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Powertrak™ CORE and Microsoft Dynamics CRM 2011

     

Powertrak™ v10 CORE Overview for Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 adds great enhancements over previous versions. However, the specific baseline features contained in Powertrak Core are not in 2011 and can't be added without extensive custom development efforts outside the Microsoft Dynamics CRM 2011 tools. All Powertrak Core features continue to provide great value at far less cost than a custom build out.

Because Powertrak Core and Powertrak Application Builder are certified, our customers and partners can rely on continuing warranty coverage and support. Upgrades are seamless, and there is no need to worry about internal IT costs, turnover and change issues that always result from custom development.

Not all customers are equal! For most businesses, a small percentage of your customers contribute a very large part of your sales and profit. Powertrak's RFM scoring functionality segments and ranks customers using Recency, Frequency and Monetary value (RFM) to help you target one-on-one marketing campaigns for your best prospects.

As we continue to add new features into Powertrak Core, customers benefit automatically from the 16 years of award-winning functionality and industry-specific enhancements that come from serving a vertical customer base.

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Powertrak Enhanced Microsoft Dynamics Sales Console Dashboards Powertrak Enhanced Microsoft Dynamics Sales Console Channel Pipeline Powertrak Enhanced Microsoft Dynamics Sales Console Pipeline Manager 

        Dashboards              Channel Pipeline          Pipeline Manager (Editable Grids)


Powertrak Enhanced Microsoft Dynamics Sales Console Pipeline by Revenue Powertrak Enhanced Microsoft Dynamics Sales Console De-duplication Screen Powertrak Enhanced Microsoft Dynamics Sales Console 

 Pipeline by Revenue    De-Duplication Screen      Sales Console

Summary

Microsoft Dynamics CRM 2011 features are extended and enhanced by the out-of-the-box features of Powertrak Core. Across the board, Powertrak Core delivers capabilities like RFM Scoring, Enterprise Views and Relationship Tracking, Sales Console, and time-saving features like Pipeline Manager, Mass Updates, and De-Duplication Management, that bring Dynamics CRM to an even higher level of productivity. Together Microsoft Dynamics CRM and Powertrak bring tremendous value at a competitive price.

Product Details
Pipeline Manager Pipeline Manager saves time by allowing in-line edit functionality thus eliminating the need to open each record. Pipeline Manager is completely configurable with no coding. You can build similar editable grids against virtually any data items.
PhoneBook PhoneBook provides single screen advanced search across multiple tables and linked parent-child views. For example, finding customers who are interested in one or more products within a given date range is built-in. PhoneBook is a type to load search tool, saving end-user's time, particularly in service and call center environments. PhoneBook and all advanced Powertrak searches execute as you type eliminating keyboard to mouse movement. PhoneBook includes advanced interaction functions to enable email blasts from templates, record activities, and add selected records to queues.
Enterprise Views Powertrak Enterprise Views enhance the activity view functionality of Dynamics CRM 2011. CRM 2011 activity views consolidate activities of direct contacts at the account level. With Powertrak Enterprise views, CRM users working with accounts that have sub accounts, can view consolidated activities, contacts, opportunities and channel/partner opportunities for all sub accounts associated with the enterprise.
PowerRelate—Enhanced Relationship tracking PowerRelate capabilities present many-to-many, hierarchically branched trees of relationships between accounts, contacts, activities and opportunities. PowerRelate saves time by eliminating the need to open individual forms by displaying call notes, account and contact information, at any tree level, in a split-screen view. Furthermore PowerRelate allows for simple, end-user configuration.
Dashboards for Real-time Analytics Powertrak includes a configurable dashboard, with built in analyzers for all department functions such as marketing, service, portals, channel, pipeline management and call center operations.
RFM Scoring Easily segment, rank, and score your customers using RFM scoring and track trends over time to see if customer is growing or shrinking in value. With access to unlimited profile information, RFM scoring, and customer data from other systems, you can get the right message to the right person.
Sales Console Powertrak Sales Console consolidates pertinent data in dashboard views to better access, analyze and act upon captured customer information. In one screen, users can view company and contacts, opportunities, quotes and orders.

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Customer Testimonial

“The combination of Microsoft Dynamics CRM and Powertrak is helping Dell Compellent provide the tools and information its reseller partners need for increased business success.”


MICHAEL BEACH
Executive Director, Sales Operations, Dell Compellent