Microsoft Dynamics CRM is an integrated CRM application designed to control overall communication with customers, from first contact to sales activities and repair services. It helps you to grasp an overall picture of your customers and centrally manage your customer information. PBC uses the solution for ERP user support and in its sales and marketing management activities.
Microsoft Dynamics CRM comprises three modules, namely the Marketing, Sales and Service modules.
The Microsoft Dynamics CRM Marketing Module supports accurate targeting and communications.
It helps to stimulate demand and find prospects, and then follow up on opportunities.
With simple operation on a desktop environment, you can execute marketing campaigns, send e-mails using prospect lists and control the progress and results of campaigns.
Functions List of Marketing Module
|Campaign Planning||Campaign Management, Target List Extraction, Action Set up|
|Prospects List Management||Data Import, Duplicate Search|
|Campaign Execution||MS Word-based Email Editing, Sending Multiple Emails in a Single Operation, Outbound Calls, Visit Schedule Setup|
|Performance Evaluation||Pre-defined Analysis Reports, Ad-hoc Analysis Reports|
The Microsoft Dynamics CRM Sales Module supports the exchange and utilization of sales information in diversified business environments. It speeds up the sales cycle and increases the success rate.
For sales people, it offers useful functions to achieve sales targets and for sales managers offers tools to check sales history, sales reports and forecast information.
Functions List of Sales Module
|Sales Planning||Targeting, Process Standardization|
|Prospect Management||Data import, Automatic Assignment, History Management|
|Customer Management||Corporate Information, Contact Information, Customer Review|
|Task Management||Integration with Outlook Schedule and E-mail, Mobile Integration,
Sales Reports, Alerts
|Opportunity Management||Status Management, Quotation Management, Knowledge Sharing|
|Analysis and Report||Portal, Pre-defined Analysis Reports, Ad-hoc Analysis Reports|
The Microsoft Dynamics CRM Service Module resolves issues quickly and offers a framework for feeding customer requests back to R&D. By proactively offering services, you can build relationships of trust with your customers and raise their satisfaction levels.
By automating processes, you can also reduce costs and help to ensure consistent customer service is delivered across all customer contact points.
Functions List of Service Module
|Service Registration||Phone Call Registration (CTI), Mail Registration, Customer Information|
|Case Management||Case Management, Escalation, FAQ|
|Support Contract Management||Contract Management, Incident Management|
|Field Service Management||Service Task Management, Service Schedule Setup|
|Analysis and Statistics||Status Management, Pre-defined Analysis Reports, Ad-hoc Analysis Reports|
|Area||Minimum Requirements||Recommended Requirements|
|Computer/Processor||Pentium (Xeon P4) Dual Processor 1.8 GHz||Pentium (Xeon P4) Dual Processor 1.8 GHz or better|
|Memory (RAM)||1 GB||2 GB or more|
|Hard disk||400 MB free hard-disk space||400 MB free hard-disk space|
|Network Card||10/100 Mbps||Dual 10/100/1000 Mbps|
|Operating System||Microsoft Windows Server 2008 R2, Microsoft Windows Server 2003, Microsoft Windows Small Business Server 2003 R2 or 2008, Microsoft Windows Server 2008, Windows Essential Business Server 2008
All with the latest service pack (SP)
|Internet Information Service (IIS)||Version 6.0, Version 7.0|
|Microsoft Date Access Components (MDAC)||Version 2.81 (Included in Windows Server 2003)|
|SQL Server||Microsoft SQL Server 2008 R2, Microsoft SQL Server 2008, Microsoft SQL Server 2005
(Microsoft SQL Server 2000 is not supported)
|SQL Server Reporting Service||Microsoft SQL Server 2008 Reporting Service, Microsoft SQL Server 2005 Reporting Service
(Microsoft SQL Server 2000 is not supported)
|Dynamics CRM E-Mail Router (Option)||Windows XP, Windows Vista, Windows Server 2003, Windows Server 2008|
|Exchange Server (Option)||Exchange Server 2003, Exchange Server 2007 (Exchange 2000 Server is not supported)|
Clients access to the server through Microsoft Internet Explorer or Microsoft Office Outlook.
Microsoft Dynamics CRM Web Client
Microsoft Windows XP SP2 or Windows Vista
Microsoft Internet Explorer 6 SP1、Internet Explorer 7、Internet Explorer 8
Microsoft Dynamics CRM for Microsoft Office Outlook
Microsoft Windows XP Professional SP2 or SP3
Microsoft Windows XP Tablet PC Edition SP2 or SP3
Microsoft Windows XP Professional x64 Edition