Microsoft Dynamics CRM

Microsoft Dynamics CRM delivers powerful Customer Relationship Management (CRM) capabilities, including Sales Force Automation (SFA), Marketing Automation, Customer Support and Service, and flexible customization, all in single cloud CRM solution. And unlike typical CRM solutions, SmartLite CRM includes powerful sales performance management, order management, partner management and marketing effectiveness capabilities as standard.

Microsoft Dynamics CRM can integrate with your existing ERP investments, providing you with a cloud CRM system woven into your broader business processes, or you can grow into the rest of Sandgate's broader suite. It gives clients the added seamless integration to Sandgate ERP or other ERP, ecommerce, Professional Services Automation (PSA), or global business management capabilities when the time is right for your business.




Sales features:

Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM software. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.
Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Microsoft Dynamics CRM provides:

• Lead and opportunity management
• Account and contact management
• Territory and sales quota management
• Forecasting and sales analytics
• Offline and mobile device access
        • sales literature management
        • sales pipeline and competitor analysiss
• Quick access to products, pricing, and quotes

Marketing features:

Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in the Microsoft Dynamics CRM software, you can market more effectively, improve productivity, and gain actionable insight into your marketing efforts.
Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM, your marketing professionals can leverage tools for:

• Customer segmentation
• Campaign planning and execution
• Data extraction and cleansing
• Analytics and reporting
• Marketing/sales collaboration tools
• Information sharing portals

Customer service features:

Respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:

• Account and contact management
• Case and interaction management
• Incident routing and queuing
• Product and contract management
• Knowledge-base management
• service scheduling
• workflow across teams and groups
• service reporting and analytics