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Microsoft Dynamics CRM

Microsoft Dynamics CRM 4.0

Empower every employee to boost sales, satisfaction, and service with automated CRM that's easy to use, customize, and maintain.

Your customers and you share the same goal: You want your business to deliver value by satisfying critical needs efficiently. Customer relationship management (CRM) tools from Microsoft Dynamics enable your company to be that kind of business. Use familiar software solutions to help empower your employees to function at optimal productivity levels, to deliver high-quality services and responsive communications, and to obtain better results from your sales and service business. Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable CRM solutions to help you meet your specific needs.

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

Transform your business for consistent results
Microsoft Dynamics solutions can help extend the skills, processes, and tools you already own and use, and enable you to derive more value from existing investments. You can automate many routine and frequently occurring tasks, help reduce rekeying data and other busywork, and concentrate on making a difference for the business. Work the way you prefer to run your business—but with measurably increased results and tangible improvements across your processes and key relationships.

  • The CRM solutions and capabilities within Microsoft Dynamics connect closely to other Microsoft technologies that you may already use. This brings together data, helping your sales people to answer customer questions without making the customer wait. Marketing planners can review the true results of marketing campaigns, from customer inquiries to sales and services delivered. Managers can use business data to assess the value of customer relationships for your organization and make them more productive.
  • When your employees use the CRM functionalities of Microsoft Dynamics, they can work within familiar software environment, using tools they’re comfortable with. This helps reduce distractions of having to learn and work with disparate software tools. In the design process, Microsoft conducts extensive research with many thousands of customers. So the technology can do what people want it to do, in the way they want to see it. For example, you can access customer and business information and manage customer communications through your e-mail program. Or you can analyze data and create reports in your spreadsheet application.

Realizing the Promise of CRM

Montera provides a number of services at all levels of a CRM implementation through its CRM LifeLine Methodology. We assist in the:

  • Creation of an Executive Vision
  • Development of Customer Strategy and Business Case
  • CRM Implementation and Performance Management

Montera can also provide an Independent Verification & Validation (IV&V) of your CRM Implementation. This is done through another methodology called CRM Doctor

SaaS / ASP vs. On-premise...

Many business executives associate CRM to “endless meetings discussing technology using IT lingo”, drawn out project timelines and/or extensive assessments driven by RFIs or RFPs. That’s why many business decision makers are opting for “Software as a Service” (SaaS) or “Application Service Provider” (ASP) models to bring CRM to fruition within their organization.

At Montera we understand the value behind each of these different delivery models. Regardless if it’s Saas, ASP or on-premise, we understand that it is YOUR decision to choose what you think will best fit YOUR business and we are there to guide you through this journey.

With more than 90 delivered CRM projects in the High-Tech, Manufacturing, Health and Finance sectors, Montera has the experience required to apply CRM technology to improve business performance. Montera prefers to focus on using the CRM tool to deliver new business capabilities and tangible benefits regardless of the customer’s preferred model.