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Microsoft
CRM for Professional
Services Achieve
your organization's goals and create value for your clients with efficient contact and data management. MBI configures Microsoft’s CRM for Professional Services to meet your association's unique operational needs. Phone: (240) 280-2241 E-mail: Info@MuchmoreBI.com
About the Solution Professional
service organizations have unique operational needs. Your customers are
the lifeblood of your operations and managing customer related information is
the both a critical challenge to your organization and your key to continuing
growth and success. By
utilizing CRM for Professional Service Providers for Microsoft CRM you will be
able to: ·
Maintain
a centralized repository of interactions with your organization’s clients o
Know
status of accounts o
Know
what was communicated, when and by whom ·
Identify
the services you offer and which clients use which services ·
Segment
your target audience o
Communicate
the right information to the right clients o
Offer
pertinent services to the clients that need them o
Increase
your profit opportunity with increased cross sales ·
Create
Engagement Teams ·
Identify
client affiliations and inter-relationships ·
Build
your engagement team based on skills and availability to maximize employee
utilization ·
Get
timely intelligence on current opportunities ·
Capitalize
on the integrated Microsoft platform to o
Export
data to Excel or Access o
Integrate
directly with Microsoft Outlook o
Merge
data directly into Word o
And
more ·
Set
clear business development priorities supported by solid research to win more
business About
CRM Infuse
your organization with new levels of customer intelligence using Microsoft
Dynamics CRM version 4.0, an all-new customer relationship management (CRM)
system that gives every customer-facing employee the information they need to
truly impress customers. With
Microsoft CRM for Professional Service Providers, you can create a centralized
repository of client data that sits neatly alongside Microsoft Office and
Microsoft Office Outlook: applications your employees likely use every day. From
Outlook, employees access Microsoft CRM sales, marketing, and customer service
modules to make sales decisions, market products, solve problems, and get
strategic views of the business. It’s
CRM that work - and works very well - because it works the way your users
already do, works the way your business already does, and works the way
technology should.
About
the Provider: Muchmore
Business Intelligence offers this efficient and cost-effective business
technology solution through our partnership with a leading, award winning
Washington DC based Microsoft Gold Partner. Muchmore Business Intelligence
lead the development of this targeted solution and is proud to offer it to other
professional service organizations. Contact Muchmore Business Intelligence for more information to or request a demo |
