Bringing together Microsoft Dynamics CRM 2011 and the power of Microsoft Lync 2010

Introducing CRM Enhance v2.0

CRM Enhance delivers a dependable, cost efficient solution that empowers information workers to accomplish more in less time and to easily connect with customers and the information that matters most.

Be productive in new, more natural ways

• Accomplish common tasks in fewer steps through familiar and flexible tools
• Accepted inbound/outbound calls - screen pop displays recent customer and account activities with the ability to quickly edit and submit changes
• Save and new, automatically creates new phone activity to record the call against– simply type a summary then save and close

Quick and easy connections

• Quick connect with click-to-call, click-to-email, click-to IM* (*IM requires Lync federation)
• Know who is calling - caller ID resolves the incoming ID against Dynamics CRM contacts and provides support for multiple caller-ids from same number
• Not the right contact – after answering, quickly change a contact by selecting the correct contact or by creating a new contact

Communicate easily and coordinate effectively

• Enable more meaningful customer conversations with real-time access to the most recent customer/account activities
• Establish credibility and increased trust through deeper knowledge of the customer
• Collaborate and share with others

Reduce the risk of confidential information theft

• Keep confidential and sensitive information safe by eliminating the need for hand-written notes
• Support compliance with company policies regarding personally identifiable information (PII)

Easy adoption and management

• Out-of–the-box solution that allows for configuration to better address business processes
• Increase adoption through familiarity with Microsoft Lync and Microsoft Dynamics CRM

Try it Out

Try out CRM Enhance v2.0 for FREE. Request access to the full-featured 30-day trial version of the software at http://www.modalitysystems.com/software/crm-enhance/registrations/new.