months ago, Microsoft Business Solutions released its brand new CRM
software product with the stated purpose for companies in the small to
mid-market “to build more profitable relationships.”
was built entirely with Microsoft’s .Net programming platform using
SQL server for its database. Being
based on the .Net platform, the system can be accessed internally on a
network, from the web using a browser, or off-line (sales module only)
software comes in four major versions: Sales Standard, Sales
Professional, Customer Service Standard, and Customer Service
Professional. There are
also suites available to get both modules together at a discounted
price. One of the major
enhancements with the Professional version is that it includes workflow
rules to automate the selling cycle and business processes, but there
are also many more.
The system integrates with Microsoft Office, web services, and
third party applications.
Outlook you can see accounts, contacts, products, sales literature, etc. Security uses the concept of roles to govern privileges.
will appreciate the inclusion of over 100 Crystal-based detailed
reports, the ability to export report data to Excel, views of sales and
support history, the ability to map organizational hierarchies, create
teams, and manage quotas.
People will enjoy working online or off-line through Outlook, managing
leads and opportunities, automating certain sales processes, the
inclusion of a product catalog with complex pricing options, quote
creation, and order management.
service reps will be able to manage cases from creation through
resolution, search a knowledge base of support information, and use
automated queuing and routing of support requests.
contact us for more information about this exciting new product.