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Microsoft
Dynamics CRM 3.0 was designed to give businesses what they want
most in a CRM system - a customer relationship management product
that people will use.
It works the way your business
does. Your information technology staff can integrate Microsoft
CRM with existing systems. Your sales forces can use Microsoft CRM
without ever leaving Microsoft Outlook.
Microsoft offers CRM in two editions - Microsoft Dynamics
CRM 3.0 Small Business Edition and Microsoft Dynamics CRM 3.0 Professional
Edition. Here are the main product enhancements:
Improved Microsoft Office
Outlook integration: Work without leaving Outlook
The foremost design objective in creating Microsoft
CRM 3.0 was tighter integration with Microsoft Outlook, the most
used application in the Office suite. Tighter Outlook integration
means less application-switching, faster adoption by users and higher
productivity for every customer-facing employee in your organization.
Users can look up customer information, send and manage e-mail,
set up appointments and capture customer discussions, all without
ever leaving Outlook.
New marketing automation module: Create sales and
marketing campaigns fast
Microsoft CRM contains sophisticated marketing capabilities
for planning, implementing and monitoring multi-tier sales and marketing
campaigns. Marketing and sales personnel can quickly create a list
of leads, design a letter or direct-mail piece using integrated
products such as Microsoft Office Word, launch the campaign and
then track the progress and results. You can even track costs and
revenue results of campaigns. Using the Quick Campaign wizard, marketers
and salespeople can generate a quick customer e-mail and send it
to a targeted list in minutes. Microsoft CRM will automatically
track the results.
New service scheduling module: Helps your staff sell
more while improving customer service
Microsoft CRM includes a sophisticated scheduling
engine that helps you sell and schedule services to customers. Through
the new Service Calendar, any authorized users - service managers,
salespeople, or customer service representatives - can survey companywide
resources and book an appointment, which is automatically added
to the customer’s Microsoft CRM record. You can easily incorporate
your organization’s business logic into the Service Calendar,
specifying, for example, special skills or workdays of different
technicians. The Service Calendar shows companywide resource availability
at a glance, helping you service customers faster and make optimal
use of resources such as people, vehicles and facilities.
Easier customization: Tailors to your company's needs
quickly
Microsoft CRM can easily be customized for any business.
Any non-technical user can create a new object with a few mouse-clicks
- no need to write code or even leave the application. This makes
it very easy to tailor Microsoft CRM to a specific industry or individual
company. Deeper customizations that do require programming are also
simpler, lowering the cost of having a Microsoft Partner incorporate
your business logic, customize the user interface, or link Microsoft
CRM to another application. Microsoft CRM 3.0 also contains a host
of workflow improvements such as auto-fill of name and date fields
and next-step recommendations that speed application use and improve
worker productivity.
Improved reporting: Drill into the details fast
Getting information out of Microsoft CRM is just as
easy as putting it in. You can of course export any subset of Microsoft
CRM data to Microsoft Excel spreadsheet software for analysis. Microsoft
CRM also provides a number of standard, one-button reports using
Microsoft SQL Server Reporting Services as the underlying report
engine. You can create custom reports that are accessible from within
Microsoft CRM through an e-mail subscription service or over a Microsoft
Office SharePoint Portal Server site. Users can save frequently
used reports, which are refreshed with current data every time they’re
opened. Best of all, security clearances are built into every report.
Users only have access to the data that they are authorized to see.
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To
view an On Line Demonstration of CRM 3.0 click here
Microsoft
Dynamics™ GP
Microsoft
Dynamics™ CRM
Microsoft Office SharePoint
Pegasus Dashboards
Pegasus Document Management
Pegasus Sales Pipeline Management
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