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How to Use Dynamics CRM To Make Sure Your Online Efforts Pay Off

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Your loyal customers are online, and so are many potential prospects.  Social networking sites are a popular forum for customers to research your company and products or services, as well as share information with peers.  Having an online presence is a start; however, if you aren’t fully connected with these online sites, you could be missing out on new opportunities.

The internet is always on, which means your customers could be looking for you at any time of the day or night.  If you aren’t watching and listening to online activities, then your competitors have an opportunity to respond to a prospect before you even have the chance. To learn how you can leverage online efforts to your advantage with a robust customer relationship management (CRM) solution such as Microsoft Dynamics CRM.

Today’s customers are tech-savvy, and many rely on social media for researching companies, products, or services for recommendations or insights.  Businesses need a strong online connection to listen to what is being said, as well as engage with prospects as they collect the information that they need before making a purchase.  Microsoft Dynamics CRM makes it easier to capture information from Facebook, Twitter, and LinkedIn and combine that data with internal resources.  Then, using this social data, your marketing and sales teams can develop strategies to respond to prospects, wherever they are in the sales cycle.

Microsoft Dynamics CRM also offers powerful analytics with built-in business intelligence and reporting features.  Your sales managers can access data quickly and efficiently, leveraging available prospect or customer data to close sales more effectively.  For prospects not quite ready to make a decision, your marketing team can provide information or promotional materials using the platform that the prospect prefers – by email or postal mail, social networking sites, or instant messaging.  Communicating with prospects using their preferred channels shows superior customer service and can go a long way toward strengthening relationships and generating loyalty.

Strengthen your online connections and use all of your available resources to respond to prospects and customers with confidence. Contact ForgeXRM for more information on using Microsoft Dynamics CRM to ensure your online efforts are paying off.

ForgeXRM + Microsoft

ForgeXRM develops innovative solutions that drive productivity and empower businesses to achieve more with the Microsoft Power Platform and Dynamics 365.

With our deep specialization, industry-leading CRM solutions for Insurance and Wealth Management, and Add-Ons for Project Management and our configurable XRM Grid Control, we accelerate innovation and empower businesses to maximize their CRM investments.

Contact ForgeXRM today. We’d love to connect and learn more about your goals and explore how ForgeXRM + Microsoft can support your organization’s needs.

By Ryan Plourde, ForgeXRM, www.forgexrm.com

 

 

Ryan Plourde

By Ryan Plourde, Principle and Owner, ForgeXRM

As Founder of ForgeXRM, I bring 30+ years of experience helping businesses streamline operations and strengthen relationships through CRM/XRM solutions built on Microsoft Dynamics 365 and Power Platform. My focus is on delivering tailored software solutions that solve real business problems, whether you're managing people, products, or processes. Previously, I founded AbleBridge, a leading Microsoft Partner/CRM solutions provider acquired by Crowe LLP, where I led the firm’s Microsoft practice.