With Microsoft CRM, small and medium-sized businesses can make well-informed
decisions, improve sales effectiveness, and provide superior customer
service, resulting in more profitable customer relationships. Easy to
maintain and use, Microsoft CRM is accessible from Microsoft Outlook and
the Web, integrates with other business management systems, and scales
as your business grows.
Make informed, agile decisions
Comprehensive reporting tools let you forecast sales, measure business
activity and performance, track service success, and identify trends and
problems.
Increase sales success
Shorten the sales cycle and improve customer acquisition and retention
with workflow rules and opportunity and order management.
Ensure efficient, consistent customer service
A shared knowledgebase and automated routing and queuing make it easy
to serve customers efficiently. The Customer Portal ensures 24-hour self
service.
Work from Outlook or the Web
Access full sales functionality online or offline through Microsoft Outlook,
or work online from any location using a Web browser.
Use easily
Familiar, intuitive UI and work tools make it easy for your sales team
to get started fast, with little training.
Customize and scale easily
Configure forms and interfaces, customize to fit your business, and scale
the installation as your business grows.
Integrate powerfully
Integrate with Microsoft Office, Microsoft Great Plains Business Solutions,
and other business and customer-facing systems.
Microsoft CRM makes it easy for employees to share information across
teams and departments, eliminates redundant data entry, and ensures superior
sales and customer service support.
Microsoft CRM Features List Features
Sales
•
Complete customer view: View
all contact and account information and history.
•
Reports: Forecast sales, identify
strong customers, and measure sales performance against employee quotas
with customizable reports.
•
Activity management: Track
and manage e-mails, phone conversations, meetings, appointments in
one place.
•
Opportunity management: Qualify
leads and track opportunities through the sales cycle.
•
Workflow rules: Use customizable
workflow to automate leads routing, notification, escalation and pipeline
management.
•
Order management: Manage and
update orders with product catalogs, quotes, and invoices.
•
Microsoft Outlook synchronization:
Access full sales functionality online and offline from Outlook.
Customer Service
•
Case management: Create, update,
and manage case histories for support incidents.
•
Activity management:
Track and manage e-mails, follow-up activities, and chat sessions.
•
Workflow: Automate
routing, queuing and escalation of service requests.
•
Searchable knowledgebase: Create
and access searchable library of FAQs and KB articles.
•
Reports: Run reports
for knowledgebase, performance tracking, and more.
•
Contracts: Create
and automatically update contracts and service level agreements.
•
Customer Portal: Let customers
enter service requests, check orders, chat, and search for support
articles 24 hours a day via the Web.
Integration
•
Microsoft Office: Synchronize
with Microsoft Outlook, online and offline. Use with Microsoft Word
and Microsoft Excel: E-mail templates, Mail Merge, and data export.
•
Microsoft Great Plains
Business Solutions: Integrate with Dynamics 7.0, Solomon IV 5.0,
and eEnterprise key data: accounts, contacts, products, price lists,
orders, contracts, and more.
•
Existing business management
systems: Integrate with existing business and financial management
systems.
•
Customer-facing systems: Customer
Portal integrates with a customer-facing Web site. Microsoft CRM Sales
and Customer Service modules integrate.
JAT is an authorized partner and reseller of Microsoft eEnterprise
and Dynamics Human Resource/Payroll, Financial Management, Distribution
and CRM software products. For more information, please call 800-580-2595
ext. 476 or click here to request information
via email.
