Microsoft Dynamics CRM enables organizations to automate, track and manage their relationships with all of their partners such as customers, prospects, vendors, donors or any related organization or individual.
Dynamics CRM has three main functional components, all of them integrated to enable a 360-degree view of your interaction with any partner.
Manages relationships and out-going communication with prospective partners. Prospective partners can be linked to marketing lists or campaigns and all their contacts and communications or activities with them tracked. Lists of scheduled contacts or calls are maintained. When appropriate, prospective partners can be transferred to active partners.
Manages relationships with existing partners and their contacts. Maintains lists of scheduled calls or communications and keeps transaction, communication and activity history.
Tracks partner service requests, uses rules-based workflow to assign them to service agents or queues, provides a knowledge base to aid in request resolution and provides analytics to measure and monitor support activities.
Dynamics CRM allows robust enhancement or customization capabilities for any of these functional components to adapt Dynamics CRM to a customer’s specific requirements. CRM also offers a powerful workflow capability to allow the automation of key processes.
Dynamics CRM is also easily deployed on mobile devices like laptops, tablets and phones, allowing users access to its powerful features no matter where they are.
Finally, Dynamics CRM works like and is tightly integrated with Microsoft Outlook, providing a familiar work environment that fosters rapid user adoption and easy integration with an organization’s dominant communication tool.