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Excitation PRISM for Microsoft CRM is a modular add-on for Microsoft Dynamics CRM, designed to assist organisations better allocate skills and resources and improve revenue forecasting around projects. It provides a centralised 'wallplanner' view of resource bookings that can be linked to projects, opportunities, accounts and contacts.
Using PRISM for Microsoft CRM, projects can be associated against opportunities, even from the earliest stages of the sales cycle, enabling more effective resource planning and improved resource utilisation. This results in increased business productivity and profitability.
Management reports from pipeline predictions, through sales and marketing activity, to actual resource use and revenue by staff (including sub-contractor costs) are available. All this gives up-to-the-minute insight into issues such as hiring, training needs, resources conflicts, cost of sales, predictions against actuals, and of course, revenue against costs.
PRISM for Microsoft CRM has a project entity which can be linked to opportunities and orders. This allows entering of anticipated resource requirements against user-specified time intervals, and includes options for specifying work types and subcontracted work. These predicted requirements can be easily compared to actual bookings.
Utilisation targets can be set for all resources (human and others), and again these can be displayed against actual utilisation.
Resources can also be assigned to individual projects, and this information is viewable either by resource or by project.
A key part of PRISM for Microsoft CRM is a powerful shared calendar tool to easily view all scheduled Bookings. The main features of this tool are:
All data, from the initial opportunity through to specific Bookings are interlinked, and can be easily accessed. PRISM for Microsoft CRM offers 3 main ways to access this information:
PRISM for Microsoft CRM has been designed to be easily customised to each customer's needs. Customisation options include:
PRISM for Microsoft CRM extends Dynamics CRM data through several new entities. The main entities are:
Excitation PRISM for Microsoft Dynamics CRM provides comprehensive scheduling, planning and reporting tools that will help your business improve productivity. A pre-configured module for Microsoft CRM it can be included in your Microsoft CRM implementation or can be added to an existing implementation and provides an enormous amount of business solution for the money.
Take a look at some of our case studies to see how our customers have benefited by adding PRISM for Microsoft CRM to their Dynamics CRM implementation.
Find out how Excitation provided Omfax with a flexible end-to-end business solution that tracks projects through the deployment phase
" Excitation worked with us so we could get a product that suited us... "
Read the Omfax case study
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