EventsMicrosoft Dynamics CRM 4.0 Briefing
“Using Microsoft CRM in Financial Services - see how the latest version fits your business”
| Date: | Tuesday 30th September 2008 |
| Venue: | Tower 42, 25 Old Broad Street, EC2N 1HQ |
| Times: | 8:30 a.m. - 10:15 a.m. |
Every company relies on their clients; they are the key to success. In order to turn that key a company needs to find a client and develop a relationship, needs to keep that client happy, and needs to optimise that relationship in order to enhance their business profitability.
At its core, Microsoft Dynamics CRM 4.0 tracks these three basic steps with interactive features that can help your company become more responsive to your client’s needs. Microsoft CRM provides a fast, flexible and affordable solution that gives your company the capability to create, maintain and manage clients from the first point of contact to a quantifiable business increase.
Microsoft CRM provides tools that will optimise and enhance sales, marketing and business processes, enabling closer relationships with clients, thereby increasing your business efficiency and profitability.
Microsoft CRM features tight integration with Outlook, allowing users to work from within the email client as well as through a browser window. Because Microsoft CRM is built natively into the Microsoft Office environment, mail-shots, email campaigns and data manipulation problems are a thing of the past, as there are no integration issues... the information is already there.
Microsoft CRM is a client relationship management system that is easy to operate, easy to deploy, and easy to adapt to the unique needs of your company.
At this briefing
learn about how Microsoft CRM:
- Extends the reach of Microsoft Outlook into the one place where you can manage both customer data and communications. It puts lead information, marketing lists and sales call information into one central location for ease of accessibility.
- Provides your business with the tools to make sure the right information is delivered to the right people - whether they are using Outlook or the Web.
- Increases efficiency and productivity through access to client data in the office and on the road - even if they aren't connected to a network.
- Assimilates instantly with Microsoft Office Excel to enable you to quickly turn customer information into analysable data.
- Automates time-consuming repetitive tasks, warn staff of open client issues, and automatically send important e-mail messages to clients and partners. As a result, client requests and orders don't fall through the cracks.
- Customisable to work the way your business already works. Microsoft CRM forms, relationship links and client views can be designed and modified without complicated programming.
- Targets your marketing by simplifying building client and lead lists, developing campaigns targeted at specific clients, measuring the results of these campaigns, and developing follow-up marketing efforts.
This briefing would be of interest to:
- Companies working to attract new clients
- Companies striving to retain current clients
- Marketing and Sales Managers looking to enhance client communication
- Executive Managers needing better client data and reporting
- Customer Service leaders wanting to improve client loyalty
- IT Managers struggling to improve client services without an integrated system
AGENDA
08.00 - 08.30 Registration – Coffee/Tea & Breakfast
08.30 - 08.35 Welcome & Introduction
08.35 - 09.00 Microsoft Dynamics CRM 4.0 Presentation
09.00 - 09.30 Case Study
09.30 - 09.55 Guest Speaker
09.55 - 10.00 Summary & Close
10.00 - 10.15 Tea/Coffee and Q&A with CRM Expert Panel
Registration and attendance is free.