solutions : Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.

Even for companies with the most complex of sales processes, Microsoft Dynamics CRM provides easy-to-use features and capabilities to help improve the way sales and marketing organizations target new customers, manage marketing campaigns, and drive sales activities. Here's how Microsoft Dynamics CRM can help your employees make better business decisions and get a clearer view of your customers.

Works the way you do

Microsoft Dynamics CRM is the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office system applications, including Microsoft Office Outlook. Because it was designed to partner with Office Outlook, Microsoft Dynamics CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and a fast return on investment.

Microsoft Dynamics CRM gives your employees direct access to customer information through Office Outlook, enabling access to the information they need whether in the office or on the road. Microsoft Dynamics CRM offers:

• Tight integration with the Microsoft Office system and Office Outlook, allowing employees to easily pull information from Microsoft Dynamics CRM into Office system applications such as Microsoft Office Excel spreadsheet software and Microsoft Office Word word processing software.

• Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.

• Customized workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.

• Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.

• Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.

• Great mobile support that helps enable field workers to get instant access to customer data from most popular portable devices including mobile phones with Web browsers, and laptops.

Works the way your business does

Microsoft Dynamics CRM not only slips right into your employees' lives without disruption, it also adapts easily to your existing business workflow and processes. 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. This makes it easy to tailor Microsoft Dynamics CRM to suit your needs and fit your business. Microsoft Dynamics CRM features several workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft Dynamics CRM also includes capabilities such as:

• A new 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.

• Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track responses.

• Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.

• Easy customisation of Microsoft Dynamics CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM. This enables Microsoft Dynamics CRM to automate repetitive tasks, tells users next steps, sends e-mail messages, and raises alerts for open items—so nothing falls through the cracks, giving your customers a better experience.

• Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Office Excel for analysis or into Microsoft Office SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

Event Management Module

Oakley has an event management module which is seamlessly integrated with Microsoft Dynamics CRM and gives you the ability to manage the planning, execution, tracking and reporting requirements for events.

A key capability is the Web Registration Portal that can be deployed to allow web registration for events and track these registrations in Microsoft Dynamics CRM. This enables your customers to securely maintain their own member profile online, including the ability to update personal and company contact information, publication, directory listings and most details relating to their registration.

The solution focuses on three areas, namely:

Event Planning

Logistics around an event such as:

• Booking the venue
• Presenters
• Catering
• Presentation content preparation

Event Attendance

All aspects around managing the attendees such as:

• Inviting the target audience via phone, fax, letter and email
• Managing registrations via phone, letter, fax, email and web
• Tracking all people who actually attended the event

Event Review

Microsoft Dynamics CRM reports that measure the effectiveness of the event:

• How many people attended the event?
• What was the revenue impact of the event?

Still not convinced? How about a 90 Day Trial of Microsoft Dynamics CRM 4.0

Microsoft Dynamics CRM 4.0 is available as a 90-day trial version from Microsoft in each language in which MS CRM 4.0 is available. This page will be updated with new languages as they are released.

Each trial version can be converted to full use by applying a commercial license key in the License area of Microsoft Dynamics CRM Deployment Manager. Reinstallation is not required.

To download your free 90 day trial click here