Hosted CRM Solution Service Features

The Cobweb hosted CRM solution seamlessly integrates with Microsoft Office programs, including Microsoft Office Outlook, Microsoft Office Word, Microsoft Office Excel, and powerful data-sharing tools such as, Microsoft SharePoint and Microsoft SQL Server Reporting Solution.

The Cobweb hosted CRM solution runs on Microsoft Dynamics CRM 4.0 and provides web-enabled customer relationship management solutions to automate day-to-day tasks for sales, customer service, field service, call centre and marketing professionals.

Enhanced productivity

• Full Outlook integration
• Secure anywhere access
• Role based user access and security
• Single password when used with Cobweb Hosted Exchange 2007
• MailMerge with Word
• Custom views based on user role.
  

Streamline business processes

• Easy to use Workflows
• Built in processes to speed up simple tasks
• Single view of Customer
• User based activity reporting
• Use Microsoft CRM accelerators.
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Report with ease

• Powerful reporting wizard
• Useful in-built reports
• Easy to export data
• Dynamic data linking to Excel
• Create live dashboards using Cobweb’s SharePoint 3 service.