Aligning Business Strategies

Microsoft CRM Overview with Tracy Kinsey

Customer Relationship Management software implementations can fail if users don’t use its capabilities. However, you may already have the foundation of a CRM system in place. Microsoft Dynamics CRM uses the same look and feel of software your business may already use: Microsoft Outlook and the Microsoft Office suite. Tracy Kinsey of Microsoft explains how you can leverage your existing technology investment and create a CRM platform that your business will use immediately and realize measurable benefits. Microsoft Dynamics CRM can be as flexible as you need it to be. Reporting functions can be tailored to your requirements. In addition, it can be deployed in phases. For example, you can deploy it within your sales department first and then to other areas of your company later. If you have a legacy CRM system already in place, you can integrate Microsoft Dynamics CRM with your legacy system as your phased Microsoft Dynamics CRM implementation progresses. Video Information Points •1:30: Traditional CRM software challenges — high implementation costs, low usage •3:00: Leveraging the interface and functions of Microsoft Outlook and Office within Microsoft Dynamics CRM to increase usage •6:10: Implementing Microsoft Dynamics CRM in stages and interfacing with another CRM product if necessary www.netstandard.com

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