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Sale Enquiry Tel: (852) 2249 6600  /  (86) 20 2889 5074 OR Email: sales@cif.com.hk
    Solutions > Customer Relationship Management > Microsoft DynamicsTM CRM
Microsoft Dynamics CRM

Microsoft Dynamics CRMMost organizations today understand the value of an integrated view of a company's customers at all touch points throughout the lifecycle of the relationship. An effective Customer Relationship Management (CRM) tool will help organizations meet new levels of profitability through more efficient processes to market to, sell to, and support its customers.

CiF acts as Microsoft CRM Certified Software Advisor
As a Microsoft CRM Certified Software Advisor, CiF not only helps organizations implement Microsoft DynamicsTM CRM, we also offer customization services to cater for unique business needs. Microsoft DynamicsTM CRM provides a complete suite of powerful marketing, sales and service capabilities with a familiar and consistent user experience based on Microsoft Office and Microsoft Outlook® .
 
Core Features
Feature
Highlights
Email
Send emails to customers and have Microsoft CRM automatically track the email as a closed activity against the email recipient
 
Automatically track email threads of original CRM email messages without any intervention (inbound and outbound email messages)
 
Create email templates and use them to send mass emails and track the messages as closed activities against the recipients
Microsoft Dynamics CRM
Calendar
Schedule CRM meetings and have them synchronize to your Outlook calendar
 
Add attendees to your meetings and automatically create activities for those CRM contacts
 
Manage your meetings from Outlook or Microsoft CRM and keep your data synchronized
Microsoft Dynamics CRM
Tasks
Create CRM tasks and have them synchronize to your Outlook calendar
 
Manage your tasks from Outlook or Microsoft CRM and keep your data synchronized
Microsoft Dynamics CRM
Lead Tracking
Import your marketing lists in a matter of minutes
 
Schedule activities, take notes and qualify leads separately from customer accounts and contacts
 
Convert leads as won or lost
 
Automatically map data from lead screens to a new account, contact and opportunity
Microsoft Dynamics CRM
Opportunity Management
Automatically track email threads of original CRM email messages without any intervention (inbound and outbound email messages)
 
Create automated sales processes with specific activities to occur before advancing to the next sales stage
 
View sales pipeline data
 
Track opportunities by sales reps, products or services
Microsoft Dynamics CRM
Case Management
Track cases (trouble tickets) against specific accounts and contacts
 
Assign cases to individuals, teams and queues
 
Escalate cases based on priority and workflow
 
Assign support contracts to accounts
 
Solve cases using Microsoft CRM's knowledge base articles
Microsoft Dynamics CRM
Customization
Modify Microsoft CRM forms without having to be a developer
 
Create powerful views to help segment your data
 
Utilize the workflow manager to create powerful workflow routines
 
Use the deployment manager to maintain schema fields

Benefits
Familiar Microsoft user interface makes it easy to learn and enhances user adoption
Integrates with Microsoft Outlook, and stores customer and contact data in one central database
System can be up and running immediately out of the box
With CiF's expertise in Microsoft's technology, we can help you customize the solution to suit your individual business requirements


Sales Enquiry
For more information, please contact us at (852) 2249 6600 / (86) 20 2889 5074 or by email: sales@cif.com.hk.