Microsoft CRM Hosting - Sharepoint CRM Exchange Hosting Features

At some point in any successful venture, employees and managers become overloaded and projects or clients can fall through the cracks. Tracking every interaction with your clients, vendors, and referral sources becomes mission critical to sustaining growth. Enter Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM offers a versatile and powerful CRM solution for the growing organization. Build customized marketing lists to fuel campaigns and watch revenue explode, or automate processes through workflows and free up time so you can focus on your mainline operations.

Implementing a hosted Dynamics CRM solution through Streamlined Fusion provides all of the benefits of a full, on-site CRM without any of the headaches or expense of an in-house system.

Feature	Description
Opportunity management	Converts leads to opportunities and tracks them throughout the sales cycle.
Sales process management	Enables consistent tracking and closing of sales opportunities..
Pipeline optimization	Analytical tools provide salespeople with qualified leads and opportunities.
Quote generation	Provides a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.
Order management	Converts quotes to orders that can be modified and saved until they are ready to be billed as invoices.
Sales force management	Helps measure sales performance against quotas.
Sales literature	Helps create, manage, and distribute sales material.
Direct e-mail	Enables creation of customized e-mail messages to customers.
Outlook integration	From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business.
Security Features	Customer and business information is guarded with a fail-safe system that offers the best safety and confidentiality possible.
Workflows	You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment.
Quick campaign wizard	This allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
Customize CRM	Adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items.
Flexible reporting	Easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards.
Enable Excel to analyze	Data about sales and other business activities is easily imported to Excel from Microsoft CRM 4.0, making it easy to run scenarios, reports, and graphs for all aspects of a business.
Personalize Word documents	It's easy to select customers for a letter or marketing initiative—and personalized messages take only minutes with Publisher.