EPI Consulting and Deployment Services
 

Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM 3.0, an all-new customer relationship management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft CRM, you can create a centralized 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 the business. It’s CRM that works—and works very well—because it works the way your users already do, works the way your business already does, and works the way technology should.

Works The Way You Do

Microsoft Dynamics CRM 3.0 is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, Microsoft CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

Microsoft CRM can give your employees direct access to customer information through Microsoft Outlook or Microsoft Outlook Web Access (OWA), enabling access to the information they need when they need it, in the office or on the road. Microsoft CRM lets you work the way you want to work with features such as:

• Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from Microsoft CRM into Office applications such as Microsoft Excel spreadsheet software and Word.
   

• Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
   

• Customized workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
   

• Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.
   

• Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.
   

• Great mobile support that allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.

Works The Way Your Business Does

Microsoft CRM not only slips right into your employees’ lives without disruption, it also adapts easily to your existing business workflow and processes. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft CRM also includes capabilities such as:

• A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.
   
• Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
   
• Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
   
• Easy customization of Microsoft CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.
   
• Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

Works The Way Your Employees Do

Microsoft CRM can give your employees direct access to customer information through Microsoft Outlook or Microsoft Outlook Web Access (OWA), enabling access to the information they need when they need it, in the office or on the road. Microsoft CRM lets you work the way you want to work with features such as:

• Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from Microsoft CRM into Office applications such as Microsoft Excel spreadsheet software and Word.
   

• Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
   

• Customized workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
   

• Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.
   

• Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.
   

• Great mobile support that allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.

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