Help boost sales, satisfaction and service with CRM
that works the way you do...
When it comes to customer relationship management (CRM), communication is key. The ideal CRM solution should streamline the way your people communicate with clients and collaborate with each other. The more comfortable they are with the tools, the more effective they will be at their jobs. And what’s more comfortable than a look and feel you already know?
And with Microsoft Dynamics CRM's powerful capabilities, like workflow automation and analytics, you can let your sales, marketing and service staff easily share information and route tasks to provide a seamless customer experience.
Why choose a CRM solution from Microsoft?
Empower every employee to boost sales, satisfaction and service with automated CRM software solutions that your people can actually use. Microsoft Dynamics CRM works like and with familiar Microsoft products which means less of a learning curve for your people, so they can get up and running quickly and focus on what’s most important – your customers. Make your customers remember your business with these core CRM capabilities:
Field Service
With Dynamics CRM, the right information is at everyone’s fingertips, allowing a quick and efficient response to new service requests. Access to detailed job histories allows a better experience for your clients.
Sales-force automation
Establish a 360-degree view of customer interactions, sales opportunities and buying patterns to help your sales force cultivate more profitable relationships.
Customer service
Deliver high-value customer service with integrated interaction and knowledge management enabling your service professionals to share answers and insight with customers with ease.
Marketing
Plan, implement and measure more effective marketing campaigns by analysing buyer trends, behaviours and offers that allow your marketing teams to track real-time results and optimise return on investment (ROI).
Transform your customer service into a strategic asset with Microsoft Dynamics CRM customer service solutions. With a 360-degree view of the customer, your agents can resolve issues quickly and reduce handling times with advanced customer service software. By automating processes, you can also reduce costs and help to ensure consistent customer service is delivered across all touchpoints.
- Boost agent productivity with the intuitive user interface.
- Improve first-call resolution with access to customer histories.
- Automatically identify and delete duplicate records.
- Simplify adding, changing, and managing contact information.
- Model one-to-many, many-to-one, and complex relationships to provide great service.
- Gain actionable insights.
Manage cases efficiently
- Create, manage, and resolve cases by phone, e-mail, chat, Web, or in-person contact.
- Use rules-based routing and escalation to speed first call resolution (FCR).
- Plan and complete case activities manually or automatically and record them for future reference.
- Deliver appropriate service fast with an at-a-glance view of each customer’s history and service contracts.
Simplify contract management
- Set up a catalog of products and services to track sales, incidents, and contracts to identify issues with specific offerings.
- Gain insights to help sell more support contracts.
- Create a contract repository to streamline case management.
- Give agents a view of the current status and service eligibility for each customer.
Tap into proven expertise
- Resolve common issues fast and avoid duplicated efforts by using the built-in Knowledge Base as a solutions repository.
- Share staff expertise and easily publish, store, and access the Knowledge Base information.
- Distribute Knowledge Base articles about best practices and solutions through the Web or automated e-mail response.
Go Mobile with M3X Mobile for Dynamics
M3X Mobile for Dynamics adds a new mobile dimension to your CRM system. Jobs created and scheduled in Dynamics CRM are automatically sent to your mobile workers in the field using handheld PDAs and electronic devices. Automated workflows replace manual paper based processes, removingthe need for paper forms. Combined with built in electronicsignature capture, it speeds up cashflow and optimises your productivity.
Enhance service with insight
- Closely monitor customer service and support processes with dashboards and scorecards.
- Identify and address issues and refine key performance indicators (KPIs).
- Provide customer service representatives with embedded cross-sell offers tailored to the needs of specific customers.
- Use built-in reports or create custom reports with a Report Wizard.
Manage your accounts and contact data
Create, manage and resolve cases
Simplify your contract management
Knowledge base for all your important information and documentation
Dashboard for real-time insight into business performance
With years of input from people like you, Microsoft Dynamics has been designed to be familiar to your people, work well with your existing systems, help people and teams to be productive, and promote informed decision-making. With effective support from a Gold certified Microsoft partner like Masternaut Three X, you can implement Microsoft Dynamics today and let it grow with you in the future.
Microsoft Dynamics looks and works like widely-used Microsoft software products. For example, it has an intuitive, graphical user interface that's consistent with Microsoft Office software.
Works with your systems
Microsoft Dynamics solutions work closely with the Microsoft software and systems you may already useallowing you to generate more value from your investment in technology. As part of the Microsoft family of offerings, these solutions are ready to work with widely-used productivity applications, such as the Microsoft Office system, and leading technologies, including Microsoft servers and Microsoft .NET.
Fuels business productivity
With a flexible, holistic approach to managing a business, Microsoft Dynamics connects the people, processes and information in your organisation for best productivity. Automate many routine and repeating functions, eliminate needless barriers, and allow your employees, partners, vendors and customers to engage on behalf of shared goals.
Enables confident decision-making
Microsoft Dynamics enables smart, reliable, strategic and tactical decision-making at all levels of your organisation. Executives can always be in touch with key metrics of the business; line-of-business directors can have the information and tools they need to manage and plan effectively within their area of responsibility; and workers in any position, from accounts-payable to inventory, to customer field-service, can always review critical information and take the best course of action to serve your business and its customers.
We’re an experienced Microsoft Gold Partner
When you implement a Microsoft Dynamics solution, we will get to know your business to ensure you have the implementation and support you need to help you make the most of your solution. Our Microsoft Dynamics consultants have deep industry and technical expertise. We can fine-tune the solution for your very-specific business needs.