Share Information

 

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Microsoft CRM


One of the most basic requirements of most CRM solutions is to improve the sharing of information within the business.
 By pooling the information held by individuals and departments it becomes possible to present a more 'joined-up' business to your clients and get away from individuals holding spreadsheets and other lists that no-one else can use.

Failure to share information costs your organisation, in terms of the duplication of effort that often occurs when the left and right hand of a team can't see what has already been said or done for a client.  The clients themselves become frustrated at having to explain the same thing to more than one person and marketing can not effectively control communication with them.  The quality of client data you hold is compromised since it is rarely clear who has the most up to date information.

Effective contact management is the key and Microsoft CRM enables companies to do this in the most natural way possible - from inside the Microsoft Outlook program most staff use all the time.  Using Microsoft CRM it is simple to capture the details of new contacts and immediately share this new knowledge with your colleagues.

Accounts, Contacts and Leads
The Microsoft CRM application provides a customisable set of basic record cards (Accounts, Contacts & Leads)  that can be tailored to meet the needs of each individual organisation.  Even the name of the forms can change so if you do not have 'leads' in your business maybe calling them 'Enquiries' would suit you better.

Microsoft CRM allows you to build as simple or sophisticated database of your clients as you will need.  If required you can sub-divide companies and fully represent the way your clients company is structured.

Security Control Access
Of course while sharing of information is vital to creating an informed and aware organisation there are situations where some data is of no relevance or must only be maintained by certain departments or individuals.  Microsoft CRM's powerful security model means that sharing data does not have to mean excessive access.  The model can also be used to restrict access to parts of the system so that users are presented with a simpler interface that only offers those parts of the system needed to perform their job.  The role based security model also ensures that your system administrator will find it simple to allocate and assign appropriate access to groups of user.

Remote Working 
Effectively sharing information with staff who are not office based is critical to the smooth running of most companies.  Microsoft CRM makes this possible in two ways; which is most suitable will depend on the type of work your staff undertake.   Home Office Workers: For these individuals (who use your VPN to connect to your office) the light web client can provide a very simple way to access the corporate CRM, alternatively since they probably already use Microsoft Outlook on-line to your Exchange server, they can work on-line from the outlook version of the application just like all your other head office users.  Mobile Users: For those staff who really need access to your corporate data on the move, Microsoft CRM offers a sophisticated way to take just the client data that is needed offline and then share changes made in the field and the office the next time the user connects to the corporate network.  For example sales staff can access a client history on their laptop, write up a visit report in the car and sync it to your office when they return home at the end of the day. 

 

 
Other ways to improve your Business
Forecast Effectively
Work Efficiently
Coordinate Marketing
Manage Customer Service
Organise Field Service
Inform Management