Microsoft CRM 4.0 Features

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CRM Software Works the way you do
Microsoft CRM 4.0 is quite simply the fastest and easiest way to add custom relations capabilities to any organization that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, Microsoft CRM 4.0 delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

Microsoft 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 CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment.

Customization of Microsoft CRM is easy

Customize your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.

CRM 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, CRM 4.0 Mobility and easy scalability as your business grows.

Improved MS Office Outlook integration
The foremost design objective in creating Microsoft CRM 4.0 was tighter integration with Microsoft Office Outlook, the most used application in the Office suite.

Tighter Outlook integration means less application-switching, faster adoption by users, and higher productivity for every customer-facing employee in your organization. Users can look up customer information, send and manage e-mail, set up appointments, and capture customer discussions, all without ever leaving Outlook.

New marketing automation module

Create sales and marketing campaigns fast
Microsoft CRM contains sophisticated marketing capabilities for planning, implementing, and monitoring multi-tier sales and marketing campaigns. Marketing and sales personnel can quickly create a list of leads, craft a letter or direct-mail piece using integrated products such as Microsoft Office Word, launch the campaign, and then track the progress and results.

Track costs and revenue results of campaigns
Using the Quick Campaign wizard, marketers and salespeople can generate a quick customer e-mail and send it to a targeted list in minutes. Microsoft CRM will automatically track the results.

New service scheduling module

Helps your staff sell more while improving customer service
Microsoft CRM includes a sophisticated scheduling engine that helps you sell and schedule services to customers. Through the new Service Calendar, any authorized user—service managers, salespeople, or customer service representatives—can survey companywide resources and book an appointment, which is automatically added to the customer’s Microsoft CRM record.

Easily incorporate your organization’s business logic
into the Service Calendar, specifying, for example, special skills or workdays of different technicians. The Service Calendar shows company-wide resource availability at a glance, helping you service customers faster and make optimal use of resources such as people, vehicles, and facilities.