Special Offer

Call now and we'll come to your business (Chicago-area only) and install a 90 day trial edition of Microsoft CRM 3.0.  Call 1-888-747-4585 to setup your installation date.  Don't wait, this is a limited time offer.  (Offer ends 3-31-07  --  Requires Microsoft Windows 2000 Server or Windows Server 2003 or Windows Small Business Server 2003)

Microsoft Dynamics CRM 3.0 Small Business Edition

Microsoft Dynamics CRM is a customer relationship management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.

Even for companies with the most complex of sales processes, Microsoft Dynamics CRM provides easy-to-use features and capabilities to help improve the way sales and marketing organizations target new customers, manage marketing campaigns, and drive sales activities. Here's how Microsoft Dynamics CRM can help your employees make better business decisions and get a clearer view of your customers.

See a demo of the Small Business Edition

Works the way you do

Microsoft Dynamics CRM is the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office system applications, including Microsoft Office Outlook. Because it was designed to partner with Office Outlook, Microsoft Dynamics CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and a fast return on investment.

Microsoft Dynamics CRM gives your employees direct access to customer information through Office Outlook, enabling access to the information they need whether in the office or on the road. Microsoft Dynamics CRM offers:

Tight integration with the Microsoft Office system and Office Outlook, allowing employees to easily pull information from Microsoft Dynamics CRM into Office system applications such as Microsoft Office Excel spreadsheet software and Microsoft Office Word word processing software.

Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.

Customized workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.

Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.

Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.

Great mobile support that helps enable field workers to get instant access to customer data from most popular portable devices including mobile phones with Web browsers, and laptops.

Works the way your business does

Microsoft Dynamics CRM not only slips right into your employees' lives without disruption, it also adapts easily to your existing business workflow and processes. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft Dynamics CRM to suit your needs and fit your business. Microsoft Dynamics CRM features several workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft Dynamics CRM also includes capabilities such as:

A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.

Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track responses.

Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.

Easy customization of Microsoft Dynamics CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM. This enables Microsoft Dynamics CRM to automate repetitive tasks, tells users next steps, sends e-mail messages, and raises alerts for open items—so nothing falls through the cracks, giving your customers a better experience.

Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Office Excel for analysis or into Microsoft Office SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

Works the way technology should

Microsoft Dynamics CRM works the way your IT staff wants it to because it's based on proven, industry-standard Microsoft technology that's easy to learn and work with. You'll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows. IT-friendly features include:

Easy to modify forms, data fields, and information relationships so that users can get the customized information they need.

Streamlined installation with diagnostic tools that reduce setup time and help ensure a successful deployment of Microsoft Dynamics CRM.

Fast data searches across large volumes of customer data that help users find the information they need.

Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies Microsoft Dynamics CRM integration with Microsoft Exchange and Office Outlook.

Simple and fast connectivity to external data sources that gives users access to relevant information.

Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.

      Feature Summary:

Sales Management

Opportunity management. Converts leads to opportunities and tracks them throughout the sales cycle.

Sales process management. Enables consistent tracking and closing of sales opportunities.

Pipeline optimization. Analytical tools provide salespeople with qualified leads and opportunities.

Quote generation. Provides a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.

Order management. Converts quotes to orders that can be modified and saved until they are ready to be billed as invoices.

Sales force management. Helps measure sales performance against quotas.

Sales literature. Helps create, manage, and distribute sales material.

Direct e-mail. Enables creation of customized e-mail messages to customers.

Customer Service

Case management. Enables customer service requests to be created, assigned, and managed from a central location.

Automated routing and queuing. Promotes easy processing of service requests through customizable workflow rules.

Auto-response e-mail. Generates automatic responses to customer requests.

E-mail management. Automatically records customer communications and associates e-mail messages with appropriate customer records.

Service scheduling. Makes it easy to manage service resources and to better understand resource and equipment allocation, usage, and effectiveness.

Searchable knowledge base. Provides a repository for the publishing of support articles and information.

Service contracts. Creates, maintains, and updates service contracts automatically.

Marketing

Marketing campaigns. Enables campaign planning based on budgets and expenses, promotion codes, target products, marketing collateral, and more.

Customer and lead lists. Allows existing customer information or imported contact information from various sources to be used to create targeted lists for specific campaigns.

Qualify lists. Facilitates queries to customer lists, helping locate accounts that meet specific criteria.

Campaign templates. Lets you create templates to use again in future campaigns.

Campaign execution tracking. Enables lead conversion and cost and performance data analysis.

Marketing information tracking. Helps quantify campaign success.

Faxing capabilities. Lets you send and receive faxes from your desktop using the capabilities of Microsoft Small Business Server.

Microsoft CRM 3.0 can provide the leverage your firm needs to improve responsiveness and facilitate growth.  Call Archi-TECH-ture now to setup a free demonstration.  888-747-4585