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Honest answers to all your CRM questions

Bread Crumb

Before you decide to implement Microsoft CRM it is necessary to see a demo of the software. This will help you understand the capabilities of the software and decide how its features fit into your business requirements.

  • Works great with Outlook
  • Has solid financial backing and feature growth
  • Mid to low price point

You can request a free Microsoft CRM demo by simply completing the form below.

Microsoft Dynamics CRM Feature Tour

Sales reimagined

The way people buy has fundamentally changed. Today’s customer is constantly connected via their mobile device, is plugged into social networks, and does their own research to solve their problems.

Therefore, it is no surprise to find that customers are almost 60 percent down a sales cycle before they actually make contact with the company that they are researching. Your customer relationship management (CRM) system should enable your people to excel in this new world. CRM systems built for a traditional sales cycle are outdated—they are static and not able to help you in a dynamic way. And that is why, with Microsoft Dynamics CRM 2013, we are creating something entirely new.

Drive toward success

We understand the importance of driving toward an outcome, which is why business processes are a significant component of our new user experience. Completely configurable process guidance takes the “guess” out of “work,” driving each individual and your entire organisation toward success. It’s a roadmap—from where you are now to where you need to go to reach your ultimate goal. And it helps reduce the demands of onboarding so you can pull new hires from the sidelines and onto the field of play.

Help your sales teams stay connected

Keep your sales teams connected. Foster productive internal and external communities by enabling your people to share news, information, and best practices. Embedded Yammer and powerful file-sharing capabilities enable you to collaborate with your team in the context of the work at hand.

That way, your mobile sales reps continue to “work the deal” while on the road. Your field salespeople can arrive prepared for every meeting by accessing schedules and communications via the phones and tablets they choose to use. And, with access to real-time customer and partner information, they can deliver more impactful engagements.

Use insights to make interactions personal

Take your account and contact information from static to dynamic by providing relevant insights through real-time account data, news, social activity, and connection information. Use integrated sales intelligence and social media to target profitable opportunities and to have more relevant sales conversations.

Give your sales managers and executives increased visibility into business health using rich inline visualisations and real-time dashboards.

Customer care

Delivering exceptional customer care starts from the inside out—to win the hearts of your customers, you must first win the hearts of your employees. After all, they are on the front lines in that moment of truth when customers are deciding to continue their relationship with you.

What does it take to win their hearts?

Microsoft Dynamics CRM is built to enable each person in your organisation to thrive. With the right system of engagement, you do more than inspire them. You enable them to do what they do best—to shine.

Manage cases more efficiently

Make it easy for your customer care representatives to reach your mutually desired outcome seamlessly with our modern experience.

  • Case management
    Resolving customer complaints and service issues can be both cost effective and easy. Track and manage all related correspondence, documents, contacts, conversations, and follow-ups, simply and effectively.
  • Customer context
    Your team needs to be able to handle a vast array of customer issues:
  • Is this customer likely to churn?
    Is he or she a candidate for upsell or cross-sell?

    A rich and relevant view of the customer provides your team with actionable insights so they can deliver on your brand promise and exceed customers’ expectations.
  • Knowledge management
    Customer relationship management (CRM) tools can help you harness the collective wisdom of your organisation in a centralised knowledge base. Harvest best practices, and empower your team to consistently solve problems with the right answer. Share the relevant public information with your customers so they can help themselves anywhere, at any time.
  • Universal queuing and routing
    Customer service is a team sport. Seamless, multichannel coordination helps ensure that customer interactions are handled effectively across the team, wherever they may be.
  • Business process automation through workflow
    Automate mundane tasks so that your customer care representatives can focus on high-value activities. Microsoft Dynamics CRM allows you to optimise efficiency, streamline processes, and connect to back-office systems seamlessly.
  • Team collaboration
    Even with a knowledge base, the answer doesn’t always exist. With your social network at your fingertips, you can resolve new issues quickly by involving experts and sharing new insights like wildfire.
  • Scheduling and field service
    Orchestrate seamless service experiences by using powerful scheduling capabilities that help you identify the required people and tools for the job—and get them in front of your customers at the right time.
Contact centre

The contact centre is where you actively engage in those significant moments of truth in the relationship you have with your customers. We help small companies to large enterprises manage their contact centres effectively and efficiently with solution offerings that enable you to manage costs, drive to measurable outcomes, and deliver exceptional customer experiences.

Empower your agents

Discover the Customer Care Accelerator (CCA)—a unique and powerful unified agent desktop application that powers high-volume, high-complexity call centres with more than 250 agents. The solution enables a seamless and integrated desktop, with performance management and automation capabilities that are critical to today’s contact centres.

Engage your customers

For customers running smaller contact centres, consider the power of Microsoft Dynamics CRM with Microsoft Lync—allowing you to automatically update CRM records, track interactions, and handle calls seamlessly

Drive consistency

Help ensure consistency across customer interactions with robust agent scripting driven by decision trees. Out-of-the-box capabilities that many software companies charge extra for are free with Microsoft Dynamics CRM.

Dialogs deliver agent scripting and decision trees, so you can provide cross-sell/upsell information to turn your contact centre from a cost centre to a profit centre.

Marketing with CRM

Know your customers

Your business revolves around the relationships you are able to cultivate with your customers. You want to attract new customers, retain the ones you have, and grow their business with you.

Microsoft Dynamics CRM and MarketingPilot give you the insight you need to better understand your customers. With powerful behavioural and marketing analytics, you can easily target and segment your customers, understand what they are interested in, and then engage them at the right time with the right message.

Love what you do

Great marketers love to be creative, but all too often they get bogged down with tedious tasks required to execute campaigns and to measure success.

The customer relationship management (CRM) tools in Microsoft Dynamics CRM can take the work out of your job by helping you easily plan, create, manage, and execute campaigns, guarantee your digital assets are correct and kept up to date, and ensure you have the right people on the right tasks. At the same time, you can help improve your team’s efficiency through powerful workflow and collaboration tools. With Microsoft Dynamics CRM and MarketingPilot, you can easily manage your marketing business so you can focus on the marketing magic.

Engage and execute across channels

Customers today have many choices when it comes to how they want to connect. Creating a meaningful relationship can require many touch points across multiple channels along the way.

With the power of multichannel marketing at your fingertips, your team is empowered to engage like never before. Whether you are looking to use social media, pay per click on the web, or use email, radio, TV, or billboards, Microsoft Dynamics CRM and MarketingPilot can deliver improved execution, insight into your spend, and an understanding of the effectiveness of your marketing investments.

Optimize your mix, and measure success

The famous phrase, “If you can measure it, you can manage it,” definitely applies to successful marketing efforts. Knowing what is working allows you to invest in the right places to help increase the return on investment (ROI) of your marketing campaigns.

If you can easily leverage your data for rapid insights, you can make informed strategic and operational decisions. Real-time intelligence from your website can help ensure that you can surface the right campaign to the right customers.

Microsoft Dynamics CRM and MarketingPilot help you to empower your sales and marketing teams with the appropriate intelligence to build lasting customer relationships.

Free Microsoft CRM Demo

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