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Jake Rydel
IT Director - Pacific Monarch
IT Director - Pacific Monarch
Give your people CRM software they’ll actually use.
Microsoft Dynamics CRM 4.0 business software is a complete customer relationship management (CRM) solution that provides the capabilities that organizations need to gain and retain competitive advantage in today’s business world.
Works the Way You Do
Tight integration with Microsoft Office and Outlook – employees can quickly pull information from Microsoft CRM into Office applications
Quick and easy access to your data – through context-sensitive information and populating forms or taking next steps without changing screens.
Customized workspaces – users can create, save, and reuse favorite views of customer data without the distraction of unneeded information
Service Calendar – service schedulers and dispatchers can schedule activities by resource, time or service.
Powerful reporting and analysis tools – making it easy to identify opportunities and problems at a glance.
Great mobile support – field workers can get instant access to customer data from and personal digital assistant (PDA), laptop or browser
Works the Way Your Business Does
A new marketing automation module – simple and 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 – allows marketers and salespeople to send out e-mail blasts to targeted lists and track response
Service scheduling – centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up
Easy customization – adjust 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 so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items.
Flexible reporting – enables managers to easily see how your business is doing – CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.
Works the Way Technology Should
Easy to modify – forms, data fields, and information relationships. Users can get the customized information they need.
Fast data searches – across large volumes of customer data help users find the information they need.
Easy to use – step-by-step Microsoft Exchange Connector Deployment Wizard simplifies Microsoft CRM integration with Microsoft Exchange and Outlook
Simple and fast – connectivity to external data sources gives users access to relevant information
Advanced management and notification tools – centralized tools give the IT staff the right information to manage a CRM system
