Advanced Module
Business Alerts
As a busy manager you don’t have time to sort through the chore of finding all the details and keeping track of all updates and aspects of the business. With Business Alerts in SMB CRM you don’t have to lose touch or fall into the abyss of continual tracking. Business Alerts allows you 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. Business Alerts assists you at the office while working through the day’s normal business processes. With the reminder you are able to direct your attention to the new information being updated or posted. The Business Alerts module helps keep you ahead of the curve in today’s global business environment, where having up to date
business intelligence as well as a method of being "alerted" when situations are reached are vital.
Features and Benefits
- Stay Informed Alerts keep you informed of any changes such as, dates and values, in turn allowing you to react and address any possible problems or opportunities in a timely fashion.
- Available Information Available Information Stay informed and
capable of making changes to your data with full control and access to your
Customer Relationship Management software database from anywhere.
- Control Define your alert as they relate to your business so you are alerted to only the information you want.
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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