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Implementation Specialists

Microsoft Gold ERP Partner in Minnesota

Dynamics 365 CRM

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Dynamics 365

CRM

Microsoft Dynamics 365 CRM is a complete customer relationship management system that helps businesses improve their customer experience and creates an environment for sustainable growth. Within CRM, businesses have a 360-degree view of their customers.

Dynamics CRM-01

Marketing

The ability to create, execute and track marketing campaigns and leads allows your marketing team to handcraft customer journeys and hand off viable leads to the sales team, leading to higher ROI on marketing dollars spent.

Sales

Customizable account, contact and opportunity records help to streamline your sales process, giving your sales team the ability to spend most of their time doing what they do best, sell.

Customer Service

With business competition high, an organization’s success largely depends upon how it handles customer service. Within CRM, you can create cases, use queues, schedule calendars and voice of the customer to make sure your customers are responded to expediently and feel appreciated as a consumer.

Management

Dashboards and reports allow managers to spot trends and potential problems earlier and this gives them the ability to correct course before a goal is missed, versus discussing how to do better the next time. The more proactive an organization is the more successful it will become.

Microsoft Dynamics CRM

Key Strengths

  • Out of the box functionality can get you going with CRM quickly

  • The ability to create new record types, customize record forms/fields and personalize business processes can all be done without writing code. With training this can be done by CRM administrators within your organization making customization more affordable

  • Automatic processes help eliminate human error. Workflows can be set up to help automate processes that would normally require manual work, such as sending an email, updating a record or creating another record

  • Data is stored in one location. With the ability to attach documents within CRM there is no need to use another method of storing documents, such as shared folders or something like Dropbox

  • When your data is all in one place everyone can see the whole picture and provide input as needed, improving your communication and collaboration

CRM Demo Dashboard
CRM Demo Opportunity Chart
Want to learn more about

Dynamics CRM?

Contact Implementation Specialists today!  We will review your unique needs and help you select the most appropriate and effective modules for your organization.

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