Microsoft CRM 3.0 Overview

Looking for information on Microsoft CRM? Need to know about the benefits? This page provides an informational resource to help you decide if this is the right system for you.

Note: New 4.0 version will launch officially end of January 2008. Marketing materials are not currently available yet, but is available for upgrade if you have already have the 3.0 version.

What is CRM?

Microsoft Customer Relationship Management (CRM) is the tool used to keep track of all of your contacts, sales and marketing campaigns in one location. It allows you to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.

Presentations:

• Overview of Microsoft CRM. Click here to view presentation and see the possibilities.

Note: When you click the link, you will have the option to open or save. These files may take a minute to load due to their size, so check the bottom left side of your screen to see the status of the download. Also, turn your speakers up because they do include voice guides!

Demonstrations/Test Drives/Trials:

• View CRM Demo (3.0 version)
• View CRM Demo (4.0 Version launching end Jan 2008)
• Free 90-day Trial of 4.0

Documentation:

• Sales use with CRM (PDF)
• Marketing use with CRM (PDF)
• Customer Service use with CRM (PDF)
• CRM Overview Handout (PDF)
• White Papers (PDF)

Want to know if you're ready for CRM? Click here for 7 ways to know

Training on this new software is a must! Click here to see how CenterPoint can help reduce your learning curve and help assist with the implementation of your business culture change.