Choosing Microsoft Dynamics CRM
Reasons to select Dynamics CRM are easily categorized by organizational roles. They are:
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- Executive Management
- Provides visibility across all business units and departments
- Scalable for all levels of growth
- Integration of newly acquired business units can be done with zero
interruption to existing business units
- Deployment options and migration path
- Hosted option for monthly price per user, little to none up-front IT investment
- On-site owned option for customers with IT infrastructure or preference towards internally managed systems
- Easily migrated from hosted to owned option at any point
- Additional leveraging available from Microsoft Financing covers range of
investment costs including Hardware, Software, and Consulting Services
- Sales Management
- Accurate forecasting of sales pipeline
- Quotas and territories are enforceable
- Win/Loss numbers are accurate and timely
- Workflow automatically generates key notifications
- Summary and aggregate analysis can be performed in real-time via built in web based reports or using Excel with real time
connections to CRM data.
- Sales Users
- View all a customers historical activities, notes, quotes, orders, contacts and more from their customer record
- Quickly create consistent and professional quotes with accurate pricing (with revision tracking)
- Runs inside of Outlook with seamless integration to native outlook activities including contacts, email, appointments, and tasks. Introduces new task types
including faxes, letters, and phone calls.
- Take offline for appointments and meetings
- More sales - via fewer dropped Opportunities because of missed follow-ups
- Track lead origination sources as well as competitor losses
- It's more comprehensive while being easier to use than any other system available.
- It's integrated with Customer Service & Support so you know when your customers are having issues
- Operations Management
- Customer service and support have consistency in all aspects, including response, communication, and completion.
- All email interaction is captured and available indefinitely.
- Processes can be tuned as support processes evolve.
- Workflow engine ensures key responses execute consistently.
- Service and support workload can be balanced and assigned based on any number of operational parameters including
skill-set, current workload, region, etc.
- Summary and aggregate analysis can be performed in real-time via built in web based reports or using Excel with real-time
connections to CRM data.
- Operations Users
- Access to organizational knowledge base engine makes resolving repetitive issues take less time.
- Resource scheduling rules ensures that work is spread evenly across all available resources.
- Runs inside of Outlook with seamless integration to native outlook activities including contacts, email, appointments, and tasks. Introduces new task types
including faxes, letters, and phone calls.
- Take offline for field work
- Can trigger off of new sales to ensure support can make the necessary
preparations for newly acquired customers
- Marketing Group
- Events and campaign management can be tracked from concept to execution all the way through to sales
- Marketing effectiveness data provides insight into which marketing efforts provided the most desirable results
- Routine generation of email and mailing campaigns is a simple task
- E-mail campaigns can be executed directly from Outlook CRM Client
- Works offline for event lead capture, tradeshows, and any other field marketing efforts
- Runs inside of Outlook with seamless integration to native outlook activities including contacts, email, appointments, and tasks. Introduces new task types
including faxes, letters, and phone calls.
- Information Technology (IT) Group
- Works with your existing technology
- MS SQL database is robust and easily maintained
- Active directory integrated with an included but optional forms-based external authentication mechanism
- SQL Server Reporting Services allows reports
to be created by users with a wizard
- Advanced Reports can be created by IT using the included Visual Studio report developer tool
- Workflow engine provides web based user interface for creating business logic algorithms
- Forms based customization tools allow UI changes to be built and tested before being deployed to users
- Adding new entities (tables) and fields is all done through the customizations web based UI
- Relationships and mappings are easily added through the customization UI
- Supported relationships included 1-to-Many, Many-to-1, and Many-to-Many and are
achieved through the UI
- JavaScript events can be executed On Load,
On Save of the form as well as on each field within the form
to enforce formatting and business logic
- Plug-in architecture allows for simple deployment of compiled .NET assemblies when complex algorithms are required
- Role based user security makes assignment of user roles a simple task
- Runs inside of Outlook with seamless integration to native outlook activities including contacts, email, appointments, and tasks. Introduces new task types
including faxes, letters, and phone calls.
- Additional useful functions include:
- Bulk record reassignment when a user exits the organization
- Outlook integration client can be deployed through Group Policy
- Data import tool is all web based and routine data imports can be saved as a template
- Duplicate data removal tools are built in
- Workflow execution is logged and viewable within the rule and within the rules it was executed against