What is CRM?
CRM, or Customer Relationship Management, is the process in which your customers are tracked throughout the entire sales process – usually by an application implemented company-wide designed to reduce costs and increase profitability – by increasing customer allegiance, gratification, and advocacy.
Good CRM software will bring all areas of your business together for the highest efficiency and customer experience but can also be very expensive to implement in-house. Blueclone’s Hosted Dynamics CRM allows your company to utilize an affordable CRM package that can streamline your sales operations by bringing together the data from all your information sources within your business to give single, all-inclusive view of each customer in real time so everyone knows what is going on – at all times.
All of your employees that are exposed to customers (ie., sales & marketing, customer service, and business development) will be able to make swift, yet educated decisions on everything from product recommendations and up-selling to support and customer buying patterns. Your mobile staff will have the ability to support customers and make informed decisions while on the road – armed will full customer data and history.
Works the way your employees do
Tight integration with Outlook: Users can effortlessly pull information from Microsoft CRM into Office applications.
Service calendar: Schedulers and dispatchers can schedule activities by resource, time, or service.
Fast, easy access: Through context-sensitive form population or taking next steps without changing screens.
Customized work spaces: Employees can create, save, and re-use favorite views of customer data.
Powerful analysis & reporting tools: Making it easy to identify opportunities and problems at a glance
Works the way your organization does
A new marketing automation component: Simple and easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns
Full wireless synchronization of email with advanced searching: Allows business development, marketing, and sales send out e-mail blasts to targeted lists and track response.
Service scheduling: Centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
Easy customization: Adjust your Blueclone hosted Dynamics CRM to your company’s workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Dynamics CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items.
Flexible reporting: Enables managers to 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 or collaborating on customer-related documents.
Works the way CRM solutions should
Easy to modify: – forms, data fields, and informational relationships. Users can get the customized data they need.
Fast system searches – across large volumes of customer data help users find the information they need.
Easy to use – step-by-step Exchange Connector Deployment Wizard simplifies CRM integration.
Simple and fast – connectivity to external data sources gives users access to relevant information.
Advanced management & notification – centralized tools allow your IT staff to manage our hosted CRM system.