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Microsoft CRM Advantage

Core Application  

Microsoft CRM is based on Microsoft’s core application.  This provides a significant amount of functionality and flexibility “out-of-the-box”.  Some of the specific areas of functionality include:

-  Perform standard contact management operations.

-  Automate workflows to perform “association business processes” and to reduce user workload

-  Maintain information about members, companies, member support requests and prospects.

-  Track e-mails sent and received by users within the system.

-  Run and monitor marketing campaigns.

-  Track activities and tasks by users, companies, contacts, members and other constituents.

-   ‘Mine’ the database and perform marketing activities using historical information to drive campaigns.

-  Accessibility to association literature within the system by all users.

-  Create correspondence and templates within the system for all users.

-  Perform mail merges with centrally-stored documents and “contact” records in the database. 

-  Track relationships among all contacts.

-  Product order creation and fulfillment.

Database flexibility and scalability

  Support for multiple database platforms including:

bulletMicrosoft SQL
bulletIBM DB2
bulletOracle

Application Scalability

Microsoft provides mid-market and enterprise versions of its applications.  Organizations can purchase what they need based on their current requirements and upgrade in the future.  The mid-market and enterprise versions are based on the same code set and the upgrade process consists of entering a new set of license keys.  Therefore, Microsoft’s scalability protects the customer’s initial investment and offers flexibility as the organization grows.

Microsoft Relationship

The strategic alliance between Microsoft and Microsoft benefits customers in the following ways:

bulletMicrosoft Integration Business Processes will be implemented and executed on Universal Application Network using Microsoft BizTalk Server and Visual Studio .NET design tools.
bulletMicrosoft eBusiness Applications will use Microsoft .NET technologies to enhance interactivity of the Microsoft Smart Client, integrate more tightly with Microsoft Office and support deployment on emerging mobile devices.
bulletMicrosoft eBusiness Applications will be optimized for Windows Server operating systems, Microsoft SQL Server and the Microsoft .NET Framework.

Microsoft Systems and Microsoft are collaborating to create a more productive user environment through a highly responsive and intuitive interface, providing users with a compelling, dynamic and efficient experience. Utilizing the Microsoft .NET Framework, the companies are jointly developing a new generation “Smart Client” for Microsoft applications. 

Microsoft CRM also provides associations with a Back Office Integration to Microsoft Great Plains.  Back Office integration with Microsoft Great Plains, including bi-directional flow of company and members, addresses, products, and order data.   The ability exists to configure integration to view “real-time” accounting data from Great Plains within Microsoft. Track historical member order information.

 

 

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