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Discover the 5 Portals of Microsoft Dynamics CRM

As you have probably heard by now, Microsoft DynamicsTM CRM (Customer Relationship Management) helps mid-market businesses build profitable customer relations. Built using Microsoft .NET technologies, Microsoft Dynamics CRM is easy to deploy, customize, and use. Its technology allows it to be accessible from Microsoft Outlook and the Web. Although Microsoft Dynamics CRM is browser-based, its navigation tools are built directly into the application. The format of the navigation is five integrated portals that each features its own set of benefits. Functions of each portal of Microsoft Dynamics CRM are highlighted below.

 

Microsoft CRM Home Portal

  • Manage activities

  • View company or department announcements

 

Microsoft CRM Workplace Portal

  • Access calendar items

  • Execute e-mail

  • Process assigned leads

  • Mobilize queues

  • Search the company knowledgebase

 

Navigation Options in Sales Module of Microsoft CRM

Microsoft CRM Sales Portal

  • Manage leads

  • Track customer communications

  • Access customer information via the web

  • Automatically route leads to the appropriate person or  team

  • Convert quotes to orders to invoices without data re-entry 
    (when used in conjunction with Great Plains)

  • Create, manage, and distribute a searchable literature library

  • Send targeted communications

 

Microsoft CRM Service Portal

  • Track customer requests

  • View complete customer history

  • Automate incident management, including 
    routing, queuing, communication tracking, and auto-response e-mails

  • Give priority to top customers (when used in conjunction with Sales module)

  • Create and maintain service contracts

 

Microsoft CRM Reports Portal

  • Accurately forecast and measure business activity and employee performance

  • Identify common support issues

  • Track service processes

  • Measure service performance 

  • Identify sales trends

  • Track competitor activity

   

Read more about Microsoft Dynamics CRM

 

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Computer Resources, Inc. of Memphis - a Microsoft Business Solutions Reseller

Computer Resources, Inc.
901-382-1MEG (1634)

Serving Memphis, Mississippi, Arkansas, Tennessee, and the Mid-South 


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