Microsoft Dynamics CRM 4.0 Overview
For serious sales, marketing, and service oriented companies, Microsoft Dynamics Customer Relationship Management (CRM) 4.0 is an easy-to-use, affordable way to automate your processes and increase revenues. It can help you integrate your marketing and sales efforts so you can attract more qualified leads, convert those leads to customers, and retain those customers to maximize customer Lifetime Value (LTV).

Use Microsoft Dynamics CRM to help with:

٠ Lead management
٠ Account and opportunity management
٠ Quote, order, and invoice management
٠ Marketing campaign management
٠ Resource scheduling
٠ Standard and custom reports
٠ Easy customizing for YOUR business

See Microsoft Dynamics CRM 4.0 in action with this hands-on lab...

Microsoft Dynamics CRM 3.0 Articles
Learn from these helpful articles written by SBS's very own CRM experts. This is your starting point for Microsoft CRM excellence.

٠ 4 Ways to Automate Tasks in Microsoft CRM Using Workflow
٠ How to use Microsoft CRM to Manage Client Projects


Microsoft Dynamics CRM 4.0
Spotlight on: Telecom
The telecom industry has distinct needs in both the sales and service aspects of CRM. Pricing of deliverables can be tough to standardize, customers use nonstandard terms and get confused by the jargon, and rapid growth and the pace of technological change require a system that can keep up. Microsoft Dynamics CRM can be customized to meet these challenges without time-consuming custom coding. Structure your sales processes, yet retain the flexibility that technology sales requires. Create automatic responses to service inquiries that make sense to your customers. Integrate other data into the system, and get a full, up-to-date view of the business, from the individual service case to department sales quotas.

Compare Editions of Microsoft Dynamics CRM

Who Uses Microsoft Dynamics CRM?

٠Professional Services Firms
٠Distributors
٠Manufacturers
٠Telecoms
٠Technology Companies
٠Not-for-Profits
٠Publishers
٠Healthcare Practices
 

Pricing, System Requirements, and Other Information

Steve von Berg of Pervasive Solutions thanks Small Business Systems for successful Microsoft CRM training.

Pricing
Pricing for the software depends primarily on the edition you choose (Professional vs. Small Business Edition), the number of users, and the licensing option.

In addition, you may need to purchase additional hardware or software such as additional servers or Microsoft Exchange.

Because of the number of variables involved, the best way to get current pricing info is to contact us directly.
We consider SBS our partner and plan to continue to lean on them as we move forward with our implementation.
Steve von Berg
CEO, Pervasive Solutions
Purchase and Installation
An Microsoft Certified CRM Professional will work with you to purchase and install Microsoft Dynamics CRM. Microsoft Certified CRM Professionals are highly skilled and experienced in CRM.

Click the link for more information on how to buy Microsoft Dynamics CRM.

How Dynamics CRM Helped Perot Systems Increase Sales Power
The experts at Perot Systems specialize in helping
Integration
Microsoft Dynamics CRM 4.0 is tightly integrated with Microsoft Office, especially Outlook. Dynamics CRM can also be integrated with Microsoft Dynamics GP, Intuit QuickBooks, and other accounting applications.
organizations control costs and cultivate growth through sophisticated systems and technologies. 

Close, collaborative relationships with clients are key, but a surge in growth jeopardized the company’s ability to

System Requirements
View the system requirements for both hardware and software.
efficiently scale processes involved in capturing, tracking, and sharing customer information.
Training
Microsoft Certified CRM Professionals provide useful and company-specific training on the system.
A comprehensive solution was needed to handle a high volume of customer contacts while also addressing emerging marketing needs.
Security
Microsoft Dynamics CRM 4.0 includes tight, but flexible security that can be easily maintained. You have complete control over the data that each employee can view or change.
Within four months, Perot Systems deployed Microsoft Dynamics™ CRM, creating a centralized repository of customer data. Some of the benefits realized with Dynamics CRM include:
 
Support

 

 

 

Events

Your purchase includes a support package that fits your needs and budget. You have a choice from among several service plans available for Microsoft CRM.

In addition, you have the option of creating your own customized service support package.

 

Microsoft Dynamics CRM 4.0 webcast. Do extraordinary things every day!  Talk to the experts about how Microsoft CRM 4.0 can help you target your marketing efforts and manage your sales process more effectively. Register today!

 


 

Fosters Large-Scale, One-on-One Customer Relationships: The streamlined system offers employees timely information that allows them to deliver high-quality service at all times

Increases Sales Power: Team members can find information quickly, answer customer questions more satisfactorily, and ensure results that fulfill or exceed customer commitments

Enables Targeted Marketing and Tracking Metrics: Greater insight helps ensure not only the effectiveness of future marketing campaigns, but also the ability of the marketing team to respond rapidly, plan strategically, and execute quickly on emerging opportunities.

Supports Sales and Marketing Collaboration: Better connection between marketing efforts and the sales team has eliminated any lack of follow-through on leads. Now, leads generated by marketing campaigns can be easily assigned to a salesperson through Microsoft CRM. Managers are then able to track the progress of these leads throughout Perot’s proprietary sales process.

Read more about Perot Systems’ success with Dynamics CRM.
 

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