Help increase sales success, deliver superior
customer service, and make informed, agile business decisions with
Microsoft CRM. Accessible from Microsoft OutlookŪ and the Web, Microsoft
CRM is easy to use, customize, and maintain, integrates with other
business systems, and scales to grow along with your business.
Increase Sales Success
Shorten the sales cycle and improve close rates with leads and
opportunity management, automated sales processes, quote creation, and
order management.
Deliver Efficient, Consistent Customer Service
A shared knowledge base and automated routing and queuing make it
easy to serve customers efficiently.
Make Informed, Agile Decisions
Comprehensive reports let you forecast sales, measure business
activity and performance, evaluate sales and service success, and
identify trends, problems, and opportunities.
Work from Outlook or the Web
Access full sales functionality online or offline through Outlook, or
work online from any location using a Web browser.
Share Information
Tightly integrated Sales and Customer Service functionality makes it
easy to view, update, and share information across teams and
departments.
Use Easily
Designed for ease of use, Microsoft CRM ensures sales teams get
started fast.
Customize and Scale Easily
Configure user interfaces and workflow processes, customize the
solution to fit your business, and scale the installation to meet
changing needs.
Integrate Powerfully
Integrate with Microsoft Office, Microsoft Business Solutions for
Financial Management, and other business systems.
Microsoft CRM
Sales
- Outlook client: Work online or offline through Outlook,
with synchronized access to full sales functionality.
- Complete customer view: View all contact and account
information and history from a central location, including customer
service records.
- Leads and Opportunity management: Automate leads routing
and escalation, convert leads to opportunities, and track and manage
opportunities through the sales cycle.
- Sales process management: Automate stages in the selling
process to track and close sales efficiently and consistently.
- Product catalog: Create a full-featured product catalog
that includes complex pricing levels, units of measure, discounts, and
pricing options.
- Order management: Easily convert quotes to orders, and then
modify and save orders until they are ready to be submitted and
invoiced.
- Quotas: Measure employee sales performance against
individual goals.
- Reports: Forecast sales, identify top opportunities and
customers, and evaluate trends with robust reporting tools.
- Sales literature: Maintain a searchable library of sales
literature that can be used online or offline.
- Territory management: Create sales territories and manage
territory-based processes with workflow rules and reports.
- Competitor tracking: Analyze competitor performance and
maintain a library of articles on competitor activity.
- Correspondence and mail merge: Create and send e-mail,
using customized templates, to targeted prospects and customer groups.
Create and send print communications using Microsoft Word Mail Merge.
Download the
MSCRM Sales brochure.
Customer Service
- Case management: Create, assign, and easily manage cases
for customer service requests. Manage actions and communications for
each case from a central location.
- Complete view of accounts: View all accounts, including
sales and order information, to identify top customers and better
understand specific customer needs.
- Automated routing and queuing: Workflow rules let you
automatically route service requests and cases to the appropriate
representative or to queues for resolution, escalation, or
reassignment.
- Searchable knowledge base: Publish support articles and
other relevant support information to a searchable knowledge base.
- Service contracts: Easily create and maintain service
contracts within Microsoft CRM. When a support case is resolved,
relevant contract information is updated automatically.
- Auto-response e-mail: Generate auto-response e-mail to
customer requests.
- E-mail management: Maintain an accurate record of
customer-related communications, with automated tracking of customer
e-mails that associates those mails with appropriate customer records.
Integration
- Sales and Customer Services functionality: Sales and
Customer Service functionality integrates tightly, making it easy to
share information across the business.
- Outlook client: Salespeople can use Outlook to work online
and offline with access to full sales functionality.
- Microsoft Office: Integration with Office lets users create
print communications using Microsoft Word Mail Merge, as well as
export data to Microsoft Excel.
- Microsoft Business Solutions: Microsoft CRM integrates
easily with Microsoft Business Solutions for Financial Management. Key
data mapping includes accounts, contacts, product catalog, orders, and
price lists.
- Third-party applications and Web services: Microsoft CRM
functionality can be exposed through platform APIs for integration
with third-party applications and Web services.
Microsoft CRM is designed to meet budget and support needs for
mid-market businesses. Delivery and implementation through Microsoft
Certified Business Solutions Partners include hands-on assistance with
setup and maintenance processes, along with comprehensive training and
support resources.
Do you want to know more?
Simply contact us to via phone or e-mail (info@mainolos.it)
to arrange an introductory meeting
MS CRM