Microsoft Dynamics CRM

You manage every asset in your organization,
isn’t it time to manage your customer?

PowerObjects works with you to fully customize Microsoft Dynamics CRM to fit your needs perfectly. CRM starts with focus on Sales, Marketing, and Customer Service. The true power of choice: on-premise or hosted CRM, PowerObjects will align your needs with the best solution for your organization.

PowerObjects is ready to assist you through the entire process!

Sales • Marketing • Customer Service

Watch and learn about Microsoft Dynamics CRM

Sales Force Automation

Do you know what’s in your sales pipeline? Do you trust what is in your sales pipeline? Does every member of your sales team use the same approach in managing the sales process? Is your team working on the right customers the right opportunities? Do you know how long does it take your team to move an opportunity from lead to close? Do your customers get a consistent experience no matter who they call within your organization? If you answer NO to any of these questions you need to automate your sales process.

Microsoft Dynamics CRM gives executives, management and sales teams sophisticated sales force automation (SFA) tools such as lead generation and qualification, pipeline analysis, sales stage and competitor analysis, real-time forecasting, quota management, reports and dashboards, and other useful metrics. These functions give a business an opportunity to completely focus on the customer life-cycle (lead generation - conversion - retention - loyalty), thus increasing revenue.

With the Microsoft Dynamics CRM sales force automation (SFA), you can accurately track all business opportunities and close more deals in less time.

Sales Planning and Management

• Set up territories and teams for optimal organizational efficiency
• Create price lists, discounts, and unit groups to streamline offer management
• Post sales best practices and tips in the Resource Center (what is this?
• Use strong role- and group-based permissions for easy information distribution

Leads - It all starts here

• Capture and track all lead details in one system and view from (will people know what the powerLead, powerView and powerHierarchy is at this point?)
• Automatically associate e-mail messages with relevant leads/opportunities
• Assign leads and tasks automatically
• Simplify lead qualification, scoring, and conversion
• Easily segment data to generate leads from your customer base

Accounts and Contacts

• Track all activities and interactions for each contact or account
• Identify influencers, constituents, allies, and roadblocks for each account with
• Quickly identify cross-sell and up-sell opportunities
• Track contract renewal dates and details
• Define the parent-child relationships that depict complex organizations

Opportunity

• Easily track the sales pipeline for improved financial planning
• Increase accuracy of revenue projections with individual or roll-up forecasting
• Track revenue goals by dates, fiscal periods, or other predefined criteria
• Identify key trends for deals won/lost and optimize the sales process
• Close deals faster by centrally tracking key data and attributes for each deal
• Create and monitor customized offers and pricing for each opportunity
• Better track and position against competitors
• Track actual revenue dollars by creating/tracking orders and invoices

Workflow

• Automatically create or assign tasks and activities when rules are triggered
• Automate simple or multilevel approvals
• Automate scoring and distribution of leads
• Set alerts for key events to take proactive measures
• Improve productivity with personal, team, or organizational workflows
• Define and enforce consistent sales processes enterprise wide

Mobility

• Empower your sales force with real-time access to customer data from any Web-enabled device
• Better prepare for customer meetings via real-time account details
• Rapidly respond to customer requests while on the road
• Continuously work details by updating and receiving leads 24/7
• Discover new up-sell/cross-sell opportunities right on the spot
• Use Microsoft Dynamics CRM online or offline with Microsoft Office Outlook

Customer Service

Transform your customer service into a strategic asset with Microsoft Dynamics CRM customer service solutions. With a 360-degree view of the customer, your team can resolve issues quickly and reduce handling times with advanced customer service software. By automating processes, you can also reduce costs and help to ensure consistent customer service is delivered across all touch points.

Your customer expects service; you need a process to ensure they get it! Your customer wants to call you, e-mail you or go to your web site and get help. Using Microsoft Dynamics CRM you can create a process to ensure your customer is responded to as planned.

It all starts with a Case

• Create, manage, and resolve cases by phone, e-mail, chat, Web, or in-person contact
• Use rules-based routing and escalation to speed first call resolution (FCR)
• Plan and complete case activities manually or automatically and record them for future reference
• Deliver appropriate service fast with an at-a-glance view of each customer’s history and service contracts
• Build over time an expert Knowledge base
• Follow up with a case via customer satisfaction
• Pass case information to back office ERP for billing

Marketing

With marketing management and automation software from Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing campaigns.

Segment

• Use natural language queries to instantly segment customers or prospects
• Create highly targeted lists and associate them with campaigns
• Set up personal or public data views for reuse.
• Easily share target lists with colleagues or vendors
• Export lists into multiple formats for bulk e-mail or direct-mail communications

Plan

• Plan and track activities, tasks, budgets, and details for each marketing activity
• Tailor messages and offers to highly targeted lists
• Save time and money with reusable campaign templates
• Set up product catalogs, price lists, and discounts for optimal offers
• Use predefined workflows to streamline approvals
• Develop online programs, social media
• Manage lead generation outbound and direct response
• Setup events – webinars, seminars webcasts
• Manage membership lists and subscriptions

Execute

• Initiate and distribute campaigns and communications instantly
• Use embedded Mail Merge capabilities to instantly send mass communications and track results
• Track click through e-mail response
• Manually or automatically assign tasks or leads to individuals or groups
• Create on-the-fly campaigns with the Quick Campaign Wizard
• Create rules to trigger responses based on customer interest