CRM built into Dynamics 365, with real-time awareness of sales and operations
Its fully integrated Sales and Customer Service modules enable employees to share information, improve sales success, and deliver consistent, efficient customer service. With these modules, it is designed to help you streamline all facets of customer relations from sales contracts to inventory management. In addition, you can manage information from non-customer contacts such as suppliers, vendors, partners, competitors, etc.
There is no opportunity like the right opportunity! The key to successful opportunity management is having the ability to execute strong marketing campaigns, smoothly pass leads to sales, work opportunities through to product/service configuration, and ultimately win the business. With the many CRM features and capabilities, you are able to maintain tracking of all contacts, sales and services from the initial call to the final handshake.
Features & Functionalities
|CBSi CRM Lite for Dynamics 365 Business Essentials (see CBSi Dynamics 365 Add-in Modules)||Automated Incident Management||Campaign Management|
|Contact Classification||Contact Management||Contact Search|
|Document Management & Interaction||E-Mail Logging for Microsoft Exchange||Interaction Log|
|Lead Management||Opportunity Management||Outlook Client Integration|
|Task Management Key Capabilities||Ability to provide quick answers and efficient service||Gives a complete view of customer history|
In-depth as needed, history of each customer along with:
|The additional information you feel is essential to the account||Knowledge-base and reporting tools for accurate forecasting and measurement of business activity and sales|
|People Performance||Organizing and accessing customer information is easy and less time consuming|