BrightConsult Company offers modern Microsoft Dynamics CRM (Customer Relationships Management) solutions for companies of all sizes who plant to automate their sales, marketing and service management. Microsoft Dynamics CRM integrates the tools for managers from sales, marketing and customer service departments.
Microsoft Dynamics CRM enables companies to address the full range of tasks related to customer relationships management:
- creation of a single customer and customer interactions database;
- business process management;
- management of marketing activities, sales and customer services;
- data analysis and report generation.
The system ensures confidentiality - all customer and transactions related data are available only to the employees involved in corresponding projects and to their managers.
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Benefits of Microsoft Dynamics CRM
- the full-scale CRM solution includes marketing, sales and customer service management modules;
- familiar and user friendly interface;
- full integration with Microsoft Office, including the possibility to use Microsoft Outlook offline;
- powerful tools for report generation and data analysis;
- a simple and flexible way to create, setup and manage your business processes.
- monitoring the task execution;
- low total cost of ownership and rapid return on investment.
Marketing Management
Tools for data selection and segmentation, management of marketing campaigns and business analysis allow marketing managers to improve marketing efficiency, generate demand and monitor the results of marketing activities. Microsoft Dynamics CRM supports seamless and comprehensive range of marketing functions, allowing a better view of customer needs and channel resources to the most promising market segments:
- consumer segmentation;
- planning and execution control of marketing activities and campaigns;
- marketing data processing;
- marketing analytics and reporting;
- collaboration tools for marketing and sales departments;
- sharing marketing data.
Microsoft Dynamics CRM automates marketing management and helps to provide the output control of marketing campaigns and events, the maximum control of each potential customer, as well as the effective teamwork of your staff in completing the inquiries of potential customers.
Sales Management
Microsoft Dynamics CRM can shorten the sales cycle and increase the chance of success, thus increasing the number of successfully closed opportunities. Microsoft Dynamics CRM provides the sales managers with a quick access to customer and sales history data both online and offline in order to make them work more efficiently and without distraction from the main tasks. Automation tools allow you to notify existing and prospective customers about the new products and services. The functionality of Sales Management module in Microsoft Dynamics CRM includes:
- case and opportunity management;
- customer and contact management, interactions history;
- business territories management;
- sales planning and forecasts;
- Sales Business Intelligence;
- a database for products, price lists and business offers data.
Those sales managers who work remotely have the ability to access the system data through any available communication channel. In case the Internet is not available they can register the meeting results offline. These data will be later synchronized with the main customer database.
Service Management
Microsoft Dynamics CRM is a comprehensive service solution, easily customizable and easy to use. Automation in customer services with Microsoft Dynamics CRM system allows you to:
- increase the number of queries resolved at first contact;
- reduce the query resolution times;
- effectively manage the working time of your service employees.
With all customer data at hand including their purchase and case history the service staff will provide a quick and full-range customer service, thus increasing the customer loyalty and contributing to the revenue growth. The customer service management functionality allows you to:
- manage service requests and cases;
- keep history of customer service interactions;
- manage products and service contracts;
- manage the knowledge base;
- plan working schedules;
- manage service workflows;
- maintain records and analysis of customer services.
Microsoft Dynamics CRM client for Microsoft Outlook
The full integration between Microsoft Dynamics CRM and Microsoft Outlook provides users with the following possibilities:
- Operating with Microsoft Dynamics CRM address book from within Microsoft Outlook.
- Editing customer records, tasks and messages both through Microsoft Dynamics CRM web-client and through Microsoft Dynamics CRM for Microsoft Outlook client.
- Tracking e-mails sent from Microsoft Dynamics CRM client and response messages.
- Microsoft Dynamics CRM client for Microsoft Outlook can work offline without access to the server: the data are synchronized automatically when the connection to the server is established.
- Creating Microsoft Word Mail Merge documents (mailing, printing on letterheads, etc.) using the data from Microsoft Dynamics CRM.
Microsoft Dynamics CRM Add-on «Custom Lookup»
User lookups ensure an efficient search inside CRM lookup fields. The user can enter any part of the desired record into a lookup field, and the system will generate a drop-down list of records matching the search criteria, similar to Google search. The value selected from the list is copied to the lookup field. In case it is necessary to display the rest of the entries the user can open a standard lookup form to search the required records.
It is possible to add the user lookup both to a CRM form and to a third-party ASPX page. It is possible to setup the lookup functionality for any CRM entity with a customizable form.
Benefits:
- Accelerated record search: there is no need to open a standard lookup form to search for the records;
- Possibility to perform search in any field: the primary entity attribute is used by default, however, it can be replaced with any other text attribute;
- Possibility to add pre-filtering, for example, a search among contacts that belong to the current company.
- Offline mode.
Microsoft Dynamics CRM Add-on «Editable Grid»
The editable grid simplifies the display and editing of related records in the CRM form. The associated records management is simplified through the use of a single form to search, add, edit and delete the associated records. The grid columns contain attributes of associated records, thus, all the information related to the primary entity is displayed in a single form.
The fields of associated records can be edited directly in the table. The editable grid saves the user from the need to separately open each record he wants to change. The changes are saved automatically when switching to another field. A new record is created after all the mandatory fields are completed.
The grid has a pre-population mechanism: the default values defined by attributes or relations mapping settings appear automatically. The AutoFill works both when a new record is created and when a lookup field is changed, for which the attribute mapping rules are setup.
The editable grid supports all major CRM types: lookup, owner, picklist, bit, nvarchar, ntext, datetime, int, decimal, float, and money. When filling the grid fields the system validates the entered values and checks them for duplicates.
The grid columns are configured using a separate Editable Grid View, which is created for associated records. The user lookup is added to the editable grid to display the lookup fields and as a means for a quick search of associated records. The user lookup can be also added to a standard CRM table to search for associated records.
Benefits:
- Simplifies editing of associated records;
- Prevents duplicates creation by means of Microsoft CRM duplicate search functions;
- Two display types for lookup fields: as a user lookup or as a drop-down list;
- Allows you to change the owner of the record as well as any other field;
- Supports 1:N and N:N relations;
- Offline mode.
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