The document discusses customer relationship management (CRM) software. It provides information on:
- Microsoft Dynamics CRM including its history starting in 2003, features for organizing customers and prospects, automating workflows, and synchronizing across teams.
- Requirements including only working for Windows and having higher initial costs than other CRMs. It also notes some limitations like no power dialing or call recording.
- How the American Red Cross uses CRM software to help drive more efficient processes and provide greater financial insights to support its mission of disaster relief and emergency services.
30. Helps drive more efficient processes and provide greater insight into the organization’s financial situation
31. The American Red Cross provides disaster relief and emergency services for thousands of people every year. “We rely on the goodwill of the American people for our funding, so as national and regional economic difficulties impact individuals and businesses, that in turn affects us” Bob Dills, CFO at the American Red Cross of Greater Cleveland
34. Integrating Applications Client Browsers CRM Server LAN / WAN SQL Server Internet Active Directory Domain Controller ISA Server Terminal Services Reporting Services Analysis Services Enterprise Portal
