Microsoft Dynamics: Sales, Customer Service, Marketing


The purpose of sales is to create a demand for a product or service and generate new business.  Despite complex company sales processes, Microsoft Dynamics 2013 CRM’s easy-to-use features and capabilities improves the way an organization’s sales and marketing organization identifies new customers, focuses marketing campaigns toward both old and new customers, and energizes sales activities.  This software will:

  • Expand your sales pipeline with qualified sales leads and opportunities.  It also utilizes analytics and embedded coaching to maximize product and service cross-selling.

  • Maximize your sales strategy through centrally managed and coordinated sales procedures, including scripts and other activities.

  • Prepare your sales force to meet with important customers by providing them with analysis of sales opportunities and service histories for every customer.

  • Automatically consolidate customer e-mails and responses by including discussion threads in every customer’s history with your company.

Microsoft Dynamics: Sales, Customer Service, Marketing


The marketing portion of this CRM software promotes better company decision-making and a clear view of your customers.  In today’s information-driven economy, companies can be inundated by customer data. Success depends upon the ability to transform customer information into clear, actionable knowledge and respond quickly to shifting customer needs and preferences. With Microsoft Dynamics CRM, your sales and marketing organization has instant access to complete customer information, and the tools to convert that information into profitable action.  The program allows a company to:

  • Have a single profile for every customer based upon all information collected by your company. This information is stored in a single location that is accessible to your sales, marketing, and customer service divisions.

  • Concentrate your marketing with list and segmentation tools designed to connect with prospective customers effectively.

  • Implement smart marketing campaigns using powerful new analytic tools contained in the SQL Server, including data mining and business intelligence capabilities.  New features make the creation of templates based upon successful campaigns easy.  Companies can interpret customer needs and wants by utilizing reporting and analysis tools built on SQL Server Reporting Services. This means that the exact knowledge about customers your company needs is immediately available. With this information, you can react quickly to marketplace changes and customer requirements.


Service provides value to your customers.  Every customer service interaction with customers is an opportunity to build customer loyalty to your company.  A service plan that offers customers accurate information about the products and services in which they have an interest is vital.  Microsoft Dynamics CRM helps companies benefit from opportunities to enhance customer relationships while providing companies with the ability to maximize up-sell and cross-sell techniques.  Customer service must include the ability to:

  • Respond quickly to service issues by delivering real-time answers to customers. Microsoft Dynamics CRM includes a knowledge base that gives service personnel as well as Dynamics CRM 2013 partner’s instant access to manuals, answers to frequently asked questions, and troubleshooting tips.

  • Resolve customer issues and meet desired service levels at the same time. This CRM software contains new aspects that permit automatic escalation and routing of help to make certain service requests are sent to the appropriate people.

  • Schedule and dispatch service resources using new features to quickly locate professionals who can deliver required services. Centralized scheduling and dispatching manage resources and coordinate services.