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Microsoft Dynamics CRM -Professional Services



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  • 1. PROFESIONAL SERVICES 2011Get tools to boost your success, whether your firm is in IT, advertising, legal, accounting, engineering, real estate, or another service industry.With Microsoft Dynamics CRM, you can: • Gain deeper insights into your business and attract and retain clients with a 360-degree view of your customers. • Drive more business by optimizing the client management life cycle. • Quickly develop custom, easy-to-use solutions with the application development platform components and the xRM framework.
  • 2. Project ManagementManage projects more efficiently withthe ability to track, monitor, and gethighly detailed information about eachproject, activity, and task. With acomprehensive view of your customersand streamlined processes, it’s easierto complete projects on time and withinbudget. • Deliver real-time views of client information across the enterprise, so everyone is working from the same data. • Track activities, tasks, and expenditures and associate them with specific projects. • Create personal, workgroup, departmental, or federated workflows with a handy wizard. • Automatically assign activities to specific individuals or groups and use rules-based escalation to address issues in a timely way. • Provide project administrators with dashboards to view project status at a glance.
  • 3. 3 Resource Management Maintain up-to-date information about resources and their availability and provide that information to your staff. With the ability to integrate your CRM data with existing systems, you get the data you need to quickly address changes and stay within time and budget requirements. Get a centralized view of staff calendars and resources to make scheduling easier. COSTUMER MANAGEMENT Save time with simplified visual scheduling of both people and resources. Create strong customer relationships that help Gain increased visibility into how well current build repeat business and loyalty. With each new scheduling and resource allocation are meeting project, you can add to a knowledge base that you your company goals. will be able to tap for future projects. As you Set up a catalog of your services to track sales, become more customer-centric, you can improve incidents, and contracts and proactively identify profitability and customer service to gain a issues. competitive edge.• Manage and track all customer-facing activities.• Identify trends and provide personalized service with access to real-time, actionable data.• Use shared document repositories to improve the quality and efficiency of organizing teams, meetings, and deliverables.• Take advantage of document version controls to accelerate approval workflows and deliver better service.• Benefit from advanced security that helps protect client and firm data.