Why Microsoft Dynamics CRM Is a Winning Solution

1. Access customer information easily from a single place, anytime, anywhere
Searching for customer-critical information among disparate sources is not just time consuming, it’s morale consuming. Microsoft CRM puts all your customer data in one place and can be customized to give employees access to only the information they need to fulfill their crucial role in the sales chain—around the clock, in the office or not.

2. Sell more to new and existing customers
Microsoft CRM enables employees across your company to easily track leads, sales prospects, and customer data. And you gain valuable customer insight with dozens of preformatted business reports, such as account history and sales pipeline. So you always have the crucial
information you need to take advantage of new selling opportunities and build greater customer loyalty.

3. Work within the familiar and easy-to-use Outlook interface
There’s a reason Microsoft Office Outlook® 2003 is one of the most popular business applications in the world—because even new employees find it not only effective, but easy to use. Microsoft CRM’s integration with Outlook allows for rapid company-wide adoption.

4. Provide reliable customer service
When employees can’t deliver fast, consistent customer service, the result is a tarnished company image and, even worse, lost sales. With Microsoft CRM, your entire staff can quickly access and share customer service knowledge in a central location, so customers get the same
dependable service every time they contact your company.

5. Make the right decisions faster
Today it’s not just what you know, but when you know it. Microsoft CRM gives you instant insight into your customer relationships with comprehensive business reports that show the sales pipeline, account history, customer service summary, and much more for every one of your clients.

6. Realize an identifiable return on investment
Right out of the box, Microsoft CRM delivers real financial benefits that can more than offset your investment. It allows you to acquire, serve, and maintain customers more cost-effectively. And it frees everyone in your organization to act on an ever-increasing volume of business
information. What’s more, Microsoft CRM automates day-to-day business tasks, increasing efficiency and reducing costs.

7. Easily customize CRM for your business
No matter what kind of industry you compete in, Microsoft CRM easily adapts to the unique way you do business. You can customize preformatted reports or create your own, and you can automate routine processes such as lead routing, assigning follow-up phone calls, and more.

8. Secure your customer-critical data
Microsoft CRM centralizes your customer data, protecting one of your business’s most valuable assets if an employee quits or a computer crashes.

9. Connect Microsoft CRM with your other business systems
Microsoft CRM is Microsoft .NET-connected, so your business can create custom solutions and easily integrate Microsoft CRM with financial applications, third-party applications, and Web services. Streamline sales processes, reduce data entry, and improve financial
accuracy: Microsoft CRM offers seamless integration with Microsoft Business Solutions—Great Plains®, so your pricing and product information is automatically uploaded to Microsoft CRM, where it is accessible to your salespeople and managers online and offline.

10. Enjoy low total cost of ownership
Microsoft CRM is not only surprisingly affordable, it’s easy to install, set up, customize, use, and integrate with other business systems. Microsoft offers access to a leading community of partners who can provide implementation, training, and support for this popular CRM solution. So you spend more time taking advantage of the technology rather than keeping it running.

Contact us online or call (805) 987-2222 to learn more about Microsoft CRM.