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Customer Relationship Management

CRM is finding ways to know your customers, serve them better, thereby retain them as customers, and to find new customers.  In essence this is what businesses have been doing from the beginning.  HG believes CRM must go beyond the "customer-facing" technology solution of the past.  We understand that CRM is not just about technology.  It is about a fundamental change to a "customer centric” focus.  CRM software provides a mechanism to facilitate this change. HG can help you work towards this focus through Microsoft CRM.    

At first, the idea of implementing CRM in a small business is not one taken seriously.  To  most people CRM is a big enterprise solution.  This gives it the perception of being too costly and complex. The fact is that small companies often need CRM as much, if not more than, their big enterprise counterparts.

 

Most small businesses keep customer information and sales leads in many places.  On an employees’ desktop rolodex, in spreadsheets, in personal e-mail contact lists or, in the worst case, on paper scattered about the office.   This approach can be disastrous.  Sales leads get lost before salespeople can get to them.  Commitments fall through the cracks alienating customers.  Staff wastes time trying to track down information.  Decision makers cannot get a comprehensive view of their business operations.

 

Low-end software programs will enable individuals to manage this information to some degree, and perhaps share information through e-mail.  But these applications restrict business growth.  Each instance of the application an island of information that benefits the individual sales person, but is practically useless to higher level managers.  What's needed is a consolidated view of all customer interactions.

   Enter Microsoft Business Solutions CRM.  Microsoft CRM integrates with Microsoft Office, Microsoft Business Solutions for Financial Management, and other business systems to give your staff a complete view of customer information.  The ease of integration with Microsoft Office is of particular value—enabling staff to access Microsoft CRM information from Microsoft Office Outlook and work online or offline with access to sales functionality.

 

 

The simple configuration and ease of use of Microsoft CRM helps employees become productive fast, with little training. Easy-to-use wizards help you customize Microsoft CRM to your business specifications. Additionally, HG Consulting Group will help you customize your Microsoft CRM solution for integration with your business and other third-party applications you may have already implemented.

Quick Links

  Microsoft CRM product overview (PDF)
  Improving customer service (PDF)
  Improving the sales process (PDF)
  Ease of integration features (PDF)
  View online demos at Microsoft.com
  Contact us about Microsoft CRM via email
  Add our contact information to Outlook

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