Microsoft Releases New Product-Customer Relationship Management

bullet

Does your company have any of the following objectives or goals?

bullet

Increase revenue: e.g. sales dollar volume increase per sales rep

bullet

Improve sales management / forecasting

bullet

Higher call volume per sales rep

bullet

Higher close rate per opportunity

bullet

Improve customer service: e.g. higher first call resolution rates

bullet

Effective marketing campaigns

bullet

Improve system adoption rates by internal personnel

bullet

Better sharing of information among personnel

     Two 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.”

     It 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) using Outlook.

     The 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. 

Within Outlook you can see accounts, contacts, products, sales literature, etc.  Security uses the concept of roles to govern privileges.

     Management 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.

     Sales 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.

     Customer 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.

     Please contact us for more information about this exciting new product.

                                                                     

                                                                           Copyright 2013 Beachwood Systems Consulting, Inc.    *    216-823-1800