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

 
 
OTT, Inc.

Modern Day, Post-PC CRM

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Smartphones and tablets are proliferating in the workplace. More and more business applications are being tailored for mobile devices because today’s professionals are on the move and engaged with customers located around the globe. This offers the following two benefits:

1. Improves the use of customer relationship management (CRM)
2. Brings us closer to our data and our customers

The ability to work remotely actually makes you more productive. In this modern, post-personal computer (PC) era, you no longer have to be tied to the office, making trips in and out as you get tasks completed in the field. You can network at events with prospects, visit customer offices to make sales, and go about your day without feeling disconnected or in a rush to get back to your desk. Today’s cutting-edge CRM solutions, including Microsoft Dynamics® CRM, puts all of your customer-centric data, literally in the palm of your hand. You can use your smartphone, tablet, or laptop to access and enter data at any time of day and from nearly anywhere. This new level of connectivity improves the productivity throughout your sales process, as well as providing valuable insight that you can use to your advantage.

Microsoft Dynamics CRM offers an easy way to manage the entire sales cycle from initial contact to post-sales follow-up. You and your team can enter details about your customers, product specifications, orders, and other data. You can use notifications to alert you at key points in the process, such as when a quote is approved or the customer’s order is shipped so that you can be sure to follow-up as necessary. You can also identify trends in your data. You may notice customers making regular replenishment orders and suggest appropriate cross-sales or up-sales for the items they already buy. This added level of personalized customer service can go a long way. In addition, you may identify trending products or products that are waning in popularity. You can adjust sales and marketing efforts to capitalize on these changes or adjust inventory levels so that you don’t get stuck with obsolete inventory.

A mobile CRM solution can provide the freedom to spend more time with prospects and customers outside of the office and less time on paperwork in the office. Contact OTT, Inc. for more information about using Microsoft Dynamics CRM to improve productivity, boost sales, and satisfy more customers.

By OTT, Inc., a Microsoft Dynamics CRM Partner out of Minnesota

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