Microsoft Dynamics CRM 4.0

Customer Relationship Management (CRM) systems are a portfolio of techniques and possibly web portals that retain and offer in depth client data enabling a completely client orientated tack to your business.

So what will MS Dynamics CRM do for you?

  1. Running marketing activities, generating sales opportunities and providing a dashboard to sales, helping to identify the most profitable clients.
  2. Streamlining workflow between internal departments; marketing, sales, management, operations, accounts and external contacts such as clients and suppliers.
  3. Through pre-defined business rules, management can monitor their teams and have reports on activities delivered with alerts when service levels fall. Automated processes and client responses improve customer satisfaction, in turn improving client relations and increasing service levels.
  4. New processes and information are delivered to staff through the system as they are developed, reducing training sessions on new software or techniques, due to the single Outlook (or similar CRM web client) interface.

Based on these roles, VEN Systems have extended the basic CRM package in Microsoft Dynamics CRM 4.0 with the following modules:

  1. Operational CRM supports the "front office" business processes (sale, marketing, business operations). The "front office" staff record each contact with a client in Microsoft Dynamics CRM 4.0, allowing other staff to view the history.
  2. Collaborative CRM allows a company's teams to share their interaction with clients, helping to identify opportunities to each other or flag up problem areas without a second communication or action.
  3. Automating the Sales Force is similar to Operational CRM. We use this feature to instigate, audit and assign leads to sales staff. Customer responses are also tracked and viewable in a single history window on the thread or customer objects. Management can also define reports that are automatically created on schedules or on targets being reached.
  4. Automating Sales Documents once a propects' information or issues have been recorded, our solutions will guide the staff user through your best-practice sales proceedures. Once at a stage to write up the proposal and had the figures to the quotation team or sage for quoting, the staff member insteads pressses the send button. A proposal will be packaged with all the documents, designs, terms, quotes, and email, perfectly formulated to your businesses best...every time, no human error.
  5. CRM Analytics provide an insight in to campaign effectiveness with categorisations by any field, be it campaign type, target industry or geographical location etc. From Microsoft Dynamics CRM 4.0, it is possible to design and run campaigns, analyse the client response, perform financial analysis and profit forecasting.
  6. Sales Intelligence CRM is based on the Marketing Analytics, keeping sales teams abreast of latest customer trends, margins and their performance.
  7. Campaign Management combines aspects of Operational CRM and CRM Analytics for targeted marketing. Using the sets of information from the operations data and CRM Analytics, automated offers can be sent to new channels, with responses collated for further responses or analytics.
  8. Timesheet Management on any activity, from Freelance workers, HR analysis through to project planning Gannt schedules.
  9. Client Portal for self-serve access to sales proposals, project data, finances, service analytics...you name it, we can present it, allowing your clients to access the information they need without troubling your staff, and 24/7.
  10. Automated Website Content no more expensive CMS systems or administration costs. Decide what content you want to publish, and where you'll want it to display, and our workflow will prompt you on a schedule (to suit yourself) to accept the new releases, and off they go. Once a sale is tagged by anyone in the business, you can be prompted to review client feedback, staff writeups, news releases, new products, services, etc.

Dynamics CRM and VEN Systems makes a single source of data for all activities, documents and communications that you have with any other third-parties and interanlly. From the first Marketing Email, through the Sales process, provisioning the order, invoicing the client, operational through transactions or projects, delivery, client signoff, and marketing release back to the website. A 360 degree business implementation.

VEN Systems are Master Microsoft Dynamics CRM 4.0 consultants based in London, UK. We provide consultancy, licensing, implementation and support of Microsoft Dynamics CRM 4.0, and integration with MS Dynamics GP, MS Project 2007 and Microsoft Office Sharepoint Server. We practice what we preach: Our helpdesk, sales and marketing systems are based upon Microsoft Dynamics CRM 4.0, so we invite you to come down and take a look.

If you wish to find out more on how VEN Systems can help your business, please complete our enquiry form to receive a brochure, or schedule a free audit and consultation.