Customer Relationship Management (CRM)

Thomas Technologies believes that successful business is about Processes, Procedures and having the right information, at the right time, in the right place. Thomas Technologies helps it’s customers streamline their business processes and procedures using Microsoft CRM software. Microsoft CRM frees managers, sales people and customer service employees from time consuming business processes allowing them to focus on selling effectively and delivering quality service to customers. Microsoft CRM empowers you and your employees to make informed decisions, increase sales success and provide superior customer service. Our Microsoft Certified consultants have extensive experience in helping companies implement CRM solutions. Here is how Microsoft CRM can help your business:   

• Make informed, responsive business decisions
  1. Sharing information - Integrated Sales and Customer Service functionality allows employees to share customer information and provide quick response times to sales opportunities and service requests.

 

2. Forecast, Measure, Analyze - Microsoft CRM provides detailed reports and a complete view of sales and support activity and history, so you can identify the opportunities, trends, and problems that guide your business decisions.

 

3. Reporting – Create your own or use any of the many of the provided reports. Report data can be exported to other applications, such as Microsoft Excel, for further analysis. Use reports to:
   • Forecast future sales performance.
   • Assess the value of the sales pipeline.
   • Evaluate trends for leads and opportunities.
   • Identify top customers.
   • Identify top-selling products and pinpoint problem products.
   • Track support incidents and identify bottlenecks or other problems.
   • Analyze competitors' performance.
   • Track employee performance for sales and customer service.

   • Measure performance against quotas for sales employees

• Increase Sales
  1. Shorten the sales cycle and improve close rates with leads and opportunity management, automated sales processes, quote creation, and order management.

 

2. Sales Quotas - Use customizable quotas to measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the assigned quota.

 

3. Territory management - Create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports.

 

4. Lead routing and management - Track information on prospective customers, then qualify and assign inquiries. Leads entered into Microsoft CRM can be automatically routed to the correct salespeople or teams based on rules defined by the business or administrator.

 

5. Opportunity management - Convert qualified leads to opportunities without data reentry, and then easily track opportunities through the sales cycle.

 

6. Product catalog - Use a full-featured product catalog that includes support for complex pricing levels, units of measure, discounts and pricing options.

 

7. Order management – for quotes, orders, and invoices. Convert quotes to orders, then modify and save orders until they are ready to be submitted. If a financial application is integrated, invoices for orders are published automatically into Microsoft CRM from that system.

 

8. Complete customer view - View and manage customer account activity and history, including: contact information, communications, open quotes, pending orders, invoices, credit limits, and payment history.

 

9. Reports - View, sort, and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.

 

• Better Customer Service
  1. Customer service representatives can view customer accounts, including sales and orders, to identify specific customer needs and answer account-related questions.

 

2. Customer service representatives can manage cases from initial contact through resolution, access a searchable knowledge base of support information, and respond quickly and accurately to customer needs with automated routing and queuing of support requests.

 

• Other Business Benefits of Microsoft CRM

 

1.     Access Microsoft CRM Sales information and functionality quickly and easily from Outlook. Work from any location Work offline with accounts, leads, opportunities, quotes, orders, sales literature, and more - when you're on the road, you'll have access to full sales functionality.

 

2.     Easy to learn and use - Microsoft CRM offers an intuitive user interface, centralized activity management, and single-click access to information, reports, and sales and customer service functionality.

 

3.     Manage employee roles and responsibilities - Microsoft CRM includes customizable Sales, Service, and Manager roles that give employees appropriate access to information, management privileges, and business processes.

 

4.     Searchable knowledge base - Resolve common support issues quickly with a searchable knowledge base that contains relevant articles and information. Built-in review processes help ensure that published information is complete, correct and properly tagged for search.

 

5.     Searchable knowledge base - Resolve common support issues quickly with a searchable knowledge base that contains relevant articles and information. Built-in review processes help ensure that published information is complete, correct and properly tagged for search.

 

6.     Product catalog -  Work with a full featured product catalog that includes support for complex pricing levels, units of measure, discounts, and pricing options.

 

7.     Contract management – Create and maintain service contracts within Microsoft CRM to help improve billing accuracy for support incidents. Each time a support case is resolved, relevant contract information is updated automatically.

 

8.     Non-Microsoft application integration – Microsoft CRM easily integrates with third party applications.

 

 

Ask how Thomas Technologies can implement a Microsoft Customer Relationship Management (CRM) solution for your organization by emailing your request at CRM@Thomas-Tech.com.

Address:

15774 S. LaGrange Rd. #130

Orland Park, IL 60462

Phone: 708-261-2805

Email: info@Thomas-Tech.com