Microsoft CRM Software - Microsoft Dynamics CRM 4.0

Microsoft Dynamics CRM is a full customer relationship management (CRM) suite with sales, marketing, and customer service capabilities that are effective, familiar, and flexible, helping businesses of all sizes to find, win, and grow profitable customer relationships.  Through implementation services provided through our team of experienced CRM consultants, Microsoft Dynamics CRM works with familiar Microsoft products to streamline processes across an entire business.

Microsoft Outlook: Working As You Do

Microsoft Dynamics CRM 4.0 is quite simply the fastest and easiest way to add CRM capabilities to any organisation that uses Microsoft Outlook.

• Get started quickly
• Empower users
• Provide role-tailored access

Marketing: Generate Demand

Microsoft Dynamics CRM 4.0 allows you to segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM your marketing professionals can leverage tools for:

• Customer Segmentation
• Campaign Planning & Execution
• Data Extraction and Cleansing
• Analytics & Reporting
• Marketing/Sales Collaboration Tools
• Information Sharing Portals

Sales: Close Deals Fast

View complete detail of customer data on or offline and use tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities and close more deals, faster. Microsoft Dynamics CRM 4.0 provides:

• Lead & Opportunity Management
• Account & Contact Management
• Territory Management
• Forecasting & Sales Analytics
• Offline & Mobile Device Access
• Quick Access to Products, Pricing & Quotes

Customer Service: Deliver Responsive Service

You can now respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:

• Account & Contact Management
• Case & Interaction Management
• Product & Contract Management
• Knowledge-Base Management
• Service Scheduling
• Workflow Across Teams & Groups
• Service Reporting & Analytics

Customer Choice

The foundation of Microsoft Dynamics CRM is customer choice.  Microsoft Dynamics CRM enables customers to choose the right deployment model for their specific business and information technology (IT) needs, with the flexibility to change deployment models over time if business or IT preferences change.

Microsoft Dynamics CRM 4.0 Works the way you do

Microsoft Dynamics CRM 4.0 is quite simply the fastest and easiest way to add CRM capabilities to any organisation that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, Microsoft Dynamics CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

With a streamlined user interface, wizard-based tools, and close integration with Microsoft Office applications, Microsoft Dynamics CRM works the way your people work.

• Get started quickly - in a familiar Microsoft Office Outlook environment designed to support fast user adoption and high utilization of your CRM solution.
• Empower users - to work with familiar tools, such as Microsoft Office Word and Microsoft Office Excel spreadsheet software, to create their own dashboards and personal workflows with wizard-based tools without reliance on outside support.
• Provide role-tailored access - to information and data both online and offline, giving people access to only the information they want and need - delivered in the way they want it.

Microsoft Dynamics CRM 4.0 Works the way your business does

Microsoft Dynamics CRM provides choice and flexibility in how you implement and customize your CRM application so you can achieve the best possible fit for your business. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. You’ll also find a number of elegant workflow innovations that speed-up use, including next-step suggestions and automatic task assignment. Microsoft Dynamics CRM includes capabilities such as:

• Design and automate business processes - to unify line-of-business systems with flexible, easy-to-use tools built on the Microsoft Windows® Workflow Foundation platform.
• Conduct business globally - with full support for multiple languages and currencies across multiple time zones so you can compete globally while keeping costs under control.
• Align IT and business goals - with point-and-click customizations, extensible data models, and mapping tools to help build a solution that matches your business and your people.

Microsoft Dynamics CRM 4.0 Works the way technology should

Microsoft Dynamics CRM is a highly flexible CRM system that can grow and change alongside your business, because it's built on industry-standard technology that's both reliable and efficient. You’ll enjoy rapid, low-cost deployment, low support costs and easy scalability as your business grows. IT-friendly features include:

• Realize fast return - with industry-standard technology built on a performance-enhanced architecture that gives you fewer elements to deploy and maintain.
• Protect IT investments - using flexible technology that does not lock you in and is easy to upgrade, move, and extend into new business groups, geographies and lines of business.
• Connect to other technologies - with built-in integration between internal and external systems, helping to reduce operational costs and provide fast access to functionality.

XRM - the evolution of CRM

XRM is the natural evolution of classic CRM and refers to the fact that businesses want to build more customised applications to serve their unique set of processes. They may no longer be managing just customers and classic CRM functions like sales, marketing and customer services. QGate have implemented 'CRM' in XRM-like environments for legislative compliance, course enrolments, subscription management and professional services practice management.

An effective CRM solution will be a platform for developing line of applications that manage and track information and processes around people, orders, products and projects.

In reality, once we've worked with you to understand your business processes anyway, it's highly likely that the solution we define with you contains only some elements of classic CRM. But what we jointly define will be whatever represents the best possible solution for your business.

Downloads

1. What's New in Microsoft Dynamics CRM 4.0

   .pdf file (669.48 KB)

2. Microsoft Dynamics CRM 4.0 Sales Datasheet

   .pdf file (1.85 MB)

3. Microsoft Dynamics CRM 4.0 Marketing Datasheet

   .pdf file (1.74 MB)

4. Microsoft Dynamics CRM 4.0 Customer Service Datasheet

   .pdf file (1.71 MB)