CRM

ThinkWare provides a seamless integration from Darwin to Microsoft Dynamics CRM. CRM is the leading Customer Relationship Management software from Microsoft. CRM integrates the common touch points with your prospects and clients from marketing to prospecting to client to customer services; all within a single web-based solution.

CRM is completely integrated with Microsoft Outlook and can be accessed in its entirety within Outlook. This can help ensure acceptance by your staff as being just an extension of a tool they use every day.

Sales
CRM provides integrated sales force automation tools. All prospects and sales activities can be entered, tracked, and managed with CRM. Once a prospect becomes a client, that information can also be sent to Darwin to avoid duplicate data entry.
All pre-sales and post-sales activities can be tracked in a single point of entry and reporting.

Customer Services
The Darwin CRM Integration populates Microsoft CRM with necessary client and employee setup and transaction information empowering your customer service, payroll and HR representatives with information to respond quickly and knowledgeably with information for your clients and employees.

Client Communication and Marketing
CRM provides tools to easily create client communication and marketing lists and campaigns. You can communicate with clients based on any selection criteria including areas, products provided, sales rep, etc.

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Darwin and CRM Workflow Integration


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