Find, Win, and Grow Your Relationships with Dynamics CRM

Microsoft Dynamics CRM is a complete customer relationship management (CRM) system including marketing, sales, and customer service.

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Dynamics CRM can help your business find new opportunities, win new customers and grow existing customer relationships. And it works with Microsoft Office products so your people can quickly and easily learn and use a system that is flexible and familiar.

 

CRM:  What is it?

Microsoft Dynamics CRM is a business application tool used by thousands of companies, and millions of users, to manage their customer interactions.  Through this tool you will receive a 360-degree view of your clients and their interaction with you.  Enabling you to better serve your customer is the heart of Dynamics CRM.

Increase the effectiveness of your marketing programs to generate demand, manage your marketing lists with data cleansing and list segmentation tools and your marketing campaigns with comprehensive campaign management features and key performance indicator reporting.  Use Microsoft Outlook and Word to easily build effective marketing messages.  Understand your customers and target your resources to the areas of highest return with Dynamics CRM.

 

CRM, What Will It Cost Me?

First, you will need to purchase the software, and this can be done through monthly payments to Microsoft ($44 per user, per month – an incredible deal!).  Alternatively, you can purchase the software once from someone like us (let us know if this interests you and we can provide you with pricing).  Next, our clients often engage Crestwood to configure and train you on using Dynamics CRM.  It is not necessary to use Crestwood but our years of experience can help you to navigate the process and avoid mis-steps along the way.

 

Generate demand with CRM Marketing Automation

 

Increase the effectiveness of your marketing programs to generate demand, manage your marketing lists with data cleansing and list segmentation tools and your marketing campaigns with comprehensive campaign management features and key performance indicator reporting.  Use Microsoft Outlook and Word to easily build effective marketing messages.  Understand your customers and target your resources to the areas of highest return with Dynamics CRM.

Close business faster with CRM Sales Management

Streamline and automate everyday sales processes to obtain shorter sales cycles, higher close rates, and improved customer retention. Dynamics CRM gives sales professionals fast access to customer data and history online or off so they can work more efficiently and spend more time selling. Integrate your sales peoples efforts with marketing to effectively educate your customers on your products and services and generate demand.

Take care of your customers with CRM Customer Service

Provide your customer service people complete customer information including case and contract management, service histories and resolutions, and support documentation. Give them the tools to deliver consistent, efficient customer service to build client loyalty and improve profitability. Dynamics CRM provides a complete solution that is familiar to users, completely flexible to match your business processes and can scale to the growth of your organization.

Leverage Microsoft Outlook

Dynamics CRM can be accessed multiple ways in order to meet the needs of a diverse set of users. Each user can access the solution in any number of ways at any time, including via a web browser or fully integrated into Microsoft Outlook (including offline access) or via a Windows Mobile device or via a portal or custom user interface (fully web extensible).

Mulitple Deployment Options

Each customer can select the Dynamics CRM deployment option that works best for their specific business model. Deployment options for Dynamics CRM include on-premise (at either your office or a hosted location) or on-demand via the Dynamics CRM Online “Software as a Service” (SaaS) model directly from Microsoft.

Better Technology

Dynamics CRM can be optimized to meet a customer’s specific business process needs via a comprehensive toolset included with the application.

Functionality provided by Microsoft within the Dynamics CRM toolset includes:

• User interface modifications that provide the ability to change the look and feel of existing windows, add custom fields and tabs, and search on/report against the custom fields. Javascript can also be utilized to add logic to modules, such as making fields read-only or required based on the value of another field on the form.
• Data model extensibility that provides the ability to create custom entities (objects), custom object relationships (such as 1:N (many), N:1, and N:N), object hierarchies, and infinite relationships between objects
• Business process automation via custom workflow actions, extensible workflow integrations, business logic extensions, and client-side form events. Workflow automation can be used to send emails, update records, create tasks as part of a defined sales process, and other time saving activities.
• Comprehensive security model that includes Active Directory single sign-on, role-based security, and sharing/delegation of objects/records
• Leverages the Microsoft SQL Server database

Easier Integration

Dynamics CRM can be fully and seamlessly integrated with Dynamics GP or any other business application in order to provide single point of entry of data. Several integration options are available for deployment depending on a customer’s strategic business needs, budget, and deployment method.

Integration options are outlined as follows: 

• Scribe Insight from Scribe Software: Robust, fully extensible integration tool that can be used to integrate all entities within Dynamics CRM (including custom entities) with all Dynamics GP modules (via Adapters that maintain the Dynamics GP and Dynamics CRM business logic) or any other SQL Server based business application
• Microsoft Dynamics CRM Adapter: Free integration tool provided by Microsoft to customers who own both Dynamics CRM and Dynamics GP that integrates both applications (customers, items, pricing, sales orders, and sales invoices)