Microsoft Dynamics™ CRM version 4.0 is a customer relationship management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft Dynamics™ CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably use every day.
From Outlook, employees access Microsoft Dynamics™ CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works—and works very well—because it works the way your users already do, works the way your business already does, and works the way technology should.
Benefits include:
- Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from Microsoft CRM into Office applications such as Microsoft Excel spreadsheet software and Word.
- Great mobile support that allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser
- A marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns
- Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.