How to choose the right CRM for your business

Grant Management Software
Grant Management Solutions For Foundations
April 20, 2018
June 12, 2018
Show all

How to choose the right CRM for your business

How to choose the right CRM for your business

Not all CRMs are created equal.


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:




We leave it to Microsoft to give the best definition of CRM


How to choose the right CRM for your business

 From /


What is a CRM do and why do you need one?


As the phrase indicates –

Customer Relationship Management


–   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.



Why choose Microsoft Dynamics 365 as your CRM?


Here are a few awesome reasons why:


  • Consolidate and access data anytime

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.


  • Automate marketing interactions and tools

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.


  • Provide business intelligence & Analyze data

Create rich and interactive reports by generating visual analytics. Generate scalable data models that transform complex data into actionable insights.


  • Improved communications across the organization

Rid of the information gaps across the organization, track communication in all forms to provide your customer a more professional and consistent voice.



  • Follow and track sales opportunities

Track each step of the customer journey captured in the CRM and capture growth opportunities along the way while staying focused on the objectives.



  • Enhance customer service experience

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.




What makes it better than the rest?



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.


  • Lead management

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.



  • Pipeline management

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.



  • Built-in Conference Calls

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.



  • Email

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.



  • Reports

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.



  • Automation

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.



Are you ready for Microsoft Dynamics CRM?



at this point, you might be asking yourself if your organization is ready for Microsoft Dynamics 365?

The answer is Yes.


Microsoft Dynamics 365 CRM is perfect for organization types such as:


Small Business



 For plans and  pricing inquiries – 


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: or email us: / or you may call tel: +1(816)607-1569 / Kansas City, MO.






Please follow and like us:

Leave a Reply

Your email address will not be published. Required fields are marked *