Service Management

Boost service effectiveness and customer satisfaction with Microsoft Dynamics CRM Customer Service capabilities including:

Account and Contact Management  [drop-down]

Allow your Customer Service representatives to provide a consistent, effective experience across all contact touch points with a CRM solution that:

  • Simplifies adding, editing or deleting accounts/contacts with an intuitive Outlook-like interface, as well as Auto Complete and Smart Search features
  • Keeps a history of all actions and activities related to an individual
  • Automatically cleans and purges duplicate records for data quality and consistency purposes
  • Enables complex relationship modeling (in database) including Many to Many (N:N), One to Many (1:N); and Many to One (N:1) relationships
Interaction and knowledge Management  [drop-down]

Microsoft Dynamics CRM’s complete interaction management capabilities includes out-of-the-box functionality for:

  • Building and maintaining a Knowledge Base
  • Case routing, escalation and automatic email response management
Case Management and Scheduling  [drop-down]

Increase first call resolution and decrease average handling time with Microsoft Dynamics CRM’s sophisticated set of customer service features including:

  • Streamlined access to Service Level Agreements (SLAs)
  • Multi-channel incident management (Web, email, in-person, telephone, and other channels)
  • Communications & activities management to view complete activities associated with a case
  • Routing & escalation with the creation of Queues and workflow rules
  • Field Service scheduling with a centralized view of service workers’ calendars and tools to manage equipment, property and other key resources
Real-time Insight, Reporting and Analytics  [drop-down]

Convert cross-sell and up-sell opportunities into revenue by delivering service analytics and business intelligence to the service agent desktops. Key capabilities include:

  • Historical reporting
  • Predictive analysis
  • Online Analytical Processing (OLAP) and data mining
  • Service and contact centre performance dashboards
  • Custom service reporting
Proactive Sales and Support  [drop-down]

Build profiles of common support occurrences and use that information to proactively service customers by:

  • Identifying common support occurrences
  • Offering product recommendations
  • Developing Service Campaigns
  • Enabling “click to dial” functionality through integration to Microsoft Office Communications Server 2007

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