CRM Implementation

CRM (Customer Relationship Management) software is one of the important requirements for organizations. Customer Relationship Management enables organizations to manage and maintain relationships with their existing as well as potential customers

We partner with Microsoft one of the industry leaders in CRM services for their product Dynamics CRM. We have expertise in planning, analysing, consulting and implementing CRM services for enterprises. CRM implementation is companywide strategy implementation for an organization and we help achieve these goals by working closely with the different stake holders of the company.

We also have expertise in integrating CRM solutions to the mobile platform. The sales and marketing teams in this competitive environment always need easy and quick access to customer information. We help you plan, prioritize and implement strategies to channelize your customer information through different means to your employees through the enterprise CRM system.

Proven track records of Dynamics CRM implementation

Octaware has been implementing Microsoft Dynamics CRM solution for years now. We have been providing our consulting and implementation services to various verticals ranging from Real Estate and construction, Software consulting, Contracting and hiring, Education etc. We have been providing following services to these clients.

Dynamics CRM 2011

Octaware has expertise in implementing Microsoft’s latest version of Dynamics CRM 2011. We have developed various industry solutions on top of CRM like Real Estate, Software services, Healthcare, Automobile etc. Dynamics CRM covers three important areas of the customer relationship management

Some of the important features of the Dynamics CRM 2011 are listed below.

Tight Integration with Outlook

The Outlook client of CRM allows users to access the CRM from within the native interface of outlook. It is based on the similar look and feel of Outlook 2010. This reduces the learning curve dramatically.

Dashboards

There are different built in dashboard which allow various users have quick and summarized view of information relevant to their functions. For e.g. the sales manager can have quick access to team performance, sales pipeline etc. User can setup and configure multiple dashboard for monitoring overall performance.

Office 2010 ribbon bar

The latest version of CRM 2011 comes with the Ribbon bar UI similar to office 2010. It is context sensitive and allows easy access to functionality in much better way.

Data Import

The existing customer data can be imported to Dynamics CRM 2011 using import wizards. It is easy to use field mapping based wizard which allows users to import data from other sources to CRM 2011. The data can be imported from Excel based CSV format by appropriately formatting the fields before importing.

User Personalization

Users can personalize the UI interface as per their needs depending upon the functions they do in the organization. Customization is decentralized and users have quick way of creating new views, modifying forms etc.

Mobile Access

Apart from the web-client and native outlook client, users can also use the mobile client to access the CRM information on their handhelds.

Cloud based development and deployment

As against the previous version the newer version allows developer to develop and deploy application based on cloud computing architecture using Azure platform services.

CRM Implementation Services

Apart from the Dynamics CRM Octaware also has expertise on the open source CRM solutions like SugarCRM. Our CRM solutions enable organizations to better understand and analyze customer needs and behaviors in order to develop and maintain long lasting relationships with customers. The CRM solutions developed by Octaware are designed to reduce costs and increase profitability by building customer loyalty. A detailed study and analysis of clients' requirements and their business processes by our CRM consultants, enable us to tailor our solutions in a manner so as to provide them with the best possible solution.