Microsoft^® Customer Relationship Management

Microsoft® Customer Relationship Management helps small and medium-sized businesses build profitable customer relationships. Integrated Sales and Customer Service modules enable employees to share information to improve sales success and deliver consistent, efficient customer service. Sales and customer service features include leads and opportunity management, a complete view of customer history, automated incident management, a searchable knowledgebase, and a Customer Portal that lets customers serve themselves. Microsoft CRM also includes reporting tools for accurate forecasting and measurement of business activity and employee performance. Built using Microsoft .Net technologies, Microsoft CRM is easy to deploy, customize, and use, accessible from Microsoft Outlook and the Web, integrates with other business applications and scales as your business grows.

Designed specifically for small and medium-sized businesses, Microsoft CRM will handle the full range of Sales and Customer Service functions, and will allow you to access key customer and sales information from Microsoft Outlookå and the Web, so you can get up-to-date information from wherever you are, whenever you need it.

Improve Business Productivity

Microsoft CRM is designed from the ground up to help you sell more effectively, provide better service to your customers, and give you deeper knowledge of customers and sales activity. You'll make informed business decisions faster.

Keep Total Ownership Costs Low

With little consulting, short setup time, and minimal training, Microsoft CRM is easy to implement. It's easy to use, and can be customized to fit your specific needs. And, it's ready to grow with your business.

Integrate Data with Other Business Applications

Microsoft CRM is designed to integrate with other financial and business-management applications to give you a more complete view of customers and your interaction with them.

Frequently Asked Questions (FAQs)

We need a solution that accurately forecasts business activity.

Microsoft Customer Relationship Management includes a comprehensive set of reporting tools for measuring business activity and forecasting sales. You can run and view reports for sales activity and quotas, closed and pending orders, support incident management and resolution, closed and pending orders, financial summaries, and more. All reports are designed to help you identify the opportunities, trends, and problems that guide your business decision making processes. You can easily export report data to other applications, such as Microsoft Excel.

I have disparate systems tracking customer information across my business, so my sales and service teams never see the right information at the right time.

Microsoft Customer Relationship Management lets your business offer consistent and efficient sales and service, with integrated Sales and Customer Service modules and a centralized information database that works across your existing business systems. Employees can view, update and share information, including complete views of sales and service activity, orders, and customer history.

We need a solution that not only helps us acquire customers, but also helps us keep them.

Microsoft Customer Relationship Management helps your business improve customer acquisition and retention. With a complete view of customer information, your sales team can track customers and new leads through the sales cycle and easily update records. Microsoft CRM ensures more efficient and consistent sales and service processes, with customizable workflow rules that let you create and automate processes for sales, support, routing, and notifications‹so responses are always timely, and customer requests never øfall through the cracksÓ.

We need a solution that helps us track our success rate.

With Microsoft Customer Relationship Management, you can track sales performance by region, product, or individual salesperson.û Reports on sales and customer service activity, opportunities, orders, and quotas help you analyze sales and service performance and identify problems and bottle necks, while customizable workflow rules help you make changes to processes.

Is there a way to reduce turnover among my customer service representatives or to at least minimize the effects of attrition on the organization?

Microsoft Customer Relationship Management makes it easy for your business to provide consistent, effective service and increase volume capacity without adding headcount. Both sales and service employees can easily view, share, and update customer and product information, ensuring efficient, up-to-date sales and service. Automated routing and queuing of support requests ensures that customer service representatives (CSRs) serve customers efficiently from initial contact through resolution. Using the Customer Portal, customers can search for product and support information, enter service requests on a 24-hour basis, and chat online in real time with CSRs, so support incidents and costs are minimized.

My customers always request 24-hour customer service/support.û Can I do this over the Web without having to staff a 24x7 call center?

The Customer Portal gives customers 24-hour Web access to customer self-service, including access to a searchable knowledge base of product and support information. Customers can place orders, check order status, or submit a service request.

CRM implementation horror stories are too common.û I can't afford to spend several months deploying a solution and then hire a team of specialists to maintain it.

Microsoft Customer Relationship Management is designed for rapid implementation, with centralized installation that ensures fast deployment, easy maintenance, and straightforward upgrades. You�ll be able to import existing data from multiple sources, integrate with new or existing solutions, and scale the installation as your business changes and grows. And because Microsoft CRM is delivered, implemented and supported through Compulan, you�ll have hands-on assistance with the setup and maintenance process, as well as 24-hour access to Microsoft Technical Support services.

We need a solution that can be customized to suit our specific needs.

Microsoft Customer Relationship Management can be tailored to meet your business needs, processes, and environment. The solution can be customized using an extensible data model, UI, and open APIs. Built-in settings and forms are easily configurable, and the workflow engine allows you to create and automate processes for sales, support, routing, and notifications. In addition to integrating with your existing business systems and company Web site, Microsoft CRM is scalable, and can grow alongside your business.

We need a CRM solution, but will you work with a company my size and within a strict budget?

Microsoft Customer Relationship Management is designed to meet the budget and support needs of small and medium-sized companies. Your business can purchase, implement and maintain Microsoft CRM within a reasonable budget and with the assurance of expert support from Compulan.

I can't invest time training my sales team to use a new solution.

Microsoft Customer Relationship Management offers a logical user interface and intuitive work tools that your sales team will find easy to use. The solution includes online tutorials, as well as 24-hour support from Microsoft.

My salespeople hate being controlled by complex, time-consuming data entry requirements.û Will Microsoft CRM be easier for them to use and use consistently?

Using Microsoft Customer Relationship Management virtually eliminates redundant data entry. Centralized information storage and viewing let users easily share, manage and update information across the Sales and Customer Service modules and across other business solution applications.

We need a solution that salespeople can use with Microsoft Outlook and that they can access from the Web.

Microsoft Customer Relationship Management offers both a rich client (accessible through Microsoft Outlook) and a thin client (accessible from anywhere through a Web browser). Users can work online and offline to access sales functionality from Outlook, including accounts, contacts, products, sales literature, activities, and opportunities, as well as synchronize Microsoft CRM contacts, appointments, tasks, and e-mails with Outlook.

We'd like to offer self-service for customers, but we already have a customer-facing Web site and don't want to create a new one.

The Microsoft CRM Customer Portal integrates with your existing Web site, allowing customers to search a knowledge base of articles and FAQs, update data, check order status, submit service requests, and chat online in real time with customer service representatives.

We need a solution that won't force us to reconfigure our existing solutions environment and that integrates with the applications currently used by our sales force.

The first business application built from the ground up on Microsoft. Net technologies, Microsoft CRM delivers tremendous business value through easy integration with Microsoft Office, Microsoft Great Plains business applications, third party applications, and Web services. In addition, the flexible .NET architecture gives users the choice of working online or offline in Microsoft Outlook or directly through a Web browser.

Finally, because Microsoft CRM is sold, delivered, implemented, and supported through Compulan, your business is assured reliable, expert assistance integrating your current financial and business management systems.

Our sales and customer service applications don't talk to each other.

Microsoft Customer Relationship Management has fully integrated Sales and Customer Service modules. Sales and service employees can access, share, and update the same customer and product information, improving sales effectiveness, providing better customer service, and ensuring more profitable customer relationships.

To speak to someone about Microsoft CRM, please click here.

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