Cobweb Hosted CRM service - Features and Benefits
The Cobweb Hosted CRM service 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 Services.
Cobweb Hosted CRM service 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
Report with ease
- Powerful reporting wizard
- Useful built-in reports
- Easy to export data
- Dynamic data linking to Excel
- Create live dashboards using Cobweb’s Hosted SharePoint service
