Hosted Microsoft CRM

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Hosted Microsoft Dynamics CRM 4.0

Microsoft CRM Overview

Power your business growth with Microsoft Dynamics. This highly flexible Customer Relationship Management (CRM) system gives users the ability to create a holistic view of each customer, from initial contact through post sales and service. Microsoft Dynamics CRM business software also provides the Power of Choice to make it easy for you to evolve your business unencumbered by technology limitations. Because it is built using reliable industry-standard technology, Microsoft Dynamics CRM easily adapts, grows, and scales right along with your business. Native Microsoft Office Outlook experience coupled with a solid analytics platform means that Microsoft Dynamics CRM can help you attain rapid user adoption, adapt to market changes, deliver products faster, and achieve a fast return on investment.

Marketing - Provide marketing professionals with data cleansing and segmentation tools, campaign management features, and insightful marketing analytics to increase the effectiveness of marketing programs, generate demand, and better track key performance indicators. Microsoft Dynamics CRM provides a holistic, comprehensive set of marketing capabilities so you can better understand customers and target your resources to the areas of highest return.

Sales - Enable salespeople to create a single view of the customer with tools that streamline and automate everyday sales processes promoting shorter sales cycles, higher close rates, and improved customer retention. Microsoft Dynamics CRM gives sales professionals fast access to customer data and history online or offline so they can work smarter and spend more time selling. Wizard-driven communications tools help keep sales prospects and customers informed of new product and service offerings.

Service - Deliver customer information, case management, service history, and support knowledge to the desktops of customer service personnel, giving them the tools to deliver consistent, efficient service that enhances customer loyalty and profitability. Microsoft Dynamics CRM provides a comprehensive customer service solution that is familiar to users and completely customizable to match your support process.

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CRM Buyer's Guide

This Buyers' Guide in to Customer Relationship Management (CRM) solutions provides an overview of the trends, value and evaluation criteria one should consider when making a CRM purchase decision.

Base Pricing

Starting at:

$34⁹⁵

per user/month
(month to month, no contract!)

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Setup Steps for Hosted Dynamics CRM

The great thing about cloud computing is the ease in setup. Although each different type of cloud computing service has a different setup process, that's where we help. The following steps will give you an idea of the basic steps your company will need to take to get this specific service running.

	GET A QUOTE AND PLACE YOUR ORDER
Sign up for a free, customized quote and if like what you see, place an order with one of our friendly Cloud Specialist.
	GET STARTED
After signing up for Cloud Commerce hosted Microsoft Dynamics CRM service, there are several steps ahead in customizing and importing your information�which will eventually turn into your customized CRM application and service! The first thing you need to do is customize your layout within the CRM system. We have many tutorials located in our support site that will assist you, however it is important to understand the complete process before moving forward.
	SETUP YOUR COMPANY
Log into your new CRM tenant and create attributes, entities, and layout of forms. It is important to document all newly created fields and understand the desired final location for information you are going to import or enter into the CRM.
	CREATE YOUR USERS
Its time to import your data! If you have data from a previous CRM that you would like to import into your new Microsoft Dynamics CRM tenant, there are a variety of ways to do it. You are able to import your data by using the easy-to-use Import Wizard that build into the Dynamics CRM web interface�or you can use the Data Migration Tool that is FREE to download from our support site�or you can let us import the data for you (a professional services fee is applicable). Regardless of your import method choice, here are the steps that are generally followed: 1) You provide your administrator a CSV file that includes the data to import into the CRM. 2) You provide a map of CSV columns to fields created/identified in Preparation Phase.
	CREATE/DESIGN YOUR CUSTOM SPACE
Once your data is entered or imported into your CRM tenant, you will need to distribute the accounts and information to the appropriate employees based on the criteria that you define. In order to identify the logic of distribution and filtering, we recommend that you create a flow chart of distribution methods for data imported/created. You are then able to create WorkFlows within your CRM tenant (no programming needed) to do virtually anything that will automate the process of filtering, distributing, and working the data in your CRM tenant.

Hosted Microsoft CRM

CRM Buyer's Guide

Employees Work Anywhere!

What is needed to use the CRM Service?

What is needed to get CRM Service started?

Will Outlook integrate with the CRM Service?

Are there other ways to see the CRM content outside of Outlook?

Can I see the CRM Contacts on my mobile device?

Are we able to send email to the accounts and/or contacts in the CRM?

How much can we customize the CRM? Microsoft Dynamics CRM 4.0 is completely customizable!

Can we use the CRM with Cloud Commerce hosted Exchange service?

Setup Steps for Hosted Dynamics CRM