Helping Businesses Understand and

Implement

The situation

• Sharing customer details in a team environment is difficult without a CRM system

• Finding valuable account information is painstakingly slow and enquiries can’t be responded to quickly enough

• It's also difficult to see an overview of previous interactions with the customer

• Leads can't be tracked efficiently and can be mishandled or forgotten about. Revenue is sometimes lost

• Getting information to profile and target customers with marketing campaigns is almost impossible

Research shows..

• 12.6% of companies surveyed by Microsoft in Ireland earlier this year still had no CRM system in place

• A further 32% were still using Excel or Access to manage their customer account information

• One of the biggest challenges to CRM implementation in these organisations (20%) was ease of use

• A Forrester report (US) showed increased sales productivity of 5% due to ease of use of Microsoft Dynamics CRM software

• It also showed an acceleration in the sales conversion cycle by 50%, with a corresponding revenue gain as teams worked better together

What to do?

• With a CRM system all the information is contained in one easily accessible and highly organised place

• Finding customer information in the event of an enquiry can be done with a few clicks

• All customer interactions will be recorded in the CRM system so employees can instantly be up to speed when the customer calls

• Leads are managed in a dashboard, so the most important can be focused on

• Customers can be easily segmented for marketing campaigns

The business benefits are plentiful

• It’s Available as a cloud service

• It integrates with Outlook and existing Office software (including Office 365)

• The mobile application means CRM data is accessible from anywhere

• Dashboards can be configured to match your businesses unique needs

• Emails can be tracked with just one click ensuring they’re quickly dealt with

• Full sales, marketing and customer service functionality

• Personalisation for every user

• Integration with Microsoft Outlook means they don’t have to switch between applications

• Dashboards are extremely easy to use to gain insight into sales, marketing and customer service

• Access from anywhere at anytime

• Familiar interface means no frustration trying to get to grips with a new system

User benefits are fantastic

Sales Manager

Service Manager

Marketing team

Keep the IT department happy

• It’s easily integrated with existing platforms

• Security profiling enables administrators to control user access permissions & ensures information is only accessible to the right people

• It’s easy to import existing business data to the system

• There’s out of the box integration with SharePoint

• Less maintenance from the IT team is required when CRM is in the cloud rather than hosted internally

• And many more…

• Watch some of our videos

Want to see it in action?

Email Tracking Dashboards

Mobile CRM Import/Export Data

Summary of CRM

• Familiarity• Value

• Real time insight• Mobility

• Cloud availability• Widespread functionality

• Personalisation• Security

Contact Us

Don’t just take our word for it though. Sign up at our website and use it now!

• Tweet us @ERS_Solutions

Phone us on (00353) 1885 9500

• Our website: Dynamics CRM 2011

Choosing ERS

• We’ve migrated many clients successfully to CRM both on premise and in the cloud

• We will provide engineers onsite to manage a migration to CRM in the cloud

• We have tools to automate the migration of data, user accounts and more to make things easier for you

• We provide advice on maximizing your investment in Dynamics CRM 2011 Online and development of our own solutions based on it for you