S.B. Stone & Company knows that customer loyalty is a priceless business asset. But first you have to get the customer! Microsoft Dynamics CRM 3.0 addresses both ends of this equation: customer development and retention.

Introduction to Microsoft Dynamics CRM

Getting new customers and retaining existing accounts are the cornerstones of business success. Customer Relationship Management (CRM) tools from Microsoft Dynamics (formerly Microsoft Business Solutions) enable you to manage, automate, and track your customer-related efforts and activities.

Using CRM, you organize your tasks and build records of your Sales, Marketing and Customer Service activities. These records provide data that can be used in many ways. In addition to a variety of analytical options, you create a history of your relationship that remains stable and available -- easing transitions caused by staff promotions, turnover, etc.

We have all experienced poor customer service delivery and know how it impacted our view of the company involved. CRM gives you the tools to ensure dependable and quality customer responses.

What We Like About CRM

CRM enables you to automate many routine tasks, reducing redundant data entry and the errors that accompany re-keying. Time saved can be spent on meaningful activity that can positively impact your business.

CRM interacts beautifully with Microsoft Office applications such as Outlook, Word, Publisher and Excel. Being able to work with familiar tools speeds the transition to CRM and reduces the learning curve. Go here for specific examples.

When Should You Adopt CRM?

CRM is the next natural step for a company that has at least a couple of salespeople and/or customer service representatives. You may be using products like ACT or Goldmine which work well for individual salespeople, but not as well for multiple salespeople (and they don't interact with MS Office products). CRM is scalable and will grow as you do.

CRM will help your salespeople answer customer questions without making the customer wait. Your marketing personnel can review the success of marketing campaigns. Managers can use business data to evaluate the value of customer relationships for your organization and deploy resources accordingly.

During high-growth phases, CRM will keep things organized and documented. During slow times, CRM will free your people to concentrate on revenue-generation/retention activities rather than busywork. Read the article: Small businesses: 10 benefits of using Microsoft Dynamics CRM for more information.

New CRM Implementations

S.B. Stone & Company is a licensed reseller of Microsoft Dynamics CRM 3.0 Small Business Edition and Microsoft Dynamics CRM 3.0 Professional Edition. We can evaluate your existing server installation and recommend additional/upgraded hardware as needed. We can install and customize modules, research and recommend add-ons, and help you maximize CRM's functionality. We can also provide staff training and post-implementation support.

For Existing CRM Customers

If you need support services, help with upgrades, or advice about additional enhancements to take full advantage of CRM's capabilities contact S.B. Stone & Company.

For more details about CRM, and integrating CRM with Navision/Microsoft Dynamics NAV, go to page 2.