Help boost sales, satisfaction, and service with CRM software that works the way you do.

At Affiliated, CRM software stands for Customer, Client, Company, & Case Relationship Management software

When it comes to CRM, communication is key. The ideal CRM solution should streamline the way your people communicate and collaborate with each other. The more comfortable they are with the tools, the more effective they will be at their jobs. And what’s more comfortable than a look and feel you already know like Microsoft Outlook?

With Microsoft CRM's powerful capabilities, like workflow and analytics, you can let your sales, marketing, service, and management teams easily share information and automate business processes to provide a seamless customer experience while streamlining your internal operations.

Empower every employee to boost sales, satisfaction, and service with automated CRM software solutions that your people can actually use. Microsoft Dynamics CRM works like and with familiar Microsoft Office products which means less of a learning curve for your people, so they can get up and running quickly and focus on what’s most important—your “customers”.

Why choose a CRM solution from Affiliated?

At Affiliated, we work with a variety of businesses throughout the Columbus, Cincinnati, and Cleveland areas and pride ourselves on our ability to analyze your business needs and blend our knowledge of CRM with your business knowledge. One of the biggest risks in a CRM implementation is lack of user adoption. Affiliated will work with you to create a system that your users will value and adopt. Our adoption success rate is unparalleled.

We have implemented Microsoft CRM software solutions for over 40 companies and use it internally to help support our organization. Our Microsoft CRM implementations have won customer satisfaction awards from Microsoft in 2007 and 2008.

We have expert business analysts with years of experience working with Microsoft Dynamics CRM – not just technical people – who apply a unique methodology designed to acquire the most knowledge about your business so we can wrap a solution around the way you work. We’ll work to understand your desired result and then help you to achieve exactly that.

Microsoft Dynamics CRM Capabilities

Salesforce Automation

Get your sales force quickly up to speed with the advanced but easy-to-use features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales. 

Customer Service

Transform your customer service into a strategic asset with Microsoft Dynamics CRM customer service solutions. With a 360-degree view of the customer, your team can resolve issues quickly and reduce handling times with Microsoft Dynamics CRM’s advanced customer service tools. By automating processes, you can also reduce costs and help to ensure consistent service is delivered across all customer interactions.

Case Management

Using the unique Case Management functionality, teams in the healthcare, not for profit, and local government areas can use the CRM system to open and track patient/client/constituent transactions and requests quickly, easily, and efficiently including interaction with other departments and automated follow ups to make sure that appropriate steps are completed on time and your entire team has visibility into the status and progress of each case.

Marketing

Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every customer interaction into a marketing opportunity and harness the undiscovered potential within your customer base. With marketing management and automation tools from Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing campaigns.

Moving Beyond CRM

XRM (Anything Relationship Management) is the natural evolution of CRM (Customer Relationship Management). It’s a relatively new term but the concept in not new. Today’s dynamic business environment companies demand the ability to manage anything (X=anything), more than relationships with customers. Microsoft CRM sits on the .NET platform and because of that, it is much more than a traditional CRM product. Instead, a better way to think of Microsoft CRM is as a rapid development application with out of the box CRM functionality, capable of instantly leveraging the .NET platform, and a vast array of Microsoft applications.

XRM is more than a CRM product or service - it’s a strategic approach to understanding what make a business thrive, what information needs to be tracked, by whom and how it needs to be displayed and leveraged to help facilitate better decision making. Because every business is unique, we will work with you to define the right approach while leveraging your existing technology investments. Let us show you how to get seamless and secure delivery of your business-critical applications—marketing, sales, customer service and support, account management and more.

Call us today at (614) 889-6555 or contact us for a free consultation.