Customer Relationship Management (CRM)
Customer Relationship Management (CRM)

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CRM is a fully integrated customer relationship management (CRM) system. CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes along with native Microsoft Office Outlook integration Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution.

CRM helps you drive consistent and measurable improvement in everyday business processes.

Marketing: A clearer view of customers and more informed marketing investments
Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With CRM, your marketing professionals can leverage tools for:

  • Customer segmentation
  • Campaign planning and execution
  • Data extraction and cleansing
  • Analytics and reporting
  • Marketing/sales collaboration tools
  • Information sharing portals

Sales: Get more leads and close more business
Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. CRM provides:

  • Lead and opportunity management
  • Account and contact management
  • Territory management
  • Forecasting and sales analytics
  • Offline and mobile device access
  • Quick access to products, pricing, and quotes


Customer Service: Provide more value to customers.
Respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. CRM provides functionality for:

  • Account and contact management
  • Case and interaction management
  • Product and contract management
  • Knowledge-base management
  • Service scheduling
  • Workflow across teams and groups
  • Service reporting and analytics