Microsoft Dynamics CRM Features

Microsoft Dynamics CRM has a variety of features and benefits to boost productivity and improve efficiency accross your entire business:

Customer Service

Microsoft Dynamics CRM will increase the capability of your support team by providing them with a clear view of all cases assigned to them plus the ability to get to speed quickly with any cases they get involved in through clear presentation of all communications relating to the issue.

The powerful service scheduling module allows appointments to be scheduled quickly based on availability of the required resources such as technicians, transport, specialist equipment etc.

  • Categorise and log 'cases' with system generated unique reference numbers.
  • View all cases that relate to a specific client or company.
  • Get a view of all tasks (phone calls, emails, appointments) relating to case to enable any user to quickly get up to speed and resolve the problem.
  • Store FAQs, solutions to common problems and useful information for your users in the 'knowledge base'.
  • Generate escalation rules so that any cases that remain unresolved are brought to the attention of team leaders.
  • Functionality for handling email 'queues' such as 'support@example.com'.
  • Enable cases to be assigned or shared to ensure the most appropriate support team member handles the case.
  • Provide high level visibility to ensure that all issues are resolved as well as to highlight any categories that could be a cause for concern.

Sales

Microsoft Dynamics CRM can make massive improvements to your sales activities plans, sales forecasting and opportunities management. You can increase the efficiency of your sales team by assigning leads to them based on the geographical region or territory they are responsible for.

Microsoft Dynamics CRM gives your sales tem the power to manage accounts through automated scheduling of tasks, phone calls etc and give your team leaders an overall view of the 'sales picture'.

  • Import leads from a spreadsheet or even directly from your website.
  • Take advantage of built in functionality to promote your leads through to opportunities, generate quotes and confirm orders.
  • Based on specified criteria, automate areas of the Sales Process to provide a proven and structured approach to selling.
  • Provide prices quickly based on the type of customer (end user, wholesale), the quantity they purchase as well as any special offers or discounts.
  • Ensure that all users are working from up to date information and price lists by centrally storing all of your sales literature.

Marketing

Microsoft Dynamics CRM will help you improve the cost benefit of your marketing campaigns by accurately targeting your customer base with the products and information that are relevant to them.

  • Build marketing lists that are dynamically created based on specified criteria to allow you to generate personalised e-mails or mail merge documents.
  • Automate the assignment of phone calls to your outbound sales team.
  • Generate and send targeted emails.
  • Generate mail merge campaign documents.
  • Automatically track electronic responses.
  • Handle 'Do not send' requests received by email automatically so contacts will be excluded from future campaigns.
  • Assign budgets to individual campaign activies.
  • View the success of your marketing campaign using the 'Campaign Performance Report'.

Go Mobile

Empower your employees by giving them remote or offline access to Microsoft Dynamics CRM There are various options available including offline data on your laptop or smartphone and real time remote access via an internet enabled device.

  • Choose the data you want to take with you.
  • Keep up to date with critical issues wherever you are in the world.
  • Select which areas of CRM you want to be accessible.
  • Option to allow real time access to custom entities and fields.