Microsoft Dynamics CRM is a powerful and effective company-wide software tool that, when used effectively and to its full capacity, can become an instrumental and effective powerhouse that streamlines data and work processes, expedites decision making, ramps up sales revenues, and increases productivity across departments. However, when most companies move to a CRM system, they usually have a specific application or process that they want to build within CRM instead of deploying the full resources of CRM to the user base. So let’s take a look at what Microsoft Dynamics CRM can really do for your company:
Help management and employees make better decisions: Use Microsoft CRM to capture data and you turn CRM into a comprehensive reporting tool that generates detailed reports and data for use in informed and timely decision making.
Provide comprehensive client data: Establish systematic guidelines for capturing client data and you’ll soon have detailed in-depth data consistently across all your clients and prospects; resulting in more effective sales, better customer service and repeat business.
Streamline the sales process: Create a step-by-step sales process that sales reps follow company-wide. This eliminates wasted time and immediately leads your team to the next action step in the sales process, keeping them on track and focused. The result – more and better quality sales.
Generate repeat business: With CRM, your sales and customer service teams have access to detailed purchase history. They know exactly when and what clients have purchased and can readily identify what else they need and when they need it. No more guessing or missed opportunities.
Zero in on your top clients: Perception is not always reality, and without concrete reports, it’s hard for your sales teams and customer service group to really know who your top clients are. CRM eliminates the guesswork, pinpointing exactly who they are so you can service them accordingly.
Improve client relations: Clients appreciate due diligence on your end. The more you know about them, the easier it is to cultivate and strengthen relationships. This is what keeps clients working with you vs. the competition.
Turnkey case management: Microsoft CRM provides a forum for employees to capture case management issues, track their progress, know exactly where they are at any time in the process, advances them to a resolution, and keeps a record of the entire transaction from start to finish.
Expedite access to information: Anyone, from any department, can literally drop in to Microsoft CRM and have instant access to real-time data, from anywhere, anytime.
Build teamwork collaboration: Microsoft CRM gives employees the ability to share data and collaborate across department lines and geographic boundaries, improving communications, decision-making and teamwork.
Improve productivity: The ability to access information at will, have comprehensive data to work with, and the ability to collaborate with team members, results in improved productivity and efficiencies company-wide.
is a powerful and effective tool that we use at P2 Automation on a daily basis to track our inbound and outbound communications, automate sales activities, and manage our marketing process. Microsoft CRM empowers organizations to manage the entire relationship cycle – from lead, to prospect, to client, and ongoing client management. specializes in business workflow, data management and workplace productivity using technology you may already own. to improve your workforce productivity.
by P2 Automation