Review of Microsoft CRM Business Solutions
1. Brief description of the Microsoft CRM system
The system is intended for the automation of the processes of interrelation with the clients, beginning from the moment of acquaintance with the potential client to the realization of transaction (sale) and subsequent service maintenance. Solution Microsoft CRM is oriented, in the first place, on the company with the number of personnel to 500 people, but can be optimally disposed and hearth more important companies.
Benefits of the Microsoft CRM implementation:
The use of system the Microsoft CRM will allow your company:
- to increase the effectiveness of interrelations with the clients;
- to reduce expenditures for the attraction of new and retention of the current clients;
- to increase the effectiveness of sales;
- to ensure the high level of service for the clients of company, to increase the loyalty of clients;
- to assume timely and optimal solutions on the basis of the analytical information, which is contained in the system.
Review of Microsoft CRM system advantages:
- Low joint cost of the possession of system;
- Rapid recovery of investments;
- Easy customisation of the solution;
- Intuitively intelligible interface;
- Integration with entire office packet Microsoft;
- Possibility of that removed and offline work;
- Tuning the solution under the specific features of company;
- Possibility of integration through platform program interfaces (API).
2. Review of Microsoft CRM functionality
System Microsoft CRM consists of two modules "automation of sales" and the "care of clients". Modules are supplied in two versions Standart and Professional.
Functionality of module "automation of sales" (Sales):
- Control of work with the potential clients (conducting the base of data of potential clients, information about the contacts, the history of interaction, commentaries and associated data);
- Control of possibilities (fixation of all entering rotation into company and formation of the base of rotation);
- Tuning the routing the rotation of potential clients (establishment of the rules of working the rotation of clients, the order of the designation of responsible colleagues);
- Control of sales, tuning the cycles of sales (formulating of the rules of conducting sales with different types of clients);
- Control of sales on the base of territorial principle (fastening of responsible managers after sales in the concrete territories);
- Control of tasks (survey and the renovation of the calendar of actions and tasks, В the possibility of the joint use of calendar and designation of tasks);
- Creation of ppersonal mailings (formation of letters templates, the creation of printed documents);
- Automatic formation of commercial proposals, orders and calculations;
- Conducting the catalog of the production (information against the production of company, the conducting Price- it is sheet, the establishment of reductions and rules of price formation);
- Formation of library (bibliography, interesting articles on sales and marketing);
- Tracking of the plans of sales;
- Tracking of the activity of competitors (data analysis about the competitors in connection with the possibilities of sales);
- Formation of account (forecast of the future volumes of sales, the determination of the rating of key clients and products, monitoring the effectiveness of the activity of managers).
Functionality review of the "care of clients" module of Microsoft CRM system (Customer Service):
- Control of work with the clients (conducting the data base for the clients of company, information about the contacts, sales and orders, В the history of interaction, commentaries and associated data);
- Control of the service demands of clients (fixation of demand, the formation of the base of demands, the tracking of actions and contacts with the clients);
- Tuning the routing service rotation (tuning the rules of working rotation and demands of clients, the order of the designation of responsible colleagues);
- Formation of the turn of demands for the designation of the critical of sotrudnika;В
- Control of the service contracts (automatic creation and a change in the contracts);
- Formation of the base of knowledge (consolidation of useful information, answers to the frequently meeting questions, the solutions of the frequently meeting situations);
- Creation of personal mailing (formation of the templates of letters, the creation of printed documents).
3. Cost of the Microsoft CRM system
Solutions Microsoft CRM on the market for the solutions of high-class CRM fill average price niche with the optimally complete functionality. The cost of license MS CRM comprises about 600 to 1200 dollars for one working place depending on the selected completeness. Into delivery compulsorily enter servernye licenses. Each module ("sales" or "service") there can be only in one version - professional delivery or standard delivery, but their combination can be different (for example, the module of "sale" - professional delivery, module "service" - standard delivery).
4. Technical requirements Microsoft CRM
Microsoft CRM server
Computer/Protsessor: two-processor server 700 mHz or above Intel Pentium (Xeon PIII) or analogous. Is recommended two-processor server 1.8 gHz Pentium (Xeon P4).
Working storage: 512 mb.
Hard disk: SCSI with the apparatus support RAID 5.
Net map: 10/100 mb..
Client Outlook for Microsoft CRM
| Minimum requirements for the equipment: |
Recommended requirements for the equipment: |
Processor: Pentium III - 300 mHz;
Working storage: 128 mb;
Hard disk: 100 MB vacant place;
Net map: 10/100 mb
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Processor: Pentium III - 650 mHz or is above;
Working storage: 512 mb;
Hard disk: 100 MB vacant place;
Net map: 10/100 mb |
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