Introducing Semantra 2.0 for
Microsoft Dynamics CRM

Semantra gives you the power to make ad-hoc inquiries to retrieve precise results from your Microsoft Dynamics CRM data.

You’ve invested in Microsoft Dynamics CRM because you know that thoroughly understanding your customer interaction from first contact to closed sale and support is critical to your success. Now there is a tool that makes accessing data from your CRM system easy and fast. Semantra 2.0 was built specifically to extend the value of Microsoft Dynamics CRM. It can make every one of your Microsoft Dynamics CRM users more productive by empowering them with real-time, fact-based decision making capability, improved pipeline visibility, more accurate sales forecasting and increased sales productivity.

Ad Hoc Access to Your Microsoft Dynamics CRM Data

Semantra provides a self service approach for non technical users to directly access information contained in Microsoft Dynamics CRM. With little to no training, users of Microsoft Dynamics CRM can use a familiar search box, and the terms and concepts of their CRM system, to turn critical questions into precise and actionable information.

1. User types an inquiry into familiar search box.
2. “Inquiry Assistance” function allows for simple construction of inquiries. (Figure 1)
3. Ambiguous inquiry returns "did you mean" options. 
   (Figure 2)
4. Results are displayed in browser in seconds. (Figure 3)
5. Results can be exported to Excel for manipulation.
6. Queries can be saved and retrieved for future use.

Here are just some inquiries that are common among our users.

Sales

• “List opportunities estimated to close before … ”
• “List opportunities associated to accounts named … ”

Marketing

• “List accounts converted from leads … ”
• “List accounts in industry named … ”

Operations

• “List products having quantity on hand of … ”
• “Count products classified as … ”