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Microsoft® Customer Relationship Management

Increase sales success, deliver superior customer service, and make informed, agile business decisions with Microsoft® CRM. Accessible from Microsoft Outlook® and the Web, Microsoft CRM is easy to use, customize, and maintain, integrates with other business systems, and scales to grow along with your business.


Increase sales success

Shorten the sales cycle and improve close rates with leads and opportunity management, automated sales processes, quote creation, and order management.

Ensure efficient, consistent customer service

A shared knowledgebase and automated routing and queuing make it easy to serve customers efficiently.

Make informed, agile decisions

Comprehensive reports let you forecast sales, measure business activity and performance, evaluate sales and service success, and identify trends, problems, and opportunities.

Work from Outlook or the Web

Access full sales functionality online or offline through Microsoft Outlook, or work online from any location using a Web browser.

Share information

Tightly integrated Sales and Customer Service modules let employees view, update, and share information across teams and departments.

Use easily

Designed for ease of use, Microsoft CRM ensures that your sales team will get started fast, with little training.

Customize and scale easily

Configure user interfaces and workflow processes, customize the solution to fit your business, and scale the installation to meet changing needs.

Integrate powerfully

Integrate with Microsoft Office, Microsoft Business Solutions ERM applications, and other business systems.


Sales
Microsoft Outlook client
Complete customer view
Information Sharing
Leads and Opportunity management
Sales process management
Quotes
Order management
Quotas
Reports
Literature
Territory management
Competitor tracking
Direct e-mail

Customer service
Case management
Complete account view
Automated routing and queuing
Searchable knowledgebase
Service contracts
Auto-response e-mail
E-mail management

Integration
Sales and Customer Service modules
Microsoft Office
Microsoft Outlook client
Microsoft Business Solutions
Third-party applications and services
 
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