Microsoft CRM - Microsoft Office Integration Showcase

Integrated innovation holds the promise of a more seamless user experience enabling multiple systems and applications to operate as one. The approach yields solutions that are easier to manage and simpler to use and deploy, providing greater overall value at lower operational costs. Integrated innovation enables organizations to think differently. Instead of thinking what users can accomplish with each individual system, business leaders can now think what the sum of the parts might bring to business efficiency, knowledge, and information exchange. With integrated innovation, one plus one does not equal two—it equals three or four. Users can access and act on information at the time and via the tool that has the most direct and immediate impact. And if that integration and the access to the data happens in a very familiar interface, then it not only simplifi es the business process, it also gives the end-users the ability and confi dence to accomplish new tasks with ease. This collection of scenarios demonstrates a few of the many ways in which integrated innovation around Microsoft Business Solutions CRM can give businesses the ability to interact with their customers more efficiently and worry less about the tools they use to manage customers. The scenarios bring out ways to leverage synergies with other Microsoft products to broaden the power of users to be more productive. All of this is possible because Microsoft products are built to work together seamlessly. This document outlines how your business can solve the following business problems by integrating Microsoft CRM with your other Microsoft software applications like Microsoft Office: Improve your Outlook with rich customer data Customized marketing campaigns made simple Slice and dice with your sales and service data Visualize your sales and service performance geographically Plan your route efficiently Sales and service performance at a glance Work effectively with your opportunity-pursuit team Grade your sales and service performance using a scorecard Enable rich customer information access to everyone in your organization Walk through your proposal without leaving your desk Provide real-time interactive support to your customers Add another dimension to your customer interaction Discover their presence and instantly communicate with others in a distributed organization Mass registration made quick and easy Fill out complex forms and associate them with the customer record Retain your handwritten notes and sketches with your customer data Leverage your customer data to generate winning proposals Optimize your meeting time at the next conference Gather your customer data at the time of interaction Keep your customers current with your product catalog changes Download the Integrated Innovation CRM Showcase Scenario (2.1 MB)