Microsoft Dynamics CRM - Sales / Development / Support

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Microsoft' Dynamics CRM (Customer Relationship Management), is a software application and platform, which uses state of the art technologies, including Microsoft .NET, JavaScript, SQL Reporting Services and Microsoft's Workflow Engine to automate day-to-day tasks for sales, customer service, field service, call center and marketing professionals.

When used as a greater platform (often called xRM) the application can be extended and modified to allow management of many additional business-based entities (and their relationships) - Employees, Assets, Installations, Patients, Vehicles - the sky is literally the limit!

Putting CRM to use within your company, will provide management and operations with control, status and vision for all business critical data.  

CRM is available as a web client, integrated into Microsoft Outlook, as a mobile web application and as a mobile installed app for Smartphone and Tablet.  Microsoft CRM works the way that you do.

CRM also offers business owners a single solution to manage your prospects and customers and provides a means for delivering a consistent interaction experience between staff and clients.  It also provides a method for conveniently and easily managing time with its daily and weekly planners and outline reviews. Manage your custom templates to easily merge faxes, letters, or e-mails directly through CRM.

Workflow is the hidden-gem in the CRM / xRM platform. By automating workflow, the system itself can ensure that particular actions happen when they are supposed to. This capability enforces business rules and ensures that there are less elements subject to chance in your day-to-day operation. It also standardizes the experiences that your customers and users will encounter during business encounters and centralizes your information hub.

Different needs for different users - Microsoft CRM is available for On Premesis use, in The Cloud (with CRM Online - available in Microsoft 365) or Hosted at a provider. Each method has its pros and cons and your needs (and budget) determine your deployment method; it will always be as you like it!

Dynamics CRM is NOT just a Contact Manager; it provides a wealth of capability for storing and retrieving people and elements that you interact with every day.

2M is a Microsoft Silver Partner located in Hauppauge on Long Island and we have provided CRM Services and Products to businesses in the New York / Metro area since the late 1990s.  As a CRM Developer, we leverage our experience in delivering first-class Business Software to build CRM and xRM Solutions for our clients, based upon the powerful Dynamics CRM platform.

Watch a Short Presentation About MS CRM

Al Anastasi - Director of Sales, Alcott HR Group

We have been working with 2M Technologies on different phases of implementing Microsoft CRM and the product as well as the support from 2M has been excellent.

I can recommend 2M and Microsoft CRM without hesitation.

Top 10 Reasons Why Microsoft Dynamics CRM and Microsoft Windows Server Add Value to Your Business

To compete in today’s information-driven world, you need to combine the infrastructure to consolidate a clear understanding of your customers’ needs and the ability to access information from across your company with great security. You need to quickly take advantage of new opportunities in a fast-changing world. You need access wherever and whenever it’s required. You need the flexibility to make your solution work the way you do – not necessarily the other way around. Microsoft Dynamics® CRM and Microsoft Windows® Server combine to give your company the tools you need to build closer relationships with customers, achieve new levels of profitability and create a consistent experience for your customers to enjoy.

1) Turns Microsoft Office Outlook into the one place where you can manage both customer data and communications.

Microsoft Outlook messaging and collaboration client is already the world’s leading tool for customer communications. Microsoft Dynamics CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts lead information, marketing pitches, and sales call information into one central location for your sales and marketing staff.

2) Works tightly with Microsoft Office Excel so businesses can make decisions on the fly.

Microsoft Excel spreadsheet software is a powerful tool for turning data into information that can be analyzed and shared. Microsoft Dynamics CRM features an always-on connection to Excel that enables you to quickly turn customer information into dynamic snapshots or PivotChart dynamic views. These views can help you understand in seconds how a sales increase or company expansion can benefit the business.

3) Improves operational efficiency through the standardization and streamlining of processes.

The Microsoft Dynamics CRM adaptive workflow engine enables a business to automate business processes in ways that employees can use each day. Microsoft Dynamics CRM can relieve your staff of mundane but vital work. It can automate time-consuming repetitive tasks, warn staff of open customer issues, and automatically send important e-mail messages to customers and partners. So customer requests and orders don’t fall through the cracks.

4) Works the way your business works with point-and-click system customization.

Microsoft Dynamics CRM can be tailored to work the way your business already works. Microsoft Dynamics CRM forms, relationship links, and customer views can be designed and modified without complicated programming.

5) Gives the right information to the right people.

Certain employees need certain information. With Microsoft Dynamics CRM, system administrators have the tools to make sure the right information is delivered to the right people—whether they are using Outlook or the Web.

6) Targets your marketing campaigns so you’re always in touch with the right customers.

Today, it’s more important than ever that customers know about special offers and new services a business offers. Microsoft Dynamics CRM offers a marketing automation module that simplifies the following tasks: Building customer and lead lists, developing marketing campaigns targeted at specific customers, measuring the results of these campaigns, and developing follow-up marketing efforts.

7) Simplifies service scheduling to keep customers satisfied.

One of the most challenging aspects of delivering great customer service is ensuring you never let customers down by missing a service call or appointment. Microsoft Dynamics CRM provides a centralized, all-in-one view of all customer service requests and service professional calendars. Dispatchers can quickly and easily match the right service personnel to a particular customer or type of service call.

8) Integrates with your existing systems to help break down information silos.

Microsoft Dynamics CRM harnesses the power of Web services through the Microsoft .NET Framework. This latest generation of Microsoft technology enables businesses to connect isolated, legacy business systems and applications.

9) Enhances offline communications so everyone can be productive regardless of location.

Microsoft Dynamics CRM is designed so your staff can be productive both in the office and on the road—even if they aren’t connected to a network. Information can be filtered so that people receive only the information they need such as meeting updates and sales figures.

10) Builds on the power of SQL Server Reporting Services to create insightful business reports.

The SQL Server Reporting Services engine is a powerful analytical tool for business. The Microsoft Dynamics CRM embedded reporting engine integrates smoothly with Microsoft SQL Server to generate compelling data reports for business decision makers.

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