Expert Microsoft Certified Dynamics CRM Consultants

Microsoft Dynamics CRM
PPC Professional Services is certified by Microsoft on Dynamics CRM.  Our trained CRM specialists possess a breadth of experience and knowledge in the installation, implementation, customization, and support of Microsoft CRM, with many great CRM reference customers in California and the western United States.  Allow us to help you increase your sales success, deliver superior customer service, and make informed, agile business decisions with Microsoft CRM. We are poised ready to advise you on licensing requirements, third-party integration, infrastructure needs, and CRM configuration.
Our CRM Consulting Benefits Information about Microsoft CRM
Why Engage PPC Professional Services?
PPC Professional Services Experience
Recent Customer Implementations
Example of CRM Project Plan
Microsoft CRM Introduction
System Requirements
Advantages to Microsoft CRM
CRM Case Studies

Microsoft CRM Consulting Services

We are a Microsoft Gold Partner with a team dedicated only on Microsoft CRM deployment and customization. We can assist with version 3.0, 4.0, and 2011. Please read the details of our Microsoft CRM Consulting Services.

Why Engage PPC Professional Services?
  • CRM Certified
  • Implementation Best Practices
  • Faster Time to Deployment
  • Skilled in Planning and Data Migration
  • Know Where the Landmines Are
  • Internal IT Staff has Other Responsibilities
  • Professional Training
  • Numerous Successful Customer CRM Installs
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PPC Professional Services CRM Experience
PPC Professional Services is experienced in implementing standard CRM functionality, as well as custom development that take customer data management into the next level, Here is a sample of the functionality we have implemented:
Stock CRM Functionality
  • Sales Module
  • Marketing Module
  • Service Module
  • Workflow Rules
  • Duplicate Checking
Custom CRM Functionality
  • Import data to updates existing field on records
  • Custom dashboards
  • Color-coded group calendars
  • Embed Linked-In data
  • Embed Google Maps
  • Populate case with email text
  • Popup search of all Leads/Accounts/Contacts
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Example of CRM Project Plan
Once our CRM Consultants have engaged on a new project, we custom tailor an implementation schedule specifically to meet the needs of the customer and internal initatives. To give you an idea of a typical project plan, here is an example of the schedule milestones.
Individual task time is dependant on project complexity and availability of the client team members assigned to the project. The majority of the project will occur via remote meetings and email communication, however business requirements gathering and user training will include our CRM consultants, in-person meeting with your staff. During the business requirements phase, we may discover that additional hardware components are necessary to optimally run CRM in your environment. In the event that this occurs, we will work with you to find the best solution. One of the most important components of the project plan is Data Migration Planning. This phase usually requires input from a decision maker and can sometimes involve manual clean-up. Our Dynamics CRM experts are avilable to assist with the manual data clean-up, however someone from you company is best suited to make these changes as they are more familiar with the data.

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Recent Customer Implementations
Insurance Industry
  • Employees: 250
  • Location: Grass Valley
  • Project:
    • ACT Data Migration
    • Weekly imports
    • Initial Rollout to Sales & Marketing
Auto Finance Industry
  • Employees: 350
  • Location: Sacramento
  • Project:
    • ACT & Track-IT Data Migration
    • Initial Rollout to Client Management & Service
Leasing Firm 
  • Employees: 120
  • Location: Los Angeles
  • Project:
    • Complete requirements development
    • Custom search and calendaring
    • Rollout to entire company
Software Development Firm 
  • Employees: 65
  • Location: Sacramento, Austin
  • Project:
    • ACT Migration
    • Custom duplicate detection
    • Advanced reporting
    • Sales & Marketing Rollout to entire Company
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Introduction to Microsoft Dynamics CRM

Microsoft Dynamics CRM is a central repository for customer data that integrates with Microsoft Office and Microsoft Office Outlook. Natively CRM assists with Sales and Service by:
  • Provides current customer, deal, product and competitor information for instant retrieval by a company's sales organization.
  • Enables efficient resolution of customer problems via proactive customer service.
  • Allows remote personnel to communicate swiftly and accurately with customer service organizations to meet customers' individual needs.
  • Provides up-to-date information on purchasing habits to strengthen marketing campaigns to cross-sell and up-sell current customers and acquire new customers.
    Similar to other Microsoft products, data and application settings for CRM are stored in a server application. This model allows users to have access to real-time data. There are four types of server applications for Microsoft CRM Workgroup, Professional, Enterprise, and CRM Online. There are three types of client applications for CRM : Web Client, Offline CRM Outlook. Users can use both an Outlook Client and the Web Client, however only one version of the Outlook client can be installed at a time.

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    System Requirements  
    One of the benefits of Microsoft CRM is that it utilizes existing Microsoft technologies. In all cases below, the latest service packs are required.
    • Operating System
      • Windows Server 2008
      • Windows Server 2003 (sp2 or R2 or later)
      • Windows SBS 2003 R2
    • Database
      • SQL Server
      • SQL Server 2005
    • Email
      • Exchange Server 2007
      • Exchange Server 2003 sp2
      • POP3/SMTP
    • Operating System
      • Vista
      • Windows XP Pro (or tablet) SP2
      • Windows XP Pro x64
    • Office
      • Microsoft Office 2003 sp3
      • Microsoft Office 2007 sp1
    • IE6 SP1 or IE7
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    Advantages to Microsoft CRM
    There are numereous benefits of implementing Microsoft Dynamics CRM. The overall impact of these benefits is either a business advatage or a feature advantage. A summary of these benefits can be seen below.
    Business Advantages
    • Flexible
    • Inexpensive
    • Microsoft Integration
      • Exchange Server
      • SQL Server
      • Office / Outlook
      • SharePoint
      • Single Sign-on
    Feature Advantages
    • Easy to Navigate
    • Customizable Security
    • Custom Reports
    • Search on Anything
    • Email Campaigns
    • Automate Workflows
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