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Customer Relationship Management (CRM)

Magnetism is proud to partner with Microsoft to provide a best of breed solution for Customer Relationship Management. While we are based in Whangarei, we carry out work nationwide. With the release of Microsoft Dynamics CRM 4.0, customer relationship management with superior workflow automation is now available to smaller businesses, with the ability to grow as your business grows.

We offer a complete package solution based on our experience with the product from early on in its development. We have the expertise to assess your requirements, develop and implement a customized solution, and install and configure it to your specific business requirements. We then carry out custom development backed with fully qualified instructors to teach and train your staff in the effective use of the CRM technology.

If you would like to talk to us about how Microsoft Dynamics CRM could help your business please contact us here.

Microsoft Dynamics CRM 4.0 Overview

Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system. Microsoft Dynamics 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.

Microsoft Dynamics 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 Microsoft Dynamics 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. Microsoft Dynamics 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. Microsoft Dynamics 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