In today’s ever changing world, customer is the king. It is inevitable to meet their expectations from the product we offer. CRM is a cohesive suite of integrated, data-driven solutions that improves how you do business with your customers. CRM personalizes customer experiences by engaging them at the right time, in the right place, in the right way throughout the journey.
Microsoft Dynamics CRM makes customer engagement predictive by leveraging internal and external data to identify patterns & trends and applies this information to make recommendations or suggestions for how to optimize. It provides an all-inclusive view of all the customers, which enables your employees to make expedited and educated decisions about strategic efforts to be put in the sales, marketing, and customer service fields.
Without a centralized program where your people can log and track customer interactions, your business falls behind schedule and out of touch.
CRM Solution fundamentals
CRM tools make the customer-facing functions of business easier. They help you
- Centralize customer information
- Automate marketing interactions
- Provide business intelligence
- Facilitate communications
- Track sales opportunities
- Analyze data
- Enable responsive customer service
Microsoft Dynamics 365 has what you need
Every business has various functions and when these functions are not in sync, to handle the business, let alone making profits, becomes a tedious task. Here CRM comes to your rescue which will bring all your functions – marketing campaigns, data analysis, meetings, customer care, and more – in one place.
Microsoft Dynamics 365 offers you a full-fledged CRM solution under five different yet connected apps— Sales, Customer Service, Field Service, Project Service Automation, and Marketing. Automate your CRM needs with these apps. Start with just what your business requires and add others as those needs grow.
Turn relationships into revenue
With Dynamics 365 for Sales, bring digital intelligence in every deal you make. It is not just a sales management software; it is an intelligent business solution that predicts your customer’s needs and personalizes every experience. Don’t just sell, build relationships and revenue, both.
Grow your business | Win faster | Stay Focused
- Get insights meaningful for your business so that you can take right action on right time
- Engage personally with your customers and understand their behavior, trends, and potential value
- Automate your sales process with a highly intuitive interface and Microsoft Office-embedded capabilities
- Analyze historical data and predictive information to get real-time insights and accelerate your sales performance
- Inspire, onboard, coach, and motivate your team to achieve more through fun, engaging competitions.
Earn customers for life.
Dynamics 365 for Customer Service is a single, unified platform to improve customer service. This helps you in delivering end-to-end customer service across every channel—earning customer loyalty and empowering agents.
Earn customer loyalty | Empower every agent | Adapt to changing needs
- Connect with your customers across various devices and channels
- Self-service and communities for your customers
- Access all customer information from one place to speed resolutions
- Access, deliver and personalize consistent answers across channels using a searchable knowledge base
- Enable predictive customer service using data analytics
Manage your field service workforce
Dynamics 365 for field service ensures that your service workforce has optimum appointments and workloads allowing for better customer satisfaction. Intelligent scheduling, better planning, and reallocation of resources are made easy.
Optimize your scheduling | Equip your mobile workforce | Profit from predictive services
- Organize people and equipment with flexible scheduling options
- Manage and maintain the accuracy of service contracts and installed products across customers and locations
- Manage inventory updates and stock history across locations at real-time
- Get access to real-time and offline data on any device
- Detect, troubleshoot, and resolve issues remotely so your technicians are only sent when necessary
Earn more from your projects
An end-to-end project and resource management solution for firms delivering customer-facing, project-based services. Dynamics 365 for Project Service Automation brings your people, processes, and automation technology together through a unified experience.
Create profitable relationships | Enable productive employees | Innovate to grow
- Relate quotes and orders to project plans, financial estimates, labor pricing, and billing arrangements
- Collaborate on estimates using templates and link to Microsoft Project
- Assign the right people to the right projects based on skills, interests, and availability by unifying resources and scheduling
- Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows
- Simplify time and expense management for your employees and for multiple projects
- Use real-time analytics with using customizable dashboards and scoreboards to identify actionable trends across your organization
Integrate sales and marketing to enhance customer experiences
Dynamics 365 for Marketing improves the effectiveness of your marketing activities. Plan, execute and analyze your marketing campaigns with this integrated marketing platform. Deliver engaging customer experiences across all touchpoints, drive brand awareness and create new business development opportunities and ensure the best ROI from your marketing investments.
Create a 360-degree view of customers | Drive your business forward | Create better customer experiences
- Unify sales and marketing for complete view of your customers and your interactions
- Group clients, contacts, and leads into a targeted marketing list to simplify campaign creation
- Assess the response of campaigns and calculate each campaign’s ROI