Everyone knows CRM is an essential component of every successful business. After all, without clients or customers, can a business actually be said to be operational?
That said, customer service is a game of forever raising the bar on quality, consistency and satisfaction. There is no “done”, just “better”. With this key insight in mind, Microsoft has developed and re-developed its Dynamics CRM solution.
Dynamics 365 CRM in 2020
From inception in 2003, through the big “365” revamp in 2018, and now into today, it’s a solution that has been there to ensure your business doesn’t miss leads or mishandle customers.
In 2020, Microsoft Dynamics 365 CRM has grown to become the leading enterprise-grade CRM software solution on the market – with some 40,000 users worldwide.
As part of Microsoft’s premier Dynamics 365 suite, the CRM module is there to be a customisable and flexible solution that can be tailored to how your business operates. That is, it’s not a take-it-or-leave-it set of functions that try to put your business in a box.
But what exactly is the latest iteration of Microsoft Dynamics 365 CRM all about and how can it better your business? Let’s take a look…
What Dynamics 365 CRM can do for you
It is clear that with the Dynamics 365 CRM module that Microsoft has been striving to raise the game. So, now, let’s count down the top 6 features it offers your business.
6. CRM to improve operational efficiency
If you want things to run smoothly in your operations, you must standardise and streamline your business processes.
Through an implementation of Microsoft Dynamics 365 CRM’s flexible workflow engine, you can more easily capture and automate day-to-day operations and processes.
And, as admin decreases, your employees are freed up to do the sort of creative, forward-looking, consultative and customer care work that only humans can do.
The result: software that runs the systems that support your staff to be stars.
5. CRM with enhanced customisation
Your organisation does not run precisely like any other. So, if no two businesses are the same, why should any two CRM implementations be the same either? Microsoft Dynamics 365 is built around this understanding.
It offers huge scope to be tailored into something that supports and uplifts what you’re currently doing, rather than being a solution whose promise lies on the far side of a change-management challenge.
All manner of functions – including client views, forms and links – can be configured and customised without the need for additional development.
And, with time and additional tailoring, your Dynamics 365 CRM solution will grow closer and closer to your business operations without ever presenting the need for extensive re-implementations or teardowns of internal processes.
4. CRM that’s accessible, always
At the start of the 2020s, it’s clear this will be a decade defined by location-flexible businesses. As such, it’s essential that your CRM solution is accessible to you or your employees wherever they are and whatever device they’re using.
Microsoft Dynamics 365 CRM is fully cloud-based. This means it can be securely accessed from anywhere. Further, it’s inherently cross-platform – this means it offers the same excellent functionality on phone, tablet or desktop.
3. CRM that supports marketing
Getting the word out about new products or special offers is essential for the growth of your business. After all, no one buys products or services they don’t know about.
Microsoft Dynamics 365 CRM also includes strong marketing automation tools that simplify multiple processes, including:
- Building lead and client lists
- Creating targeted campaigns
- Measuring marketing results
- Executing follow-ups.
When you take advantage of these tools, your business will be able to deliver effective marketing campaigns that ensure the right decision-makers see the right aspects of your offering.
2. CRM that offers effective service scheduling
Customer service relies on being able to make promises … and then keep them. Missing an appointment or service call can mean the difference between a satisfied customer and a cancelled contract.
Microsoft Dynamics 365 CRM helps ensure this doesn’t happen. Through a centralised, all-in-one view of all client service requests and calendars, users can efficiently match the availability of the right service experts to the needs of a particular client.
1. CRM that integrates with the leading ERP solution
Keeping all your eggs in one basket actually makes sense when you have the best basket around. By implementing Microsoft Dynamics 365 CRM, you’re not just getting a stellar customer relationship tool, you’re also able to integrate that tool seamlessly with other Microsoft 365 applications – including the ERP module.
Industry-standard business apps, like Outlook and Excel, are built to operate in tandem with Dynamics 365’s CRM components. This ensures cross-application efficiency and, ultimately, improved customer relations.
Find out more about Microsoft Dynamics 365 CRM
At InteliSense IT, we know firsthand that implementing Microsoft Dynamics 365 CRM is one of the best things you can do to better your business.
And it all starts with looking at what is not working – or not working well enough – in your current customer management. From there, you can use Microsoft Dynamics 365 CRM to pursue the optimal answers.
If you’re curious to know more about the best CRM solution around, get in touch with the experts at InteliSense IT.