A Customer Relationship Management (CRM) system is a powerful tool designed to streamline and enhance your business interactions with customers. By leveraging advanced CRM software, businesses can efficiently manage customer data, track sales interactions, and automate marketing efforts.
Microsoft Dynamics 365 is a comprehensive cloud-based customer relationship management (CRM) and enterprise resource planning (ERP) solution. It provides a suite of tools to enhance business communication, with ongoing improvements to cater to sales, marketing, and customer service teams.
Key Functions of Microsoft Dynamic 365:
Leverage AI for Efficiency
Boost Productivity
Improve collaboration and efficiency by sharing insights and information within the tools you already use, such as Microsoft Teams and Microsoft 365.
Centralize Your Data
Gain a comprehensive view of your business by connecting and accessing data from numerous sources.
Adapt to Change
Easily adjust processes to meet evolving needs by combining the low-code capabilities of Microsoft Power Platform with Dynamics 365.
Customer expectations and engagement are changing. It is imperative for organisations to embrace technology, not only to stay profitable but to be innovative and competitive as well.
Microsoft Dynamics 365 is changing the way businesses work. It is a foundation of streamlining business processes, insights to make decisions quicker and connecting with customers real time, addressing their customer needs when they need it with the right product, solution or service.
It is vital for business to increase productivity, respond to queries on the go.
Dynamics 365 Powered by Cloud, supported by Data and driving Intelligence is equipping companies to succeed.
Microsoft Dynamics – Sales
Microsoft Dynamics for Sales provides you actionable insights to connect with customers. Inspire your sellers to achieve more to better manage their relationship with customers. Feature like tracking which emails were opened, which attachments were opened staying engaged with customers.
The Sales module gives you a single source of customers and prospects to help enable you to close sales. The dashboards gives you the picture at your finger tips empowering you to stay better engaged with customers and prospects. It gives you the view of the opportunity pipeline, what’s new, open leads and most likely to close prospects.
Microsoft Dynamics for Projects
Dynamics 365 for Project Service Automation empowers your organisations to manage projects with confidence that leverages the customer relationship to help incorporate a customer centric project delivery approach.
Microsoft Dynamics – Customer Service
Establishing a customer services engagement that leads to loyalty. Empower your customer service agents with the right information to support to enhance customer interaction.
By incorporating MS CRM software like Dynamics 365, businesses can streamline their operations, improve customer relationships, and ultimately achieve greater success.
Key Benefits of Microsoft Dynamics 365
- Ensuring lasting relationships with customers
- Improved efficiency and productivity
- Actionable insights
- Safe and secure customer interactions
- Well integrated with your business applications
Areas of expertise
Customer relationship management (CRM) is a software tool that helps businesses organize and manage information about their customers, both existing and potential. It uses data to keep track of interactions and preferences, making it easier to provide better customer service and build stronger relationships.
Dynamics 365 serves as both an ERP and a CRM. This adaptable platform integrates the functionalities of both systems. Whether you use it as a CRM or ERP will depend on your unique business needs.