Microsoft Dynamics CRM - Deliver amazing customer experiences

Your sales office, wherever, whenever.

See everything you need on a single screen on any device, so you can sell smarter and faster while you're on the go. Touch-first mobile apps provide a consistent experience across PC, phone, and tablet, letting you update activities, contacts, and opportunities and get real-time insight on the metrics that matter most.

Win faster by creating personal, targeted experiences.

Drive best practices across your sales organization, maintain consistency, and remain agile. Process flows guide sales reps and managers toward successful outcomes. Build watch lists and automatic alerts to keep up to date on news and events that affect your accounts.

Design

In the past designing eye-catching websites meant training your team to use SharePoint Designer or engage with specialist developers. Today designers can build dynamic sites and do all their work using design tools they are familiar with (like Dreamweaver, Expression Blend, etc…) With SharePoint in this release we’ve made it easier to bring in design elements, and create beautiful sites that can work across a multitude of devices.

Deepen customer relationships with relevance.

Give your sales team unprecedented social data for lead generation and relationship management. Make every customer conversation more relevant, valuable, and productive. Gain competitive insights from social channels, and harness the social web to identify new leads and contacts. Leverage personal and corporate connections to turn cold calls into warm introductions.

Sell more when you work like a network.

Enable your sales professionals to effectively work across teams, geographies, and work groups. Tap into the combined social intellect of your company, automatically create shared workspaces for leads, and co-edit proposals in real time. Allow reps to get connected to the right people, share information, and organize around deals by harnessing the power of Yammer, Lync, and Skype.

See your sales data in a whole new way.

Analyze and get immediate insights across all your data with self-service BI. Gain instant visibility into your pipeline from anywhere, on any device. Empower your sales managers and reps to share insights and to analyze the data they need with real-time sales reporting, flexible dashboards, and inline data visualization. Easily set up sales territories, teams, and prices lists.

Offer service anytime, anywhere.

Enable customer service engagement across web, social, chat, mobile, and phone, including customer self-service and social care. Provide channel context for personalized service with minimal customer effort using Parature and Microsoft Dynamics CRM.

Empower agents. Wow customers.

Provide agents with a single, unified experience to easily deliver fast, amazing customer service. Agents can access every source of information they need, across diverse environments, to provide a more personalized, effective standard of service.

Manage cases faster.

Stay on top of your cases from your desktop or mobile. Enable your agents to deliver world-class case management while providing differentiated levels of support, with entitlements and service level agreements.

Find the right answers at the right time.

Connect the right person with the right knowledge at the right time to answer service needs, whether it's customer self-service or your employees. Provide rich media, including images, videos, and real-time blogs and feeds with Parature.

Engage on your customers' terms.

Deliver customer service on social channels. Listen and analyze interactions at scale. Create cases based on social interactions, and use social data, like sentiment, to trigger workflow and handing.

Design your customer journey.

Engage customers with personalized, multichannel campaigns. Our visual campaign designer lets you drag to create and manage campaigns in a single window—across email, social media, events, and direct mail.

Build sales pipeline. Drive revenue.

Generate more sales-ready leads with advanced segmentation and lead scoring. Nurture leads with multi-stage, multi-wave programs, and score leads based on behavior, segmentation, and time. Integrate with Microsoft Dynamics CRM to combine your sales and marketing funnel and to better serve sales.

Streamline planning and execution.

A single system allows you to plan and manage budgets, collaborate with your team and agencies, and manage your content. Align your marketing team and plan around a single source of truth, while providing consistent, thoughtful experiences for your customers.

Listen and engage customers on social.

Track your share of voice across the social web, including Twitter, Facebook, and YouTube. Monitor your global sentiment and brand presence. Gain visibility on strategic initiatives on social media.

Demonstrate your marketing impact.

Empower your marketers with access to sales and marketing data through visual dashboards. Get a clear overview of campaign results so you can quickly understand performance. Measure pipeline and revenue across every marketing investment to get a true view of your marketing ROI.

Turn sentiment into opportunity.

Social insights can facilitate amazing customer experiences, ensuring that messages resonate while highlighting trends that impact your brand. Harness the power of the social web in 19 languages, and track social sentiment natively in six. Whether integrated into your customer relationship management (CRM) solution or into a stand-alone one, we make it easy to make social part of everything you do.

Personalize every interaction.

Transform your customer relationship management (CRM) account information from static to dynamic with constant updates to three essential types of information—data, insights, and connections. Sellers and marketers from more than 19,000 business-to-business (B2B) companies trust Insights, powered by InsideView, to help them be relevant, sell smarter, and grow faster.

Move faster as a team.

Yammer is an enterprise social network used by more than 200,000 companies worldwide, and it now provides social context within Microsoft Dynamics CRM. Get connected to the right people, share information across teams, and organize around customers and opportunities, so you can get farther—faster.

Engage on your customers' terms.

Deliver amazing customer service on social channels. Listen and analyze interactions at scale. Create cases based on social interactions, and use social data, like sentiment, to trigger workflow and handling.