Microsoft Dynamics CRM is a premier customer relationship management solution offered by Microsoft to help companies improve considerably in Sales, Marketing and Service. Organizations get a fair chance at doing better in Sales as the software facilitates smooth management of the entire sales life cycle. Features for Account, Contact, Lead, Opportunity, Quote, Order, Invoice and Product Catalog ensure that the Sales Team has everything at its disposal to sell the company's products and services in convincing fashion.
Similar features for Marketing help the Marketing Team plan, manage and track marketing campaigns with full effectiveness from development to the final launch. Service can also be delivered better as the software facilitates proper management of the entire service scheduling life cycle through features such as Contract, Case, Knowledge Base, Queue Management and Scheduling Administration. There are features for Reporting and Analysis as well to ensure customer data is available at all points in time.
How appropriate it is that such a software be installed by a Certified Microsoft CRM Partner who understands it fully and offers best integration.
The good thing about getting a Microsoft Dynamics CRM Integration done by a Certified Partner is that data migration becomes easy and the same can be integrated between applications. Whenever the organization feels like getting that data out, the CRM Web Service is always there. Also, there are SQL statements meant to help query CRM filtered views.
The Microsoft CRM Partner will ensure that the Microsoft Dynamics CRM Integration features source-to-target mapping, data manipulation and transformation, scheduling (for batch-based processing) and error handling. The Partner integrates it in such a way that all e-mails traded will have CRM Records in Outlook, where there will be links for each contact, account and opportunity associated with the e-mail. The organization will also be introduced to Conditional Formatting, a feature in the software which helps format CRM views in the same way Outlook formats e-mails and calendars. All formatting options can be changed accordingly to highlight relevant data. Teams will also learn how to create new CRM records from e-mails and new relationships by converting e-mails into leads, contacts, opportunities etc.
The Microsoft Dynamics Partner will teach how to use customized dashboards, integrate them into any CRM view including Outlook, perform drill-down analysis through individual tables and graphic drill-down dashboards and take well informed decisions by gathering together important data and presenting it in an understandable manner. The company using the solution will be able to view past accessed CRM records, dashboards, views and attachments and set important links for a direct connection to your CRM favorites. Companies can eventually navigate through records and through fewer clicks can search for whichever one they wish to retrieve.
A Microsoft Certified Agency will also prove to be cost effective and most reliable as well, for its understanding of the Dynamics CRM will be second to none.
Source : articlesbase.com
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