
Advanced Module
Mobile Solutions
Being away from your information is extremely detrimental to your business and as a manager you want to be connected to all aspects of your business even when you are out of the office. With the Mobile Solutions module in
Microsoft Dynamics CRM, offered as a SMB CRM advanced module SMB, you don’t have to be in your office to stay connected. Mobile Solutions allows you to access your CRM database
via crm software on your mobile phone as you travel and/or away from a computer. Mobile 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.
Pursue with confidence
Would you like to win more deals by knowing what deals to pursue and what deals to avoid? With SMB Suite’s CRM solution you get anytime, anywhere real time access to your sales pipeline so you can strategically invest sales resources with confidence on the deals identified as the most important.
Features and Benefits
- Stay Informed You don’t have to stay in the office or by a computer to access your
customer relationship management database so regardless of location you have the tools you need to resolve issues and make business decisions.
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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