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Twilight Diary

The Intergen Twilight Seminars are informal late afternoon sessions designed to inform you about current trends, technologies and initiatives in the space where business and information technology overlap.

December 4, 2008

xRM (Christchurch)



Microsoft Dynamics CRM

Microsoft CRM is an organisation-wide application which allows you to capture and manage customer details from across all areas of your business into one central repository, presenting a single customer-centric view of all the information to all users, empowering employees with valuable information about customers or stakeholders and how they interact with the business at all stages.

Having such a wealth of information gives a full picture of customer behaviour and preferences enabling you to really know your customers and understand their needs, provide superior customer service and make informed decisions thereby assisting to build lasting relationships leading to higher customer satisfaction and loyalty.

At the same time Microsoft CRM helps to manage work flow, keeping track of tasks and actions associated to the customer, sales cycle or service incident, and can automate business processes and workflow. 

The new features of version 3.0 include:

  • Marketing automation including campaign management, response tracking and marketing list generation
  • Sales management enhancements including support for complex customer roles and relationships
  • Service case management enhancements including service-based scheduling and integrated knowledge base
  • Powerful new reporting capabilities based on SQL Server Reporting Services including drill down ability and report scheduling
  • Tighter integration with Microsoft Outlook makes CRM available from within Outlook which means less application-switching, faster adoption by users, and higher productivity. Users can look up customer information, send and manage e-mail, set up appointments, and capture customer discussions, all without ever leaving Outlook
  • Improved usability, less mouse-clicks and new personalisation features
  • Flexibility to extend the application to support the various business models of our different customers 

Microsoft CRM 3.0 is designed for small and midsized businesses, large organisations and divisions or departments of global enterprises that want to build strong customer relationships by managing all customer interactions from one central application.

Account Screen

Opportunity Screen

Service Scheduling Screen

For more information or a product demonstration contact emma.barrett@intergen.co.nz or visit the Microsoft website.