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

 
 
InterDyn BMI

How Much Do You Really Know About Your Customers?

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Savvy businesses can gain control and insight into their business operations with an enterprise resource planning (ERP) solution. You can extend that insight and learn more about your customers with a complementary customer relationship management (CRM) solution.  When integrated, ERP and CRM can provide a 360 degree view of your customers from initial contract through post-sales activities.

Many businesses implement an ERP solution to manage financial, supply chain, inventory, and other important operations. A robust ERP solution can streamline common tasks, making it easier for your people to enter and access business data.  However, sales and marketing operations are often left to their own devices, disconnected from the business management system even though they also provide business-critical data.  Integrating a CRM solution to your ERP software can further streamline operations and provide the visibility needed to drive growth.

By connecting ERP with CRM, you can gain greater control and insight over customer activities from initial contact through to the sales process, and make connections with other business activities. The business intelligence and reporting features of robust business solutions, including Microsoft Dynamics® ERP and Microsoft Dynamics® CRM, can highlight trends in customer preferences and profit margins.  Integrating these two powerful business solutions can magnify your business insight, making it easier to identify trends with customers and the products that they order, which can be used to improve inventory management and marketing and sales trends. For example, you can determine trending products and maintain optimal inventory levels without risking stock-outs or overstocking the warehouse.  In addition, you may identify the types of customers that may be interested in your products and how you can attract the attention of customers with similar needs. You can fine-tune the marketing efforts and learn how to engage prospects on their terms, which can lead to greater sales and stronger business relationships.

Utilizing a single, centralized database that holds both business and customer data can make it easier to enter, access, and analyze the data you need in order to make the swift business decisions that drive productivity and profitability. Contact Sherwood Systems for more information about getting to know your customers and your business better by integrating ERP and CRM solutions.

By Sherwood Systems, Arizona Microsoft ERP and CRM Partner

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