Microsoft CRM, better known as Customer Relationship Management, is a Microsoft software solution package and platform, which uses Microsoft .NET-connected technologies to automate day-to-day tasks for sales, customer service (Help Desk), field service, call center, and marketing professionals.
However, when utilized as a platform (called xRM) the application can be extended and modified to allow management of many additional entities (and their relationships - Employees, Assets, Installations, Patients, Vehicles - you name it; the sky is literally the limit!
By putting CRM to use for your company, you will be provided with unrestricted management for all business critical data,
allowing you to have better control and become more aware of your business operations by tracking each decision made,
as well as everyone on your team involved with closing the sale. CRM also offers business owners a single solution to manage your prospects and customers.
CRM even gives business owners the option of more conveniently and easily managing your time with its daily and weekly planners and outline reviews.
Managing your custom templates to easily merge faxes, letters, or e-mails is yet another feature that is given to you by CRM.
Workflow is the hidden-gem in the CRM / xRM platform. By automating workflow, the system itself can ensure that particular actions happen when they are supposed to. This capability enforces business rules and ensures that there are less elements subject to chance in your day-to-day operation.
It also standardizes the experiences that your customers and users will encounter during business encounters and centralizes your information hub.
Different needs for different users - Microsoft CRM is available for On Premesis use, for Hosted Environment or in The Cloud. Your needs and budget determine your deployment method; it will always be as you like it!
Click Here to help yourself become more familiar with CRM and learn how to further implement it into your enterprise.
Top 10 Reasons Why Microsoft Dynamics CRM 2011 and Microsoft Windows Server 2008 R2 Add Value to Your Company
To compete in today’s information-driven world, you need to combine the infrastructure to consolidate a clear understanding of your customers’ needs and the ability to access information from across your company with great security.
You need to quickly take advantage of new opportunities in a fast-changing world. You need access wherever and whenever it’s required.
You need the flexibility to make your solution work the way you do – not necessarily the other way around.
Microsoft Dynamics® CRM 2011 and Microsoft Windows® Server 2008 R2 combine to give your company the tools you need to build closer relationships with customers, achieve new levels of profitability and create a consistent experience for your customers to enjoy.
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.
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.
