From poor visibility throughout the business cycle to inefficient collaboration, we know every business has its problems. What you may not realize is when your business suffers, so do your customers.
If you’re having a hard time streamlining your business processes, it might be time to utilize a CRM platform. By sweating the little things, like organization, you can streamline your business practices so you can spend less time dealing with internal processes like organizing leads and more time driving business.
In this post, we’ll cover 3 ways that Dynamics CRM can help you improve your business practices by helping you to be more organized, more productive, and provide better service to your customers as a result.
1. Get Organized
Managing hundreds or thousands of customers and leads can get hectic. Luckily, Dynamics CRM makes it easy to stay organized and on top of your tasks.
We all have different ways to keep track of our to-do's when it comes to customers and sometimes these methods might even get a bit out of hand. With Dynamics CRM’s Tasks feature, making sure your customers get what they need, when they need it, is simple. Tasks gives you daily reminders to perform action items during a sales cycle and keeps you accountable, so you won’t miss any opportunities.
Dynamics CRM also helps you keep track of customer documents, so there’s no need for outdated, clumsy methods like physical filing systems. Never again make a customer wait while you search for documents. With Dynamics CRM, you can simply upload your documents directly to your customer and lead accounts, so you’ll never misplace or struggle to find anything right when you need it. Using Dynamics CRM frees you to focus less on organizing and more on providing a better customer experience.
2. Be Productive
With the power of Office 365 integrated with Dynamics CRM you can take your productivity to the next level.
The CRM App for Outlook lets you easily use your CRM database to find all the information you need about the sender of an email. If they’re not already included in your CRM system, adding them is simple. You won’t even have to leave Outlook!
One Note integration allows you to share your notebooks with colleagues directly through your CRM system. Make notes, add photos, or even charts in One Note and associate them directly with the account with just a click of a button.
Office 365 integration also makes it easy to analyze your data. You can export your data to Excel directly from CRM so you can view and analyze it in an environment that you’re used to without the hassle of switching applications.
3. Increase Visibility
It’s easy to lose track of your existing customers as the focus shifts to creating new customers. Dynamics CRM helps you ensure you have customer visibility; no matter what part of the sales cycle they may be in.
With Dynamics CRM you can track what your customers are buying and when they’re most likely to make a purchase. This increase in visibility allows you to offer your products when it’s timely, increasing your chances of making a sale.
Tracking buying habits not only helps you meet your customers' current needs but also allows you to suggest additional products before they even ask for them. This helps you sell more while also creating a level of personalized care that will build loyalty and appreciation within your consumer base.
Get Started with Dynamics CRM
Ready to improve your business practices with Dynamics CRM? FMT can help!
For more information on our services and how we can support your Dynamics CRM implementation
by FMT Consultants