Why CRM ?

The Challenge
Why Microsoft Dynamics CRM 2011? Microsoft Dynamics CRM 2011 Pillars

CRM 2011 in Education

CRM User Experience

Expectations of parents, local education authorities, government agencies and higher education students.
The need for real time data. Limited budgets. The need for better tracked communications.

Get a 360-degree view of your school, district, or campus with tools for educators and administrators that are easy to use and manage.
Increase productivity and enhance collaboration. Quickly develop applications for learning, education, research, faculty, and student management with the CRM framework.

Microsoft Dynamics CRM is a customer relationship management (CRM).

It enables organizations to record customer interactions, opportunities, and improve customer loyalty.

It also helps organizations optimize their operations by automating routine tasks, and standardizing best practices.

Sales

Marketing
Services

Leads

Opportunities
Quotes Orders Invoices Accounts Contacts Products

Sales

Marketing
Services

Planning

Campaigns
Budgets Lists Tracking Sources Reporting

Sales

Marketing
Services

Case Management : recording complaints, problem, questions or other queries. Contract Management : recording entitlement to service. Defining services provided and the resources needed for these services.

Scheduling appointments using the scheduling engine.

Building a store of intelligences using the Knowledge Base (can double as a call center script).

Alumni & Donor Management

General Administration
Communication Tracking Student Information system Faculty and Staff Management Recruiting and Retention

The Web Client Access CRM using Internet Explorer 7.0 or better

Microsoft Dynamics CRM for Microsoft Office Outlook Access all CRM Entities

Track Activities done in Outlook into related Data in CRM

Create and synchronize activities to CRM

Building on familiar MS Office experience

This screen shows a form representing a single contact Notice the editable fields. Also Notice the Related Records links.

This Screen shows when a Related Record link is clicked. Showing list of related contacts for an account.

CRM Navigation Allows User to Go Through all Modules of CRM easily Within Every module list of links to Entities is displayed. A shortcut list is also available to display functions for that link

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