CRM Customer Relationship Management Customization

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Microsoft Dynamics NAV

ERP Solutions - Integrating financial management, manufacturing, supply chain management, customer relationship management, project management, e-commerce and business intelligence reporting.

Microsoft Dynamics CRM

Customer Relationship Management – Building Relationships with a clear picture of forecast sales from existing customers and new prospects.

Business Intelligence

Delivering dashboard reporting and performance scorecards for key business data across the whole organisation.

E-Commerce Portal Dynamics NAV

Providing Customers access to their purchase history, backorder status and the ability to place orders directly into NAV, eliminating data entry errors and the high cost of data entry.

Jigsaw Technology is a full service, IT consulting firm who partner with you to provide the technical resources and project management skills required to manage all your information technology systems.

WebReporting

Web-based Reports are formatted similarly to existing reports and are generated via a web browser. The user has the option to print the report or saved the file as PDF/Excel/Text file.

WebPO

This web based purchase order system has been designed to control of company expenses and comes complete with : unlimited approval levels, supports order revisions, filtering of orders by user or group, prints of order online (once approved) and includes one WebReporting Licence.

Pocket Agent

PocketAgent is a Pocket PC based "Property Listings" application designed for Real Estate Agents. It carries an up-to-date list of all available properties along with photographs.

Puzzle

This MS Excel addin allows users to directly access data held in ODBC/ADO compliant databases (MS SQL, MS Access, dBase, FoxPro) to allow Financial Reporting spreadsheets to be accessed from accounting systems databases.

eClaim

Is a web based Expense Claim System designed to streamline the creation and processing of expense claims.

Kaspersky Anti-Virus Software

Protecting your data and essential business applications with the most secure, updated and most cost effective Anti-virus software solution.

Customization

CRM Customization
Designed for maximum flexibility and low total cost of ownership, Microsoft CRM adapts easily and affordably to meet business and industry-specific needs for small to mid-market businesses.

CRM Tailored Interface Settings and Workflow Processes
Without touching database code, your administrator or Jigsaw Technology can quickly and easily modify Microsoft CRM to meet needs specific to your organization and industry.

Tailored Forms and Views
Easily add new fields to the Microsoft CRM database schema to fit the data needs of a specific industry or business.

Quickly customize virtually any form within Microsoft CRM - accounts, contacts, opportunities, cases, orders, and more - so that you capture and manage the exact data you need to increase sales and service effectiveness.

Modify information views across the solution so that users can see critical information at a glance and sort data across records according to specific business needs.

Modify CRM Business Management Settings
Flexible default settings let you accurately mirror your business model by mapping organizational structures, including departmental, management and team structures.

Ensure information is protected, yet accessible, by selecting from a wide range of user roles and access rights, or modify or create roles that fit unique needs.

Business Processes Automation
Set up and modify rules that automate business processes, including leads routing and notifications, opportunity and pipeline management, case management, and data transfer to other applications.

With the industry-leading sales methodology included with Microsoft CRM, or build in your own methodology, to automate stages in the selling process and establish milestones for assessing sales activity.

Create customized e-mails and set up specific rules for automatic order fulfilment notification, leads and opportunity follow-ups, service requests follow-ups, and more.

CRM Advanced Customizations
Microsoft CRM offers a rich environment for advanced customizations, including open application programming interfaces (APIs), a comprehensive Software Development Kit (SDK), and Microsoft BizTalk© Server 2002 Partners Edition.

Build customized integrations with third-party business solutions, using BizTalk Server technologies.

Extend the solution to Web services - for example; automatically perform credit checks whenever new opportunities are created in Microsoft CRM.

Enhance Microsoft CRM functionality to fit specific verticals and industries, or build new applications on top of the Microsoft CRM platform.

Want to Know More?
For more information on how Microsoft Dynamics CRM could benefit your company fill out the enquiry form or contact Dennis Gardner on 02 9672 4222 for a FREE no obligation chat.

What have you got to lose!