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How to buy Microsoft Dynamics CRM

Selecting the right customer relationship management (CRM) solution is not always an easy process. Requirements for small business can differ greatly from those for large organizations. But there are three simple steps that all companies can follow when evaluating CRM choices for future business planning.

1) Choose an edition that fits your business

Microsoft CRM comes in two editions.

Microsoft Dynamics CRM Small Business Edition

This edition is designed to run on the Microsoft Windows Small Business Server 2003 Premium Edition, a complete single-server solution for small businesses that have limited IT staff and resources. The Microsoft CRM Small Business Edition is easy to deploy and maintain, and offers:

  • New marketing automation modules for sales, marketing, and customer service that help a business track and record every customer contact.
  • Advanced reporting services that help qualify leads, cross-sell products, and maximize sales opportunities without the need for expensive third-party reporting tools.

  • Improved customization that enables any user to get the information he or she needs without any programming.

Microsoft Dynamics CRM Professional

This edition is designed for large organizations that must support extensive sales and marketing staffs. Microsoft CRM Professional builds on the power and ease of use of Microsoft Dynamics CRM Small Business Edition and offers key features such as:

  • Powerful data mining and business intelligence tools that help a business build smarter, more effective marketing campaigns. Reporting and analysis tools built on SQL Server Reporting Services that provide precise customer information.

  • A single view of each customer based on every piece of information a company collects, all accessible by sales, marketing, and customer service divisions.

Both editions work the way a business works, integrating with the Microsoft Office Outlook messaging and collaboration client and other familiar Microsoft Office programs so employees operate within a comfortable environment.

For more information, review the Microsoft CRM edition comparison.

2) Integrate Microsoft CRM into your business environment

Microsoft CRM is designed to take full advantage of key Microsoft business productivity products and tools, including Microsoft Office Outlook, Microsoft Office Excel spreadsheet software, Microsoft Office Word, the Microsoft Office PowerPoint presentation graphics program, Microsoft SharePoint, and Microsoft SQL Server Reporting Services. Solutionsmark can assess current software and hardware capabilities as well as the future hardware and software needs of your organization and determine how to integrate Microsoft CRM into your evolving business environment. SolutionsMark can also:

  • Help integrate Microsoft CRM into the existing software and hardware environment of an organization so that the business gains maximum value from its Microsoft CRM investment.

  • Work with a business to help ensure that customer records stored on other systems can be migrated into the new Microsoft CRM environment.

  • Use their expert knowledge of Microsoft .NET technology and third-party software to craft powerful custom solutions that work seamlessly with Microsoft CRM.

  • Help maximize the performance of a Microsoft CRM deployment so that it performs optimally for all people within the organization.

3) Contact Us

SolutionsMark can build the Microsoft CRM system that is right for any business. We can integrate software from non-Microsoft vendors, design the right hardware system, and design services to help ensure smooth implementation.

To contact us, you can:

With Microsoft CRM, a business can unlock its full potential to meet customer expectations, create success for managers and employees, and meet and adapt to any business challenge.

 

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