SEAMLESS OFFICE INTEGRATION
Work in an environment you already know and understand. Microsoft Dynamics CRM lets you get up and running quickly.

Native Microsoft Outlook experience:
Create a repository of customer data that sits seamlessly alongside Microsoft® Office and Microsoft® Office Outlook®—the applications you probably use every day. From Outlook, access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of your business.

Work in a familiar user interface:

Automatically synchronize e-mail messages, tasks and contact details through seamless integration between Office Outlook 2007 and Microsoft Dynamics CRM. Quickly create and send communications using Office Word 2007 Mail Merge, and manage mail merge templates from anywhere in the world through a Web-based CRM interface.

IMPROVE DATA ACCURACY
Clean, concise, and up-to-date data gives you a marketing edge. That’s why Microsoft Dynamics CRM has a breadth of features that ensure you get the most accurate data, from every source.

Data import:
Easily import data from external sources via Data Import Wizard. You can then automatically map every data field to your Microsoft Dynamics CRM database— even manually specify fields, if you wish.

Data cleansing:
Leverage a broad range of capabilities to cleanse data, eliminate data duplications, and improve your overall data accuracy.

Data migration:
Leverage Microsoft Dynamics CRM’s Data Migration Wizard to easily migrate data from other customer relationship management systems.

DEVELOP MARKETING LISTS MORE EFFICIENTLY
Streamline processes for defining, using, and sharing lists within your organization.

Customer list creation:
Automatically generate lists based on accounts, contacts, or leads. You can also create new lists through individual lookups. Want to identify potential customers based on your own criteria? Advanced Find makes it quick and easy to accomplish.

List import:
Easily import a list of contacts and leads from a variety of sources, including customer databases, text files, and Microsoft Excel.

List maintenance:
Quickly add or remove members from lists. And when your membership changes, you can define dynamic lists in real-time or static lists with fixed membership groups.

Batch operation support:Optimize your system’s performance by running heavy-process operations, like custom code or bulk e-mails workflows, during your non-peak business hours.

BETTER MARKETING CAMPAIGN MANAGEMENT
Microsoft Dynamics CRM enables you to develop sophisticated marketing campaigns that coordinate all your campaign activities, materials, and resources, seamlessly.

Plan marketing campaigns:
Use predefined system templates or save successful campaigns as templates to re-use in the future. Or you can create new marketing campaigns from scratch in no time. It’s easy to define tasks, activities, and marketing materials for your entire campaign lifecycle, create budgets, and define follow-up activities for respondents and non-respondents.

Execute campaigns:
Marketing automation allows scheduling of campaign activities to be performed at your convenience—immediately or at specific times in the future.

Track and manage responses:
Drive closed-loop campaign execution by effortlessly tracking responses to every campaign activity. Use e-mail tracking systems to respond to leads or opportunities, qualify leads, and do much more with just a few clicks.

Monitor results:
Generate detailed, real-time performance reports that track key performance factors including ROI, response rates, and cost per response.

Develop product catalogs:
Create product catalogs which include price lists, discount lists and unit groups as well as associate products with your campaigns.

Leverage offers:
Get the most out of your campaigns by assigning offers to them through list management or a Wizard. Then create rules to trigger email responses based on customer-supplied information or inquiries.

Create a list:
Use key search criteria, like contact, accounts, or leads to create lists with the powerful Advanced Find feature. It can help you narrow down your search for high-potential prospects.

Define an activity:
Choose a specific activity for a Quick Campaign, such as e-mail, phone calls, faxes, or meetings, and assign to key staff. An ingenious marketing automation feature lets you follow-up via pre-defined rules.

Choose a timeline:
Define start and completion dates for all Quick Campaign tasks—then track results when your campaign is over.

Track responses and monitor results:
Get detailed Quick Campaign performance reports in real time that can help you take proactive action to optimize your programs, right away.

LEAD MANAGEMENT TURNS LEADS INTO OPPORTUNITIES
Microsoft Dynamics CRM ensures every qualified lead is routed to the right person quickly, reliably, and automatically.

Improve lead handling:
Easily distinguish new prospects from existing customers and turn qualified leads into new opportunities with a single click.

Marketing Automation:
Deliver the right lead to the right person based on product, territory, dollar amount, or any other workflow rules that you define.

Maximize your customer base:
Get a better understanding of your customer needs and preferences, then provide with them with targeted offerings that meet those needs. You’ll capitalize quickly on new revenue opportunities.

TRANSFORM MARKETING ANALYTICS INTO ACTION
Understand your customers better, analyze your products and services more clearly, and pinpoint key patterns and trends with innovative business analytics intelligence capabilities.

Identify trends:
Discover untapped needs, then introduce new products and services that meet those needs more efficiently. You’ll have the knowledge to better leverage up-sell and cross-sell opportunities.

Sales Forecasting:
Use your clearer understanding of trends and opportunities to allocate your marketing resources more efficiently.

Build customer loyalty:
Take advantage of a 360-degree customer view to proactively suggest replacements or renewals. You can even reward frequent customers based on the information you access.

ROI analysis:
Evaluate the impact of marketing campaigns, determine which activities generate the most revenue, and measure and demonstrate the results of marketing spending with easy-to-use analysis capabilities.

Marketing Campaign effectiveness:
Get real-time insight into the success of your individual initiatives and ongoing marketing campaigns by tracking them from lead generation through to closed sales.

Win-loss analysis:
Stay on top of past and emerging competitive trends and identify the key issues that are costing you sales deals. This critical information can help you prioritize product enhancements and target your marketing messages to overcome objections.

Demographics:
Lead management software allows you to identify customers and prospects by key demographics and spot changes in customer and prospect behavior. You can also track customer purchase trends by industry, size, geography, and more.