CRM stands for customer relationship management. It is a software solution tool to integrate data-driven solutions that improve how you interact and conduct business with your customers. CRM systems and applications are designed to manage and maintain customer relationships, track engagement and sales and deliver actionable data in one solution.
Yes, your data can be imported into CRM in numerous ways. There is the option to import using Excel templates or .csv files. For larger implementations that will have daily or weekly updates ongoing, we recommend using Scribe.
A Microsoft Partner is an independent company (i.e. Dominic Systems) that provides value-added services to assist with new and existing implementations.
A partner can help ensure that your CRM Online deployment is a success but no, you do not need one.
Yes, you can. There are several ways that you can go about doing this. First, CRM Online supports Safari, the Internet browser that ships with Mac OS. This is the simplest way to work with CRM Online on your Mac. Note that CRM Online will not work on Firefox or Chrome for Mac, only Safari. Second, you can install a Windows partition on your Mac and install Microsoft Office Outlook and the CRM for Outlook plugin.
Microsoft hosts your data. In 2016 they opened datacenters in Canada to host Canadian clients.
Yes. CRM Online works on the iPad. There are also applications available for iOS, Windows Mobile, Android, and Blackberry devices.
Yes, we would be delighted to give you a demo! Microsoft offers a 30-day free trial that you could try.
Sample data is available and easy to install or uninstall. Simply navigate to Settings > System > Data Management, and click Sample Data to see which action is currently available.
Microsoft will delete it after several email warnings. It is important that you back up your database before you cancel.
Microsoft performs regular backups to ensure that data is reliable and secure at the server side. You also have the option of creating your own backups using O-365. In cases of critical user error, customers may request Microsoft to restore their CRM Online organization to the most recent nightly backup by calling the Microsoft Dynamics CRM Online Assistance Center, Monday through Friday, 8:00 A.M. to 6:00 P.M. Central Time (UTC-6), toll-free in the USA and Canada at 1-877-CRM-CHOICE (1-877-276-2464), or worldwide at 1-701-281-0555.