Microsoft Dynamics CRM gives all your staff the tools to develop faster, more profitable sales and happier customers. Hosted in the cloud, there's no new in-house IT or admin hassle. Switch on for a simple monthly tariff today and you could be getting new leads by tomorrow.
Microsoft CRM allows your organization to maximize sales productivity, effectively manage leads and opportunities, shorten sales cycles, increase close rates and grow your business smarter and faster.
Automatically assign activities and ownership for both inbound leads and existing leads based on predefined rules using out of the box work flows
Improve coordination with marketing
Real time visibility of leads by segment
Easily identify your hottest leads with conditional formatting
Track, segment and maintain visibility to all of your opportunities, with all the essential information you need in one central location
Create personalized quotes with specific pricing information and streamline the process from quote to order to invoice
Easily track revenues and success against competition
Keep track of any interactions or activities associated with an account or contact
Leverage work flows and create automatic date specific reminders to keep track of important events
Get a 360 degree view of your accounts and see how they relate to everyone else in your database
Create and track quotas by date, employee, team, territory, business unit and more
Visual, out of the box pipeline reporting and dashboards
Track sales pipeline to improve forecasting
Microsoft CRM is a flexible solution that allows your marketing team to access critical data, segment audience members, streamline campaign planning and make data-driven decisions to generate more leads for your business.
Create highly targeted marketing lists, so that you can deliver highly relevant and personalized messaging
Easily track campaign expenses, activities, and responses for both inbound and outbound marketing efforts
Automatically trigger campaign responses based on easy to define rules
Easily track marketing effectiveness by automatically associating leads with campaign/marketing activities
Automatically assign and score leads based on a wide range of user defined rules
Out of the box web form and landing page integration help keep track of your web marketing efforts
Maintain visibility to your most important leads by leveraging personalized views and conditional formatting
Evaluate campaign effectiveness and ROI with out of the box marketing reports
Segment and identify your core prospects
Use visual marketing dashboards to monitor your campaigns/marketing activities in real time
Microsoft CRM provides your customer service team with the critical information they need to offer personalized service, respond to cases quickly and provide accurate resolutions.
Automate case assignments based on customer type, industry, and product type among a wide range of other factors
Ensure that cases are handled in a timely fashion with automated reminders and escalation procedures, driven by user defined rules, approval procedures and out of the box work flows
Easily manage cases by individual or team with personalized views and dashboards
Effectively schedule and manage your team with a central view of both service calendars and resource availability.
Easily create and manage recurring appointments
Measure and track the effectiveness and efficiency of your service department by leveraging out of the box service reporting
Easily slice and dice your data with customizable, built-in real time dashboards - or export your data into excel
Analyze your data and evaluate your performance at an individual, team, business unit, and organizational level
Microsoft Dynamics CRM offers robust, out of the box business intelligence and reporting capabilities, including role tailored dashboards and data visualizations.
One of the features that differentiates Microsoft Dynamics CRM from other CRM applications including Salesforce are the visual, easy to customize, role tailored dashboard reporting that comes out of the box. This provides your employees with full visibility and easy access to the Key Performance Indicators (KPI) that makes sense to them - and this includes the ability to simply drill down into data with the click of a mouse, to get a more granular view of this data.
Microsoft CRM is powered by Microsoft SQL Reporting Services - This means that your employees will have instant access to a wide range of pre-built reports as well as easy to built custom reports. Microsoft CRM Online includes SQL Reporting Services, while an On Premise Deployment will require you host it on your own server. This deep level of on the fly reporting will provide your staff with the information they need to make better business decisions.
Here is a top-line view of one of the many Microsoft CRM 2011 Sales Reports that come out of the box:
Microsoft CRM 2011 is fully customizable, meaning it can be adapted to manage any critical relationship in your business.