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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

The BONUS Benefit of Microsoft Dynamics CRM is Workflow

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There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results.  Another significant benefit is that it will build in consistency and reliability for your sales and marketing teams.  If you’re using files, spreadsheets, or disparate software programs to store important customer data, it will take longer to monitor their efforts and to make sure that customers are getting the attention they deserve.  Microsoft Dynamics CRM includes a feature that that simplify the sales process, making it much more consistent for your sales team – the workflow process.

With workflows, you and your team can create and respond to activities based on your business process.  For example, when an employee sees an action item that they may be responsible, they can complete the task in the time specified and the entire team is notified of the completion.  Automating processes like this will ensure that tasks are being created and completed faster and uniformly.

Using Microsoft Dynamics CRM, instead of files and spreadsheets, means that your team is entering, using, and reporting on the same customer data in real-time.  You can watch for market trends as well as forecast and budget more accurately.  You can also be confident that customers won’t get lost in disparate software programs, but will receive prompt and accurate attention by your team.

Microsoft has improved the workflow process in Microsoft Dynamic CRM to save you and your team time that you can spend on other important tasks, helping you server your customers more effectively.  For more information about Microsoft Dynamics CRM or creating workflows that work for you, please contact Rimrock Corporation: http://www.rimrock.com/about-rimrock/contact-us.

 

By Rimrock Corporation, a Microsoft Dynamics CRM Partner based out of Ontario

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