CRM

It’s a business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence and campaign management in the cloud, on-premises or with a hybrid combination.

Microsoft Dynamics CRM supports a successful Customer Relationship Management (CRM) strategy through a set of robust modules organized by Functional area: sales, marketing, and service. The application is designed to help your organization acquire and retain customers and reduce the time spent on administrative tasks. At its core, Microsoft Dynamics CRM enables you to Perform and automate many common business tasks, including:

  • Easily access information about business records from one place.
  • Schedule activities, track them, and send e-mail.
  • Keep detailed notes and an activity history for each business record.
  • Generate reports and KPI Dashboard.
  • Track sales-related activities and revenue
  • Manage leads, opportunities, quotes, orders, and invoices.
  • Manage marketing lists of accounts, contacts, or leads that match a specific set of criteria.
  • Track advertising and marketing campaigns. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers.
  • Sort customer responses to your sales and marketing initiatives.
  • Track and manage service cases, customer contracts, and solutions to  service issues in a knowledge base.
  • Manage service cases for your organization using Service Scheduling.

 


 

Standard Features:

  • Manage, Analyze and Track Customer Interactions and data throughout customer life cycle within the organization.
  • Record all activities for all organization members.
  • Record All Organization and Customer Data - Manage organization services.
  • Ready-to-use business processes for common sales, service, and marketing scenarios.

Optional Features:

Full Integration with several systems like MS SharePoint, HITS HR System, Call center systems and Web Application.

Prerequisites:

  • Windows Server 2008 or above.
  • MS-SQL server 2008 or above.

Model : Presales, Assessment, Deployment, Implementation and Support.

Delivery : Within 10 days and no extra/specific features needed.

Territories : Worldwide.

Target Customers : All Organization Sectors (small-medium and Enterprise ).

Related Service(s)/ Product(s) : SharePoint, Exchange Server.

Support Service : One year warranty then depending on SLA.

Service Hours : 5 days a week (Sunday: Thursday), 8 hours/ day (9:00AM till 5:00 PM).