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

 
 
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Top 3 Needs In A CRM Solution

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Businesses of all sizes and within any industry can benefit from a customer relationship management (CRM) solution.  However, not all CRM solutions are created equal.  To get the right solution for your business, you need to consider these three very important characteristics.

  1. Your solution should match your business: Like choosing the right suit or a good pair of shoes, your CRM solution should fit your business. Don’t pay more to have extra features or functions that you won’t use and don’t skimp on important features. In addition, you shouldn’t have to change the way you work to fit your business management solutions. Your technology should be easy to learn, easy to use, and support your operations, not make them harder. Work with a software provider to discuss specific features that you need to have, such as mobile access, then discuss the ‘want-to-have’ features.
  2. Be flexible: Some of the more powerful CRM solutions, such as Microsoft Dynamics® CRM, are more scalable and flexible than other solutions. You can choose the features and functions that you want today and add features as your business grows and changes. Microsoft Dynamics CRM also makes it easy to add or reduce user licenses as your headcount changes due to seasonal or other fluctuations.
  3. Gain insight with business intelligence: Microsoft Dynamics CRM also offers business intelligence (BI) and robust reporting features. You can use these features to monitor sales and marketing activities to determine which efforts yield the best results. You can also identify trending products and adjust inventory levels to make sure you don’t run out of hot products or get stuck with obsolete items. The BI features allow you to leverage your marketing and sales activities to your competitive advantage.

The right CRM solution can streamline your marketing and sales activities, strengthen customer relationships, and improve customer satisfaction.  There are solutions that will support your business operations and meet budget restrictions.  Contact Sherwood Systems for more information about finding the right CRM solution for your exact business needs and goals.

By Sherwood Systems, Microsoft CRM Partner out of Arizona

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