Solutions

Laser focused on boosting productivity, Microsoft Dynamics CRM brings more than 500 enhancements that help drive marketing execution, improved sales performance, and enriched service delivery.

Sales

Spend more time selling and less time on administrative tasks by using the familiar and intelligent sales capabilities of Microsoft Dynamics CRM business software. Take advantage of embedded Microsoft Office capabilities, full lead–to–cash visibility, guided sales processes and actionable analytics to optimise your sales efforts.

Services

World–class customer experiences start with your people. Microsoft Dynamics CRM software arms your customer service professionals with a customer service and support that combines the power of productivity with ease of use. Users can take advantage of wealth of features like case management, workflows, dashboards and knowledge management right within the Microsoft Outlook client so they work in a way that is natural and personal to deliver consistent, fast and efficient service.

Marketing

Optimise your marketing efforts using the familiar and intelligent marketing capabilities of Microsoft Dynamics CRM business software. Use flexible segmentation tools, intuitive campaign management features, robust workflows and insightful analytics to increase the effectiveness of your marketing programs.

Attracting and retaining customers is what business is all about, and today, you need technology to underpin your strategy.

Every business is unique, with different customer strategies, different business processes, and different user expectations. The challenge for businesses today is to use differentiated customer strategies and take intelligent action across all of their channels–and to manage these activities efficiently and profitably using customer relationship management solutions. Agility Is Pivotal CRM.

Sales

CRM built for sales. For salespeople to use a CRM solution, it needs to deliver value–every time they log in. It needs to work the way they work, give them the tools to eliminate down–time and help them make money.

Our sales force automation solutions are built to embrace this reality. They’re mobile, they’re integrated with marketing and customer service and they flex to support a salesperson managing their day.

Service

Responsive, knowledgeable and profitable customer service. No two customer service departments are the same. That’s why our customer service and support solutions are designed to give you the tools you need today and the flexibility to create your own processes as you go. With a system that fits, you can capture, manage, and resolve customer service and support requests quickly, while never losing sight of up–selling and cross–selling opportunities.

Marketing

Delight the sales team. Achieve your targets. When it comes to marketing solutions, there are lots of features and benefits out there, but do they help you achieve your goals?

CDC marketing solutions are made for marketers. They give you powerful, time–saving features and a user experience that matches the way you work. To you, this means delighting the sales team and easily demonstrating measurable returns.

With Really Simple Systems Cloud CRM you can access your data from wherever you can connect to the Internet – at the office, from home, in your hotel room, on the road, on your mobile/cellphone or PDA, in your favourite coffee shop.

Our hosted CRM system enables you and your team to manage all your customers, prospects, contacts, tasks, sales opportunities and marketing campaigns in one easy–to–use system.

Contact Management

Really Simple Account & Contact Management keeps all your customers and prospects in a simple two–tier data structure: Accounts (companies and organisations) and Contacts (people who work there)

• Record every email, telephone call, support request and meeting as an Activity for that Account, so that you and your colleagues can see every interaction with that organisation.
• Easily search Accounts and Contacts.
• Enter and update multiple Contacts at once with one mouse click.
• Set up Tasks to remind you of outstanding actions against each Account, such as calling them back.
• Assign Accounts and Tasks to other users with optional email notification.
• Share information on Accounts with others in your organisation by setting up Sales Groups.
• Use the default sectors, products, sales stages and other analysis categories or set up your own.
• Create Custom Fields for your data.
• Import and Export data from .csv files and from Microsoft Outlook.
• Download a complete local copy of your data in whenever you want.
• Simple but powerful Listing Report Writer comes with pre–written standard reports and allows you to create your own reports, all from one page.
• Download any report into Excel at the click of a button.
• Create mailing lists to send mail merged letters or emails.
• Interfaces to the email client of your choice, including Outlook, Google Mail, Mac Mail.
• Clear screens with no confusing icons allow even the occasional user to use the system without training.

Opportunity Management

Really Simple Opportunity Management tracks all your potential and closed deals, allowing you to prioritise sales effort and giving you visibility of you and your teams’ sales pipelines

• Create multiple Opportunities within each Account.
• Record historic won & lost Opportunities.
• Break each Opportunity down into product or service lines.
• Track Opportunities through your sales stages.
• Forecast your revenue using an easy–to–use dedicated sales forecast report writer.
• Forecast values by weighted, unweighted, deal count, monthly, quarterly, half–yearly or annually.
• Roll up Forecasts from individuals, to sales groups, to your whole organisation.
• Download Forecasts into Excel with just one click.
• Report sales by source, product line, sales person, sales group.
• Win/Loss reporting
• New Business/Repeat Business reporting
• Dashboard on home page shows real time overview of sales, pipeline and sales funnel.

Service Management

Customer Service & Support uses Case Management to track support and service requests and escalate them to meet target service levels

• Full Case Management tracks the progress of each Case from open to close
• Uses a simple traffic light metaphor to show case status: green, amber and red
• See all the activities associated with a case on one simple page
• Opening, assigning, closing and reopening activities are automatically recorded
• Customers can be assigned SLAs (Service Level Agreement) and each SLA can have multiple priorities with different target response times
• SLAs can define case ranking
• Manager dashboard quickly shows total number of open cases, and cases and staff that need attention
• Support staff dashboard shows news cases, cases that are in danger and ranks open cases
• Cases are automatically ranked for easy prioritisation
• Identify and reassign problem cases
• Report on closed cases to gain useful statistics and insights

Marketing

Really Simple Marketing allows you to measure performance of all your marketing campaigns, includes integrated mass emailing and allows you to interface your web site to your CRM system for lead capture

Campaign Management

• Track leads from initial enquiry through to final close
• Create, run and monitor multi–stage marketing campaigns
• Can handle any type of campaign including telemarketing, emailing, newsletters, direct mail, Adwords
• Campaign Overview shows members, leads, opportunities and sales for each Campaign with cost/lead, cost/opportunity, cost/sale
• Campaigns can have one or multiple stages such as Mail, Email, Call and each stage can have its own responses
• Contacts can be members of multiple Campaigns
• Campaign Stages can be phased to provide smooth lead generation
• Members in a Campaign can be selected from the existing CRM database, or imported from a list, or both
• Assign leads to sales people or teams and track results
• Performance and ROI Reporting

Personalised Emailing

• Send personalised emails in plain text or HTML
• Real time capture and reporting of click–throughs and unsubscribes from mailings
• Phase email campaigns in batches to spread responses.
• No need to export data to a third party mailer or import results
• Can send Attachments as well

Web Transactions

• Capture leads directly from forms on your web site
• Create Accounts and Contacts automatically
• Automatically create and assign Tasks for following up
• Automatically add new inquiries to Campaigns
• Record additional data such as search engine search terms
• Set up multiple Transaction Types to handle different types of request

No hardware. No software. No headaches.

AdvanceForce is a member of the AdvanceNet Group and a Registered Consulting Partner of Salesforce.com in South Africa and Sub–Saharan Africa. AdvanceForce specialises in Salesforce CRM, Mobile and Chatter Implementations and Services, as well as Application Development on the Salesforce Platform.

Move your business to the cloud with the trusted leader in cloud computing and CRM. Salesforce.com is the Enterprise Cloud Computing Company. Put simply, we provide CRM and Collaboration applications that you access over the Internet and pay–as–you–go.

• What's New in Microsoft Dynamics CRM 2011

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• Microsoft Dynamics CRM 2011 Sales Force Automation

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• Microsoft Dynamics CRM 2011 Customer Service

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• Microsoft Dynamics CRM 2011 Marketing Automation

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• Pivotal CRM Built For Sales

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• Pivotal CRM Built For Service

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• Pivotal CRM Built For Marketing

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• Watch the video

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For more information, please contact AdvanceNet