CRM 2016

Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM 2013, also known as Microsoft Dynamics CRM Online is truly one of the heavy hitters in an otherwise fragmented Customer Relationship Management marketplace.  Microsoft made a commitment to the CRM product in 2003, and the story is that it really started out as a platform for “anything” relationship management, and the initial demo of the product mashed-up Sales, Marketing, and Customer Service, with the Customer being the center of many of the relationships created.  Microsoft Dynamics CRM 2013 is the latest release of the ultimate XRM development platform, where your primary business relationships become the focus of the system. Envision a system with all the out-of-the-box functionality of the leading CRM system, built up around your key entity relationships and business process flows. Past examples of our deployments include:

  • Membership Management for both a for-profit and a non-profit international membership organizations
  • CRM including Mobile CRM for an auto products company marketing to national network of auto dealerships
  • CRM for a national auto parts distributor
  • Case Management for a national healthcare advisory services firm
  • CRM for a national regulatory compliance consulting practice in the financial services industry
  • Customer and Prescription Management for a local eyewear practitioner
  • CRM for a local and national telecommunications consulting service providers

Microsoft Dynamics CRM 2013 can handle a broad range of implementations and, as mentioned can, and should, be thought of as more of an application development platform than “just” a CRM system.  What makes it a platform is the configurable and extensible functionality of the application.  You’ve got everything you need to build something very near-and-dear to your business needs, including:

  • Web-based application
  • Mobile application
  • Security
  • Data entry forms
  • Automated realtime workflows
  • Guided business processes
  • Reporting
  • Microsoft Office, and especially MS Outlook Integration
  • Integration with other systems, for example ERP
  • A community of Independent Software Vendors that have developed useful add-ons and industry-specific applications

The functionality can be somewhat overwhelming to start, but you’ll grow to know-and-love it as you gain an appreciation for all the possibilities. CRM Philly would like to assist you in your quest to manage all of your important entity relationships and business processes in one place. With our consultative approach to CRM, you’ll be involved at every phase to ensure maximum user adoption and project ROI.