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Microsoft Dynamics CRM Enhancements
by SalesMetrix

SalesMetrix develops innovative Microsoft CRM enhancements that are proven at numerous Client implementations, and available in the Microsoft Dynamics CRM Marketplace. These out-of-the-box solutions are the result of continuous evolution from client feedback and real-world use.  Not only do they save you time and money on custom development, you gain knowledge from the best practices of others. Our Microsoft Dynamics CRM enhancements include:

• Dashboard gives you condensed overviews of key metrics in CRM version 4.0 and earlier. Use charts and grid reporting for 30/60/90s, closed deals, top opportunities and much more.


• Discussion Thread allows you to review CRM activities along with related notes and other information in a thread viewable by each contact.


• Document Manager is a CRM to SharePoint integration that allows you to manage folders and documents seamlessly from the CRM interface. The information is accessible directly from SharePoint and maintains the security of both systems.


• Email Manager is an optional component to Document Manager that strips email attachments and stores them in SharePoint – saving both space and redundant information.


• Enhanced Activity Search allows you to search CRM entities for activity types you select including tasks, emails, calls and more. You may also group results and apply multiple filters such as “last 30 days” and 50 items per page.
 

• Locations Manager automatically populates and updates addresses for contacts based on Account level addresses. Save time manually updating addresses by auto filling contact information based on site locations.


• Productivity Pro streamlines common activity management tasks and provides an enhanced user interface for efficient access of customer information. Productivity Pro benefits all users, especially marketing, inside sales, and customer service focused users who handle call campaigns, incoming calls, customer lookups and expediting new account/contact creation.


• Quick Quote enables you to quickly prepare a standardized quote and email as a PDF attachment - all with a single click. You can edit quote line items in a grid style window, specify line item sequencing/numbering, specify markdown percentage from list price or markdown from cost and identify historical prices quoted to your customer.


• The SalesMetrix CRM to SAP Integration uses service oriented architecture (“SOA”) to seamlessly integrate and maintain key information including customer records, material/product information, pricing, orders and invoicing.


• Web Leads allows you to integrate web forms and web applications to Microsoft CRM. This integration tool provides automated lead creation, customized workflows and specialized reporting to measure and improve lead conversion.

For more information or a free, no-obligation, quote please Contact Us now!