Get the latest perspectives on Microsoft Dynamics 365 software selection process from industry experts

Reach Out To Customers Anywhere And Anytime with Dynamics CRM

Visit Website View Our Posts

Updated · Originally published

Your sales professionals likely do their best work outside of the office as they meet with prospects on location or with customers over lunch.  Provide your team with easy access to customer records, inventory data, and other resources, regardless of their location, with a mobile customer relationship management (CRM) solution.

In today’s fast-paced marketplace, customers don’t want to wait for a sales representative to call them back.  As time ticks by and their frustration grows, they are more likely to place a phone call to your competitor.

Your sales professionals can stay connected to your business and to customer data from nearly any location and at any time with Microsoft Dynamics CRM.  During a meeting with a new prospect, lunch with a customer, or while working from home, your team is never far away from the data they need to be proactive and responsive to customer needs.  Each person can access documents, marketing and promotional materials, product specifications, and detailed customer data from their smartphone or tablet.  Your sales representatives can answer virtually any question a customer can come up with, on the spot.  When necessary, they can call in the experts to provide additional details using Skype for Business.  Once the customer is satisfied, your sales professional can take an order that can be processed quickly, efficiently, and accurately back at the office.

Over time, you will develop a rich history from interactions with both prospects and existing customers.  You can leverage this data to gain a competitive advantage by utilizing the dashboards, real-time visualizations, and business intelligence features within Microsoft Dynamics CRM.  You can identify trends in buying behaviors, products that are increasing or decreasing in popularity, and other insights that you can use to make strategic decisions in the best interest of your business and your customers.

Microsoft Dynamics CRM offers quick access to the information your team needs to satisfy customers and develop long-term business relationships.  Contact ForgeXRM for more information on using Microsoft Dynamics CRM to connect with customers anywhere, at any time, and boost sales while improving customer satisfaction.

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.