Microsoft CRM let's you increase sales and improve customer retention with the same or fewer people. Request your FREE Microsoft CRM Success Kit at http:www.rbdata.com/kit

1. Welcome
If you are looking to learn more about
Microsoft CRM you have come to the right
place!
Be sure to watch the entire video for our very
special offer to you!

2. What Is CRM?
Customer Relationship Management or CRM is
a business strategy to identify, acquire and
retain profitable customers where the focus is to
put your customers at the center of your
business.

3. Why CRM?
When done right, CRM will let your organization
Increase Sales
Provide Better Service For Your Customers
Lower Costs
In other words, Do More With Less

4. Typical Challenges in CRM
It must be easy to use or your people won’t use it
•
It must provide a single place for all of your
•
customer interactions regardless of whether they
came from your Sales, Marketing or Customer
Services departments
It must integrate with your other strategic
•
applications such as your financial software

5. Benefits of Microsoft Dynamics CRM
Tight Microsoft Office Integration
• Native Outlook client
• Seamless integration with MS Office
Robust Workflow Capabilities
• Allows you to automate your best business processes
which reduces the gap between your superstars and others
Seamless Remote Capabilities
• Robust Offline solution
• Multitude of mobile device access options
Ease of Customization and Integration
• Easy to make basic customizations without hiring a programmer
• Designed using .NET to provide for integration to other apps
Provide the Power of Choice
• Put it on your server or let Microsoft host it for you
• Host it internally for ultimate flexibility and reporting

6. Actionable Analytics
Actionable Analytics Components
Empower everyday CRM users • Microsoft Excel integration • Microsoft Office
• Report Wizard
with easy reporting and Performance Point
• Windows Workflow • SQL Server Analysis Services
actionable analytics Foundation • SQL Server Reporting
• Predictive analytics Services
Microsoft Advantage
• Combine analytics with workflow
for actionable intelligence
• Minimize costs by leveraging
existing Microsoft technology
investments
• Deliver business insight through
familiar productivity tools
• Bring analytics to the masses

7. Why RB Data Services? We Know CRM!
We have been focused on providing our clients
with cost effective CRM solutions producing
tangible results since 1989!
We have been involved with over 200 CRM
implementations!
You will work with a team of seasoned CRM
professionals who are available to help you
every step of the way.

8. Why RB Data Services? We Know CRM!
We are pleased to have assisted numerous
organizations, of all sizes, with their business
automation needs. Some of the organizations
that we have worked with include:
University of California, San Diego
AMN Healthcare
Scripps Hospital
Greater San Diego Chamber of
Commerce
Harbor Island Sheraton
Diocese of San Diego

9. A Few Testimonials …
“The peace of mind knowing one of the ‘life
quot;Your team really understood our needs and
bloods’ of our business (our contact
worked through the process from start to
finish, while helping us steer clear of manager) is being taken care of by a
potential hazards. Effective design and knowledgeable and professional company”
Nick Garbarini – Ford Financial Services
implementation requires a
thoughtful, professional approach. Solid
data, clear communication, and
quot;Very helpful, very knowledgeable!“
responsiveness are critical to
success. Thanks for getting us there.quot; Roberto Gutierrez - HM Electronics
James Tuck - Scripps Center For Executive
Health

10. Next Step?
For more information about how you can put this
powerful system to work for your organization,
and to request your
FREE Microsoft CRM Success Kit
Visit Our Website – www.rbdata.com/kit