Microsoft Customer Relationship
Management
Available by the end of 2002, Microsoft® Customer
Relationship Management will help you increase sales and provide top-quality
customer service—resulting in profitable customer relationships. Designed
specifically for small and medium-sized businesses, Microsoft CRM will handle
the full range of sales and
customer service functions, and will allow you to access key customer
and sales information from Microsoft Outlook® and the Web, so you can get
up-to-date information from wherever you are, whenever you need it.
Improve Business Productivity
Microsoft CRM is designed from the ground up to help you sell more effectively,
provide better service to your customers, and give you deeper knowledge of
customers and sales activity. You'll make informed business decisions faster.
Keep Total Ownership Costs Low
With little consulting, short setup time and minimal training, Microsoft CRM is
easy to implement. It's easy to use and can be customized to fit your specific
needs. And, it's ready to grow with your business.
Integrate Data with Other Business
Applications Microsoft CRM is designed to integrate with other
financial and business-management applications to give you a more complete view
of customers and your interaction with them.
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Highlights
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Product Details and Printable Fact Sheets
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Sell More Effectively
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Be more effective in closing business: Track and convert leads to
opportunities, and then to sales.
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page.)
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Manage activities in one place
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Track all communications with prospects and customers through e-mail, phone,
fax, etc.
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Synchronize with Outlook: Tasks, Appointments and E-mail for accounts and
contacts
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Easily distribute and maintain company information and sales literature such as
installation guides, manuals and more
Efficiently track and convert leads
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Import leads from many sources: automatically from your Web site, standard text
format files and other applications
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Save time entering critical information with Quick Create Forms
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Workflow Rules automate how you escalate and notify sales staff of
opportunities
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Make Informed
Decisions Faster
Make sound business decisions and see all parts of your
business—sales staff, service representatives, customers and more—in a single
place.
Get a complete customer view
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See a current view of all customer and account activity, such as pending
orders, open customer service issues and payment history.
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Gather activities, your calendar, customer e-mail and corporate information
into one window.
Generate a full set of reports
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Take advantage of a large selection of reports to better understand your
customers and better track your sales and service activities.
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Identify the most profitable customer relationships.
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Use Sales Forecasting reports to accurately predict short- and long-term
revenues and the probability of closing sales.
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Provide Consistent
Service
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Deliver better, more consistent service: Route and manage support incidents,
and create and use resources for faster problem resolution.
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Quickly resolve
support incidents
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Get a total view of customer support incidents, from service contacts to
satisfaction level and stage of service, with Case Forms
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Create and access a library of Knowledge Base articles and FAQs on known
problems to publish to staff and customers
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Follow Knowledge Base Templates and Wizards to ensure consistent quality of
articles
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Implement and Manage
Easily
Implement, configure and maintain quickly to your needs:
With little consulting, short setup time and minimal training, Microsoft CRM is
easy to deploy, to keep the cost of ownership low.
Minimize ownership costs
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Microsoft CRM is delivered through local partners who make sure the solution is
ideal for your business
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The application is simple and logical and has familiar tools that are easy to
learn and adopt
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Use the application from Outlook and the Web anywhere, any time
A supported, adaptable solution
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Define the product to fit the way you do business with customized settings and
workflow rules
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Grows as your business evolves and customer base grows
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Online training is available around the clock for your employees
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Integrate Your
Applications
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Microsoft CRM Sales and Customer Service modules work closely with Microsoft
Outlook and other business applications.
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Boost productivity with integration
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Sales and Customer Service modules work together completely, and both are
connected to your complete customer database
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Share useful company information from the Home Page
Connect your front office to your financial systems
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Use Outlook to see your customer and account contacts, leads, activities,
opportunities, tasks, appointments and e-mail
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Integrates with Microsoft Great Plains back office data, such as accounts,
contacts, sales orders, payment history and more
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