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Microsoft Dynamics CRM

Microsoft Dynamics CRM 2016 Benefits:

Ease of Use – Microsoft Dynamics CRM look and feels familiar as it closely integrates other Microsoft Office applications, providing users with a familiar look and feel and encouraging user adoption.

Flexibility – No matter what the size of your organisation or what sector you work in Microsoft Dynamics CRM allows full customisation. Focus on Business can demonstrate how we can configure Dynamics CRM to meet your business requirements.

Affordable – Despite all the features and functionality, Microsoft is regarded as one of the most cost-effective solutions available. The system can be delivered from only £31.20 per user per month. Less for Education customers. Contact FOB for pricing and discount.

Achieve a High ROI – Dynamics CRM is a cost effective and innovative product that drives your sales forward and upward. This creates a high return on investment.

CRM app for Outlook – The Microsoft Dynamics CRM 2016 App for Outlook makes it easy to track emails, add contacts from within an email or even create new records to track emails against the browser on PC or Mac or mobile browser on phone.

Enhanced Excel experience – New Excel templates allows users to automate many core tasks which include calculating commissions, managing sales forecasts and obtaining analysis and insights on their sales processes everything from CRM, without the need to export or switch between the applications. This eliminates the time and effort required to switch between applications in the middle of completing a business process.

Personalized sales documents – Manual extraction of CRM data for documents such as account summaries, quotes/orders/invoices and product sheets in Word is eliminated. Document Generation enables companies to build these various documents based on CRM data. Automation of this core sales task is another exciting way CRM 2016 is saving time and expense

Contextual documents – Whether working across SharePoint, OneDrive for Business, and/or Office 365 Groups, companies can now seamlessly open various Office apps within CRM or the CRM mobile App.  Opening a CRM document within the CRM app using various applications on various devices (i.e. Microsoft PowerPoint for iPad or Microsoft Word for iPhone) is an easy task. After reviewing the document, a simple tap on the “back” button returns the user to the CRM App.

Mobile – Microsoft Dynamics CRM Mobile allows field based staff to access the database anytime and anywhere, through any mobile device or smartphone.

Reporting and Analysis Tools – Allows you to manage business performance; quickly create reports; and measure and forecast revenue, identify opportunities, and proactively manage service issues. Marketers can also track and record campaign performance all inside dynamics CRM.

Reliability – With over 4.1 Million users throughout the world, Microsoft Dynamics CRM is regarded as a trusted solution with constant development to improve reliability and functionality.

Security – Dynamics CRM is built on the Microsoft SQL Server, which offers increased security of your company data. Information that is stored will remain confidential and be safe from loss or corruption.

Delve – One of CRM 2016 exciting functions is the ability to surface trending content relevant to whatever an employee is working on and what is trending around them.  For example, Delve might show popular presentations or proposals to help our customers with their opportunity or account.

Interactive Service Hub – Customer service representatives can view and manage tasks, emails, cases and queues on multi-stream dashboard that provides a visual snapshot of key metrics related to the work items and delivers an end-to-end solution for customer service to effectively manage the customer journey.

Cortana integration  CRM 2016 takes Cortana integration to the next level by embedding sales activities, accounts, and opportunities into Cortana to surface what’s most relevant to salespeople at any time – across both personal and professional sources.

Contact us at Focus on Business to answer any of your Microsoft Dynamics CRM queries by calling 0345 230 0447 or email info@focusonbusiness.co.uk

Microsoft Dynamics CRM in Detail