Microsoft Dynamics CRM Helps You Benefit From Your Business Data

From high-level summaries of your business’ health to custom reports about a particular segment, Microsoft Dynamics CRM gives you insights that can make you more proactive to your customers’ needs and your company’s opportunities.

Powerful features offer benefits to make everyone—from top executives to sales managers—more responsive to changing business conditions.

INTEGRATION 

• Native Microsoft Outlook experience: Create a repository of customer data that sits neatly alongside Microsoft® Office and Microsoft® Office Outlook®—the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of your business.
• Perform better analyses: Analytics enables comprehensive analysis of business scorecard management, analyses of aggregated customer information, predictive analytics, and enhanced reporting.

DASHBOARDS 

• Customised Dashboards: Set up customised dashboards around key marketing KPIs including response rates, budget tracking, revenue generated from marketing activities, lead source, etc. (along with MOSS).
• Corporate Scorecard: Get an at-a-glance overview of the entire business via single Corporate Scorecard.
• Enable tracking with dashboards: Track performance continuously through dashboards. Analytics enables managers and employees to quickly create reports and drill down into areas of interest. It also helps sales, marketing, and service employees to identify new opportunities, to grow revenue, and increase efficiency.

REPORTING CAPABILITIES 

Make fast, well-informed business decisions by seeing what is happening across your organization in seconds.

• Create standard reports: Quickly assess the success of each campaign using marketing reports including response rate, ROI analysis, win/loss, and lead sources. Fine-tune existing campaigns or leverage data to improve the success of future campaigns. Users can create multi-language reports with this feature, and set up re-occurring reports. Reports also feature easy scheduling and distribution with strong offline capabilities.
• Report Wizards: Choose a data source, define a report layout and produce a report without any coding. Users can easily share, publish or mark reports private.
• Create ad-hoc reports: Quickly and easily create custom reports against any field in their database. Easily define objects and create any report on the fly, and add custom charts with easy-to-use wizards. Ad-hoc reports also feature trending and historical comparison.
• Create dashboards reports: Customise dashboards around key marketing key performance indications (KPIs) including response rates, budget tracking, revenue generated from marketing activities, and lead sources. Use dashboards to generate an at-at-glance overview of the entire business. Select your own dashboard for your home page and integrate your dashboards with other systems.

DATA MANAGEMENT 

• Use scoring and modeling data: Microsoft SQL Analytics Services allows non-technical users to build complex models to score responses, score and rate leads, and generate predictive analytics reports.
• Import and export data: Microsoft Dynamics CRM features online analytical processing (OLAP) tools and a unified data model. Your marketing staff can export data to external sources such as a pivot table in Microsoft Excel, process the numbers, and re-import their findings into Excel and create customised views.