CRM options that work

Microsoft Dynamics CRMFully Functional CRM, from sales to service

A full suite of features gives a 360 degree view of any customer, and of any facet of the business needing active management.

Microsoft Dynamics CRM platform is one of the most configurable and flexible CRM platforms available internationally. It has over 1.2 million users worldwide after only seven years of operation. This makes it one of the most successful CRM offerings, and gives it a substantial network of resources worldwide. It's designed to be a scalable central repository for all company communications. It enables company-wide sharing of information,  effective account management, marketing and service.

The Microsoft platform works the way your people do, the way your business wants to, and the way your software needs to work. The ease and familiarity of the Microsoft user interface delivers true productivity.

75% of business people spend up to 70% of their time in either Microsoft Outlook or Explorer. Microsoft CRM can operate out of both, with full synchronisation.

Microsoft Dynamics CRM Applications

The highly configurable nature of MS CRM makes it a great business tool. It's the perfect base to create an 'extended CRM' project to manage business requirements beyond customers.  Here is a sample of uses for MS CRM that have been deployed worldwide:

• Customer Relationship Management
• Contractor Management
• Stakeholder Relationship Management
• HR & Recruitment Management
• Service Provider Management
• Real Estate Property Management
• Regulatory Contract Management
• Machine and Vehicle Management

Data Management and Security: Customising and controlling data and access to it has never been simpler.   Dynamics provides a comprehensive security model with roles based on tasks or job requirements. This gives users the ability to share (or keep private) tasks, records or objects to an individual or team.

Business Process Automation: Customised workflows for organisation or personnel levels can be implemented to maintain familiarity in processes. Automated tasks save time and cost.

Customisable Entities: When a process or record is required, developers can either use an existing part of the system or create something new. By customising names, forms and views, you can manage the different contact sets efficiently. Each area can be customised to fit exact record requirements.

Accelerators - Event Management: Free access to various Accelerators is one of the major benefits of using Microsoft CRM. The Event Management Accelerator allows management of events - from bulk invite and registrations that can be configured into your website, down to seminars/forums with room/ session times with invite-only processes.  The use of Accelerators reduces development time, keeping costs down.

Microsoft Online 2011 offers a per-user per-month subscription payment model CRM, with all the functionality you could want.

CRM 2011 includes all the additional features from the previous CRM 4.0 version.

CRM 2011 is further enhanced to give you access to up-to-date sales information, with drillable graph dashboards and instant visual reporting on every record available.  The user interface is Windows/Microsoft intuitive - in both the web interface, as well as more functionality while operating in Microsoft Outlook. This package has the ability to grow with your business. Some key features are:

Increasing General Communication: The ability to have company-wide announcements and reminders in the system to increase general communication within the organisation.

Visual Dashboards of the Business: Customise Dashboards for different departments: Sales Pipelines and Account Categories or Lead Ratings, or Service Cases Completed for the customer services team.  Real-time dashboards deliver business intelligence functionality.  Users can configure multiple dashboards, relevant to them and their requirements for individual or shared use. These can include online charts with drill-through ability to visually navigate data.

Online Outlook Integration: Better integration with Outlook, including conditional formatting and a preview pane. This gives users an instant view of a record without having to open a new screen.

Calendar integration for CRM-created tasks and appointments is also available. Or choose group calendars inside the CRM for internal use only.

Secure, role-based forms: Role-based views and forms are tailored to ensure users have fast access to the relevant information that they need. Security profiles prevent any users from seeing data they are not authorised to view.

Dynamic Marketing Lists: Create Marketing Lists that will dynamically form around demographic or category information. Use an up-to-date marketing list each time you want to do a direct mailout or mail-merge with current information. Spend less administration time trying to keep marketing list information current. Make sure you catch everyone you need to - every time.

Ability to Customise: Better configuration, customisation and sharing capabilities like field-level security, data auditing and improved knowledge base.

Customer Service Scripts: Interactive process dialogs for leading customer services. Step-by-step scripts (either basic or complicated) can be used to standardise processes, invoke responses and ensure information collected or given is complete and accurate. Scripts are highly configurable - they can be as simple or as complicated as the business requires.

Download the Microsoft CRM 2011 Overview Factsheet (816KB)

For more information contact Enprise. One of our consultants can visit to discuss your needs. Enprise offers on-premise and online CRM.

You can visit the Microsoft Dynamics CRM homepage here.