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Microsoft CRM Features Overview

Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes—along with native Microsoft Office Outlook integration—Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution.

Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.

 

Marketing features: A clearer view of customers and more informed marketing investments
Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM, your marketing professionals can leverage tools for:

  • Customer segmentation
  • Campaign planning and execution
  • Data extraction and cleansing
  • Analytics and reporting
  • Marketing/sales collaboration tools
  • Information sharing portals

Sales features: Get more leads and close more business
Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Microsoft Dynamics CRM provides:

  • Lead and opportunity management
  • Account and contact management
  • Territory and sales quota management
  • Forecasting and sales analytics
  • Offline and mobile device access
    • sales literature management
    • sales pipeline and competitor analysiss
  • Quick access to products, pricing, and quotes
  
Microsoft has tremendous financial viability, support from management and investments in product development.
It has a worldwide installed base, as well as value-added resellers and partners
Customers can choose from a strong set of Microsoft products with which to integrate over time, such as Outlook, BizTalk, Exchange and SharePoint, to foster tight integration and internal collaboration around the customer, and later to support customer communities. Microsoft Dynamics CRM integration to Office Communications Server will be a market differentiator.
Customer service functionality is augmented by integration with SharePoint and other features for content management, knowledge management, workflow and collaboration.
  Gartner
Excerpt from Gartner Magic Quadrant for CRM Customer Service Contact Centers, March 2008

Customer service features: Provide more value to customers
Respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:

  • Account and contact management
  • Case and interaction management
  • Incident routing and queuing
  • Product and contract management
  • Knowledge-base management
  • service scheduling
  • workflow across teams and groups
  • service reporting and analytics

For more information on Microsoft Dynamics CRM implementations please email us at sales@ignify.com

 
 
August 26, 2008:
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