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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 
Ryan Plourde, Crowe Horwath

How Dynamics CRM Online Helps You Connect With Customers

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Connecting with customers is a major business challenge.

How well do you know your customers? Today, information can make the difference when it comes to winning customers and keeping them. You probably have plenty of data, but the difficulty is often getting to that data and having the tools to use it to your advantage.

MS report 1

Do these challenges sound familiar?

  • Customer data resides in multiple sources and there are obstacles to retrieve it and bring it all together.
  • Sales and/or marketing efforts are not always targeted at the best opportunities.
  • Our staff spends too much time on the routine tasks and not enough time with customers.

MS report 2

We can deliver solutions that can help you connect with your customers in two key ways. First, we can provide the tools you need to easily gain customer insights from data. Then, we can combine it with the same familiar tools you use to reach out and connect with customers.

With solutions built on Microsoft products and technologies, you can:

  • Make sure your sales and service teams have a complete, consistent view of your customer. With Microsoft Dynamics CRM Online you can get information on your customers such as order history or preferences. Then combine data from different sources, such as Microsoft Excel and SQL Server, with just a few clicks using Power BI.
  • Find and capitalize on the best opportunities, with the insight needed to ensure sales teams focus on those areas with greatest potential. Get out-of-the-box interactive visualizations and dashboards that make it easy to identify and act on opportunities using Power BI and Dynamics CRM Online. Analyze, summarize, and present data with Excel to inform business decisions.
  • Boost sales and service teams’ productivity with easy-to-use tools that help streamline processes using Dynamics CRM Online and Office 365. And stay connected with teams and share info from anywhere in real time with integrated tools using Skype for Business, Yammer, and Dynamics CRM Online.
  • Win sales and build loyalty by building polished sales presentations and marketing materials using Word and PowerPoint. Host websites in the cloud with Microsoft Azure to scale to meet customer demand.

MS report 3

Dynamics CRM Online can help you to:

  • Get a complete, consistent view of customers.
  • Find and capitalize on the best opportunities.
  • Boost sales and service teams’ productivity.
  • Engage customers, win sales, and build loyalty.

Dynamics CRM Online lets you have everything you need to know about your customers at your fingertips, including preferences, purchase history, and future opportunities. And tools such as PowerBI can help you get even greater insight from your customer data.

If you are looking for ways to use technology to connect with your customers, contact AbleBridge. 877-600-2253 or [email protected]. We can evaluate your current processes and goals and recommend the right combination of Microsoft technology.

By AbleBridge, Microsoft Dynamics CRM Gold Partner, now a Crowe Horwath company.

Follow us on Twitter @AbleBridge

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