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

 
 
Jonathan Taub, Rimrock Corporation

Does CRM and Business Intelligence Correlate? Of Course!

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Business intelligence (BI) software manages financials, accounting, project management, supply chain, and other important elements of your business. But what about another very important part of your business: your customers? Your customer relationship management (CRM) software and BI software are deeply related and by combining the two with integration, you can realize a few additional benefits:

        Sales Effectiveness: Your sales department can leverage CRM for account and opportunity management while also having insight into the company’s overall revenue goals. And with access to complete buying history, sales departments can take advantage of cross selling opportunities.

        Better Qualified Leads: Importing leads and background into CRM arms your sales department with the right information to close the deal. Lead assignment can also be enhanced when companies have insight into both customer relationships and business information.

        Speedy Invoicing and Increased Cash Flow: when customers are past due with their payments, it can slow down business. By connecting CRM with BI software, you can be proactive in letting your customers know what’s due, when, and how many days they have to get the payment to you.

        Accurate Predictions: When you know what to expect, it makes business a little easier to manage and ultimately more successful. If there are trends you can prepare for ahead of time, you will benefit from more sales and happier customers. Combining CRM with BI gives you this knowledge so you’re always better prepared.

If these benefits sound like something your company is in desperate need of, it may be time to combine the powerful forces of CRM and BI software for your business. Contact us for more information about Microsoft Dynamics® CRM and how this advanced solution can help.

By Rimrock Corporation, a Microsoft Dynamics CRM Partner out of Toronto

One Response to “Does CRM and Business Intelligence Correlate? Of Course!”

  1. I have nothing else to add to this topic other the need to further understand it. Two things I like about the post, one it is straight forward and two it does not attempt to promote anyone’s position particularly. I like this one Jonathan.

 

 
 
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