Microsoft CRM Integrator

an integration and mobility module

Overview

All businesses strive to do three key things: find customers; give them excellent service, satisfaction and products; and then understand them better to deepen and grow that valuable relationship. K3 Syspro recognised that we could make your objectives easier to achieve, and bring you significant tactical and strategic advantages, by making your CRM and ERP systems work in harmony. So we developed the Dynamics CRM Integrator, a Microsoft® certified, unique product enables SYSPRO customers to fully utilise the raw power of Dynamics CRM. The Integrator harnesses both systems, delivering an unmatched platform for sales and service excellence.

The Benefits of Microsoft CRM Integrator

  • Your sales team can see details of their customers’ SYSPRO quotes, orders, invoices, support issues and returns before they visit; look at stock levels, promise delivery dates and relevant quotes based on accurate and relevant data
  • Dynamics CRM is a very powerful tool and an excellent platform for email marketing. Having the Integrator harmonising your hard-fought data you can really make your campaigns give real ROI. For example, you can run campaigns based on customers’ previous purchases, or exclude customers you are currently selling to. Having this data inside the CRM system allows improved segmentation for campaigns and helps you to work smarter
  • Helps you to manage service calls in an efficient and professional way. Service engineers can log support calls and link these through to RMA’s in SYSPRO, to provide accurate tracking of issues, and clear visibility of each issue’s status and owner
  • Pipeline clarity: if you need a national or global overview, from multiple sites, the Integrator will give you that power
  • Whether on mobile or desktop, you can download and work off-line or use it onsite

Microsoft CRM Integrator Features

  • See the complete customer picture, using Dynamics’ powerful analysis tools, including dashboards, that can compare opportunities and orders against targets
  • Drill-through to SYSPRO. Enquiry or maintenance screens can be launched directly from CRM with a local SYSPRO client
  • Visibility of SYSPRO stock codes, with real- time stock availability, quotes, orders, invoices and RMA’s related to each customer, available over the web from anywhere
  • Choice of quotation methods. SYSPRO quotes for complex pricing and product configuration, or CRM quotes when quotations are created away from the office
  • When the quote is won, convert to a SYSPRO order with the press of a button
  • Customer help, service and support desk function. On-line management of customer returns via CRM service cases streamlines the support desk operation
  • Create SYSPRO RMAs directly from CRM and analyse returns in CRM to the level of individual products returned, and analyse customer returns history
  • Tracking of serialised product sales against customers for integrated quality control and warranty management
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