Dynamics CRM Summary

Microsoft Dynamics CRM is a Customer Relationship Management (CRM) solution designed to support the effective management of relationships with prospects, customers, suppliers, partners, etc. When implemented successfully Microsoft Dynamics CRM is proven to improve client retention and attraction by facilitating excellent customer service.

Microsoft Dynamics CRM brings CRM into a new era turning Microsoft Outlook into a single centre where you can organise client data, offering familiarity, functionality and flexibility in the day to day management of communications. Microsoft Dynamics CRM is a scalable CRM solution designed to grow alongside a business while offering enhancements to business processes across sales, marketing and customer services departments.

Microsoft Dynamics CRM shares the same database whilst providing users from different job roles with separate functionality. Microsoft Dynamics CRM is divided into three main sections:

  1. Sales
  2. Service
  3. Marketing

Microsoft Dynamics CRM Sales provides users with the tools to successfully manage every stage of sales process. Microsoft Dynamics CRM facilitates task and appointment setting through to lead tracking and analysis.

  1. Manage contacts and accounts
  2. Improve time management
  3. Promote leads to opportunities
  4. Manage sales pipelines

Microsoft Dynamics Marketing Automation facilitates every aspect of campaign management and mass communications. Microsoft Dynamics CRM supports everything from the initial planning stages through to measurement of success.

  1. Generate and send communications
  2. Manage workflow
  3. Create targeted lists
  4. Manage and track costs

Microsoft Dynamics Customer Service module acts as a central repository for all client information and enquiries. Microsoft Dynamics CRM enables customer service representatives to provide a more consistent service supporting customer retention.

  1. View history relating to a particular issue
  2. Generate and log cases
  3. Use information within the knowledge base to answer frequently asked questions
  4. Assign cases to individuals or teams