Microsoft CRM for Professional Services
Microsoft CRM for Professional Services gives you the tools to
boost your success, whether your firm is in IT, advertising, legal,
accounting, engineering, real estate, or another professional
service.
- Improve your operations with a 360-degree view of your
customers.
- Optimize the client management life cycle to drive more
business.
- Gain deeper insights into your business to attract and retain
more customers.
- Use the application development platform components to quickly
develop custom solutions, such as asset management.
- Use the xRM framework to develop and deploy easy-to-use
applications that improve knowledge management, service delivery,
and the client experience.
Project Management - Manage projects more
efficiently with the ability to track, monitor, and get highly
detailed information about each project, activity, and task. With a
comprehensive view of your customers and streamlined processes,
it's easier to complete projects on time and within budget.
- Deliver real-time views of client information across the
enterprise, so everyone is working from the same data.
- Track activities, tasks, and expenditures and associate them
with specific projects.
- Create personal, workgroup, departmental, or federated
workflows with a handy wizard.
- Automatically assign activities to specific individuals or
groups and use rules-based escalation to address issues in a timely
way.
- Provide project administrators with dashboards to view project
status at a glance.
Resource Management - Maintain up-to-date
information about resources and their availability and provide that
information to your staff. With the ability to integrate your CRM
data with existing systems, you get the data you need to quickly
address changes and stay within time and budget requirements.
- Get a centralized view of staff calendars and resources to make
scheduling easier.
- Save time with simplified visual scheduling of both people and
resources.
- Gain increased visibility into how well current scheduling and
resource allocation are meeting your company goals.
- Set up a catalog of your services to track sales, incidents,
and contracts and proactively identify issues.
Customer Management - Create strong customer
relationships that help build repeat business and loyalty. With
each new project, you can add to a knowledge base that you will be
able to tap for future projects. As you become more
customer-centric, you can improve profitability and customer
service to gain a competitive edge.
- Manage and track all customer-facing activities.
- Identify trends and provide personalized service with access to
real-time, actionable data.
- Use shared document repositories to improve the quality and
efficiency of organizing teams, meetings, and deliverables.
- Take advantage of document version controls to accelerate
approval workflows and deliver better service.
- Benefit from advanced security that helps protect client and
firm data.
If you would like a demonstration of Microsoft CRM for use in a Professional
Services organisation email us your details at info@pythagoras.co.uk, or
call 0845 850 1550.