Microsoft Dynamics CRM

Microsoft Dynamics® CRM is a fully integrated customer relationship management (CRM) system, and provides the foundation for Protech CRM for Members. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes—along with native Microsoft Office Outlook® integration—Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution.

Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.

SALES
Get more leads and close more business.
Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Microsoft Dynamics CRM provides:

Lead and opportunity management
Account and contact management
Territory management
Forecasting and sales analytics
Offline and mobile device access
Quick access to products, pricing, and quotes

MARKETING
See a clearer view of customers and more informed marketing investments.
Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM, your marketing professionals can leverage tools for:

Customer segmentation
Campaign planning and execution
Data extraction and cleansing
Analytics and reporting
Marketing/sales collaboration tools
Information sharing portals

CUSTOMER SERVICE
Provide more value to customers.
Respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:

Account and contact management
Case and interaction management
Product and contract management
Knowledge-base management
Service scheduling
Workflow across teams and groups
Service reporting and analytics

Microsoft has brought CRM software into a new era with Microsoft Dynamics CRM. It is a flexible CRM solution that works the way a company works, adapting to each business culture with its unique way of responding to customers. Microsoft Dynamics CRM integrates well with Microsoft Office programs, including Microsoft Office Outlook, Microsoft Office Word, Microsoft Office Excel; powerful data-sharing tools such as Microsoft SharePoint® and Microsoft SQL Server Reporting Services; and seamlessly with financial applications like Microsoft Dynamics GP or SL.

Discover how you can enhance the power and effectiveness of Microsoft Dynamics CRM with other Microsoft products and technologies - like Outlook, Office, SharePoint Server and SQL Server Reporting Services - that work even better, together.