Why does your business need a Dynamics 365 CRM system?

Apr 01, 2022

One of the main factors of a business’s success is to establish a strong relationship with clients. For this purpose, companies need reliable software to organize their contacts and manage every stage of the interaction process with customers, suppliers, and partners. The system ensures centralization of the information and provides access to departments and employees who have to work with it. 

Whether you want to boost your company’s efficiency, customer process management, or user experience, a software system like Dynamics 365 CRM with its related apps is a suitable solution. In this article, we will present you with 6 benefits of using the system for Customer Relationship Management. 

Establishing a strong connection with customers 

The CRM system stores a wide range of information related to your customers and the way they interact with different departments of your company. The solution allows you to track the history of communication, correspondence, purchases, and more. In addition, using the data from the system, you can inform your users about current corporate news, exclusive offers, and events. Instead of sending everyone the same information, Dynamics 365 CRM helps you to set up your target and spread the message to the right audience group. 

Data analysis 

Regardless of the quantity of customer data, precise analysis is always a top priority among companies seeking to improve their business performance. Dynamics 365 CRM has ready-to-use tools for this purpose, excluding the need for manual processing mountains of data. Instead, you will be able to prepare a variety of reports and visuals easily and quickly. The information gathered can give you an overview of the sales funnel, consumption trends, and the success of marketing campaigns. Contacts and accounts that appear on your CRM platform are often classified as part of the three stages of the sales funnel: leads, opportunities, or sales. 

Improving sales models

Once it has all the necessary information, the sales department can start operating with the unified data system. In addition, the Dynamics 365 Sales app, part of the CRM solution, can track each stage of the sales process. Purchases, performed services, and communication with current or potential customers are available to users of the system. Moreover, evaluating models and sales processes has never been easier.  

Management of marketing activities

Marketing campaigns are an excellent way to increase your customer base and improve the user experience. Good planning, accurate organization, and diligent performance of the assigned responsibilities are essential for a successful project. Nevertheless, these campaigns are time-consuming and require more effort. With Dynamics 365 Marketing, you can significantly optimize your workflow and lead time. Process automation is only one of the advantages provided by the system. In addition, through the platform, you can monitor both marketing and sales indicators and thus make more accurate decisions. 

A new level of customer service

Do you want to improve your customers and field services? The Dynamics 365 Customer Service and Dynamics 365 Field Service applications offer exactly what you need. The customer service solution allows quicker and better processing of requests and data. With the field service app, you will be able to automate processes related to scheduling, routes, client interaction, and preventive maintenance. 

Fully compatible with Microsoft products 

The full range of Microsoft solutions, such as Office 365 packages, can be easily integrated with Dynamics 365 CRM. This way, your employees spend significantly less time transferring data between applications. As a result, your teams will stay focused, improve their work flexibility, and decrease time wastage.  

Contact us to learn more about Dynamics 365 CRM and how we can customize our software solution depending on your needs. 

Categories: CRM

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Aleksandra Delikostova