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Customer Relationship Management (CRM) solutions are data-driven, integrated platforms designed for managing and maintaining a company’s relationships and interactions with active and potential customers.
For smaller companies that are getting by using ad hoc processes, a reliable CRM solution can help them improve productivity by streamlining the administrative procedures in their sales, marketing and customer service departments. This enables them to focus on maintaining and improving customer relationships and boosting profitability.
For larger companies, who are having difficulties in tracking leads from sale to invoice, an all-embracing CRM solution will ensure that all their relevant departments are regularly updated with all related files and procedures, ensuring a smooth transaction process.
Choosing an efficient CRM solution that will suit your company’s needs, regardless of how big or small, can be a challenge. Here are eight good reasons for choosing Microsoft Dynamics 365 as your CRM solution.
8 Key Benefits of Using Microsoft Dynamics 365
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Secure and Consistent User Experience
Microsoft is trusted to be secure, which is why their Dynamics 365 CRM solution is so popular. It securely connects your marketing, sales and customer service apps into a single reliable source of customer relationship data, delivering a consistent and unified user experience across all channels.
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Seamless Integration with Microsoft Office
Dynamics 365 uses an integrated power platform to merge business procedures with Microsoft Office productivity apps. It is a highly configurable solution that can access the CRM capabilities of Microsoft tools, including Teams, Outlook, Excel, PowerPoint, and Business Central, for a seamless connected experience.
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Flexible and Easy to Customize
Dynamics 365 allows administrators to input any set of data requirements, even from different departments within your company. It is easily customized to your specific CRM needs, without using script or code, ensuring a seamless user experience for back-end administrators.
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Consolidated Overview of Customers
You get a comprehensive overview of all your existing and potential customers. Dynamics 365 will consolidate the files, notes, calls, emails, and documents related to individual clients in a centralized CRM database, which can be shared with all parties concerned.
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Simplified Approach to Saving Files
The platform streamlines the file saving process. With all your files stored in a common data platform, they are easier to manage and share, enabling you to focus on maintaining and improving your client relationships.
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Out-of-the-Box Integration and Collaboration
The platform’s Customer Service Adapter is an out-of-the-box solution that simplifies integration with other apps and data sources, like email databases and other cloud services. This shareable pool of information enables different departments to collaborate more efficiently.
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Actionable Business Insights
The Dynamics 365 real-time reporting feature uses embedded AI capabilities and Power BI visualizations on your data to deliver actionable insights, enabling you to make better-informed decisions to boost profitability.
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Two-Way Data Flow with API
The application programming interface (API) supports two-way data flow, feeding into or out of Dynamics 365 or other software solutions that support it. For example, you can have an action where Dynamics 365 sends an API call to a Zendesk to transfer data or vice versa.
Choosing a Microsoft Dynamics 365 Vendor
A good vendor will be qualified and have in-depth, cross-industry experience in CRM solutions. They should also ensure you get the best value from the various Microsoft Dynamics 365 licensing agreement options.
CrucialLogics is a Microsoft Gold Partner with over 20 years of industry experience. Our Microsoft-certified technicians will harness the power of Dynamics 365 and put it to work for your organization quickly and seamlessly, ensuring that it is optimized to meet your specific needs.
Want a free Dynamics 365 implementation consultation? Contact our team.
