Microsoft Dynamics CRM

Your #1 ally for Customer Relationship Management

TRACK YOUR CUSTOMER’S JOURNEY EVERY STEP OF THE WAY

SUPERCHARGE YOUR SALES PROCESSES

with Microsoft Dynamics CRM Online

STREAMLINE YOUR CUSTOMER RELATIONSHIPS

Use Microsoft CRM Online to manage and coordinate all steps of the sales cycle – from targeting potential customers to closing deals and managing post-sales relationships. Studies show that a CRM application can decrease sales and marketing costs by 23%.

FOR YOUR
SALES TEAM
LEADS
Keep track of all your sales prospects and identify your top leads. Create follow-up processes and lead routing. Cross-sell to your existing customers and create perfect sales pitches for new potential clients.
ACCOUNTS
Track activities and interactions for every account. Keep track of customer preferences with notes and easily identify cross-selling and up-selling opportunities.
WORKFLOWS
Automate sales activities, lead handling and lead routing. Organize your customers in territories, manage quotes, orders, price lists and discounts.
ANALYTICS
Analyze sales performance in real-time with dashboards and reports. Track sales pipeline, use reports to forecast sales and identify trends, issues and opportunities.
MOBILITY
Stay connected to your customers while you’re on the road. Keep sales and marketing materials at your fingertips and improve productivity by working from anywhere online or offline.
SOCIAL
Create leads based on social posts and act on buying signals. Analyze sentiment, trends and buzz using Microsoft Social Engagement. Introduce yourself to leads using mutual connections.
FOR YOUR
MARKETING TEAM
DATA
Predict customer behaviors based on interactions and preferences. Segment customers and leads to gain a competitive advantage and create lists of potential customers.
PLANNING
Plan, execute and optimize each marketing activity. Track multichannel campaigns from lead to sale and measure campaign efficiency and response rate.
COLLABORATE
Sales and marketing works together to qualify and nurture leads, close more deals and cross-sell to existing customers.
ANALYTICS
Optimize marketing activities with real-time performance reports, use strong business analytics reports to respond to emerging trends and opportunities, forecast performance and track KPIs accross all channels.
MOBILITY
Create or update marketing campaigns from anywhere, at anytime. Analyze, update and assign leads while you’re on the road. Give remote workers access to sales and marketing materials.
MULTICHANNEL
Boost customer engagement with tailored multichannel campaigns – email, digital, social, traditional, etc.
FOR YOUR
CUSTOMER SERVICE
ACCOUNTS
Access customer data through a single application. View customer information at a glance to resolve problem quickcy. Manage across all channels and keep track of case priorities.
SCHEDULING
Always know how many issues need to be resolved and which representative is involved with a specific case. Centralized view available for your team’s calendar.
WORKFLOWS
Automated routing, queuing and escalation of support activities. Workflows let you automatically assign cases to specific agents.
ANALYTICS
Dashboards and scorecards let you monitor your results and track your service performance. Use historical data to raise customer satisfaction.
MOBILITY
Access, send and share data from devices. Improve communication between your sales and support team.
KNOWLEDGE
Transfer knowledge base articles to customers to respond quickly to their inquiries. Analytics show you which knowledge base is being consumed and helps you identify common issues.

What you can expect

Free Expert Support

24/7, year-round access to free support from certified Microsoft technicians by phone, chat or email.

Centralized Portal

Manage all your services, billing and preferences from our easy-to-use proprietary portal.

99.9% Uptime Guarantee

Our high-availability infrastructure ensures maximum uptime that won’t jeopardize your productivity

CHOOSE FROM THREE LICENSE TYPES


Features

Checkmark Limited Access = Limited/Read-Only Checkmark Full Rights = Full Rights

for quotes call 1-877-941-3000


Office 365 Integration


Improve productivity by connecting CRM to other Office Apps like Excel, Outlook, Word, OneDrive and more



Accounts & Contacts


Create, manage and update accounts and contact entities



Cases & Leads


Create and update leads or support cases



Custom Entities


Create custom entities to address specific business needs



Activities & Notes


Keep track of all activities & relevant information linked to an account



Run Workflows


on accounts, contacts or leads



Interactive Service Hub


A simplified view of cases and incidents requiring your attention




User Reports, Dashboards, & Charts

Analyze performance and results to take data-driven decisions




System Reports, System Charts, System Dashboards & CRM

Application Data Create reports and dashboards for everyone on your team



Sales Entities


Track opportunities, goals, contracts, quotes, orders, invoices & competitors



Marketing Entitites


Create sales campaigns, quick campaigns, marketing lists, price lists & product lists



Service Management


Manage services, resources, work hours, facility, equipment & articles



Unified Service Desk


Build a unified view for call center agents



Dynamics Marketing Sales Collaboration


View the marketing campaigns currently running on an account



Microsoft Social Engagement Professional


Collect data from social media platforms and create charts & graphs to pinpoint emerging trends.



Workflows & Data Import


Create workflows, bulk data import & customizations across any entities



Dynamics CRM Mobile Client Application


Dynamics CRM for iPad, Windows 8, Outlook & Dynamics Web Application access


ESSENTIALS

$18

Payable Every Month











BASIC

$36

Payable Every Month





PROFESSIONAL

$58

Payable Every Month

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*When purchased as an add-on to Office 365 Business Premium or Enterprise E3 plans. Standalone price for Professional licenses is $78.98.

GIVE US A CALL TO GET YOUR CUSTOM QUOTE