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SMB CRM

Advanced Module

Quotes, Orders and Invoices

Save time and money by changing your old sales order process to the Quotes, Orders and Invoices module in Microsoft Dynamics CRM. Provide your sales team with the simplicity of a single process rather than three separate steps and be able to revise as you see fit. Quotes, Orders and Invoices in Microsoft Dynamics CRM provides you with the flexibility and control to simplify the order process all while reducing time, costs, and stress.

Timely Quote and Estimates

Tired of dealing with multiple systems or spreadsheets to provide estimates or quotes to customers? With SMB Suite all the information needed for quotes or estimates is housed in one system providing a timely and accurate response to customers shortening the sales process.

Features and Benefits

  • Streamlined Process Rather than being a separate process, handle your quotes, orders and invoices in one process and avoid data re-entry and time wasted as the order goes from the quote step to being finalized.
  • Activated State Activate your order so it is safe and locked from unauthorized access to keep your information in your control. Once the order is activated you can alter and revise the information, keeping data entry duplication low. Also reduce any accidental changes and alterations by other sales members as you keep your files secure in your hands.
  • Customization Customize your quotes, order and invoices to fit your aesthetic needs. Include your logo signature and even change the terms and conditions based on a particular sale.
  • Integration Leverage the quotes, order and invoices module to later benefit from full CRM-ERP integration capabilities as you grow and are able to utilize additional enterprise business software from the Dynamics ERP family

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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