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Microsoft Dynamics CRM
Build a Customer Centric Business
Customer Relationship Management (CRM) is about understanding your customers: what makes them
talk to you, what makes them buy from you rather than a competitor, and what makes them keep
coming back again and again.
Ontraq have been involved in a number of successful CRM installations and use Microsoft CRM
for running its own Sales, Marketing and Customer Engagement activities.
Microsoft Dynamics CRM 3.0 provides
all of the tools and capabilities needed to create and maintain a clear picture of
customers from first contact through purchase and post-sales. With modules for sales, marketing,
and customer service, it delivers a fast, flexible and affordable
solution that drives consistent, measurable improvements in every business process, enables
closer relationships with customers, and helps your company achieve new levels of profitability.
Works the way you do
Microsoft Dynamics CRM is the fastest and easiest way to add CRM capabilities to any organization
that uses Microsoft Office system applications, including Microsoft Office Outlook. Because it was
designed to partner with Office Outlook, Microsoft Dynamics CRM delivers lower training costs,
broader user adoption, less application-switching, higher productivity, and a fast return on
investment.
Microsoft Dynamics CRM gives your employees direct access to customer information through Office
Outlook, enabling access to the information they need whether in the office or on the road.
Microsoft Dynamics CRM offers:
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Tight integration with the Microsoft Office system and Office Outlook
allowing employees to easily pull information from Microsoft Dynamics CRM into Office system
applications such as Microsoft Office Excel spreadsheet software and Microsoft Office Word word
processing software.
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Quick and easy access to your data
through context-sensitive information for populating forms or taking next steps without
changing screens.
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Customized workspaces
that allow users to create, save, and reuse favorite views of customer data without the
distraction of unneeded information.
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Service Calendar
that allows service schedulers and dispatchers to schedule activities by resource, time,
or service.
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Powerful reporting and analysis tools
that make it easy to identify opportunities
and problems at a glance.
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Great mobile support
that helps enable field workers to get instant access to customer data from most popular
portable devices including mobile phones with Web browsers, and laptops.
Works the way your business does
Microsoft Dynamics CRM not only slips right into your employees' lives without disruption,
it also adapts easily to your existing business workflow and processes. You or your information
technology (IT) partner can quickly modify application forms, data fields, and relationships and
add new activities and objects without writing a single line of code. This makes it easy to tailor
Microsoft Dynamics CRM to suit your needs and fit your business. Microsoft Dynamics CRM features
several workflow innovations that speed use, including next-step suggestions and automatic task
assignment. Microsoft Dynamics CRM also includes capabilities such as:
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A new marketing automation module
that makes it easy to build customer or lead lists, create targeted marketing campaigns,
track the progress of those campaigns, and follow up on campaigns.
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Quick Campaign wizard
that allows marketers and salespeople to send out e-mail blasts to targeted lists and track
responses.
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Service scheduling
that allows you to centrally manage all aspects of a service request, from logging and
dispatching to tracking and follow-up.
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Easy customization
of Microsoft Dynamics CRM to your business workflow by adding custom objects and activities,
designing custom views for different users, and building business logic into the CRM. This
enables Microsoft Dynamics CRM to automate repetitive tasks, tells users next steps, sends
e-mail messages, and raises alerts for open items—so nothing falls through the cracks,
giving your customers a better experience.
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Flexible reporting
that enables managers to easily see how your business is doing—CRM data can be transferred
into Microsoft Office Excel for analysis or into Microsoft Office SharePoint Portal Server for
updating executive dashboards or collaborating on customer-related documents.
Works the way technology should
Microsoft Dynamics CRM works the way your IT staff wants it to because it's based on proven,
industry-standard Microsoft technology that's easy to learn and work with. You'll enjoy a rapid,
low-cost deployment; low support costs; and easy scalability as your business grows.
IT-friendly features include:
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Easy to modify
forms, data fields, and information relationships so that users can get the customized
information they need.
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Streamlined installation
with diagnostic tools that reduce setup time and help ensure a successful deployment of
Microsoft Dynamics CRM.
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Fast data searches
across large volumes of customer data that help users find the information they need.
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Easy to use
step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies Microsoft
Dynamics CRM integration with Microsoft Exchange and Office Outlook.
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Simple and fast
connectivity to external data sources that gives users access to relevant information.
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Advanced management and notification tools
that are centralized and give the IT staff the right information to manage a CRM system.