Microsoft Dynamics CRM 4.0 - Microsoft CRM, Office and Outlook
For a business that wants to grow and succeed, few things matter more than connecting
with customers. But adopting CRM (customer relationship management) software has
been difficult for many organizations.
CRM software can be complex and difficult to learn. And employees might require
time to gain proficiency. Employees can sometimes even resist adopting CRM software
because it forces change in their work routines.
Microsoft has brought CRM software into a new era with Microsoft Dynamics CRM 4.0.
It is a flexible CRM solution that works the way a company works, adapting to each
business culture with its unique way of responding to customers. Microsoft Dynamics CRM 4.0
integrates well with Microsoft Office programs, including Microsoft Office Outlook,
Microsoft Office Word, Microsoft Office Excel, and powerful data-sharing tools such
as Microsoft SharePoint and Microsoft SQL Server Reporting Services.
Here's a quick look at how Microsoft CRM 4.0 works with familiar Microsoft products
to give any business a new way to stay connected with customers.
Microsoft Dynamics CRM with Microsoft Office and Microsoft Outlook
Microsoft Office—the essential business tool used by millions worldwide. Now Microsoft
Office programs can be combined with the power of Microsoft CRM 4.0 to give any
business new insights into customer needs.
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 4.0, 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 analyze customer information.
Microsoft Office Excel spreadsheet software is a powerful tool that is widely used
to analyze critical company data. Compiling important data often means searching
through multiple sources. Now, Microsoft Excel works with Microsoft CRM 4.0 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 4.0, 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 4.0.
Enable your employees to customize customer communications using Word and Microsoft
Publisher.
Use data from Microsoft CRM 4.0 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.
Microsoft CRM works the way your business works
Microsoft CRM 4.0 can be tailored to meet almost any situation. So a business doesn't
have to change the way it operates to reap the benefits of a powerful CRM program.
Microsoft CRM 4.0 can help a business:
Tailor forms and data to specific business needs.
Use intuitive, Web-based design tools to customize important forms or to change
the way a business captures and looks at customer data.
Automate business processes.
With Microsoft CRM 4.0, a business can quickly capture and organize data that
formerly was lost or disorganized upon arrival. Use Microsoft Office InfoPath information
gathering program to create forms for entering data about a particular sale or customer
service. This information is ported automatically into Microsoft CRM 4.0 where it
is instantly available as part of the customer's record of business. The Microsoft
InfoPath form also can be adapted to a Microsoft Windows Tablet PC device to collect
to important data in the field.
Gain a better view of customer needs.
Microsoft CRM 4.0 works with powerful tools such as Microsoft SQL Server to give
a business the capability to research customer data, develop new business intelligence,
and understand what customers seek from a business.
Give managers a quick look from a dashboard.
Using Microsoft Office SharePoint Portal Server and Microsoft CRM 4.0, a business
can create custom dashboards that provide quick summaries of all important performance
metrics. Then a sales manager or executive can easily drill down into data to gain
more detail about what really is driving sales or customer contacts.
Work comes first, not technology
As powerful as Microsoft CRM 4.0 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 4.0 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 4.0 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.
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