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Microsoft Dynamics CRM

Relevant CRM has been a Microsoft partner since 2002. We were one of the first fifty organizations to sign up with Microsoft for their Dynamics CRM product. We are currently a Gold Certified Partner with competencies in Customer Relationship Management and Small Business. Contact us if you would like further information about Microsoft Dynamics CRM.

When it comes to Customer Relationship Management (CRM), communication is key. The ideal CRM solution should streamline the way your people communicate with clients and collaborate with each other. The more comfortable they are with the tools, the more effective they will be at their jobs. And what’s more comfortable than a look and feel you already know?

Access your CRM data without having to leave Outlook
Integrated Sales and Customer Support as well as Order Processing
Leverages Existing Microsoft Investment in Office, Outlook, SQL Server, Exchange Server and Active Directory
Web Based Solution Accessible Over the Internet
Simple Interface is Easy to Learn and Use
Synchronization Technology for Off-Line Use Using Outlook as Client

Improve 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.
Use strong role-based and group-based permissions for easy information distribution.

Automate your lead system

Better coordinate with marketing by tracking leads in one centralized system.
Automatically associate email messages with relevant leads or opportunities.
Assign leads and tasks automatically based on predefined rules.
Instantly light up the most promising leads with conditional formatting.
Use guided dialogs to streamline the qualification process.
Streamline lead scoring and conversion.
Instantly segment your customer database to identify new leads.

Manage opportunities effectively

Close deals faster by tracking key deal information in one place.
Enable more effective team selling with team-based ownership.
Create and monitor customized offers and pricing for each opportunity.
More effectively position against the competition with seamless competitor tracking.
Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
Streamline proposal creation with embedded document management capabilities.
Establish consistent sales processes enterprise-wide with predefined workflows.
Track generated revenue with out-of-box order and invoice tracking.
Use leading sales methodologies like Miller Heiman, SPI and TAS right within Microsoft Dynamics CRM.

Streamline account management

Track all activities and interactions for each contact and account.
Identify influencers, constituents, allies and roadblocks for each account.
Quickly identify cross-sell and up-sell opportunities with embedded analytics.
Automatically track contract renewal dates and details.
Better understand complex organizational structures with hierarchical relationship tracking.

Boost sales productivity

Use Microsoft Dynamics CRM right within Microsoft Office Outlook.
Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
Improve communication and team collaboration through seamless integration with Microsoft Office products.
Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
Reduce wasted cycles with robust data import and data deduplication features.
Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.

Enhance pipeline management

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, financial periods or other predefined criteria.
Instantly track sales quota versus attainment at individual or group level.
Identify key trends for deals won or lost and optimize the sales process.

Simplify workflow processes

Improve productivity with personal, team, and organizational workflows.
Leverage guided dialogs across the sales organization to reduce training and ramp-up time.
Automatically create or assign tasks and activities when rules are triggered.
Automate simple or multilevel approvals with predefined workflows.
Automate scoring and distribution of leads.
Set alerts for key events or milestones.
Define and enforce consistent sales processes enterprise-wide.

Leverage Mobile Express for Microsoft Dynamics CRM

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 and cross-sell opportunities right on the spot.

Gain visibility and improve decision making

Gain business insight with flexible dashboards and inline data visualization.
View key performance indicators in real time with pre-built dashboards.
Use built-in sales reports to conduct detailed analysis without IT assistance.
Use robust data cubes for insightful trending analysis.
Employ predictive analytics to identify key selling scenarios.
Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.

Manage your data effectively

Effortlessly import data from other sources into Microsoft Dynamics CRM.
Use predefined data-mapping rules or create new ones on the fly.
Confirm data import status with automatic e-mail notification.
Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement(CPE).

Pinpoint your marketing efforts

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

Streamline campaign planning

Plan and track activities, tasks, budgets and details for each marketing activity.
Set up product catalogs, price lists and discounts for optimal offers.
Tailor messages and offers to highly targeted lists.
Save time and money with reusable campaign templates.
Use predefined workflows to streamline processes and approvals.
Create Internet landing page for campaigns without any coding.
Easily create marketing plans with embedded document management capabilities.

Simplify campaign execution

Initiate and distribute campaigns and communications instantly.
Track and manage all event and customer details in one central platform.
Use embedded Mail Merge capabilities to instantly send mass communications.
Manually or automatically assign marketing tasks and leads.
Create on-the-fly campaigns with the Quick Campaign Wizard.
Create rules to trigger responses based on customer interest.

Improve response management

Centrally capture and track responses for marketing campaigns.
Automatically capture and categorize responses from Internet landing pages.
Score responses using predefined rules.
Instantly assign responses to most qualified resources for follow-up.
Instantly convert responses to leads.

Streamline lead tracking

Better coordinate with sales by tracking leads in one centralized system.
Automatically assign or score leads based on predefined workflows.
Instantly light up the most promising leads with conditional formatting.
Use guided dialogs to streamline the lead qualification process.
Ensure your marketing staff are working on the most current leads with bidirectional data synch with Excel.

Extend value with Microsoft Office

Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity.
Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
Eliminate redundant email tracking through Office Outlook synchronization.
Better collaborate with co-workers with embedded presence feature.
Streamline mass mailings with built-in mail-merge capabilities.
Add Office Outlook contacts to marketing lists with a few mouse clicks.

Respond to cases quickly and precisely

Respond to cases faster with access to complete case and customer data.
Use guided business processes and scripted dialogs to deliver fast and precise service.
Manage cases across individual and team queues that are user friendly and configurable.
Personalize data views, dashboards and navigation; pin favorites to workstation.
Flexibly manage cases across channels for customer convenience.

Simplify contract management

Simplify contract management to develop and revise customized customer contracts.
Use workflow to trigger activities to help agents consistently deliver the right level of service.
Gain actionable insight to help agents sell more service and support contracts.
Give agents real-time access to views of service eligibility for each customer.

Get the right information at the right time

Increase first contact resolution with the built-in knowledge repository.
Speed case handling by making it easy to find information with familiar tools.
Avoid duplicated efforts by using cross-channel knowledge and collaboration.
Use familiar and graphical tools to track and monitor the flow of knowledge.

Streamline scheduling with all resources required to perform a service

Schedule services and resources to serve customers effectively.
Save time with familiar and easy scheduling tools.
Stay connected across teams with a centralized view of service calendars and resources.
Use familiar tools to set up and manage recurring appointments in CRM.