Microsoft Dynamics CRM

Microsoft Dynamics CRM

Use Microsoft Dynamics CRM to reduce costs

and be a real enabler of business growth.

By managing your current customers as well as new sales

leads effectively from a cloud-based environment that

works with the rest of your business applications, you’ll be

able to improve customer connections, manage growth,

protect your data, and conduct business whenever and

wherever you need.

Microsoft Dynamics CRM

Get a Complete View

of Your Customer

Use customer data to enable

more engaging interactions

Gain visibility into past and planned

customer interactions and activities

across marketing, sales and service

teams

Do Business

Anywhere

Work and connect with your

team from anywhere using the

device you love.

Free tablet and mobile apps are

available with every Dynamics

CRM licence to increase

productivity and make every

second count!

Get the benefits of a productive

mobile team that can work

together wherever they are.

Microsoft Dynamics CRM

View Everything in 1

Interface

With Microsoft Dynamics

CRM use your data to help

you target and win customers

and then implement

processes to keep them for

the long-term.

Tel: 0800 381 1000 | sales@preact.co.uk

Microsoft Dynamics CRM

Work Together Easily

Microsoft Dynamics CRM Online makes it easy to access the people and resources

needed to service your customers and close more deals by connecting everyone to a

single data source that is accessible wherever people work.

Lead Management

Opportunity Manager

Pipeline Forecasting

Sales Automation

Quote Management

Sales Goal Tracking

Campaign Management

Email Marketing

Lead Scoring

Event Management

Marketing ROI Analysis

Contact Profiling

Case Management

SLA Support

Account Management

Service Automation

Customer Portals

Contract Management

Microsoft Dynamics CRM

Tel: 0800 381 1000 | sales@preact.co.uk

Zero In On What

Matters Quickly create personalised views

that dynamically list all the data

you need to work with

Real-time reporting insight across all

teams & CRM processes including

servicing, sales & marketing

Easily interpret data using contextual

charts & drill down for further analysis

Microsoft Dynamics CRM

Reach Your Goals

Create individual CRM dashboards, or

share team views with other users

Personalise CRM dashboards that monitor

individual & team performance in real-time

Embed list views & charts in

user defined CRM dashboards

View insights about your

business performance and

track progress against key

performance indicators

Real-time actionable insight

Nimble decision-making

Drill-down dashboards

Microsoft Dynamics CRM

Visualize Data in

New Ways

Transform your data into

rich visuals, so you can

focus on what matters to

you and your business.

Connect CRM with Power BI

to stay in the know, spot

trends as they happen and

explore your data further.

Microsoft Dynamics CRM

Connect Marketing

Automation with CRM

Microsoft Dynamics CRM

Integrate Dynamics CRM with

leading marketing automation

tools like ClickDimensions to

empower marketers to

generate and qualify high

quality leads while enabling

sales to prioritise the best leads

and opportunities.

Improve Process Efficiency

Automates

Routine Tasks

Send automated customer emails when actions occur, e.g. confirmation

messages when a new service case is created, updated & closed

Trigger automated team emails when important events happen, e.g. when a

new high value opportunity is created, or if case is likely to breach the SLA

Integrates with external data sources to automate the flow of data and

create a single customer view in CRM

Automated lead scoring & routing helps marketing teams identify the best

campaign leads & automatically promote ‘sales ready’ prospects

Process Control & Stage Gating guides users, increases data quality and

enforces your process rules

Microsoft Dynamics CRM

Tel: 0800 381 1000 | sales@preact.co.uk

Process Guidance & Agility Follow a guided sales and service experience with built-in best practices. Drive toward

successful outcomes, ensure consistency, and easily adapt when changes are needed.

Microsoft Dynamics CRM

Tel: 0800 381 1000 | sales@preact.co.uk

Outlook emails are automatically

attached to matching CRM records

Improve Productivity

Track emails with any CRM record including

contacts, leads, cases & opportunities

See how each Outlook email is tracked in

CRM and click to open these records

Microsoft Dynamics CRM

With CRM Online your

employees and teams are

empowered to work faster

and smarter using

familiar, easy to use tools

that work seamlessly with

Office 365.

Seamless Outlook

Integration

Access CRM user modules &

processes in Microsoft Outlook

Pin frequently viewed CRM lists to the

Outlook bar & click to open each CRM record

Preview CRM record detail in Outlook &

click to call with Skype

Microsoft Dynamics CRM

Microsoft Dynamics is

aligned with Outlook by

embedding CRM

functionality seamlessly

into Outlook to maximize

user adoption

Manage Any Relationship & Process

Dynamics CRM has the scalability to manage any process or relationship

that matters to your business

Asset

Management

Facilities

Management

Field

Service

Project

Management

Partner

Management

Human Resources

Management

Event

Management

+ Virtually Any Other

Relationship & Process

?

Microsoft Dynamics CRM

Listen Everywhere. Analyse Sentiment. Drive Engagement.

Microsoft Social Engagement connects with Dynamics CRM putting powerful social tools in the

hands of sales, marketing and service teams - helping you to gain insight into how people feel

about your business and proactively engage with with customers, fans and critics.

Connects Your Applications & Data Sources

with Accounting - access client order histories & financial details in

Dynamics CRM & send completed orders for processing

with Websites - import new enquiry forms & create new lead records

with Web Tracking - identify which companies visit your website & track

these clicks in CRM to uncover new prospects & increase online ROI

with Surveys - match customer satisfaction responses & other survey

replies to CRM contact records

with Sharepoint - connecting CRM with the document management

capabilities of Sharepoint

with Customer Portals - enabling clients to log service tasks online, check

cases and make updates

+ Dynamics CRM integrates with many more applications & data sources

Microsoft Dynamics CRM

Scalable Database

Architecture

Simple tools to configure

CRM forms, views, reports,

workflow & security

Supports Managed Solutions

for Controlled Delivery

Scalable platform, minimal

need for custom coding

Microsoft Dynamics CRM

Built on Microsoft’s enterprise-class cloud infrastructure that

keeps your CRM secure and reliable with minimal IT support

New updates released prior to the on-premise edition

99.9% financially backed up-time Service Level Agreement

Disaster Recovery Service

Manage Dynamics CRM on your own server & within your firewalls

Full autonomy to apply CRM releases & updates

Requires purchase of server licence & Client Access Licences

Server & CALs include Microsoft software assurance - renewable

every 3 years

No cloud CRM data storage limits

Choice of CRM Deployment

Microsoft Dynamics CRM

Microsoft Dynamics CRM Presentations

Discover Microsoft Dynamics with Preact [2:59]

How Preact help businesses get ahead with Microsoft

Dynamics CRM

7 Reasons to Implement Dynamics CRM [17:57]

Highlighting 7 popular reasons why organisations

choose Dynamics CRM

Tel: 0800 381 1000 | sales@preact.co.uk

What Our Customers Say...

“Microsoft Dynamics CRM has quickly proved an

excellent resource to all our users because it

facilitates improved efficiency and visibility. Our

customer service operation is greatly improved by

using CRM.”

“Through Dynamics CRM we now have up to

date, accurate management information

that we’ve completely personalised to our

specific needs, and that’s enabling us to

make more informed strategic decisions.”

“Preact's sales engagement and delivery

processes were seamless. Our consultant

clearly had a good brief and his knowledge

and experience in applying CRM to businesses

in our industry was exceptional. His insight

and advice was of great value when making

critical decisions during our implementation.

We've enjoyed a fantastic experience

partnering with Preact I would recommend

them to any organisation implementing

Microsoft Dynamics CRM more informed

strategic decisions.”

“Preact have an experienced consultancy and support team that provide both

project management and technical assistance at the same time instead of

having to deal with different people. They provide excellent advice for our

organisation's changing needs with a wide range of support, both technical

and training, and they are always open to new ideas .”

“Preact supply us with

excellent CRM support.

There have been many

instances where they have gone above and

beyond what I expected, in particular sharing

their knowhow and extra insight. I have no

hesitation in recommending their services.”

“We realised we had the

right company as soon as

we walked in the door for

the first meeting. Your

planning and advice to

prepare us for the CRM implementation was

exceptional.“

“I'd 100% recommend Preact to any

organisation that is looking for a CRM partner.

It's really easy to pick up the phone to get

advice and bounce off ideas. Their support team

are very friendly and clearly know their stuff.”

Preact is a specialist Customer

Relationship Management consultancy

and a Microsoft CRM Gold Partner.

Our business is built on helping

organisations achieve outstanding success

from CRM.

We would be delighted to discuss how

Preact can help you implement Microsoft

Dynamics CRM, or assist you in gaining

greater value from your existing system.

To get in touch please phone

+44(0) 1628 661 810

or email sales@preact.co.uk