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Customer Relationship Management
Genesys » What We Do » Microsoft Dynamics GP » Customer Relationship Management
| • | 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. | Microsoft Dynamics CRM helps businesses build profitable customer relationships. Microsoft Dynamics CRM offers integrated Sales and Customer Service modules that let employees easily share information across the organisation and enable businesses to implement consistent and automated processes. Easy to use, customise, and set up, Microsoft Dynamics CRM is accessible from both Microsoft® Outlook® and the Web, as well as offering a flexible, scalable Microsoft .NET architecture that integrates easily with Microsoft Office, Microsoft Business Solutions Financials, and third-party applications. - Improve Business Productivity Microsoft Dynamics CRM is designed from the ground up to help you sell more effectively, provide better service to your customers, and give you deeper knowledge of customers and sales activity. You'll make informed business decisions faster.
- Keep Total Ownership Costs Low With little consulting, short setup time, and minimal training, Microsoft Dynamics CRM is easy to implement. It's easy to use, and can be customised to fit your specific needs. And, it's ready to grow with your business.
- Integrate Data with Other Business Applications Microsoft Dynamics CRM is designed to integrate with other financial and business-management applications to give you a more complete view of customers and your interaction with them.
(CRM data - Opportunities - displayed and accessible within Microsoft Outlook) The Microsoft CRM Sales Functionality:
- Account & Contact Management
- Calendar
- Notes & Attachments
- Direct E-mail via Microsoft Dynamics CRM Exchange Connector
- Activity and Task Management
- Search
- Reports
- Opportunity Management
- Leads Management
- Correspondence/Mail Merge
| - Territory Management
- Microsoft Dynamics CRM Sales for Outlook
- Quotas
- Quotes, Orders, and Invoices
- Workflow
- Product Catalog
- Competitor Tracking
- Sales Literature
- Sales Processing Methodology
- Leads Routing
| Microsoft Dynamics CRM-Customer Service
Microsoft Dynamics CRM Customer Service is designed to provide superior customer service and increase support capacity, with out adding employees. Microsoft Dynamics CRM Customer Service makes it easy for service representatives to track customer requests, manage support incidents from initial contact through resolution, and provide the consistent, efficient service key to customer satisfaction. The Microsoft CRM Customer ServiceFunctionality:
- Account & Contact Management
- Calendar
- Notes & Attachments
- Direct E-mail via Microsoft Dynamics CRM Exchange Connector
- Activity and Task Management
- Search
- Reports
- Knowledgebase Management
| - Service Requests
- Activity and Case Qeueing
- Contract Management
- E-mail Management
- Auto-Response
- Case Touting
- Workflow
- Product Catalog
| Reporting
Profitable customer relationships depend on the ability to measure current business activity, forecast future revenues, identify customer trends, and evaluate sales and service performance. With Crystal Enterprise for Microsoft Dynamics CRM, you’ll get more than 100 reports to help you make smarter, faster decisions that increase sales success and ensure customer satisfaction. Microsoft Dynamics CRM includes more than 100 Crystal Enterprise reports that let you access and analyse data from virtually any source and share the information across your business.
use Reporting To: - Forecast future sales performance.
- Assess value of the sales pipeline.
- Evaluate trends for leads and opportunities
- Identify top customers.
- Identify top selling products and pinpoint problem products.
- Track employee performance for sales and customer service.
- Measure performance against quotas for sales employees.
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