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    Microsoft Dynamics CRM 2011

    Familiar... Intelligent... Connected. If You Have Customers, You Need Microsoft Dynamics CRM

    At its core, CRM involves three basic steps:  finding and developing customer relationships, keeping customers happy, and growing these relationships to enhance your business profitability.

    It's one thing to identify a loyal customer; it's another to cultivate that loyalty. To do this, you have to know your customers. Knowledge is power, and Microsoft Dynamics CRM delivers.



    Seamless Outlook Integration

    CRM Within The Familiar Microsoft Outlook Experience
    Exceptional user adoption of CRM because business users get CRM capability within Microsoft Outlook. View demo of Microsoft Dynamics CRM within the familiar Outlook interface.

    Streamlined CRM User Interface
    Microsoft Dynamics CRM features a streamlined interface like Office 2010 to provide quicker and easier navigation. View demo of streamlined navigation in Microsoft Dynamics CRM.

    Strong Personalization Tools to Fit Organizations’ and Individuals’ Business Needs
    Create personal views, add commonly used records, and design personal dashboards to measure performance. View demo of Microsoft CRM personalization tools.

    Get Microsoft Silverlight

    Because Microsoft Dynamics CRM 2011 works within Microsoft Outlook, it’s easy to use off the bat. Watch how it can help your team work smarter and be more productive




    More Intuitive, Easier Adoption

    Easily Build Workflows and Automated Processes to Fit Your Unique Business
    In addition to the powerful workflow engine and automated processes, this feature provides step-by-step guidance through any business process or interaction. View demo of building a business process in Microsoft Dynamics CRM.
     
    Real-time Dashboards
    Rapidly configure multiple real-time dashboards to actively monitor business performance and improve decision-making – with business users able to build their own dashboards without IT assistance. View demo of creating dashboards in Microsoft Dynamics CRM.

    Flexible Goal Management
    Define key performance and business health indicators to track and measure progress against any organizational goal or metric. View demo of creating goal management metrics in Microsoft Dynamics CRM.

    Get Microsoft Silverlight

    See how easy it is to rapidly configure multiple real-time dashboards with Microsoft Dynamics CRM 2011–and help your business spend more time acting on critical data and less time gathering



    Featured Expertise

    Matt Gelb

    Matt's background includes over 12 years of involvement in aligning business process and technology initiatives. Matt has worked with dozens of Wipfli clients to put Microsoft Dynamics CRM to work for them; helping them grow, retain, and expand their customers.







    Request a Demo

    Request a personal demo by completing this online request form and someone will contact you to set up an appointment.

    WipfliConnect: CRM that works the way you do

    Wipfli Connect solutions derive all the benefits of Microsoft Dynamics CRM but are tailored to the insurance industry, contractor/specialty/sub-contractor industry, and to the real estate property management industry. With Wipfli’s Dynamics CRM design templates for these industries, you will save customization time and effort and gain a better, smarter CRM system designed for your business.

    Before you invest in a CRM system, check out our Wipfli Connect solutions.

    Wipfli Connect

    Blog: Wipfli's Microsoft Dynamics CRM team blog

    Check out Wipfli's Microsoft Dynamics CRM team blog for insights on Microsoft Dynamics CRM – product news, announcements, best practices, ideas, how-tos, etc. and how they might align with your strategic business objectives, meet a short term tactical need, or just get you thinking. 

    Read More   |   All Blogs


    Scribe Software Corporation provides cost-effective, no-coding data migration and integration solutions for Microsoft Dynamics business applications. Scribe solutions are simple to configure and provide ease of modification as business processes change.

    Wipfli Connect Solutions:

    Wipfli Connect for Contractors

     

    Wipfli Connect for Real Estate

     

     Wipfli Connect for Insurance