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Microsoft Dynamics CRM PDF

With over 7,500 customers and 250,000 users Microsoft Dynamics CRM is a popular choice of CRM system from an SME who needs a 5 user system to the enterprise organisation with thousands of users.

Microsoft Dynamics CRM provides an organisation with a central repository of all of their customers details and incoming and outgoing interactions and activities such as tasks, appointments, phone calls and e-mails. By centralising data CRM gives you a single version of the truth which ensures the right arm knows what the left arm is doing resulting in less confusion and miscommunication and happier customers. CRM also enables the automation and standardisation of communication thus driving down administrative costs and resulting in happier employees as repetitive admin tasks are automated.

Microsoft Dynamics CRM integrates closely with Microsoft Office, the client can be run from within Outlook making it intuitive to end users. Data can be easily exported to Excel for analysis, CRM also integrates with word to provide mail merge functionality.

Microsoft Dynamics CRM provides you with 3 core modules to manage your customers

Marketing

Provides you with an automated marketing and campaign management system that allows you to create and execute a strategically focused campaign. Furthermore it will give you up-to-date performance monitoring of the campaign in terms of lead conversions and sales wins allowing you to quickly determine the ROI of your campaign as it progresses. By giving you the tools to generate, capture, assign, track and nurture sales leads and opportunities you can improve lead close rates.

Sales

Provides you with the tools to manage your sales process in a structured manner from lead capture, qualification and conversion into sales orders. This is tailored to work for your business resulting in streamlined communications and well-documented, consistent sales processes. Sales people are freed up from administration and are able to focus on managing their sales pipeline, closing deals and building the customer base and value. CRM’s reporting ability assists in identifying best opportunities and gives the business an instant and up to date view of the sales pipeline. CRM also has a competitor analysis functions and allows you to build competitor profiles. Competitors can then be tracked and reports run on what type of business is lost to the competition. This information can be used to hone sales strategies and adapt future campaigns.

Service

Provides you with the tools to manage your ongoing relationship with you customers. Cases are used to track customer complaints and problems. They are easy to create, assign and manage. Using CRM’s in built workflow engine an escalation and case handling system can be configured to ensure customers issues are dealt with quickly, efficiently and by the right person. CRM’s knowledge base allows you to build up a library of support issues which are fully searchable making it easier to quickly identify solutions. The result is improved customer service resulting in happier customers.