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Eclipse > Products > Microsoft Dynamics CRM
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    • Prior to CRM, information about our customers and our interactions with them was stored in different systems across different parts of our business. We needed a system which would enable us to bring all of this information together, enabling us to improve the accuracy and integrity of the information, and improve the way we manage and interact with our customers. By implementing Dynamics CRM and integrating this with Dynamics GP, we have been able to greatly improve the accuracy and visibility of customer information across the organisation, which has helped us to improve our systems, processes and productivity.
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    • Pauline Crofts
    • Financial Controller
    • Terralink International Limited
Microsoft Dynamics CRM

Overview

Why choose Eclipse for Microsoft Dynamics CRM?

Combine familiar Microsoft Office applications with powerful customer relationship management (CRM) software to improve marketing effectiveness, boost sales, and enrich customer service interactions. Microsoft Dynamics CRM equips business professionals with access to customer information through a familiar Microsoft Outlook experience which helps ensure rapid user adoption and fast results.
 
And with Microsoft Dynamics CRM Online, you get the same powerful CRM software delivered as a cloud service from Microsoft, enabling instant-on anywhere access, predictable pay as you go pricing, and a financially backed service level agreement (SLA).
 
Deliver on the power of productivity with a CRM solution that is:
  • Familiar:  software that empowers people through natural, productive, and insightful experiences.
  • Intelligent:  real-time analytics and streamlined business processes that enable informed decisions and operational efficiencies.
  • Connected:  connections across people, processes, and ecosystems that allow businesses to maximise the value of relationships and systems.

Eclipse Quick Facts - CRM

  • 16 fully-qualified CRM Solution Managers, Consultants, Developers and Support Consultants
  • 112 years of combined CRM experience
  • Large, local Pivotal CRM reference customer sites across our locations
  • Skills matrix across:
    • Case and compliant management
    • Education
    • Finance and Insurance
    • Government
    • Membership services
    • Sporting associations.

Below: Sales Opportunities and Pipeline Dashboard

1103_CRM_CRM 2011 - 04.PNG 

 

 

Benefits

Microsoft Dynamics CRM supports your entire customer relationship process:
  • Sales Solutions:  Establish a 360-degree view of customer interaction and sales opportunities.
  • Customer Service Solutions:  Deliver value with integrated interaction and knowledge management.
  • Marketing Solutions:  Plan, implement, and measure more effective marketing campaigns.
  • Extended CRM:  With Microsoft Dynamics CRM business software and the xRM application framework, organisations can quickly and easily extend their CRM solution and build custom applications to track any business relationship–without compromising features, capabilities, budget, or delivery time.
Eclipse can deploy your Microsoft Dynamics CRM to better suit your business’s requirements, whether you require CRM online, on premise or a blend of the two:

On-Demand CRM (CRM online)

  • Help streamline your CRM implementation and help reduce your on-premises IT burden with a CRM solution that is hosted, updated and maintained by Microsoft
  • Help increase productivity with fast user adoption. Microsoft Dynamics CRM Online has the same look and feel as the Microsoft Office productivity applications that your employees use every day.  Even use your CRM Online solution from within Microsoft Office Outlook
  • Quickly centralise customer information and help streamline business processes
  • Tailor Microsoft Dynamics CRM Online to your business and to the way you work – with drag-and-drop customisation.
As a Microsoft Dynamics CRM Online partner, Eclipse can sign up your company for a free 30 days trial of Microsoft Dynamics CRM Online to enable proof of concept or pilot.

On-Premises CRM

  • Achieve seamless integration with your Microsoft server infrastructure or with third-party add-ons tailored to your business.

Below: Marketing KPIs in Microsoft Dynamics CRM

Issue 10_CRM_Webinar - 01.png

 

Our People & Our Skills in Your Locations

The Eclipse CRM team has over 112 years of combined experience. Our team has implemented over 89 customer sites and has the skills and expertise to ensure your project is a success.

Most importantly, our CRM team can be found in Eclipse offices across Australia - so you have direct access to the right skills for your site.

Our Unique Intellectual Property for Your Project

Eclipse has developed unique intellectual property that delivers industry specific solutions and enhancements built into Microsoft Dynamics CRM.

Vertical Solutions

Standard, out-of-the-box functionality is combined with new modules and features that extend the Microsoft Dynamics CRM solution to meet unique industry needs:

  • Government and Case Management (see CasePoint)

 

Features

Microsoft Dynamics CRM supports your entire customer relationship process, with modules covering your sales, customer service and marketing requirements.

Sales Solution

Help your sales team optimise their sales cycles with the familiar and intelligent features of Microsoft Dynamics CRM.  Providing a 360-degree view of customer and prospect data, the highly intuitive interface and embedded Microsoft Office capabilities will help you help increase lead opportunities and close rates, boost sales productivity and sales cycles, and help achieve real-time insight.

Give your sales team a CRM solution that is natural and familiar so they can spend more time selling.  With the native Microsoft Outlook client, built-in Microsoft Office features, contextual data visualisations, and mobile access, Microsoft Dynamics CRM minimises busy work and puts the right information in your sales professionals’ hands.​
  • Native Outlook Experience:  Centrally manage email messages, appointments, tasks, contacts, and customer information right within Microsoft Outlook for improved productivity
  • Real-time dashboards and KPI reports
  • Sales planning and management
  • Automatic lead allocation
  • Lead scoring and segmentation
  • Lead and opportunity tracking
  • Accounts management
  • Sales Productivity
  • Guided Sales Dialogs
  • Goal tracking and pipelines
  • Workflow
  • Mobility solution
  • Insightful analytics
  • Social Connector
  • Microsoft Office Integration
  • CRM Online Portal​

Customer Service Solution

Maintain a world-class service experience for your customers.  Microsoft Dynamics CRM informs customer service professionals with guidance that is insightful and actionable, through a solution that combines the power of productivity with ease of use.  Users can take advantage of a wealth of features like case management, workflows, dashboards, and knowledge management right within the Microsoft Outlook client, so they can work in a way that is natural and personal to deliver consistent, fast, and efficient service.​
  • Accounts management
  • Purchase history and renewal alerts
  • Contracts database
  • Record pinning
  • Role-based forms
  • Case management: creation, tracking, resolution and escalation
  • Guided service processes and automated tasks
  • Service queue management
  • Service record auditing
  • Service Goal Management
  • Multi-channel communications
  • Knowledge management and shared repository
  • Mobility solution
  • Field appointments and service scheduling
  • Workflows
  • Analytics and dashboards
  • Client web self-service
  • Microsoft Office Integration
  • CRM Online Portal​

Marketing Solution

Optimise your marketing efforts using the familiar and intelligent marketing capabilities of Microsoft Dynamics CRM business software.  Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can utilise flexible segmentation tools, intuitive campaign management features, robust workflows, and insightful analytics to increase the effectiveness of your marketing programs.​
  • Automated lead distribution
  • Task automation and follow-up processes
  • Marketing best-practices
  • PinPoint segmentation and audience analysis
  • Quick campaigns and pre-built campaign templates
  • Simplified communications, mail merge and email templates
  • Campaign lifecycle management
  • Lead management and tracking
  • Workflow processes and guided dialogs
  • Campaign response tracking and opportunity generation
  • Data management
  • Campaign collateral storage
  • Event management
  • Automatic opt-in/opt-out permission tracking
  • Social Connector and influencer identification
  • Mobility solutions
  • Insightful analytics and drilldown capabilities
  • Real-time dashboards and KPI reports
  • Goal management and lead conversion tracking
  • Microsoft Office Integration
  • CRM Online Portal​

 

Technology

On-premise Technology

Microsoft Dynamics CRM Server 2011 software requirements:

This section lists the software and application requirements for Microsoft Dynamics CRM Server 2011.

Supported Windows Server 2008 editions

The following editions of the Microsoft Windows Server 2008 operating system are supported for installing and running Microsoft Dynamics CRM 2011 Server:
  • Windows Server 2008 Standard (x64 versions) SP2 or later version
  • Windows Server 2008 Enterprise (x64 versions) SP2 or later version
  • Windows Server 2008 Datacenter (x64 versions) SP2 or later version
  • Windows Web Server 2008 (x64 versions) SP2 or later version
  • Windows Small Business Server 2008 Premium x64 or later version
  • Windows Small Business Server 2008 Standard x64 or later version

SQL Server editions:

Any one of the following Microsoft SQL Server editions is required and must be installed on a Windows Server 2008 64-bit or later version, running, and available for Microsoft Dynamics CRM:

  • Microsoft SQL Server 2008, Standard Edition, x64 SP1 or later version
  • Microsoft SQL Server 2008, Enterprise Edition, x64 SP1 or later version
  • Microsoft SQL Server 2008 Datacenter x64 SP1 or later version
  • Microsoft SQL Server 2008 Developer x64 SP1 or later version (for non-production environments only)

SQL Server Reporting Services

Specific SQL Server Reporting Services editions are used for reporting functionality.

Any one of the following Microsoft SQL Server editions is required and must be installed on a Windows Server 2008 64-bit or later version, running, and available for Microsoft Dynamics CRM:

  • Microsoft SQL Server 2008, Standard Edition, x64 SP1 or later version
  • Microsoft SQL Server 2008, Enterprise Edition, x64 SP1 or later version
  • Microsoft SQL Server 2008 Datacenter x64 SP1 or later version
  • Microsoft SQL Server 2008 Developer x64 SP1 or later version (for non-production environments only.

 

Online Technology

Microsoft Dynamics CRM for Outlook software requirements

Microsoft Dynamics CRM for Outlook works the way that you do by providing a seamless combination of Microsoft Dynamics CRM features in the familiar Outlook environment. This section lists software and software requirements for Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM for Outlook with Offline Access.
 
Any one of the following operating systems is required:
  • Windows 7 (both 64-bit and 32-bit versions)
  • Windows Vista (both 64-bit and 32-bit versions)
  • Microsoft Windows XP Professional SP3
  • Microsoft Windows XP Tablet SP3
  • Windows XP Professional x64 Edition

Microsoft Dynamics CRM Web client software requirements

This section lists the operating system and software requirements for the Microsoft Dynamics CRM Web client:
  • Microsoft Internet Explorer
    • Internet Explorer 7 or a later version
    • Internet Explorer 8 or a later version
  • Microsoft Office
    • Microsoft Office 2003 with SP3 or later version
    • 2007 Microsoft Office system
    • Office 2010
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