One of the more frequent integrations that can be done with
As an example, giving more visibility to order and invoice data gives your business some insights it might not have had in the past.
- Easily see who your top customers are – target them for special promotions
- Determine if a customer is profitable for you – compare sales dollars versus service calls
- Quickly see invoices that are outstanding – don’t wait for the aging report to come out at the end of the month
In days past, leads from your website were probably sent via email to a single designated sales or marketing person in the office. With just one person following up, often times this results in slow or forgotten responses - not to mention almost no way to gather any metrics on the types of leads you are receiving. Why not write the customer information directly to Dynamics CRM? Once the integration is created, this allows you to do things like automatically schedule a phone call for one of the sales team to follow up or have an email reply sent out listing your current incentives - all without having to engage the website developer.
As the push to reduce costs and go green continues, managing your vast array of electronic content can become a challenge. An Enterprise Content Management system like SharePoint or
By, Jason Lattimer, Software Developer, Avastone Technologies LLC,