Microsoft Dynamics for customer relationship management
Empower every
employee to boost sales, satisfaction, and service with automated CRM that's
easy to use, customize, and maintain
Your customers and you share the same goal: You want your business to deliver
value by satisfying critical needs efficiently. Customer relationship
management (CRM) tools from Microsoft Dynamics enable your company to be that
kind of business. Use familiar software solutions to help empower your
employees to function at optimal productivity levels, to deliver high-quality
services and responsive communications, and to obtain better results from
your sales and service business. Microsoft Dynamics business software offers
a wide spectrum of feature-rich, affordable CRM solutions to help you meet
your specific needs.
Transform your business for consistent results
Microsoft Dynamics solutions can help extend the skills, processes, and
tools you already own and use, and enable you to derive more value from
existing investments. You can automate many routine and frequently occurring
tasks, help reduce rekeying data and other
busywork, and concentrate on making a difference for the business. Work the
way you prefer to run your business—but with measurably increased results and
tangible improvements across your processes and key relationships.
|
•
|
The CRM solutions and capabilities within Microsoft Dynamics connect
closely to other Microsoft technologies that you may already use. This brings
together data, helping your sales people to answer customer questions
without making the customer wait. Marketing planners can review the true
results of marketing campaigns, from customer inquiries to sales and
services delivered. Managers can use business data to assess the value of
customer relationships for your organization and make them more productive.
|
|
•
|
When your employees use the CRM functionalities of Microsoft Dynamics,
they can work within familiar software environment, using tools they’re
comfortable with. This helps reduce distractions of having to learn and
work with disparate software tools. In the design process, Microsoft
conducts extensive research with many thousands of customers. So the
technology can do what people want it to do, in the way they want to see
it. For example, you can access customer and business information and
manage customer communications through your e-mail program. Or you can
analyze data and create reports in your spreadsheet application.

Illustration: Access customer information and manage customer
communications through your e-mail program.
|
|
•
|
Your customers, as well as your employees, will appreciate that Microsoft
solutions for CRM help make it possible to keep processes consistent and
fast moving, and accountability high. Standardize customer relationship
management along with communications, and satisfy expectations
consistently. Make it easy, not just to find information, but to do
something with it no matter what your role is—service associate or business
executive.
|
Act on opportunities, and keep customers satisfied
Your sales, marketing, and service employees understand that they are
tasked with realizing your ambitions. Every time they plan a marketing
activity, engage with a customer, close a sale, or contact a prospect, they
can either accomplish or miss the business goals. Microsoft solutions for
CRM, such as Microsoft Dynamics CRM 3.0, help you enable your employees to be
productive and successful—consistently and predictably.
|
•
|
Sales people are always under pressure to make numbers and produce
results. With Microsoft CRM and field-service solutions, you can provide
your sales team with the intelligence they need to deliver. They can
identify more potential opportunities, understand better what course of
action to take, and convert more leads into satisfied customers.
Streamlined communications and well-documented, consistent sales processes
help keep everybody moving.

Illustration: Data from Microsoft Dynamics solutions being
accessed from other applications to identify opportunities
|
|
•
|
Help marketing group proceed strategically to uncover and capitalize on
new opportunities. Microsoft Dynamics solutions can help give your marketing
team the streamlined, automated tools to: Target the most promising market
segments, bring your products and services to your audiences, convert
possible leads into customers, and measure the results of all activities to
drive even better results.
|
|
•
|
Every time any of your customer-facing employees interacts with a
customer or delivers a service, your business has an opportunity to
strengthen customer loyalty, initiate up-sells and cross-sells, and build
brand value. Microsoft Dynamics can help your services become profitable
with effective communications, fast issue resolution, and efficient
scheduling and dispatching of service delivery resources.
|
Microsoft Dynamics for field service management
Empower your field service and sales force to increase the company’s
business performance while helping improve customer satisfaction.
Improve field-service performance
Microsoft tools for field service management allow you to track the
activity and results of individual field representatives or teams, identify
any issues, and increase performance. When managed with the help of Microsoft
solutions, the delivery of field service, maintenance, or sales might yield
even better results, and drive more income, than it does today.
Deliver higher service levels to customers
Make customer account and historical information available to field service
staff so they can address customer needs faster by reducing the need for them
to gather redundant customer information. Provide customer service associates
with service agreements and contracts, enabling them to honor your company's
commitments. Equip your customer-facing staff with current, comprehensive
product, special offer, and shipping data, and let them resolve customer
concerns efficiently in a single call or visit.
Grow into new, profitable markets
Microsoft Dynamics field service applications can help you understand
which customers, services, and products create most revenue, so you can
capitalize early on any new opportunities. If you want your business to
support additional market segments, industries, lines of business, or
geographical areas, Microsoft Dynamics can help you pursue your ambitions on
the firm basis of a flexible, reliable infrastructure for delivering field
services.
Microsoft Dynamics products and services for CRM
Microsoft Dynamics solutions are typically implemented for you by a
Microsoft partner with the right industry and technical expertise.
Implementations are painless and fast, enabling your business to continue
without interruption. Your in-house technologists or Microsoft partner can
customize the solutions and help to ensure they suit your requirements.
Because the solutions require little continuous maintenance and have a
low-adoption threshold with users, you can enable your IT staff to focus more
on business-critical issues rather than on running technology.
Whether you run a small, growing business or a large organization with a
high number of customers and large sales and marketing teams—you can use
Microsoft Dynamics to help you manage relationships even better. Consider and
choose from a variety of products.
|