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CRM
Features
• Sales Force Automation Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.
Planning
Improve sales planning and management
Set up territories and teams for optimal organizational efficiency.
Create price lists, discounts and unit groups to streamline offer management.
Post sales best practices and tips in the Resource Center.
Use strong role-based and group-based permissions for easy information distribution.
Leads
Automate your lead system
Better coordinate with marketing by tracking leads in one centralized system.
Automatically associate email messages with relevant leads or opportunities.
Assign leads and tasks automatically based on predefined rules.
Instantly light up the most promising leads with conditional formatting.
Opportunities
Manage opportunities effectively
Close deals faster by centrally tracking key deal information.
Enable more effective team selling with team-based ownership.
Create and monitor customized offers and pricing for each opportunity.
More effectively position against the competition with seamless competitor tracking.
Accounts
Streamline account management
Track all activities and interactions for each contact and account.
Identify influencers, constituents, allies and roadblocks for each account.
Quickly identify cross-sell and up-sell opportunities with embedded analytics.
Automatically track contract renewal dates and details.
Time Savers
Boost sales productivity
Use Microsoft Dynamics CRM right within Microsoft Office Outlook.
Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
Pipeline
Enhance pipeline management
Easily track the sales pipeline for improved financial planning.
Increase accuracy of revenue projections with individual or rollup forecasting.
Track revenue goals by dates, financial periods or other predefined criteria.
Instantly track sales quota versus attainment at individual or group level.
Workflows
Simplify workflow processes
Improve productivity with personal, team, and organizational workflows.
Leverage guided dialogues across the sales organization to reduce training and ramp-up time.
Automatically create or assign tasks and activities when rules are triggered.
Mobility
Leverage Mobile Express for Microsoft Dynamics CRM
Empower your sales force with real-time access to customer data from any web-enabled device.
Better prepare for customer meetings via real-time account details.
Rapidly respond to customer requests while on the road.
Analytics
Gain visibility and improve decision making
Gain business insight with flexible dashboards and inline data visualization.
View key performance indicators in real time with prebuilt dashboards.
Use built-in sales reports to conduct detailed analyses without IT assistance.
Use robust data cubes for insightful trending analysis.
• Customer Service Microsoft Dynamics CRM meets the changing expectations of customers with a service solution that is robust and flexible. Users find familiar functionality and an interface that let them work in a personal, natural way. This intelligent solution informs customer service professionals with guidance that is insightful and actionable.
Accounts
Manage accounts with insight and collaboration
Boost agent productivity with a familiar user interface that is natural and personal.
Create business connections across CRM activities and entities.
Build teams with users from multiple business units to own records and assigned roles.
Audit changes to business data with automatic notification.
Analytics
Enhance customer service with insightful, actionable intelligence
Track and measure performance for organizations, business units, teams, and individuals.
Use inline visualizations for ad-hoc drilldown into key performance indicators (KPI).
Stay current with dashboards of customizable real-time analytics.
Import and export Microsoft Office Excel spreadsheets in real time.
Cases
Respond to cases quickly and precisely
Respond to cases faster with access to complete case and customer data.
Use guided business processes and scripted dialogues to deliver fast and precise service.
Manage cases across individual and team queues that are user friendly and configurable.
Personalize data views, dashboards and navigation; pin favorites to workstation.
Contracts
Simplify contract management
Simplify contract management to develop and revise customized customer contracts.
Use workflow to trigger activities to help agents consistently deliver the right level of service.
Gain actionable insight to help agents sell more service and support contracts.
Give agents real-time access to views of service eligibility for each customer.
Knowledge
Get the right information at the right time
Increase first contact resolution with the built-in knowledge repository.
Speed case handling by making it easy to find information with familiar tools.
Avoid duplicated efforts by using cross-channel knowledge and collaboration.
Use familiar and graphical tools to track and monitor the flow of knowledge.
Mobility
Integrate Mobile Express for Microsoft Dynamics CRM
Deliver notifications and alerts through mobile devices.
Manage and update service schedules and appointments.
Access and send CRM customer service data via any web-enabled device.
Drag and drop configuration and forms design for mobile devices.
Scheduling
Streamline scheduling with all resources required to perform a service
Schedule services and resources to serve customers effectively.
Save time with familiar and easy scheduling tools.
Stay connected across teams with a centralized view of service calendars and resources.
Use familiar tools to set up and manage reoccurring appointments in CRM.
Workflows
Establish processes that facilitate a connected organization
Save time and money by allocating items to queues based on inquiry type or any custom entity.
Automatically assign activities to specific agents or teams; define role-based and security-based views.
Establish rules-based approvals and escalation to route cases to the right person.
• Marketing Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing efforts.
Data
Manage your data effectively
Effortlessly import data from other sources into Microsoft Dynamics CRM.
Use predefined data-mapping rules or creates new ones on the fly.
Confirm data import status with automatic e-mail notification.
Segmentation
Pinpoint your marketing efforts
Use natural-language queries to instantly segment customers or prospects.
Create highly targeted lists and associate them with campaigns.
Set up personal or public views for reuse.
Easily share target lists with colleagues and vendors.
Planning
Streamline campaign planning
Plan and track activities, tasks, budgets and details for each marketing activity.
Set up product catalogues, price lists and discounts for optimal offers.
Tailor messages and offers to highly targeted lists.
Save time and money with reusable campaign templates.
Execution
Simplify campaign execution
Initiate and distribute campaigns and communications instantly.
Track and manage all event and customer details in one central platform.
Use embedded Mail Merge capabilities to instantly send mass communications.
Manually or automatically assign marketing tasks and leads.
Response
Improve response management
Centrally capture and track responses for marketing campaigns.
Automatically capture and categorize responses from Internet landing pages.
Score responses using predefined rules.
Instantly assign responses to most qualified resources for follow-up.
Leads
Streamline lead tracking
Better coordinate with sales by tracking leads in one centralized system.
Automatically assign or score leads based on predefined workflows.
Instantly light up the most promising leads with conditional formatting.
Use guided dialogs to streamline the lead qualification process.
Time Savers
Extend value with Microsoft Office
Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity.
Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
Eliminate redundant email tracking through Office Outlook synchronization.
Workflows
Automate workflows
Boost productivity with personal, team, or organizational workflows.
Dynamically assign tasks to the most appropriate resource using configurable rules.
Accelerate approvals using predefined workflows.
Automate follow up with predefined triggers.
Mobility
Mobile Express for Microsoft Dynamics CRM
Access customer data from any web-enabled device anywhere, anytime.
Track budgets and push through approvals while on the road.
Create or update campaigns on the fly.
Update, qualify or assign leads while on the road.
Analytics
Gain key insights for decision making
Measure your marketing success with key performance indicators (KPIs).
Gain business insight with flexible dashboards and inline data visualization.
Follow key marketing objectives with comprehensive goal-tracking capabilities.
Track key campaign indicators with built-in reports.
Technical Support
Expert technical support
Netways provides expert technical support available. Support available 24/7 at by emailing Support@netways.com with your issue after which you will be assigned a support ticket number.
Please refer for support procedure and SLA types for more information.
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