From the first contact to after-sales service, this Web-enabled customer relationship management (CRM) solution automates day-to-day tasks for sales, customer service, field service, call center and marketing professionals.

Microsoft Business Solutions CRM helps mid-market businesses build profitable customer relationships. Integrated Sales and Customer Service modules enable employees to share information to help to improve sales success and help to deliver consistent, efficient customer service. Sales and customer service features include leads and opportunity management, a complete view of customer history, automated incident management, and a searchable knowledgebase. Microsoft CRM also includes reporting tools for accurate forecasting and measurement of business activity and employee performance. Built using Microsoft .NET technologies, Microsoft CRM is easy to deploy, customize, and use, accessible from Microsoft Outlook and the Web, integrates with other business applications (e.g., Great Plains) and scales as your business grows.

Since Microsoft CRM integrates with back-office applications, such as Great Plains, your sales staff has the ability to view summary financial data – ordering, invoicing, returns, outstanding balances, etc. Your sales staff can create quotes using inventory items maintained in your authorized back-office application.

In addition to these other great features, Microsoft CRM maintains a Lead/Prospect list separate from your existing Customer list. This way, your Customer list doesn’t get messy with unwanted Prospects.

SALES

• Outlook Client allows you to work online or offline with synchronized access to full sales functionality
• Complete Customer View
• Lead and Opportunity Management
• Sales Process Management
• Product Catalog
• Order Management
• Quotas
• Reports
• Sales Literature
• Territory Management
• Competitor Tracking
• Correspondence and Mail Merge

CUSTOMER SERVICE

• Case Management
• Complete View of Accounts
• Automated Routing and Queuing
• Searchable Knowledge Base
• Service Contracts
• Auto-response E-mail
• E-mail Management

INTEGRATION

• Sales and Customer Services Functionality
• Outlook Client
• Microsoft Office
• Microsoft Business Solutions for Financial Management
• Third-party Applications and Web Services