Financial Management
Customer Relationship Management (CRM)
Supply Chain Management
Microsoft Dynamics GP, Microsoft Dynamics CRM together can help improve employee productivity, customer satisfaction, and company performance.
Microsoft Dynamics CRM and other customer relationship management tools help you maintain close contact with your customers and prospects, and manage sales and marketing initiatives and track their results. Microsoft Dynamics CRM can also assist you in identifying emerging customer needs early and respond to them before the competitors do.
Customer information entered into Microsoft Dynamics CRM can be accessed and modified in Microsoft Dynamics GP. Because data is shared, changes made in either application are reflected in both.
- Microsoft Dynamics CRM provides your people with the power to increase sales, satisfaction, and service.
- Easy to use, customize, and maintain. Employees deliver top-quality services and responsive communications.
- Get better results from your sales and service business.
- Extend the skills, processes, and tools you already own and use.
- Derive more value from existing investments. Automate routine and frequently occurring tasks.Reduce retyping data and other busywork.
- Answer customer questions without make them wait. Review true results of marketing campaigns.
- Use business data to calculate the value of customer relationships. Access customer and business information and manage customer communications through your email software.
- Keep processes consistent and moving quickly. Make it easy to find information and utilize it.
- Take action on opportunities, keep customers happy. Give your sales people the information they need to deliver successfully. Initiate up-sells, cross-sells, and strengthen customer loyalty.
- Enable your services to become more profitable with strong communications quick issue resolution, and efficient scheduling and dispatching of service.
- Track field service activity and performance of field reps or teams.
- Identify issues.
- Make customer account and historical information available to staff.
- Provide customer service staff with service agreements, contracts,product information, special offers, and shipping data.
Microsoft CRM 3.0 Small Business Edition
Approx. 5 Min
Microsoft CRM 3.0 Professional
Approx. 5 Min
"Prime Mechanical is one of the fastest-growing air conditioning contractors in California and Nevada. With Microsoft Dynamics GP accounting solutions and Matthews Consulting Group, Prime has been able to reduce accounting and manpower costs, keeping Prime compe- titive in an ever-changing economy. Our continued success is assured with the support of Matthews Consulting Group team members and their in-depth technical knowledge of Dynamics."
Dean Wycoff, Owner and CEO Prime Mechanical
