Ready to get out of the office? Serve customers on the road with CRM

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Some of your employees do their best work outside of the office. Sales representatives and customer service teams need to spend time with customers and be able to answer questions, take orders, and fulfill customer needs on-the-spot – not wait until they make it back to the office. Strengthen the connection between mobile workers and customer data by deploying Microsoft Dynamics CRM Online.

When your sales representatives are in the field and meeting with customers, they need access to updated product information and promotional or special pricing offers. Sales teams also need current inventory information, such as product availability, to make reasonable delivery promises. Instead of having a briefcase full of papers and catalogs, they could have all the information they need on their smartphone or tablet.

Mobile Sales and Service with Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online is a robust customer relationship management (CRM) solution that can strengthen marketing and sales efforts, as well as be an important resource for your sales team when meeting with customers. Customer data can be captured within a unique customer account, which can include contact information, product preferences or specifications, historical and current orders, contracts and other documentation, as well as other communications or important notes. With all of this valuable information at your fingertips, sales teams can respond faster and more accurately to customer needs.

A sales representative can access Microsoft Dynamics CRM on their smartphone or tablet and have all the information and tools he or she needs to serve a customer. While discussing a new order, they can:

• access historical information and remind customers what they purchased in the past
• take advantage of this opportunity to offer up-sales or cross-sales, suggesting products that may be similar or complementary to items that have already purchased
• place an order and invoice the customer on the spot, avoiding additional time and paperwork when they get back to the office

The time saved from pushing papers is more time to spend with customers. Sales teams can be more successful when they are out of the office and meeting with customers. Keep them connected with important customer and business data with Microsoft Dynamics CRM Online. Contact OTT, Inc., for more information about using CRM to increase sales, strengthen marketing, and grow your business.

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