Microsoft® Customer Relationship Management
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
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
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 notificationsso
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
My customers always request 24-hour customer service/support.û
Can I do this over the Web without having to staff a 24x7
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
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. Youll 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, youll 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
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
To speak to someone about Microsoft CRM, please click
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