 concurrent users on a single instance while still delivering response times of less than a second.  This just goes to show just how well designed this solution is!

2.       Ease of use is achieved through a familiar Microsoft Outlook like interface, guided dialog, and point and click configuration through the web interface. End users can easily customize dashboards and personalize the interface to provide the information that is relevant to the decisions they need to make.

Read the full press release from Microsoft for more information on Microsoft Dynamics CRM 2011. Contact us today at 888-685-6370 (toll free) or at info@rbdata.com  to discuss how we can design a solution around this powerful new platform that will help your business experience the Power of Productivity.

If you or your management team are evaluating the investment in a customer relationship management solution (CRM), here are 10 good reasons to look at Microsoft Dynamics CRM.

10. Affordability: Not only do you get competitive pricing for both on-demand and on-premise deployments, Microsoft provides several CRM Accelerators that are available to customers at no additional charge.


9. Industry Leadership: See Analyst Reports and Awards on why Microsoft Dynamics CRM is one of the top CRM solutions.

 

8. Great Fit: Because Microsoft Dynamics CRM is based on a service-oriented architecture (SOA), it easily integrates into your existing systems using industry-standard Web services. Its exceptional customization feature also simplifies adapting it to your processes, models, and technology infrastructure. Learn more about the technology.

 

7. Operational Insight: The reporting engine generates compelling data reports within Microsoft CRM to help you make informed business decisions. Get deeper insights by integrating Microsoft Dynamics CRM with Microsoft Business Intelligence products for performance management, scorecards, data mining, and OLAP reporting.

 

For reasons #6 through #1, which includes Rapid Innovation, High User Adoption Rates, Unmatched Value and more, check out the rest at

http://crm.dynamics.com/en-us/whycrm.aspx.

 

Then contact us at RB Data Services at 858-541-1820. We can help you make a well informed decision for your company's needs.

As a nonprofit, you're tasked with tracking a lot of information relating to donors, constituents, members and more.  Automate the time consuming processing with a customer relationship management (CRM) solution from Microsoft.  The promotional price, if you're eligible, for this version of Microsoft Dynamics CRM for non-profits is $9.99/user/month as opposed to the standard pricing of $44/user/month.


You can now get more done in a cost effective manner with ready to use tools in addition to tools that you can customize for your business needs. Microsoft Dynamics CRM gives you the tools for:


· Donation and pledge management
· Member and constituent management
· Volunteer tracking
· Campaign management
· Case management
· Event management
· Tailored dashboards and reports


"Nonprofits and NGOs are always challenged with doing more with less," said Sarah Barnhart, senior program manager of community affairs at Microsoft. "We see technology as being a key enabler of helping nonprofits to reduce administration and focus their resources on where they can have the biggest impact. Microsoft Dynamics CRM for nonprofits and NGOs includes customized features that simplify administration and management for organizations of every size."
 

Download the Microsoft Dynamics CRM brochure for non-profits. Designed to support your cause with affordable, versatile constituent management.


Contact us today at info@rbdata.com or 858-541-1820 to see if your non-profit organization is eligible for this great offer and to learn how Microsoft Dynamics CRM can take your organization to a whole new level.



The challenges healthcare providers endure on a daily basis are overwhelming. Many of you are dealing with outdated and unconnected technology that greatly limits the amount of proactive care you can provide. 

 

You may have heard of Microsoft Dynamics® CRM, but it is commonly thought of as a solution for customer service. After all, CRM does stand for "customer relationship management". With that said the same scenarios apply to patient relationship management and Microsoft Dynamics CRM can and does alleviate the pains of the healthcare industry as well. Here are a few ways it helps to increase your patient satisfaction:

 

You can coordinate delivery of patient care throughout the organization with easy access to all patient records.

 

You can develop more efficient and effective case management.You can increase time spent on patient-focused activities.  

You can increase time spent on patient-focused activities.

 

You can deliver better coordinated outreach and educational activities that target specific communities or populations.

 

Microsoft Dynamics CRM gives you better insight into your patient records, making it possible to take that proactive approach you've always wanted. Download this informative healthcare whitepaper to learn more: Patient Relationship Management: An Approach that Improves Patient Satisfaction and Health.

 

Microsoft Dynamics CRM 2011 | CRM 4.0 (MS CRM)
Powerful CRM, Easy To Use As Outlook…

  

 

Free Insider's Guide To Implementing Microsoft CRM 2011



 

 

Microsoft Dynamics CRM 2011 | CRM 4.0 – Works the way you do   

 

Microsoft Dynamics CRM 2011 | CRM 4.0 (MS 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, MSCRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.  

 

MS 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. MSCRM 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 MSCRM into Office applications such as Microsoft Excel spreadsheet software and Word.
Quick and easy access to your data 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 data without the distraction of unneeded 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.
 

 

 

  Microsoft CRM 4.0 Vision

 

 

Microsoft Dynamics CRM 2011 | CRM 4.0 – Works the way your business does

 

Microsoft Dynamics CRM 2011 | CRM 4.0 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 MS 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. MS 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 the progress of those campaigns, 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.
Easy customization of MSCRM 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 MSCRM 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.

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.

 

 Microsoft CRM 4.0 At A Glance

 

 

Microsoft Dynamics CRM 2011 | CRM 4.0 -  Works the way technology should

 

Dynamics CRM 2011 | CRM 4.0 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.  Microsoft xRM – One platform.  Many applications
Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of MSCRM.
Fast data searches across large volumes of customer data that help users find the information they need.
Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies MSCRM integration with Microsoft Exchange and Outlook.
Simple and fast connectivity to external data sources that gives users access to relevant information.
Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.

 

FREE Microsoft CRM Success Kit

 

For More Information:

 

 

RB Data Services

1565 North Rim Court, Suite 287

San Diego, CA  92111

 858-541-1820   

info@rbdata.com

 



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