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

 
 
Sikich

Responding to Client Inquiries with Microsoft Dynamics CRM

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Managing your client base can be overwhelming at times. One of your clients may have questions about their recent order while another needs to be walked through your services from start to finish.  The key to customer satisfaction is responding to those client inquiries with patience and in a timely manner. But how can you keep up with numerous questions every day without pulling your hair out?

Microsoft Dynamics® CRM helps you effectively manage those questions from start to finish. You can set up cases that track inquiries through to completion or simply make detailed notes in their account so everyone knows the complete client history. This helps you proactively meet the needs of these clients, no matter how demanding they might be.

Proper tracking of frequently asked questions can also contribute to creating an easily accessible FAQ document for your clients. This can even reduce the amount of contact needed as they can easily resolve issues that you’ve documented. It saves your time, but also that of your clients. Instead of having to get on the phone to talk through the process, they can easily access a step by step documentation…and of course, if they have problems, can always call you for help.

So if responding to client inquiries is wearing you out, it may be time to look into Microsoft Dynamics CRM. It can streamline your processes as well as reduce the amount of calls you receive. Proper insight into client issues can really create a lot of opportunity. Let Microsoft Dynamics CRM help you see that opportunity today and contact us for more information.

Specializing in the implementation of Microsoft Dynamics CRM, Sikich is a Chicago-based Microsoft Gold Certified Partner. We work with over 4000 customers in 4 states: Illinois, Indiana, Missouri and Kansas, in a variety of industries with a focus on manufacturing and distribution, professional services, education and not-for-profit.

 

By Jim Drumm with Sikich, Chicago IL Microsoft Dynamics CRM partner serving IL and MO

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