• See a CRM Demo

• Why Choose Microsoft CRM

• Microsoft CRM Requirements

What makes Microsoft® CRM 3.0 such a compelling tool:

• Microsoft® Outlook Integration

  • Install the Outlook client and your Sales and Customer Support staff (CSR's)  never have to use another tool. The power of managing contacts, leads, opportunities, accounts, service calls and email from one tool (Microsoft Outlook) is tremendous.

  • The Outlook client has a version that will work offline. This is ideal for your mobile workforce, that can easily update forms, leads, opportunities while disconnected from the internet. When they come back online, Outlook synchronizes with the CRM server uploading and downloading information as needed.

  • All customizations become available within Outlook. So, no matter what your IT people have done to customize CRM to your business, these customizations become available inside Outlook.

• Customization

  • Unlike the previous version (1.x) and other CRM systems, customizing Microsoft® CRM 3.0 for your business is not out of reach. Custom entities, forms and workflow customizations are simplified in this version and IT has to do very little programming (coding) for most implementations.

• Sales Force Automation

  • Manage Leads, Opportunities and Accounts from one central place.

  • Manage marketing material and campaigns from CRM.

  • Promote regular emails, faxes and phone calls to CRM records and tie all activity related to an account into one central place, your CRM system.

  • Automatically send company information, PDF's, marketing material to qualified leads.

  • See all CSR activity within your accounts.

  • Generate Quotes, Invoices and other accounting related information if you are integrated with Accounting and if permissions are set up to do so.

• Customer Service

  • Record and track all activity related to customers into the CRM system - every relevant email, attachment, fax or phone call. And do it all from Outlook or use Internet Explorer.

  • Set up a queue so that CSR's can share incoming service requests.

• Reporting

  • Comes with useful out-of-the-box reporting with standard business management and activity reporting and management reports such as Pipeline reports .

  • No longer tied to Crystal Reports, instead this version is part of powerful SQL Reporting Services that make custom reports for your business much more flexible.

• Integration with other systems , some examples -

  • Set up your website to dump all leads generated directly into CRM

  • Allow your CRM system to be queried through web services. Expose some CRM information through your intranet portal, for example.

  • Interface with other Web Services such as automatic Credit Checks when signing up a new customer/account.

• Accounting and Business Operations

  • Integrates with Microsoft® Great Plains and Microsoft® Small Business Accounting

• Security

  • Role and object based security to create all the layers you need. It can be as simple or as layered as needed.

• Management

  • All of your customer information at your fingertips, as summarized or detailed as you need it.

  • Manage your organization better.

  • 'Know your customers'