Top 4 Signs Your Business Needs Microsoft Dynamics CRM Online and Office 365

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Ask business owners what their most important asset is and I’d be willing to bet the same answer would come up over and over—“Our customers.”  But, do you know your customers as well as you’d like?  If the answer is anything other than a resounding “YES!” chances are there’s room for improvement and technology may be able to help.  As I wrote in a blog post last week, Microsoft Dynamics CRM Online and Office 365 are a powerful duo of services that can help improve your sales, marketing and customer service efforts.  If you missed that post, you can read it here


Even after reading that post, you may still be asking yourself, “How do I know if Microsoft Dynamics CRM Online and Office 365 are right for my business?”  Here are the top four signs your business needs Dynamics CRM Online and Microsoft Office 365.   


1.       You find it difficult to create your own marketing materials

Using Office 365, it’s easy to create professional looking marketing materials with a wide variety of rich visual effects.  And, your marketing team can work on their projects whenever and wherever inspiration strikes. Office 365 is available anytime, anywhere, with or without an internet connection.


2.       You wish you could simplify website development and make it easier to connect with customers online

Many of the available Office 365 plans include everything you need to easily get a new website up and running and to host online meetings with HD video and screen sharing capabilities. Additionally, Microsoft Dynamics CRM Online offers integrated sales intelligence and social media, making it easier to target profitable opportunities and encourage sales conversations.


3.       You have a hard time tracking and managing contacts throughout the entire sales process

Microsoft Dynamics CRM Online offers a variety of tracking and analysis tools including, customizable process guidance that’s like a roadmap—visually leading users through all the steps they need to take to get from where they are now to their ultimate goal.  And, built in reports to help managers better visualize and understand the sales pipeline.


4.       You don’t have a centralized place in which to keep all your customer information

Microsoft Dynamics CRM Online offers a single, easy to use database where you can store all of your customer data and make it accessible to everyone across your sales, marketing and customer service departments.  So, you can rest assured that each of your staff members is using the most up to date customer information, and can therefore deliver a consistent experience across all channels.


Learn More

Microsoft Dynamics CRM:

Visit our website to explore the newest features added to Dynamics CRM and see why so many companies choose it over other CRM products.


Microsoft Office 365:

Join us Tuesday, December 10, 2013 (10:00-11:00 AM EST) for a free webinar, “Move to the Cloud and Still Feel at Home”

Take the first simple step of moving to the cloud with Microsoft Office 365. It looks & feels just like other Office products, but is also:

  • Available anytime anywhere--Unlike other similar products, Office 365 is there for you, online or off
  • Collaborative--Share information more easily
  •  Secure--Enjoy financially backed security, data privacy, & automatic upgrades
  •  Economical--Get enterprise-grade IT at a fraction of what it would cost to run it yourself

Learn more and register now!  Seating is limited.


Visit our website for more information on Office 365, its included applications and available business plans.

At Intelligent Technologies, Inc. we have the expertise to help you make the most of Microsoft Dynamics CRM Online and Office 365.  Contact us to discuss your unique needs.

By: Laura Heinbockel, Intelligent Technologies, Inc., A NC Microsoft Partner

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