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CRM Showcase Scenario - PDF

Every organization has some form of contact management system in place, but generally not one that solves the following problems:
Ability to easily and quickly track all leads and opportunities from one central file
Maintain all customer correspondence from every employee (e-mails, faxes, phone calls) in one central location
Easily train all your staff, since they only have to use Outlook


Microsoft CRM handles all of the above issues, and comprises the following components:

1) SALES FORCE AUTOMATION - provides salespeople with access to critical customer information and tools to enhance their ability to sell products and services
Opportunity & lead management - finding and managing leads and opportunities
Contact management - creating and keeping customers by tracking personal information
Account management - creating and keeping customers by tracking information about the customers business
Sales processes - converting a lead to an opportunity and then to a closed sale
Competitor and referral libraries - tracking where leads come from and who competes for the customer
Sales force management - managing sales quotas and commissions
Quote generation - making it easy for the salesperson to get the right price to the customer quickly
Sales order and invoice generation - managing quotes, order and invoices
Activity management - handling e-mail, phone calls, fax transmittals, letters, tasks and appointments

2) CUSTOMER SERVICE & SUPPORT - enables companies to effectively and efficiently address customer questions, problems or issues
Knowledge base - helping customers find answers to their questions
Customer care - managing pre-sale and post-sale customer interactions
Contract management - managing contracts with customers
Queue management - handling work queues dealing with customer issues

90 day trail copy - Microsoft has made available copies of CRM for 90 days trails on your servers.  Just use one of the following keys during installation, and download from this link - http://www.microsoft.com/downloads/details.aspx?FamilyID=7d418781-69ad-422d-92fa-87fdb2538e2c&DisplayLang=en
* CRM 3.0 Professional Trial Key (100,000 CAL limit) WHY97-9KFTH-76M7Y-JTVC4-62B78
* CRM 3.0 Small Business Edition Trial Key (75 CAL limit) M2234-2PCBR-T9Y6R-KJG3V-Y7GRJ