Microsoft CRM
Microsoft CRM is the latest addition to the CRM world and
was developed from the ground up using Microsoft .Net technology. This is
a very nice tool, easy to install, easy to customize, and easy to use.
Editions
| Feature/Module |
Sales Standard |
Sales Professional |
Customer Service Standard |
Customer Service Professional |
Suite Standard |
Suite Professional |
| Account and Contact Management |
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| Calendar |
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| Notes and Attachments |
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| Direct E-mail |
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| Activity and Task Management |
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| Search (Advanced Find) |
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| Reports |
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| Opportunity Management |
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| Lead Management |
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| Correspondence/Mail Merge |
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| Territory Management |
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| Microsoft CRM Sales for Outlook |
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| Quotas |
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| Quotas, Orders, and Invoice |
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| Workflow |
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| Product Catalog |
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| Competitor Tracking |
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| Sales Literature |
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| Sales Process Methodology |
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| Lead Routing |
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| Case Management |
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| Knowledge Base Management |
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| Activity and Case Queing |
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| E-Mail Management Including Auto-Responses |
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| Case Routing |
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| One Microsoft Business Solutions CRM Sales Server License
required per deployment |
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| One Microsoft Business Solutions CRM Customer Service License
required per deployment |
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| Requires both Microsoft CRM Sales Server and Microsoft CRM
Customer Service Server license per deployment |
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| Data Migration |
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| Integration for Great Plains |
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| Systems Integration Components |
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Customer Testimonial (3:00) AAA Mortgage, Community National Bank, Creative Carton,
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