CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Planet Technologies

Are Silos of Information Killing Your Business?

Email | Print

Customers expect a lot these days.  They expect to get product questions answered quickly.  They expect your employees to be able to pull up their order immediately.   They expect to resolve problems quickly.  If you don’t meet their expectations, they go elsewhere.  It’s easy to find a new vendor.

Harsh, but true… and if your employees can’t access complete customer information fast, you are going to lose business.  The good news is that you can fix the data access problems that are slowing you down. An integrated business management system will connect the silos of information throughout your organization.

Connect departmental silos

When Microsoft Dynamics CRM and Microsoft Dynamics GP are connected with the Connector for Microsoft Dynamics, the silos of sales, service, operations, and accounting data are eliminated. Some of the time savings that the integration will give your teams include:

  • ·         salespeople can see where orders are in the fulfillment process,
  • ·         customer service will know when there is a credit hold on an account,
  • ·         accounting can access closed service tickets and invoice quickly,
  • ·         inventory and price changes are available to the sales team immediately.

Sales and service teams with the whole story

Imagine when your sales and service teams have access to the backoffice information at their fingertips, they will be able to give customers better service, like:

  • ·         “Yes, you can order the X400. And for only $20 you can add the X400 case which we have in stock.”
  • ·         “Yes, I can see that your order shipped yesterday via Fed Ex. You should have it in the next hour.”
  • ·         “Yes, we received your return this morning and have processed the credit to your account.”  

Those are the answers that your customers expect and will give them a reason to remain loyal, repeat customers.

To find out you can beat your competition with great customer service, call Sam at 1-87PLANET11 or send an email scool@go-planet.com .

Planet’s CRM team has posted another free CRM App “Maps for CRM 2011” providing integration with Bing maps. Try it and let us know what you think. 

by Planet Technologies, Maryland/DC Microsoft Dynamics CRM Partner

Comments are closed.

 

 
 
Show Buttons
Hide Buttons