
Essentials Edition
Customer Support
A key to business success is having quality customer service and client
management. In order to gain and retain customers, your business needs to keep
its customers happy. With Customer Support module in SMB CRM Essentials you get the tools to improve customer satisfaction and the effectiveness of the service you provide. The Customer Support module will bring customer information, service history, support knowledge and case management straight to the desktops of your company’s customer service representatives and will assist them in administering consistent, effective customer care. With your newly improved Customer Support in place, you will experience enhanced customer loyalty and maximum profitability. Customer Support in SMB CRM will provide the help you need in a solution that is customizable and familiar, as you work to meet the customer service demands of your business.
Features and Benefits
- Superior Care With multiple interaction channels, you can utilize your full potential to quickly create, manage and solve service issues
with Microsoft Dynamics CRM.
- Access With access to cases and information about customer history and agreements, your customer service team can deliver a consistent experience through the stages of resolving issues.
- Automation Automate routing, queuing and escalation of service requests to help you assign, manage and resolve support incidents properly, to ensure the customer's issue is properly cared for.
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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