Still trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and the sales process based on relevant data like web page visits, presence on social media, and industry trends. You even get access to market intelligence with contact information for 30 million business decision makers around the globe.
How do I know when it’s time to upgrade to a new CRM system?
If you can answer YES to any of the questions below, then it’s time to invest in a new CRM system.
- Has your CRM failed to evolve and grow with your business?
- Are you limited in your ability to control which users or business units have access to data?
- Is it difficult to query your data and create custom or ad-hoc reports?
- Can you benefit from graphic representations of your data and process with interactive dashboards?
- Are you unable to access CRM from the field, on mobile apps, online or offline?
- Do you struggle to support current business processes in your CRM?
I answered “YES”, so what can Microsoft Dynamics CRM Online do for my organization?
Great question! Microsoft Dynamics CRM Online can help reduce costs and increase profitability by organizing and automating business processes that nurture customer relationships across all interactions—marketing, sales, customer service, field service, and project service automation. You can implement one or two of those modules now and more later as your business needs grow or change.
With Dynamics CRM, you can easily share customer information with your entire staff via CRM, Outlook, or other Office 365 applications. Everyone in your company has a complete picture of what your customers want and need.
Will Dynamics CRM integrate with other applications?
Dynamics CRM easily works with programs you already know how to use like Outlook, Excel, and other Office 365 programs. Simple integration with Outlook makes communication management a breeze. Email templates can be easily created in Dynamics CRM and sent to customers through Outlook. Syncing email and appointments between Outlook and Dynamics CRM can be done with the click of a button. Learn what your customers really think with Microsoft Social Engagement, an application that integrates and compliments Dynamics CRM.
What about our current business process and pre-existing data? How do I migrate it over to Microsoft Dynamics CRM?
Our Microsoft Certified Professionals will replicate your existing processes in Dynamics CRM, and offer suggestions on CRM best practices. They’ll manage your data conversion so you can make a smooth, stress-free transition to your new Dynamics CRM platform.
By Mark Abes, Vice President of Sales and Marketing at