Welcome



 If you are looking to learn more about
 Microsoft CRM you have come to the right
 place!

  Be sure to watch t...
What Is CRM?



  Customer Relationship Management or CRM is
  a business strategy to identify, acquire and
  retain profi...
Why CRM?

When done right, CRM will let your organization

   Increase Sales

   Provide Better Service For Your Customers...
Typical Challenges in CRM

    It must be easy to use or your people won’t use it
•

    It must provide a single place fo...
Benefits of Microsoft Dynamics CRM

       Tight Microsoft Office Integration
           •   Native Outlook client
       ...
Actionable Analytics
                                                 Actionable Analytics Components
Empower everyday CRM...
Why RB Data Services? We Know CRM!


                We have been focused on providing our clients
                with co...
Why RB Data Services? We Know CRM!

 We are pleased to have assisted numerous
organizations, of all sizes, with their busi...
A Few Testimonials …

                                             “The peace of mind knowing one of the ‘life
quot;Your t...
Next Step?

For more information about how you can put this
   powerful system to work for your organization,
   and to re...
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Microsoft CRM Lets You Do More With Fewer People!

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Microsoft CRM let's you increase sales and improve customer retention with the same or fewer people. Request your FREE Microsoft CRM Success Kit at http:www.rbdata.com/kit

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Microsoft CRM Lets You Do More With Fewer People!

  1. 1. Welcome If you are looking to learn more about Microsoft CRM you have come to the right place! Be sure to watch the entire video for our very special offer to you!
  2. 2. What Is CRM? Customer Relationship Management or CRM is a business strategy to identify, acquire and retain profitable customers where the focus is to put your customers at the center of your business.
  3. 3. Why CRM? When done right, CRM will let your organization Increase Sales Provide Better Service For Your Customers Lower Costs In other words, Do More With Less
  4. 4. Typical Challenges in CRM It must be easy to use or your people won’t use it • It must provide a single place for all of your • customer interactions regardless of whether they came from your Sales, Marketing or Customer Services departments It must integrate with your other strategic • applications such as your financial software
  5. 5. Benefits of Microsoft Dynamics CRM Tight Microsoft Office Integration • Native Outlook client • Seamless integration with MS Office Robust Workflow Capabilities • Allows you to automate your best business processes which reduces the gap between your superstars and others Seamless Remote Capabilities • Robust Offline solution • Multitude of mobile device access options Ease of Customization and Integration • Easy to make basic customizations without hiring a programmer • Designed using .NET to provide for integration to other apps Provide the Power of Choice • Put it on your server or let Microsoft host it for you • Host it internally for ultimate flexibility and reporting
  6. 6. Actionable Analytics Actionable Analytics Components Empower everyday CRM users • Microsoft Excel integration • Microsoft Office • Report Wizard with easy reporting and Performance Point • Windows Workflow • SQL Server Analysis Services actionable analytics Foundation • SQL Server Reporting • Predictive analytics Services Microsoft Advantage • Combine analytics with workflow for actionable intelligence • Minimize costs by leveraging existing Microsoft technology investments • Deliver business insight through familiar productivity tools • Bring analytics to the masses
  7. 7. Why RB Data Services? We Know CRM! We have been focused on providing our clients with cost effective CRM solutions producing tangible results since 1989! We have been involved with over 200 CRM implementations! You will work with a team of seasoned CRM professionals who are available to help you every step of the way.
  8. 8. Why RB Data Services? We Know CRM! We are pleased to have assisted numerous organizations, of all sizes, with their business automation needs. Some of the organizations that we have worked with include: University of California, San Diego AMN Healthcare Scripps Hospital Greater San Diego Chamber of Commerce Harbor Island Sheraton Diocese of San Diego
  9. 9. A Few Testimonials … “The peace of mind knowing one of the ‘life quot;Your team really understood our needs and bloods’ of our business (our contact worked through the process from start to finish, while helping us steer clear of manager) is being taken care of by a potential hazards. Effective design and knowledgeable and professional company” Nick Garbarini – Ford Financial Services implementation requires a thoughtful, professional approach. Solid data, clear communication, and quot;Very helpful, very knowledgeable!“ responsiveness are critical to success. Thanks for getting us there.quot; Roberto Gutierrez - HM Electronics James Tuck - Scripps Center For Executive Health
  10. 10. Next Step? For more information about how you can put this powerful system to work for your organization, and to request your FREE Microsoft CRM Success Kit Visit Our Website – www.rbdata.com/kit

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