Some are too simple, some offer limited features, some too pricey, or just plain challenging to navigate through. With all the CRM garden varieties out there, there is just so much to deliberate on. Or if you are hearing about what a CRM is for the first time, then look no further. Here is a free guide on how to choose the right CRM for your business. Instead of burdening you with so many CRM choices though, we have come up with our top choice CRM – Dynamics 365 from Microsoft.
But before you read on, watch this video to know more:
As the phrase indicates –
– a business solution that helps foster and builds lasting customer relationships.
Take for example sales teams whose endless pursuit is obtaining customer information to close a deal. These information types come in the form of emails, calls, spreadsheets, and meetings – imagine all these just strewn all over the place without as much as a system to store it in. Chances are you would lose focus on your growth opportunities lose data that eventually lead to loss of revenue.
Same goes If you work with a foundation or non-profit, you need to be able to have a system for donor and volunteer management, otherwise, all the precious data you have poured over so many hours working for all goes down the drain.
Or in any line of business for that matter.
Here are a few awesome reasons why:
Access and connect to data of any size, in the cloud or on premise that way you don’t have to move data around. Works best for sales and marketing teams and those for field services.
The ability to visualize sales and marketing pipelines to make it easier to close in on sales and streamline marketing processes to remain committed to your bottom line.
Create rich and interactive reports by generating visual analytics. Generate scalable data models that transform complex data into actionable insights.
Rid of the information gaps across the organization, track communication in all forms to provide your customer a more professional and consistent voice.
Track each step of the customer journey captured in the CRM and capture growth opportunities along the way while staying focused on the objectives.
Now that you have all your customers data in one place, you can enhance a more positive customer experience. Address their needs through ticket system and cross-sell and upsell at the right time to your customers.
A solid CRM is the backbone of a successful organization. Sure, all other CRMS gives you the promise of similar features so consider these benefits as you decide.
One view of each client data, interaction, and activities. No longer you need to sit through updating a spreadsheet. All you do is navigate through all in place while setting up appointments and sending emails.
There is nothing like having to view each customer journey with a visual sales pipeline. It is important for your sales team to view and edit the sales process because it allows them to do actionable items without ever leaving the pipeline.
Call and interact with clients without leaving the CRM. Microsoft Dynamics 365 has integrated Skype for Business. Now, sales team meetings and client conferences are made at the tip of your fingers.
The integration of Outlook certainly makes this an overall, hands down awesome tool for your organization. Email from the CRM itself and each interaction are captured within the system. Email templates are also available for auto responses and customized for your clients.
You have the capacity to create interactive reports customize it for your business, you can also author for anyone, anytime, anywhere. Advanced analytics can be created with Excel familiarity.
CRM workflows help admin costs because it creates more efficient processes for sales and marketing, service and other teams. Automated workflows can be configured to update CRM fields, to send emails and notifications, schedule activities, etc.
at this point, you might be asking yourself if your organization is ready for Microsoft Dynamics 365?
For plans and pricing inquiries – https://dynamics.microsoft.com/en-us/pricing/
We can be your partner as you go through your digital transformation. And we are more than willing to help you achieve your goals, we want you to succeed. We believe that first-hand experience is best when you want to decide on the CRM of your choice, contact us today for a free demo.
Let our experts assist you. If you would like more information about how CRM can help your business or visit our website: http://itarchies.com/about/ or email us: firstname.lastname@example.org / or you may call tel: +1(816)607-1569 / Kansas City, MO.