Microsoft CRM 3.0 Customer Relationship Management

 Although you would think it to be one of the easier tasks, the hardest part of an implementation of a CRM solution in an organization is to get users to input data in a consistent and timely manner.  Microsoft Dynamics CRM 3.0 addresses this problem and is an ideal solution for many companies because of its familiar interface, and its ability to customize field labels to use terminology specific to your organization.

    Microsoft CRM seamlessly integrates with Microsoft Outlook and the rest of the Microsoft Office family.  Users are familiar with the Outlook-based interface and can start using CRM almost immediately.  Users can enter information into the CRM just like they would any other contact, task, or appointment in Outlook, and with one mouse click, transfer the data into CRM.

    Microsoft CRM is built to be customized to work the way your business already works through personalized work environments, renaming of any predefined system element, and the ability to define relationships across custom and predefined elements.  A user is able to customize his or her folders and workspace to fit their needs for their particular job and place them into a format that makes sense to them.

    New to version 3.0 is the ability to establish links between customers through both predefined fields and custom fields to ensure that information can be located quickly.

     If you have any questions or are interested in Microsoft Dynamics CRM 3.0, please call us and we will be happy to discuss the product in more detail.

 

                                                                     

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