Features

• Service Type:

  Consulting, Professional Service

• Business Need:

  Customer Service, CRM, Marketing Communications, Sales Pipeline, Lead Management

• Works With:

  Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 4.0

• Industry Focus:

  General - Applicable to All

Description

Features Implementation of CRM Add-ons project CRM such as Dashboards and KPIs Integration of MS CRM with other applications.

- Integration of MS CRM with ERP (Visma Global and so on)
- Integration of MS CRM with BI
- Integration of MS CRM with middleware

We assist in building KPI’s and Dashboards (charts) for your customers. We have a re-usable library of reports.

Dashboards:

- Recent List: This add-on tracks entities such as Accounts and Contacts that were recently viewed by a MS CRM user.
- Org Chart: This add-on provides a comprehensive drill-down view of the relationships between accounts and contacts.
- Bulk Actions: This add-on allows a user to perform bulk actions such as creating “Sales Opportunities” or “Service Cases” for the accounts entity.