Microsoft Dynamics is one of the best CRM system and must have sales tools for small business because of its ease of use and integration with Microsoft Office 365. The latest version includes integration to OneDrive for document management, OneNote for taking notes (including pictures, voice notes, etc.) and other Microsoft tools such as Delve, BI, Skype for Business etc.
No other CRM in the market has such deep integration with Microsoft software technologies and capabilities for managing customer relationships and collaboration. Furthermore, Skype for Business also integrates with Microsoft CRM for ease of scheduling online meetings or conference calls saving you time and money without the need or cost of travel.
What is CRM?
Customer relationship management (CRM) is a software system that helps companies improve marketing, sales, and service engagement with their customers to drive operational efficiency, while helping to improve your customer’s experience in working with your organization.
What Can Microsoft Dynamics CRM Do For My Business?
CRM is the art and science of which customers to keep and which not to. If you consider the 80/20 rule, you may find that 80% of your business comes from 20% of your customers. Knowing who the 20% are can be a guessing game or can be factual with detailed information from Microsoft CRM. A Customer Relationship Management system will help you centralize (one place for all employees to work/view customer information/communication) and manage:
Sales Growth – lead generation/tracking/distribution, sales opportunity management so nothing falls between the cracks, latest communication, make appointments for follow up and much more.
Service Workflow Automation – customers inquiries are managed by tickets/cases, time and billing labour is tracked, related communication is easily accessible and much more.
Marketing ROI – manage marketing campaigns and track which leads were generated from each campaign to determine ROI and effectiveness of campaigns.