Overview of Dynamics CRM 2015

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Overview of Dynamics CRM 2015

Microsoft has made CRM software usable and easy to adopt. Microsoft Dynamics CRM is a flexible CRM solution that works the way you work, adapting to each business culture with its unique way of responding to customers.

Of course, Microsoft CRM integrates with Microsoft Office programs, including Microsoft Office Outlook, Microsoft Office Word, Microsoft Office Excel, and powerful collaboration tools such as Microsoft SharePoint and Microsoft SQL Server Reporting Services.

Works in Outlook – familiar to your people

The key objective in creating Microsoft CRM was tighter integration with Microsoft Office Outlook, the most used application in the Office suite. Tighter Outlook integration means less application-switching, faster adoption by users, and higher productivity for every customer-facing employee in your organization.

Users can look up customer information, send and manage e-mail, set up appointments, and capture customer discussions, all without ever leaving Outlook.

Make Microsoft Office Outlook a powerful CRM tool

Microsoft Outlook messaging and collaboration client already provides businesses with a reliable tool for communicating with customers, storing customer contact information, and scheduling appointments.

Now Outlook can do more. With the Microsoft Sales for Outlook client in Microsoft CRM, all customer information can be managed from Microsoft Outlook.

Sales, lead information, marketing pitches-everything you need to stay connected with customers. And because this information can be available company-wide, all employees have the power to see client histories and respond effectively to questions and requests.

Enable Excel to analyse customer information

Microsoft Office Excel spreadsheet software is a powerful tool that is widely used to analyse critical company data. Compiling important data often means searching through multiple sources.

Now, Microsoft Excel works with Microsoft CRM to give businesses a new way to understand the impact of changes in sales, pricing, clients, and contacts. Data about sales and other business activities is easily imported to Excel from Microsoft CRM, making it easy to run scenarios, reports, and graphs for all aspects of a business.

And data can be imported into Excel in three ways: As a static table, a dynamic table, or a PivotTable dynamic view. With the latter two methods, Excel automatically updates data as it is changed within Microsoft CRM. 

Enable your employees to customise customer communications using Microsoft Word

Use data from Microsoft CRM to target customers for marketing and sales campaigns using Microsoft Office Word and Microsoft Office Publisher. It’s easy to select customers for a letter or marketing initiative and personalized messages take only minutes with Publisher.

Work comes first, not technology

As powerful as Microsoft CRM is, it does not get in the way of daily business tasks. Because Microsoft CRM is designed with the familiar user interface of Microsoft Office products, even new tasks are mastered quickly. And Microsoft CRM has streamlined installation processes and improved troubleshooting tools to help ensure that a business is up and operating fast-and stays that way.

Microsoft CRM offers the latest in security features. Customer and business information is guarded with a fail-safe system that offers the best safety and confidentiality possible.

Overall, Microsoft CRM offers businesses a complete customer management tool, helping to find a new level of success through high-quality customer care. And Microsoft technology is your assurance for an affordable, effective CRM solution.

And with Microsoft Dynamics CRM’s powerful capabilities, like workflow automation and analytics, you can let your sales, marketing and service staff easily share information and route tasks to provide a seamless customer experience. 

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