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SMB CRM

Enterprise Edition

Service Management

The Service Management module in SMB CRM, powered by Microsoft Dynamics CRM, will help you achieve quality customer service and enhance client management. Empower your service representatives to manage support issues from contact through resolution, track requests, and ultimately provide the consistent service your company needs. Based on the Microsoft Office Outlook interface, Service Management will be familiar and easy to use by your staff. With automated routing, queuing, and escalation of service requests you have the ability to assign, manage and resolve support incidents in more rapid and efficient manner. With Service Management in SMB CRM Enterprise, you will improve your first call resolution rates with your searchable shared information database and it will save you time and money as you get the most from your service representatives.

Features and Benefits

  • Knowledge Base Resolve those common support problems and issues that usually drain your time, in a much more efficient manner as you are now able to search a database of articles organized by product and service categories.
  • Reports and Catalogs Catalogs with product descriptions and support for complex pricing levels, discounts, and units of measure allow your service representatives to be familiar with the entire product and the situation to provide their best service. Reports indentify the areas of support issues that the company should focus on, an evaluation of customer needs, and a measurement of service performance.

Available Modules

Essentials

  • Sales Force AutomationSales Force Automation module in SMB CRM helps your company streamline and automate your sales processes and allows your sales team to design a single view of the customer.
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  • Customer SupportWith Customer Support module in SMB CRM Essentials you get the tools to improve customer satisfaction and the effectiveness of the service you provide.
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  • Outlook ClientWith Outlook Client in SMB CRM Enterprise you have access to stored client information, contact information and a reliable tool for communicating with customers.
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Enterprise

Essentials Plus:
  • Basic WorkflowThe Basic Workflow module provided in SMB CRM Enterprise will help you ensure the consistent and rapid execution of the business processes, in turn making your organization more efficient and successful.
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  • MarketingThe Marketing module in SMB CRM will assist you in creating marketing campaigns that are useful and impactful for your marketing department.
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  • Service ManagementEmpower your service representatives to manage support issues from contact through resolution, track requests, and ultimately provide the consistent service your company needs.
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Advance Modules

  • Advanced WorkflowAdvanced Workflow in Microsoft Dynamics CRM allows you to automate the internal business process, creating workflows to carry out routine tasks that involve daily business routines. Microsoft Dynamics CRM simplifies the daily business processes and helps you as a manager run your organization more smoothly.
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  • Analytics - Dashboards
  • Business AlertsBusiness Alerts gives you to the ability to input the goals and information that is important for you to track and receive alerts to any changes that apply to that information.
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  • Interface with 3rd Party Apps
  • Interface with MS Dynamics GPIntegration of CRM with GP gives you the ability to control the information needed for your sales and customer relations teams so there is quick and easy access to the data needed to deal with the customers.
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  • Mobile SolutionsMobile solutions provides your team workflow functionality and the ability to stay more organized, manage your business effectively and keep up with customer demands. Close more deals and stay connected with Mobile Solutions in SMB CRM.
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  • MS Exchange IntegrationThe integration between MS Exchange and MS Dynamics CRM allows you to keep track of the activities associated with a customer or prospect, by tracking and recording emails sent through Exchange into CRM. To make the tracking easier SMB CRM offers direct email integration brought to you through Microsoft Dynamics CRM for incoming and outgoing mail.
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  • Product Catalog & Price ListsNavigate and customize your personal databases to feature your product catalog that includes the support needed for pricing, units of measure, discounts and other complex pricing options.
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  • Quote, Orders, and InvoicesThe Quotes, Orders and Invoices module in SMB CRM builds a quote by gathering products directly from the product catalog, specifying the price list and the number of units, and applying volume discounts and manual discounts, making the process quick and easy.
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