Microsoft Dynamics CRM
CRM stands for customer relationship management. It’s a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.
Simplify and improve even the most complex customer engagements with an array of CRM tools that scale to fit your needs.
Increase sales through effective customer interaction
Why use Dynamics 365 for CRM?
With Dynamics 365 you get a flexible solution that’s customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution.
- Its familiar and intuitive user interface ranks among the highest in user adoption.
- Its connection with other Microsoft products, such as Outlook, Office 365, Windows Server, Exchange Server, Skype for Business, SharePoint, Power BI, and PowerApps, offers a huge advantage.
- Its powerful built-in tools like LinkedIn Sales Navigator Application Platform (SNAP) and Relationship Assistant improve productivity and efficiency.
- Its flexible architecture, deployment options, and pricing allow for easy customization to tailor the system to meet business’s unique needs.
- Microsoft’s commitment to the product and partner support points to the longevity and quality of the system.
Sell more, faster with Microsoft Dynamics Dynamics CRM
Buying decisions are often made before you can even engage. To win, sales must adapt quickly. By using solutions that are familiar, intuitive, and easy to adopt, your sales team can be more effective in the office or on the go. With Microsoft Dynamics CRM Online, they have exceptional access to social data for lead generation and relationship management to make every customer conversation more relevant, valuable, and productive. Your sales reps can easily collaborate across teams, geographies, and work groups with instant visibility into their pipeline from anywhere, on any device. Microsoft Dynamics CRM sales automation process includes lead generation, lead-to-opportunity conversion upon qualification, order management, and invoice tracking.
Attract, engage, and retain customers with Microsoft Dynamics CRM
In this digital era, marketers need the ability to plan, execute, and measure campaigns easily from start to finish. Microsoft Dynamics helps engage your customers to bring your marketing vision to life by allowing you to accelerate your marketing around one plan that’s as agile as you are. Reduce your time to market, improve brand consistency and message while gaining deep customer insights that help you plan effectively and execute flawlessly. Enterprise-ready collaboration means you work better together—across your team and with other agencies—on brand, content, and events, to stay aligned and agile.
Dynamics CRM for Phones and Tablets
Microsoft Dynamics CRM comes with a native mobile app. CRM entities can be accessed via mobile devices and can be configured to display only key information that is pertinent in the field. Users can view, update, and create CRM data on the move, allowing for increased productivity while working remotely. The Microsoft Dynamics CRM app can be further customised or extended to meet complex requirements. The Microsoft Dynamics CRM mobile app offers offline capability so that the users are able to access and capture important information in the field where the Internet is not available.
How CRM software works together
An effective customer relationship management tool assists with the automation of tasks, offers insights, and improves customer service. It should cover the basic tasks your company requires, while ensuring each component integrates and collaborates with one another. Here are three scenarios of how a modern CRM system can help you optimise and connect your sales, marketing, and service organisations.
Align sales and marketing
Sales and marketing components can work together to help you better understand a customer’s needs and address those needs through the right marketing channels. Some of the ways these two functions can work together to help you are:
Connecting with buyers at the right time and through their preferred channels.
Determining what types of messages to send to customers and when to deliver them.
Prioritizing and nurturing the right leads ensuring a smooth hand-off from marketing to sales.
Increase sales productivity
The right CRM software allows your sales team to find and prioritise the right leads and deliver insights when and where your sales teams engage with customers. These systems can work together to:
Predict future sales and budgets so you can plan accordingly. -Help your agents streamline the sales process—from initial contact to closing the deal.
Have client data centralised so that agents have access to real-time information and deliver solutions quicker.
Offer your sales staff mobility options that work across browsers and devices.
Build better customer relationships
Bringing customer service and sales together helps you determine and predict your customer’s preferences and make it easier for your buyers to interact and trust doing business with you. When these two solutions combine, they can help you:
Get insights into your customers’ journey so you can meet their expectations.
Provide mobile applications for your clients and staff no matter what device they’re using.
Offer customers an easy-to-use, self-service portal so they can be in control of their data and quickly find answers to their questions.