If yours is a professional services firm, it’s understood that a profitable bottom line is one of your chief business goals. But before you get to that point, an immediate goal is finding and maintaining clients. Your sales team must constantly give attention to your sales pipeline and to completing projects efficiently, professionally, and on time.
Having a powerful Customer Relationship Management (CRM) solution such as
- Keep up with each project’s resource requirements.
- Have performance data always available and up-to-the-moment fresh and reliable.
- Maintain a clear view of your forecasted pipelines and close dates
- Quickly and easily make better decisions
With Microsoft Dynamics 365’s Key Performance Indicators (KPIs) and dashboards, management will have instant views into the performance of each project and the company as a whole, without sifting through endless detailed reports. This allows for quick decisions. If a project or department is having trouble, decisions can be made quickly, and adjustments can be implemented.
These days, social activity information is important and may impact your business. You need to know what your clients and your competitors are doing and what they are saying about your organization. With
Mobile technology has also become a game-changer. Microsoft Dynamics 365/CRM offers improved productivity and drives project success through mobile apps. Your sales and services teams in the field can access client information from anywhere at any time. This leads to more efficient projects, keeping your clients happy and your bottom line healthy.
If you’d like to learn about other ways Microsoft Dynamics 365/CRM can help your project-based business be more productive, collaborative, and successful,
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