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Be in Control of Everything with Dynamics CRM

Imagine being able to track what happens in every minute of the business day. Imagine knowing exactly how productive your staff has been so far today, tracking their billable hours and sales leads, and seeing up-to-the-minute progress reports on every project in the works. That’s the beauty and power of Microsoft Dynamics CRM (Customer Relationship Management).

What can it help you do? The possibilities are endless- here’s some of the ways our clients use it every day.

Sales & Marketing
  • Keep ahead of sales opportunities
  • Automate follow-up communication to leads
  • Market to current clients using sales trends
  • Direct sales team efforts
  • Keep detailed profiles of clients to make the sales process smoother
Business Management
  • Use workflows to automate multiple steps in a process
  • Integrate current software solutions with CRM
  • Monitor employee productivity through reporting
  • Set up dashboards for a high-level look at progress in all departments
Financial Management
  • Track & report on all billable time
  • Automate creation of financial reports
  • Connect sales & accounting with QuickBooks integration
  • Schedule automatic e-mails of financial updates & send to CPA’s and company principals
  • Forecast based on leads in the sales cycle
Business Support
  • Integrate with Outlook to record all e-mails
  • Make all contacts & calendars available company-wide
  • Use a knowledgebase to help employees get information faster
  • Quickly & efficiently create, send and track results of marketing campaigns

Microsoft Dynamics CRM, the CRM software we recommend, puts you in control of everything and can be customized to fit most business environments. And, because we know you and your staff are already pressed for time, the learning curve is relatively short.

Eclipse Consulting is a Microsoft Gold Certified and Dynamics CRM partner- designations that prove our expert knowledge and second-to-none customer service and support, and bolster our decade-long history of successful technology solutions. Considering CRM? Let Eclipse get you connected to the possibilities! Call 586.263.1775, or click here to contact us about CRM today.