Microsoft CRM Upgrade and Microsoft Dynamics CRM Update
What can you expect when upgrading to Microsoft Dynamics CRM 3.0 from previous Microsoft CRM versions or other CRM solutions and why should you upgrade? To begin with Microsoft CRM 3.0 is the easiest CRM solution to incorporate with Windows Vista and Microsoft office applications, such as Microsoft Office 2007 or other editions, including: Microsoft Office Outlook, Microsoft Office Word, Microsoft Office Excel, Microsoft SharePoint and Microsoft SQL Server Reporting Services.
As a result, there is no need to retrain your employees with new data processing and email managing systems, thus lowering training costs, reducing application switching, and broadening user adoption of Microsoft CRM. Microsoft CRM is offered in two editions: Microsoft Dynamics CRM 3.0 Large Business Edition and Microsoft Dynamics CRM 3.0 Professional Edition.
- New Service scheduling module within the upgraded Microsoft CRM 3.0 allows users access to a new service calendar and the ability to survey company resources, book appointments and keep information with the customer Microsoft CRM record. The Suggestion Pane even lists resources and services that the customer has used before (especially beneficial for new employees looking to build relationships with your existing clients). Thus providing users with a centralized view of service worker's calendars and schedules, easily referenced customer histories, demographics and preferences in scheduling services, in order to promptly and appropriately meet customer needs.
- Ability to locate user mailboxes on Microsoft Exchange 2007 in addition to Exchange 2000/2003 servers.
- Ability to adjust resource assignments in real time to meet high priority requests.
- Improved Microsoft CRM integration with Microsoft Outlook allows users to look up customer information, capture customer discussions, manage emails and appointments within Outlook, without opening the Microsoft CRM database.
- Improved Marketing and Sales focus with upgraded Microsoft CRM that allows you to target your best customer audience with promotions, calls and emails.
- Upgrade CRM to create and manage lists of accounts, contacts and leads with software: the Advanced Find feature and importing from other sources.
- Quick Campaign feature creating phone calls, emails, activities, bulk mail-merged emails, letters and faxes.
- New marketing campaign automation module eases the planning, implementation and automatic monitoring stages of sales and marketing campaigns with the Help &Assistance Pane, in particular: faster creation of lead lists, task assignments, letters, direct e-mails regarding new product launches, cost tracking, follow-up activities, cost and revenue goals, and automatic tracking of results and performance.
- Campaign tracking occurs with built-in reporting and analytics tools based on Microsoft SQL Server Reporting Services, which helps users link responses to campaigns, assign appropriate follow-ups automatically, analyze costs and payoffs and create custom campaign reports.
- Cross-departmental collaboration, execution and tracking for sales and marketing departments.
- Enhanced productivity with optimized resource usage and lowered operational costs.
Our Quality Integrity Microsoft Certified Business Management Solutions Specialists (MCBMSS) are experts at assessing CRM needs and implementing upgrades for you Microsoft CRM system or any other CRM solution you are currently using. With questions regarding Microsoft CRM upgrades, versions and how to get started contact Quality Integrity at 1 800 611-4343or submit a web request.
Microsoft Dynamics CRM
Microsoft's latest CRM solution is a powerful business-management software application that can empower your company's workforce and sales people by providing easy access to information where and when your employees need it. When integrated with Microsoft applications, the Version 3 Microsoft Dynamic CRM product equips your organization with a complete view of customer information, thus enhancing your business management capabilities. CRM is integrated into the Microsoft Office System, to allow for rapid implementation, customization, and maintenance. Microsoft Dynamics 3.0 offers native Outlook email or web interface for managing sales, service, & marketing processes. You'll access advanced reporting & analysis tools including Excel/SQL reporting, an innovative and intuitive business design, and there is simple deployment and management tools for IT professionals. Microsoft Dynamics CRM could be the best decision for your firm. Call on QIEM for your Microsoft CRM Training and Support needs.
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