Microsoft CRM Hosting

Sales Force

Microsoft CRM Sales helps sales people manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications, and automate stages in the sales process - helping ensure a shorter cycle, higher close rates, and improved customer retention.

Customer Service

Microsoft CRM Customer Service helps your business increase its capacity to handle requests without increasing employee count. Microsoft CRM Customer Service helps your service representatives provide customers with the consistent, efficient service that ensures satisfaction.

Mobility Features

Microsoft CRM Mobile 3.0 allows users to quickly manage account information, add and organize business contacts, schedule important meetings, and track existing sales opportunities—all while working from a Pocket PC or Pocket PC Phone Edition with Windows Mobile 2003 software.

CRM Works the way you do

Microsoft CRM is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, Microsoft CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

CRM Works the way your business does

Microsoft 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 CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft CRM also includes capabilities such as:

• 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.
• Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
• Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
• Easy customization of Microsoft CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.
• Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

See your customer information in one place, in a familiar format

CRM Works the way technology should

Microsoft 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:

• Easy to modify forms, data fields, and information relationships so that users can get the customized information they need.
• Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of Microsoft CRM.
• Fast data searches across large volumes of customer data that help users find the information they need.
• Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies Microsoft CRM integration with Microsoft Exchange and Outlook.
• Simple and fast connectivity to external data sources that gives users access to relevant information.
• Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.

CRM View of Customer Contact Information

Improved Microsoft Office Outlook integration: Work without leaving Outlook

The foremost design objective in creating Microsoft CRM 3.0 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.

New marketing automation module: Create sales and marketing campaigns fast

Microsoft CRM contains sophisticated marketing capabilities for planning, implementing, and monitoring multi-tier sales and marketing campaigns. Marketing and sales personnel can quickly create a list of leads, craft a letter or direct-mail piece using integrated products such as Microsoft Office Word, launch the campaign, and then track the progress and results. You can even track costs and revenue results of campaigns. Using the Quick Campaign wizard, marketers and salespeople can generate a quick customer e-mail and send it to a targeted list in minutes. Microsoft CRM will automatically track the results.

New service scheduling module: Helps your staff sell more while improving customer service

Microsoft CRM includes a sophisticated scheduling engine that helps you sell and schedule services to customers. Through the new Service Calendar, any authorized user—service managers, salespeople, or customer service representatives—can survey companywide resources and book an appointment, which is automatically added to the customer’s Microsoft CRM record. You can easily incorporate your organization’s business logic into the Service Calendar, specifying, for example, special skills or workdays of different technicians. The Service Calendar shows companywide resource availability at a glance, helping you service customers faster and make optimal use of resources such as people, vehicles, and facilities.

Easier customization: Tailors to your company's needs quickly

Microsoft CRM can easily be customized for any business. Any non-technical user can create a new object with a few mouse-clicks—no need to write code or even leave the application. This makes it very easy to tailor Microsoft CRM to a specific industry or individual company. Deeper customizations that do require programming are also simpler, lowering the cost of having a Microsoft Partner incorporate your business logic, customize the user interface, or link Microsoft CRM to another application. Microsoft CRM also contains a host of workflow improvements such as auto-fill of name and date fields, and next-step recommendations that speed application use and improve worker productivity.

Improved reporting: Drill into the details fast

Getting information out of Microsoft CRM is just as easy as putting it in. You can of course export any subset of Microsoft CRM data to Microsoft Office Excel spreadsheet software for analysis. Microsoft CRM also provides a number of standard, one-button reports using Microsoft SQL Server Reporting Services as the underlying report engine. You can create custom reports that are accessible from within Microsoft CRM through an e-mail subscription service or over a Microsoft Office SharePoint Portal Server site. Users can save frequently used reports, which are refreshed with current data every time they’re opened. Best of all, security clearances are built into every report. Users only have access to the data they’re authorized to see.

Top of Page