Sales and service
representatives using Microsoft CRM can work from within
Microsoft Outlook to access comprehensive customer or
incident histories, view product and sales literature, track
customer related tasks and appointments, and manage
contacts.
Since Microsoft CRM
works seamlessly with Outlook, system users can
achieve unmatched productivity in managing their
customer interactions. A Microsoft CRM user can
quickly take a received e-mail from a prospect,
promote the e-mail to a customer record, and use
pre-configured workflow rules to schedule future
interactions with this prospect—all without ever
leaving the Outlook interface.
And once a
representative associates an Outlook contact with an
account, a 360-degree view of that customer becomes
available. Any future interaction—whether it be an
e-mail message, fax, appointment, or other
activity—is automatically added to the history.
Microsoft CRM works
with the latest Microsoft operating systems and
servers, including Windows Small Business Server
2003 Premium Edition. It also operates seamlessly
with familiar applications like Microsoft Excel and
Microsoft Word, so your sales and service forces can
get the most out of their customer interactions
without having to spend time learning new
applications.
With more than 100
standard reports available to examine sales,
service, and administrative processes, organizations
can make informed business decisions as a direct
result of their Microsoft CRM investment.