Microsoft Dynamics CRM Customers

Microsoft Dynamics CRM for Professional Services

Get tools to boost your success, whether your firm is in IT, advertising, legal, accounting, engineering, real estate, or another professional service.

- Improve your operations with a 360-degree view of your customers.
- Optimize the client management life cycle to drive more business.
- Gain deeper insights into your business to attract and retain more customers.
- Use the application development platform components to quickly develop custom solutions, such as asset management.
- Use the xRM framework to develop and deploy easy-to-use applications that improve knowledge management, service delivery, and the client experience.

Project Management

Manage projects more efficiently with the ability to track, monitor, and get highly detailed information about each project, activity, and task. With a comprehensive view of your customers and streamlined processes, it’s easier to complete projects on time and within budget.

- Deliver real-time views of client information across the enterprise, so everyone is working from the same data.
- Track activities, tasks, and expenditures and associate them with specific projects.
- Create personal, workgroup, departmental, or federated workflows with a handy wizard.
- Automatically assign activities to specific individuals or groups and use rules-based escalation to address issues in a timely way.
- Provide project administrators with dashboards to view project status at a glance.

Resource Management

Maintain up-to-date information about resources and their availability and provide that information to your staff. With the ability to integrate your CRM data with existing systems, you get the data you need to quickly address changes and stay within time and budget requirements.

- Get a centralized view of staff calendars and resources to make scheduling easier.
- Save time with simplified visual scheduling of both people and resources.
- Gain increased visibility into how well current scheduling and resource allocation are meeting your company goals.
- Set up a catalog of your services to track sales, incidents, and contracts and proactively identify issues.

Customer Management

Create strong customer relationships that help build repeat business and loyalty. With each new project, you can add to a knowledge base that you will be able to tap for future projects. As you become more customer-centric, you can improve profitability and customer service to gain a competitive edge.

- Manage and track all customer-facing activities.
- Identify trends and provide personalized service with access to real-time, actionable data.
- Use shared document repositories to improve the quality and efficiency of organizing teams, meetings, and deliverables.
- Take advantage of document version controls to accelerate approval workflows and deliver better service.
- Benefit from advanced security that helps protect client and firm data.

www.pargesoft.com Microsoft Dynamics CRM Partner

Microsoft Business Solutions-Axapta Product Builder

Microsoft^® Business Solutions–Axapta^® Product Builder simplifies and streamlines the process of ordering, planning and producing customized products, helping you to win more orders and increase customer loyalty.

Key Benefits:

- Your customers, vendors and employees can easily configure customized products

- Deliver customized products faster and more cost effectively by reducing the manual work involved in designing, planning and producing them

- An easy to use system that adapts to the needs of your customers and employees

Microsoft Axapta Product Builder enables your employees, as well as your customers, to configure complex products via a Microsoft Windows^® client or over the Web.

Microsoft Axapta is an all-in-one solution that gives you real-time connectivity across your business. The Product Builder is designed to work with other key functional areas in Microsoft Axapta, including the Enterprise Portal, Master Planning, Production, Sales and Purchasing to shorten delivery cycles and optimize product design and production planning.

Efficient configuration of customized products

Both your customers and your employees can use the Product Builder to configure customized products and quickly obtain accurate pricing and delivery dates. Your employees can configure products using the Product Builder within the Microsoft Axapta client. In combination with Microsoft Axapta Enterprise Portal, your customers can configure products through your company Web site to match their unique needs. With Microsoft Axapta Product Builder, your business is open to your customers 24/7.

The Product Builder enables you to create flexible product models which define each product’s configurable options according to variables such as color, size and materials. Products can then be configured which match your customers’ individual requirements based on the options provided in the product models.

When the product has been configured, your customers receive up-to-date pricing and delivery information based on their choices. Because Product Builder links to other modules within Microsoft Axapta, updates to products, prices and lead times are automatically reflected throughout the solution and on your company Web site. Your customers will always be kept up-to-date on the status of the products they want.

The Product Builder provides information on the price and delivery date for configured products

Deliver customized products faster and more cost effectively

Setting up the product models in Microsoft Axapta Product Builder is fast and efficient and reduces the potential for error. Through a series of menus and options, you define the criteria for the product models that are then used to configure products for individual orders.

When products are configured, the bills of material (BOM) and production routes are automatically generated for each sales order line. This results in less manual work required in production planning and scheduling and faster delivery of customized products to your customers. Pricing is also automatically calculated for each item on the configured BOM. And, as the Product Builder is connected in real time to the Master Planning module, delivery dates are calculated immediately with consideration of on-hand inventory and capacity availability.

Changes to product specifications are easily managed within the Product Builder. As BOMs are not pre-defined but are defined as products are configured, changes made to product models are reflected in BOMs created from that point on. This avoids the need to manually change hundreds of BOMs when changes to a product specification are made; you make the change once in the product model and that is all.

Microsoft Business Solutions–Axapta

Microsoft Axapta Product Builder is part of Microsoft Business Solutions–Axapta, a customizable, scalable and global Enterprise Resource Planning (ERP) solution that supports connectivity with your business community and provides you with a fast and powerful way to gain competitive advantage.

	Product Builder I
Product configuration	a. Integrated with Microsoft Axapta sales orders, purchase orders and production b. User dialog automatically generated from variable setup on product model c. Immediate item configuration based on customer input d. Generates production of specific bills of material for each configured item e. Can model all complex products f. Default values for variables depending on customers and/or inventory items g. User profiles on variables to only allow specific users to specify this variable h. Reuse of data from previous configurations if needed i. Generation of item numbers based on the model variables j. Configuration details can be printed on order documents using the standard Axapta document handling feature k. Price calculations based on customers’ choice of variables from product models l. Price calculations can be fixed amount, percentage or even programmed per variable m. Language texts offering user dialogs in preferred languages n. Export/import of product models Possibility of using sub models with inheritance of variables from top to bottom and visa versa
	Product Builder II
Validation Rules	a.Create validation rules for variables, groups of variables and a complete configuration b.Create rules that govern the allowed content of variables c.Add or remove values from enumerated text variables d. Assign values to specific variables based on the content of other variables e.Validate values and display an error message build from the condition f. Add or remove variables from the user interface based on customer choices g.Enable product models to deal with divergent national standards h. Validation rules can be made in X++ code i. Create rules that govern the allowed content of variables (each variable, for a group of variables, or for all variables in a complete product model) j. Assign values to specific variables based on the content of other variables k. Add or remove variables from the user interface based on customer choices
	Product Builder III
Routing integration	a.Allows the creation of production specific routes and job cards for each configured item b.Default routes, as templates for the routes created in the product model c. Inserts complete default route in product model
	Product Builder IV
Advanced Configurations	a.Provides access to all of the tables and classes in your Microsoft Axapta installation b.Makes it possible to create complex formulas for tasks such as the calculation of raw material consumption c.Incorporates facts from any Microsoft Axapta table into your product models d. Enables product models to deal with divergent national standards e.Allows you to create advanced calculations using X++ programming language. Variables can be declared as any table, class or data type in Microsoft Axapta. f. Unlimited calculations
	Product Builder for Enterprise Portal
Product Builder for Enterprise Portal	a.Enables configuration of products via the Internet using existing product models b.Available as an add-on to the Microsoft Business Solutions–Axapta Enterprise Portal – Customer Role. c. Same user-dialog as when configuring the item via the sales order line from the Windows version of Microsoft Axapta

www.pargesoft.com Microsoft Dynamics AX Global Partner

Microsoft Dynamics CRM Customer Videos

Dixon Hughes Accounting Firm

Dixon Hughes is an accounting firm that uses Microsoft Dynamics CRM to track its customers and prospects.
 



http://www.pargesoft.com/ Microsoft Dynamics AX / NAV / CRM Global Partner

Microsoft Dynamics CRM – Social Networking

Social Networking for Sales Social networking also promises significant benefits for sales organizations by providing them with new ways to find, connect with, and understand their customers. Despite the opportunities, some uncertainty remains towards social networking in many sales organizations. Cautious or more established salespeople may view social networking as an unproven channel that takes them away from “core sales activities.” But for every hesitant salesperson there is a hungry and resourceful one that is looking for the next competitive advantage. Increasingly, sales organizations are realizing the benefits of incorporating social networking into their traditional sales processes.

Find and connect with new prospects In sales the hunt is always on for the next deal, and social networks provide a rich prospecting resource. Unlike traditional channels, social networks provide the added benefit of allowing a salesperson to gauge a prospect’s interest through their online profile before communication is initiated. For example, if done respectfully and in accordance with the terms of service for each social networking site used, prospects will often be more receptive when approached informally or through a common contact on a relevant subject than they would to a cold call. The Social Networking Accelerator for Microsoft Dynamics CRM provides key capabilities to help sales organizations gauge interest and find prospects by:

- Tapping into social networking contacts to jumpstart “warm” lead generation efforts.

- Identifying prospects by focusing on conversations and topics relevant to the product or service.

- Better measuring the online influence of each contact based on follower counts and postings.

- Leveraging online career information to better understand the contact or decision maker.

Engage in more meaningful conversations While they will not replace traditional relationship-building activities, social networks do provide sales organizations with a new tool to build and enhance relationships with prospects or customers. With the ability to quickly identify and integrate key online data points with the main customer data repository, salespeople can engage prospects and customers with all the relevant information at their fingertips. The Social Networking Accelerator for Microsoft Dynamics CRM can help sales organizations engage in more relevant conversations by:

- Engaging in online discussions with prospects and customers right within the core sales force automation solution.

- Viewing social networking conversation history within the customer system of record.

- Instantly seeing a social networking profile for each contact for a more holistic customer view.

- Effortlessly creating new contacts in Microsoft Dynamics CRM from social networking contacts.

- Easily creating an opportunity in Microsoft Dynamics CRM directly from social networking sites.

Better understand your customers Social networking sites can also provide a wealth of information about customers and their interests, lifestyles, and attitudes–data that might otherwise be difficult or impossible to acquire. Paired with the right analysis capabilities, publicly available customer data from social networking sites can provide an additional layer of insight into customer preferences, behaviors, and sentiment, which can lead to more successful sales interactions.

The Social Networking Accelerator for Microsoft Dynamics CRM can help sales organizations better understand customer attitudes and interests by:

- Leveraging interests and discussion threads for more relevant conversations.

- Sorting incoming messages by account, status, and other criteria for greater relevancy.

- Analyzing interests and discussion threads to hone in on key trends.

- Better tracking relevant professional events such as job changes and promotions.

- Leveraging out-of-box reports to identify chief online champions and influencers.

Social Networking for Customer Service Increasingly, customers are using social networks as an important channel to find, receive, and communicate information about the products and services they use. This change in customer behavior creates both opportunities and challenges for customer service organizations. Social customers expect service delivered through their channel of choice, often with a personal touch. And they are certainly not afraid to express their views or displeasure. Social networks provide a rich source of unfiltered feedback and a dialogue that can be invaluable in identifying service issues and spotting opportunities for product improvement. Thus, used correctly, social networking channels can help customer service organizations be more effective and create value for the business. In addition, social networks provide an interaction channel that not only helps remove perceived barriers between customers and companies, but may also reduce the cost of service. However, when all is said and done, social networking is another communication channel and something that should not be done in a vacuum. It needs to be embedded in the everyday processes of customer service organizations and delivered in a consistent manner for the true benefits to be realized.

Create an early warning system for product issues

One often mentioned observation about social customers is that they aren’t shy about sharing their experiences online. Tracked and harnessed, these opinions and views can provide a valuable early warning system for organizations and help them identify emerging problems or zero in on the top issues for a particular product. The Social Networking Accelerator for Microsoft Dynamics CRM can help customer service organizations better monitor and identify customer issues within Microsoft Dynamics CRM by:

- Proactively monitoring social networks for key words, complaints, and issues relating to a brand.

- Monitoring chronic complainers to identify top potential service issues.

- Seeing social networking conversation history right within the customer system of record.

- Tracking the number of influencers and followers of a given topic or issue.

Provide efficient multi-channel service By the very nature of its opt-in and shared interest structure, social networking can help customer service organizations address customer issues in a highly efficient manner. As these customers turn to social networking sites for help, organizations have the opportunity to help them en masse, for example, by posting information in relevant communities or providing self-help capabilities through the Web. This in turn can reduce call volumes and has the additional benefit of increasing satisfaction among the growing mass of customers who expect this kind of service. A report by DMG Consulting, a leading call center consultancy, shows new and emerging channels can help service organizations increase service coverage and reduce call volumes at a relatively moderate cost (Fluss, 2009).

The Social Networking Accelerator for Microsoft Dynamics CRM can help service organizations better address customer needs by:

- Making knowledge base articles publicly searchable so savvy customers can find information themselves without burdening the contact center.

- Addressing new issues by posting a response online quickly and automatically tracking responses.

- Leveraging the power of community-driven support as an additional channel.

- Instantly creating a case in Microsoft Dynamics CRM from online conversations and addressing the case through an established problem resolution process.

Tap into new feedback channels Social networking sites enable organizations to track service issues in more places, thereby gathering more intelligence on their products and on customer experiences with them. With social networking, customer service organizations have an opportunity to leverage unfiltered feedback to drive business improvement. For example, user communities may provide the first public feedback on a new product release, or usability hiccups may appear as an increase in user questions posted online. This kind of information can help customer service organizations create a valuable feedback loop, helping them improve the business while at the same time improving customer satisfaction. The Social Networking Accelerator for Microsoft Dynamics CRM can help service organization analyze and better leverage customer feedback right within Microsoft Dynamics CRM by:

- Tracking feedback by monitoring and participating in customer communities.

- Identifying the most talked-about issues and using them for improvement in products and services.

- Creating a mechanism to elicit feedback from customers and creating an idea repository.

- Conducting aggregate analysis and identifying key customer service trends and patterns.

Technology Requirements Social networking, in combination with customer relationship management, can enhance an organization’s marketing, sales, and service efforts. But to take advantage of social networks in a way that is consistent, sustainable, and open to analysis, organizations need customer management solutions that provide the right capabilities. By investing in Microsoft Dynamics CRM, companies receive:

- A holistic CRM suite with robust marketing, sales, and customer service capabilities for easy sharing of information and a 360-degree customer view.

- A familiar and easy-to-use interface through the native Microsoft Office Outlook® client for Microsoft Dynamics CRM.

- Seamless integration to key social networking sites, allowing Microsoft Dynamics CRM users to directly track and leverage data and relationships from them.

- Insightful analysis capabilities that enable organizations to capture and make sense of customer data.

- Robust workflow capabilities that can be used to capture and automate business processes.

- A CRM application built on a flexible service-oriented-architecture (SOA), providing a scalable and highly flexible infrastructure for innovation.

- An extensible data model that supports traditional CRM, but also provides the flexibility to address changing customer paradigms and new business models.

- Ease of customization that enables organizations to tailor the solution to their unique business needs.

Conclusion The surging popularity of social networking sites is indisputable. Yet many organizations still struggle to translate it into real business benefits. By acquiring tools that let them manage their social networking initiatives alongside traditional marketing, sales, and service activities, organizations can take advantage of social networking without losing focus on their core business. Ultimately, success will lie with those businesses that can integrate social networking’s wealth of customer data, unfiltered feedback, and informal conversations into existing customer management initiatives and processes. Microsoft helps our customers achieve this goal through the Social Networking Accelerator for Microsoft Dynamics CRM. This solution equips organizations with the capabilities to better listen, respond, and analyze social network activities. By applying that insight, Microsoft Dynamics CRM allows organizations to better integrate this emerging channel into existing business processes for a more holistic and effective customer management approach—something that will continue to be paramount for success.

For More Information For more information about the Social Networking Accelerator for Microsoft Dynamics CRM, see http://crm.dynamics.com/

http://www.pargesoft.com/ Microsoft Dynamics AX CRM NAV Global Partner

Technorati Etiketleri: Microsoft Dynamics CRM, ENG, Dynamics CRM, CRM, ERP, MRP, Microsoft,Dynamics AX CRM, Dynamics NAV CRM, Pargesoft