Home  |  Sitemap  |  Contact Us  |  Career
Search WorkShift.com
 
  Workshift Systems Corporation : Solutions : CRM





   
CRM

Keeping track of who your customers are and what they want
In today’s ultra-competitive business environment, it’s tough enough to get customers and even tougher to keep them. That’s where Customer Relationship Management (CRM) comes in. Keeping track of who your customers are and what they want is vital to keeping your business running smoothly and profitably.  
 














  Rubin Lawrence, Sales Representative for Workshift Systems Corporation, explains that, “we are confident in recommending Microsoft CRM to our customers because of the success we’ve had using the product ourselves.
Rubin Lawrence
Sales Representative, Workshift Systems Corporation
 

  Microsoft Business Solutions CRM helps mid-market companies build profitable customer relationships. Integrated Sales and Customer Service modules enable employees to share information to improve sales success and deliver consistent, efficient customer service.

Comprehensive features include leads and opportunity management, a complete view of customer history, automated incident management, and a searchable knowledgebase. Microsoft Business Solutions CRM also includes reporting tools for accurate forecasting and measurement of business activity and employee performance.

Built using Microsoft .NET–connected technologies, Microsoft Business Solutions CRM is easy to deploy, customize, and use, accessible from Microsoft Outlook® and the Web, integrates with other business applications, and scales as your business grows. Microsoft CRM’s flexibility includes the ability to install either just the Sales or Customer Service portion of the product, or to have the two modules running fully integrated.

Microsoft CRM allows any organization, regardless of size, to offer superior customer service and increase capacity to handle requests, without adding employees. Microsoft CRM Customer Service helps your service representatives track customer requests, manage support issues from initial contact through successful resolution, and provide customers with the consistent, efficient service that is key to ensuring satisfaction.

Microsoft CRM Sales helps salespeople improve their productivity as they manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications and automated stages in the sales process. The benefits include a shorter sales cycle, higher close rates and improved customer retention.

Microsoft CRM enables small to midsize organizations to benefit from enterprise strength features which can help to:

Increase Sales Success

Shorten the sales cycle and improve close rates with leads and opportunity management, customizable workflow rules for automated sales processes, quote creation, territory and order management.

Facilitate efficient customer service processes
Assign, manage, and resolve support incidents successfully with automated routing, queuing, and escalation of service requests, along with case management, communications tracking and auto-response e-mail.

Understand customer needs
Microsoft CRM Sales includes reports that let you forecast sales, measure business activity and performance, track sales and service success and identify trends, problems and opportunities. Microsoft CRM Customer Service allows you to identify common support issues, evaluate customer needs, track processes, and measure service performance.

Share information more easily
Identify top customers and prioritize service needs with a complete view of accounts, including sales and order information as well as support information. Maintain detailed information on customers and competitors in a customizable library with effective reporting functionality.

Create a shared knowledge base of support information
Resolve support issues accurately and efficiently using a searchable, shared knowledge base.

Customize and scale
Configure user interfaces and workflow processes, customize the solution to fit your business, and scale the installation to meet changing needs.

Integrate with Microsoft Business Solutions
Eliminate redundant data entry and streamline business processes through integration with Microsoft Business Solutions Financial Management. Work online or offline using Microsoft Outlook, with access to accounts, opportunities, product catalogs, quotes, orders, sales literature and more, in the office or over the Web. Use customizable templates to create and send email to targeted prospects and customers. Materials can be created and sent using MS Word Mail Merge.

Rubin Lawrence, Sales Representative for Workshift Systems Corporation, explains that, “we are confident in recommending Microsoft CRM to our customers because of the success we’ve had using the product ourselves. As our sales team continues to grow, Microsoft CRM has given us the ability to consolidate information and eliminate repetition of work. With our processes being tracked and automated, we don’t miss out on any sales opportunities. The reporting functions give us a new view on our actual sales activities, which make the whole team more efficient. Microsoft CRM has improved our productivity tremendously—it’s almost like having additional sales staff on board.” Lawrence adds that with the added efficiency provided by Microsoft CRM, the sales staff at Workshift Systems Corporation find it difficult now to imagine how they communiciated effectively with customers previously.

Microsoft CRM is designed to meet budget and support needs for mid-market businesses. Delivery and implementation through Workshift Systems Corporation, a certified Microsoft Business Solutions partner, includes hands-on assistance with setup and maintenance processes, along with comprehensive training and support resources. Find out how Microsoft CRM can help your business provide superior customer service and experience improved sales productivity.