Microsoft Dynamics CRM

Staying competitive today means knowing more about your customers than ever before—in real time. That’s why CHR offers Microsoft Dynamics CRM version 3.0.

Installed at your enterprise or hosted in our data center, this highly configurable system provides new levels of customer intelligence that can be made available to every customer-facing employee.

With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably 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 works—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.

+ Works the way you do

Microsoft CRM is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office or Outlook.

Because it was designed to partner with Outlook, Microsoft CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

  1. Tight integration with Microsoft Office and Outlook, allows your employees to easily pull information from Microsoft CRM into Office applications such as Microsoft Excel spreadsheet software and Word.
  2. Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
  3. Customized workspaces allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
  4. Service Calendar allows service schedulers and dispatchers to schedule activities by resource, time, or service.
  5. Powerful reporting and analysis tools make it easy to identify opportunities and problems at a glance.
  6. Great mobile support allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.

+ Client examples

  1. A financial services company needed to track and monitor customer service requests. CHR performed a needs analysis, designed and reviewed the process with the client, then installed and configured the CRM application on the client’s server. The system was tested and released to production within 30 days.
  2. A training company needed a robust web-based system to sign clients up for hundreds of training classes offered monthly across the US. After a requirements analysis and verification, the system was installed in the CHR data center with real-time online client access. The system was up and running within 60 days.