User Adoption - Ease of Use

There is no point having a powerful, feature-rich CRM system if employees do not use the system or only use it partially and reluctantly. To achieve widespread adoption all employees who interact with the system must benefit from using the system, not just their managers; in other words, it must be easy for them to use and it must help them to do a better job.

Microsoft Dynamics CRM 3.0 has achieved this design goal. It uses a familiar, intuitive Office 2003 interface and it can be accessed from any location (even disconnected) via a native Outlook Client or a Web Client.

A few examples, ease of use:

Exchange / Outlook e-mail integration - when creating an e-mail to a customer or prospect, it takes 2 mouse-clicks to associate that activity with an opportunity or service case. The system will then automatically tag the e-mail with a token which it will recognise, so that any response is also associated, completely automatically.

Exchange Calendar integration - when creating appointments with prospects or customers within 2 mouse-clicks the opportunity is linked to the organisation's calendar.

Voice integration - if you have a VoIP telephone system we can link this to Dynamics CRM, improving efficiency and enabling a genuine 360 degree view of all customer / prospect interactions.