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Microsoft CRM
XRM
Organizations need to manage other relationships that are integral to success—employees, partners, suppliers, distributors, vendors, and many other critical stakeholders. Microsoft CRM can easily be customized for these extended scenarios, creating a "XRM platform", where "X" stands for "anything". XRM is a flexible development platform that leverages the Microsoft Dynamics framework to accomplish what would normally take highly skilled IT developers far more time, money and resources. Simply put:
- Where CRM supports sales, marketing and customer service teams, XRM can support any team in your organization.
- Where CRM automates marketing, sales and service processes, XRM automates any relevant business process or relationship
- Where CRM tracks interactions, activities, or tasks, XRM does the same – for whatever “X” is.
Track documents and productivity
Customize Microsoft CRM to create an automated document tracking system. At each step in your process, documents can checked in and time-stamped. Managers can analyze the whole process, and fine-tune where needed to increase efficiency. This provides a clear view of the productivity of individual staff members.
Improve compliance
Create system-wide alerts by customizing Microsoft CRM’s automated workflows so notifications can be sent to key individuals in your organization. Microsoft CRM can go beyond issuing a simple alert, it can be customized initiate letters, assign tasks to individuals, and send e-mail reminders to facilitate other processes. The integration with Microsoft Office enables mail merge of Word documents, so compliance letters can be sent automatically to the appropriate people and agencies, and reports can automatically be generated in Excel for analysis.
Streamline constituent communications
Customize Microsoft CRM to allow all data relevant to the your operation to be stored in one location, and make the data easily accessible. This allows for easier and more efficient to communications with all your members, clients and/or business associates.
Contact Us for a personal demonstration of Microsoft Dynamics CRM for your company