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Turnkey Technologies, Inc.

Rapid ROI with 27 Industry Templates for Microsoft Dynamics CRM

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Industry Templates for Microsoft Dynamics CRMMicrosoft Dynamics CRM is one of the most customizable CRM solutions in the market, a big plus for organizations looking for industry-specific functionality. Most CRM applications require customization and coding to achieve an industry-specific solution, which equates to many hours of expensive services. However, with Microsoft Dynamics CRM, organizations can leverage industry-specific business processes without purchasing customization services. By the end of 2014, there will be 27 industry templates for Microsoft Dynamics CRM that provide custom business processes right out of the box.

For customers, this means the rapid, affordable implementation of a CRM solution that’s already geared toward your business. For small to midsize organizations who can’t afford complex customizations, these templates provide a solution.

Templates include a data model, relevant business processes, industry-specific business rules, automated workflows, and sample data. By the end of 2014, Microsoft plans to release the following templates:

 

Public Sector:

  • Political Campaign Fundraising Template for Microsoft Dynamics CRM
  • Public Sector Case Management Template for Microsoft Dynamics CRM
  • Tax, Permitting and License Compliance Template for Microsoft Dynamics CRM
  • Citizen Services Template for Microsoft Dynamics CRM
  • Grant Management Template for Microsoft Dynamics CRM
  • Health plan Sales Template for Microsoft Dynamics CRM
  • Patient Scheduling Template for Microsoft Dynamics CRM
  • Patient Relationship Management Template for Microsoft Dynamics CRM
  • Higher Education Admissions Template for Microsoft Dynamics CRM
  • Donor, Volunteer & Donation Management Template for Microsoft Dynamics CRM

 

Financial Services:

  • Life Insurance Sales Template Microsoft Dynamics CRM
  • Retail Banking Template for Microsoft Dynamics CRM
  • P&C Insurance Template for Microsoft Dynamics CRM
  • Deal, On-boarding and Account Planning Template for Microsoft Dynamics CRM
  • Wealth Management Template for Microsoft Dynamics CRM

 

Professional Services:

  • Cable and Telco Customer Service Template for Microsoft Dynamics CRM
  • Government Contractor Capture Management Template for Microsoft Dynamics CRM
  • Service Offering Innovation and Sales Template for Microsoft Dynamics CRM

 

Manufacturing and Resources:

  • Connected Devices (IOT) Template for Microsoft Dynamics CRM
  • Automotive Lead Qualification and Management for Microsoft Dynamics CRM
  • Automotive Warranty Claims Management Template for Microsoft Dynamics CRM
  • Connected Marketing, Sales and Service Template for Microsoft Dynamics CRM
  • Service Call: Repair and Return Template for Microsoft Dynamics CRM

 

Retail:

  • Retail Customer Service Template for Microsoft Dynamics CRM
  • Selling to Business Accounts Template for Microsoft Dynamics CRM

 

Other:

  • Sports Management Template for Microsoft Dynamics CRM
  • Event Management Template for Microsoft Dynamics CRM

 

It should be noted that users who implement the templates shouldn’t expect their solution to be fully-customized to their industry. More practically, the industry templates provide users with a library of pre-built best practices to choose from. The multipurpose abilities of the industry templates add considerable value to the solution while reducing time and cost spent on implementation. Regardless of what industries the templates are meant for, organizations in any industry can apply them in creative and diverse ways for additional benefits.

For a high level estimate of your investment in Microsoft Dynamics CRM, get a free Microsoft Dynamics CRM Quick Quote!

 

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By Turnkey Technologies, Inc. – Microsoft Gold Certified Dynamics CRM and Dynamics ERP Partner of Missouri, Kansas, Oklahoma, Illinois, Iowa and Texas.

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