Symptom                          

How Dynamics CRM Can Help

Your staff complains about redundant and inefficient work processes

You need to improve staff productivity 

A workflow rules engine reminds sales teams about account follow-up, encourages sales methodology adherence, and speeds approvals and notification of new leads.

It’s difficult to make the lead to cash connection

Gain insight into every customer interaction, from marketing outreach to sales engagement to problem resolution, with a 360-degree customer view.

You don’t know who your most important customers and vendors are

Maximize the value of relationships by tracking and managing sales and partner interactions across multiple channels.

The sales team asks you the same questions over and over

With Microsoft Dynamics CRM, you have the powerful communication management tools to share information across all departments and resolve sales, ordering and invoicing issues at "first contact."

Your Outlook Inbox has more than 100 unread emails

You can automate routine tasks, optimizing your work day and emptying that Inbox with fully integrated Outlook and Dynamics CRM 2011 system.

Your company keeps missing its sales forecasts

Microsoft Dynamics CRM 2011 offers real-time dashboards with drill down capability for more detailed research and reporting, allowing your team to make realistic forecasts to mee their goals.

Your team won’t use your existing CRM systems

The improved web user interface mirrors Outlook, with reminders on CRM records, preview panes, and expandable/contractible forms.  Likewise, the new Outlook client is now fully embedded to maximize ease to use and speed user adoption.

It seems impossible to keep prospect data current and accurate

Imbedded support for Microsoft Office, including Word Mail Merge and Excel, allows for one-click export and re-import into Excel. This streamlines the data entry and reporting process.

You need to manage security and user access to certain data

Multiple forms per entity allow organizations to develop role-based interfaces.

The sales team needs greater reporting flexibility

User and team goals can be segmented by amount, count or stretch with the goal management application.  Reports can be fully customized to fiscal or custom time periods.

You use a program separate from CRM to distribute marketing invitations and collateral

Rich-text format emails can be distributed in bulk with attachments.

Social media represents huge growth opportunities for your company

An Outlook Social Connector application connects CRM 2011 users directly to Facebook, LinkedIn and Windows Live.

You need greater visibility into the marketing, sales and customer service cycle

Microsoft Dynamics 2011 Connector provides pre-integrated templates for Dynamics AX and GP.  You no longer need to purchase expensive middlware to connect to your ERP.