The ABCs of CRM

 There are many key components your business should strive for when implementing a CRM system. As we know every business has unique and different needs, but these are some top outcomes that our clients have required from us in any CRM system which we have delivered

A. Helps C-Level Executives Make Better Business Decisions

It’s the C-level execs’ job to keep their eyes on the horizon. Anticipating shifts within the industry is much easier when your CRM system provides Business Intelligence like forecasts, past performance levels, customer buying potential and so forth. Without the quantitative and qualitative information a CRM system like Microsoft Dynamics CRM can provide, there’s an increased possibility that C-level execs could lead the company into dangerous waters. A CRM with the aforementioned characteristics will ensure the C-level execs’ needs are met.

B. Makes The Sales Process & Order entry Simpler and Easier

A system should help sales reps drive revenue for the company. Being simplistic and efficient to not only help sales reps, but Managers/Customer Service personnel to obtain the key information they need to get the job done. Successful CRM systems will drive up sales numbers and help in making your sales team a well-oiled machine. Lastly when you couple Office 365 with Dynamics CRM you get the one two punch of having seamless integration and an immediate flow of accurate data for all to use.

C. Creates A Better Customer Experience

A good CRM system like Dynamics 365 will have the ability to transform leads and prospects into customers and keep them active after their initial purchase was made. Successful CRMs often correlate with higher customer retention rates as well as It gives the sales team information about the customer’s history which allows them to move conversations forward.

D. Easy Integration

Seamless CRM system integration is crucial to make sure no time is wasted by your business. Duplicating customer data and processes during the integration period is a common mistake that often happens to companies, especially if their customer data is scattered in multiple locations. Be on the lookout for integration tools such as adapters and object interfaces to support multiple methods of integration. With Microsoft Dynamics 365 we have many tools at an affordable level to make this a seamless transition. When you couple CRM, O365 and a flavor of Dynamics ERP enterprise then you have the complete and integrated data source.

E. Ability to integrate with your financial system

This is probably the best feature at hand for any CRM and that is to have the ability to be completely integrated with your financial system. Not just in a reporting from CRM to ERP but having the bi-directional capability as well. This is something that is very critical to have a consistent fluid data base in both places. With Microsoft you will achieve that goal let us show you how!

F. Adapts As Your Company Grows

A good CRM system should be scalable as your company grows. An adaptable CRM system addresses your business’s future needs. It’s not only about adding new users and modules to the system – supporting databases, channels of interaction, and wireless or disconnected users are all extremely important in terms of adaptability.

Ready to dig a little deeper?

Download ‘Ten Things You Must Know About CRM’