Putting I.T. all together.

Sales Force Automation

No matter how complex your company’s sales processes are, your front-line sales team needs easy-to-use features and capabilities to target new customers, drive sales activities, and ultimately close more business. Microsoft Dynamics CRM provides a number of key capabilities to boost the productivity of your sales force…

Streamline account management:

  • Track all activities and interactions for each contact or account.
  • Identify influencers, constituents, allies, and roadblocks for each account.
  • Quickly identify cross-sell and up-sell opportunities.
  • Track contract renewal dates and details.
  • Define the parent-child relationships that depict complex organizations.

Automate your lead system:

  • Capture and track all lead details in one system.
  • Automatically associate e-mail messages with relevant leads/opportunities.
  • Assign leads and tasks automatically.
  • Simplify lead qualification, scoring, and conversion.
  • Easily segment data to generate leads from your customer base.

Manage opportunities effectively:

  • Close deals faster by centrally tracking key data and attributes for each deal.
  • Create and monitor customized offers and pricing for each opportunity.
  • Track actual revenue dollars by creating/tracking orders and invoices.
  • Establish consistent sales processes enterprise-wide.
  • Use leading sales methodologies like Miller Heiman, SPI, and TAS within Microsoft Dynamics CRM.

Enhance pipeline management:

  • Easily track the sales pipeline for improved financial planning.
  • Increase accuracy of revenue projections with individual or roll-up forecasting.
  • Track revenue goals by dates, fiscal periods, or other predefined criteria.
  • Identify key trends for deals won/lost and optimize the sales process.

Boost sales productivity:

  • Use Microsoft Dynamics CRM within Microsoft Office Outlook.
  • Improve communication and team collaboration through seamless integration with Microsoft Office products.
  • Promote Office Outlook contacts to Microsoft Dynamics CRM with a few mouse clicks.
  • Easily identify key data points through advanced search.

Improve sales planning, management:

  • Set up territories and teams for optimal organizational efficiency.
  • Create price lists, discounts, and unit groups to streamline offer management. .

Simplify workflow processes:

  • Improve productivity with personal, team, or organizational workflows.
  • Automatically create or assign tasks and activities when rules are triggered.
  • Automate simple or multilevel approvals.
  • Automate scoring and distribution of leads.
  • Set alerts for key events to take proactive measures.
  • Define and enforce consistent sales processes enterprise-wide.

Access key sales information from anywhere:

  • Empower your sales force with real-time access to customer data from any Web-enabled device.
  • Better prepare for customer meetings via real-time account details.
  • Rapidly respond to customer requests while on the road.
  • Continuously work details by updating and receiving leads 24/7.
  • Discover new up-sell/cross-sell opportunities right on the spot.

Gain visibility and improve decision making:

  • View key performance indicators in real time with intuitive dashboards.
  • Use built-in sales reports to conduct detailed analyses without IT assistance.
  • Use robust data cubes for insightful trending analysis.
  • Employ predictive analytics to identify key selling scenarios.
  • Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.
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    Sales Automation Brochure

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Customer Service

Every time someone in your organization interacts with a customer, it is an opportunity to strengthen that customer’s loyalty to your company by providing high levels of personalized service. A CRM solution can help you offer your customers targeted, relevant information about the products and services that they need while taking advantage of opportunities to enhance customer relationships and up/cross-sell. Key capabilities include…

Improve account handling:

  • Boost call agent productivity with the intuitive user interface.
  • Improve first-call resolution with access to customer histories.
  • Automatically identify and delete duplicate records.
  • Simplify adding, changing, and managing contact information.

Manage cases efficiently:

  • Create, manage, and resolve cases by phone, e-mail, chat, Web, or in-person contact.
  • Use rules-based routing and escalation to speed first call resolution.
  • Plan and complete case activities manually or automatically and record them for future reference.
  • Deliver appropriate service fast with an at-a-glance view of each customer’s history and service contracts.

Simplify contract management:

  • Set up a catalog of products and services to track sales, incidents, and contracts to identify issues with specific offerings.
  • Gain insights to help sell more support contracts.
  • Create a contract repository to streamline case management.
  • Give agents a view of the current status and service eligibility for each customer.

Tap into proven expertise:

  • Resolve common issues fast and avoid duplicated efforts by using the built-in Knowledge Base as a solutions repository.
  • Share staff expertise and easily publish, store, and access the Knowledge Base information.
  • Distribute Knowledge Base articles about best practices and solutions through the Web or automated e-mail response.

Streamline scheduling:

  • Define services with related resources and work schedules to increase precision.
  • Save time with easy, visual scheduling.
  • Get a centralized view of service workers’ calendars and resources to optimize scheduling.
  • Save time and costs with increased visibility into how well current scheduling is fulfilling service goals.

Automate workflows:

  • Create personal, workgroup, departmental, or federated workflows with a handy wizard that reduces reliance on IT.
  • Automatically assign activities to specific agents and use rules-based escalation to redirect cases to the right agent.
  • Provide consistent handling across geographic locations with support for multiple languages and currencies.

Access key customer information from anywhere:

  • Deliver notifications and alerts through mobile devices to update customers on service schedules and appointments.
  • Access and send CRM customer service data via any Web-enabled device.
  • Enhance customer service with better communications between field service and office staff.

Enhance service with insight:

  • Closely monitor customer service and support processes with dashboards and scorecards.
  • Identify and address issues and refine key performance indicators (KPIs).
  • Provide customer service representatives with embedded cross-sell offers tailored to the needs of specific customers.
  • Use built-in reports or create custom reports with a Report Wizard.

Customer Service Brochure

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Marketing

In today’s information-driven economy, most companies are awash in customer data. Success requires the ability to transform that information into clear, actionable knowledge and respond more quickly to changing customer needs and preferences. With Microsoft Dynamics CRM, your marketing organization can plan, implement, and measure more effective marketing campaigns by analyzing buyer trends, behaviors, and offers that allow your marketing teams to track real-time results and optimize Return on Investment (ROI). Key capabilities include…

Manage your data effectively:

  • Effortlessly import data from other sources into Microsoft Dynamics CRM.
  • Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement.

Pinpoint your marketing efforts:

  • Use natural language queries to instantly segment customers or prospects.
  • Create highly targeted lists and associate them with campaigns.

Streamline campaign planning:

  • Plan and track activities, tasks, budgets, and details for each marketing activity.
  • Tailor messages and offers to highly targeted lists.
  • Save time and money with reusable campaign templates.
  • Set up product catalogs, price lists, and discounts.
  • Use predefined workflows to streamline approvals.

Simplify campaign execution:

  • Initiate and distribute campaigns and communications instantly.
  • Use embedded Mail Merge capabilities to instantly send mass communications.
  • Manually or automatically assign tasks or leads to individuals or groups.
  • Create on-the-fly campaigns with the Quick Campaign Wizard.
  • Create rules to trigger responses based on customer interest.

Manage events efficiently:

  • Track and manage all event and customer details on one central platform.
  • Manage event planning and execution from beginning to end.
  • Track details related to venues, rooms, event sessions, speakers, and sponsors.
  • Track key metrics and measure the return on investment to optimize future events.

Improve response management:

  • Capture and store responses and leads in one place for easy tracking.
  • Score responses using predefined algorithms.
  • Instantly assign leads with full interaction history to the right sales person.
  • Track responses across communications channels, linking them to campaigns and lead sources.
  • Convert responses to leads and opportunities with a few mouse clicks.

Extend value with Microsoft Office:

  • Use Microsoft Dynamics CRM within Microsoft Office Outlook to be more productive.
  • Eliminate redundant e-mail tracking through Office Outlook synchronization.
  • See co-workers’ availability with the presence feature.
  • Create documents and mail-merges with embedded Office Word capabilities.
  • Add Office Outlook contacts to marketing lists with a few mouse clicks.

Automate workflows:

  • Boost productivity with personal, team, or organizational workflows.
  • Dynamically assign tasks to the right person using configurable rules.
  • Accelerate approvals using predefined workflows.
  • Automate actions with triggers based on events, time, or business logic.
  • Set alerts and reminders of campaign milestones to inform appropriate people.

Access key customer information from anywhere:

  • Access customer data from any Web-enabled device anywhere, anytime.
  • Track budgets and push through approvals while on the road.
  • Update or create campaigns on the fly.
  • Update, qualify, or assign leads while on the road.
  • Analyze responses, leads, and campaign ROI with rich offline reporting.

Gain insights for decision making:

  • Measure your marketing success with key performance indicators (KPIs).
  • Track key campaign indicators with built-in reports.
  • Identify trends and allocate resources with powerful predictive analytics.
  • Use robust data cubes for trending analyses.
  • Proactively create offers with 360-degree customer views.

Marketing Automation Brochure