Microsoft Dynamics Customer Relationship Management (CRM) expands the key tool for businesses – communication - for sales, marketing and customer service.
Sales: manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications, and automate stages in the sales process – more efficiently converts opportunities and leads to customers and improves customer retention.
Marketing: measure the ROI on campaigns and promotions, estimate the lifetime value of customers and track sales of wholesale and retail customers. CRM’s advanced find tool segments customer criteria to create targeted campaigns and promotions, such as geographic location, buying history and preferences.
Customer Service: offers customer-facing employees, in the tasting room, customer support and wine club, the tools to make quick, yet informed decisions to develop the best sales and marketing strategy to address the customer’s needs and maintain a competitive position. Microsoft CRM Customer Service helps service representatives track customer requests, manage support issues from initial contact through successful resolution, and provide customers with the consistent, efficient service that ensures satisfaction.
Microsoft Dynamics CRM is designed for easy user adoption because of its similarity and compatibility with Microsoft Office and Outlook. Simply put, it is designed to minimize the need for training, reduce application switching, and increase productivity.
Webfortis offers integration with any winery operating system, including NAV – ERP, warehouse data and BI Intelligence reporting; RMS – Retail and wine club management, POS and shipping compliance; third party integration with e-winery.
Microsoft Dynamics CRM, with its multi-tenant architecture, houses private databases for each client. Wineries have full control over the security and physical location of their data. Microsoft offers online, hosted and on-premise CRM deployment options.
Other benefits:
- UI extensibility (including custom navigation panes and buttons which can call custom ASPX pages from within CRM in order to persist data into CRM)
- Completely Web services-enabled platform, even on custom entities/attributes, so it's accessible from any other system capable of making web service calls
- All offerings of Microsoft Dynamics CRM push/pull data from other systems
- Real-time transactions with other business applications through real-time platform events (On-Premise only)
- Mobile Express is a mobile interface for CRM, making it easy to look up and enter CRM data on the go
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