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.