Absalon CRM

Absalon CRM Modules:

1. Marketing
2. Sales
3. Project Management
4. Resource Planning
5. Case Management
6. Service Management

MARKETING The marketing module in Microsoft Dynamics CRM is, together with Absalon CRM, covering marketing lists, customer categorization, account plans, event management and more. Microsoft Dynamics CRM

• Support and registration of marketing activities for reporting, follow up and management
• Marketing lists: Create dynamic marketing lists, that update subsequently, as well as static marketing lists. Full Outlook integration with mailing possibilities straight from the marketing lists.
• Create process support for your marketing activities, both simple and complex ones

Absalon add-on

• Categorization of customers based on needs of the organization and the area such as industry, sector or geography
• Event Management, gather all the information in one place. Contacts as event participants and their status at the event, check list for the event, document management through SharePoint
• Training Management with courses and participants, reuse data you previously created

Microsoft add-on products for marketing

• With Microsoft Social Listening you have the possibility to capture activities on social media, arrange searches based on key words and visualize in nice dashboards with graphs and lists
• Dynamics Marketing gives you the possibility to take care of digital marketing, like newsletters and leads generation, with automation if you like

User experience

• Full integration with Outlook contacts and activities
• Good follow-up possibilities with graphs and views
• Consistently easy to use interface

SALES Absalon add-on extends the sales module developed from the already well-defined sales support that comes with Microsoft Dynamics CRM. With Absalon add-on the updating of data goes even faster, and administration time is reduced. Microsoft Dynamics CRM

• Business Process Flow with guiding steps in order to complete the sales process
• Track meetings and emails to your sales activities

Absalon add-on

• Dynamic sales processes, helping you to follow the sales processes that apply to you
• Support for several simultaneous sales processes
• With Absalon add-on it’s easy to follow which customers you have contacted (and not contacted) for a certain period of time
• Customer Plans for targeted customer strategy on activity level with follow-up possibilities
• Opportunities to follow up recurring income over time

User experience

• Full integration with Outlook contacts and activities
• Good follow-up possibilities with graphs, views and dashboards
• Quick update of progressive sales processes

PROJECT MANAGEMENT The module for project management in Absalon CRM gather all information at the one place, where everybody has access to the same material and receives the latest updates. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM

• Integration with Outlook activities, track emails and other activities in your projects
• Integration to SharePoint for document management

Absalon add-on

• Start from one of your predefined project model
• Add project activities for each unique project
• With the ability to follow the people who are relevant to the project
• Spread the responsibility on project activities and project logs
• Time reporting on projects and/or project activities
• Do follow-up on the budget and hours towards activities and timesheets
• - Analyze and visualize through views, graphs and dashboards

User experience

• Access to the same information with the possibility of access control through security roles
• Connect to SharePoint for an integrated experience
• Visualize to illustrate the project's success or warning signs
• Simple time reporting

RESOURCE PLANNING With Absalon resource planning, resources can be booked for projects in different plans. Statistics and data for the plans are clear and you can follow the progress of work. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM

• Integration with Outlook activities, track emails and other activities in your projects
• Integration to SharePoint for document management

Absalon add-on

• Support for multiple simultaneous resource plans with the same or different resource members
• Save time by copying a resource allocation over time
• Duplicate resource allocations for faster input
• Use the built-in graphs to follow allocations as tools to plan for the future and utilize resources maximum
• Resource allocation to projects and project activities

User experience

• The user interface is familiar from other parts of the CRM, instant buttons and custom components make your work easier and graphs provide an instantaneous updated picture of the resource plan.

CASE MANAGEMENT Case management is a major part within CRM and Absalon add-on contains additional functionality which works well with existing Microsoft Dynamics CRM components. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM

• Follow-up on contractual commitments for SLA
• Case registration with automatic update of entitlement terms, e.g. number of cases or hours, according to agreement
• Business Process Flow with guiding steps in order to complete the support process
• Cases automatically created based on in-coming email
• Support for case management through queues, and automatic routing of cases to queues

Absalon add-on

• Dynamic defined process for case management and follow-up. Here you can have one or more processes at the same time, to adapt the work for each unique case.
• Possibilities to do time reports on projects and/or cases
• Case management within projects
• Possibility to continuously follow up aggregated statuses of open cases through graphs, views and dashboards
• Possibility to build a knowledge database based on recurring problems

User experience

• Simple and easy to use web interface
• Clear responsibilities for users in the process
• Full integration with Outlook contacts and activities
• Good follow-up possibilities with graphs and views, for cases as well as users
• Possibilities for follow-up that suits your organization

SERVICE MANAGEMENT Microsoft Dynamics CRM has built-in support for service, which Absalon add-on has expanded with support for service plans, installation, recurring and scheduled service cases. By gathering all the functionality in the same place, in the CRM, you utilize already existing information about customers, contacts, and activities. Microsoft Dynamics CRM

• Case management with SLA
• Microsoft Dynamics CRM has functionality for contract management that will help you get an overview of periods, rates and currencies etc
• Integration with Outlook activities

Absalon add-on

• Installation management for the identification of existing installations such as machinery, equipment and products at your customers
• Add and follow the installation components
• Service Plans: add installations to a service plan and get control over when and where the services will be performed
• Work on the field, on- and offline, with Absalon Service app
• Follow up the maintenance work historically and onwards
• Register service cases within service plans, for installations and users
• Create service orders after completing the work, use it for billing purposes and sign in our mobile app solution

Microsoft add-on products for Business Intelligence

• Use Microsoft Business Intelligence, e.g. Power Pivot, to clarify the status and plan the work in the best way

User experience

• With an easy to use interface and great opportunities for visualization on the user level, the work can be planned in the best way to exploit the resources right and follow-up service based on contract level.
• With Absalon Service app, users can work online or offline and quickly enter new data.