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Familiar Outlook Experience |
Provides full integration to sales, marketing, and customer service from one centralized access point for all customer interactions and relationships. |
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Centralized Relationships |
Allows your organization to track all important associations and linkages across customers and pending sales opportunities. Navigate complex organizations within the sales function by assigning roles and influence to key decision-makers. |
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Role-Based Navigation |
Delivers pertinent customer information to the end user according to the job role (or workplace profile) selected by the end user. Adapt the Microsoft CRM Web and Outlook interfaces to display appropriate CRM information for end users upon logging onto Microsoft CRM. |
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Quick Campaign Wizard |
Simplifies sales prospecting and cultivation by enabling sales and marketing professionals with a quick, five step process for launching a campaign to a target group of customers |
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Form Assistant |
Adaptive User Interface. Queries related system objects and delivers information in a simplified, non intrusive form to simplify data entry into Microsoft CRM. |
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Integrated Knowledge Management |
Enables organizations to document best practices, standard operating procedures, and detailed product troubleshooting guides in a centralized, searchable index. Searchable index for detailed operational procedures and product troubleshooting. |
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Pervasive Security System |
Ensures that all important customer and business information is protected, across users, teams, and business units. Secure customer relationships with robust and dependable data security |
