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Engage Customers On The Right Channels At The Right Time

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In this new digital era, there are many different ways to provide information, share promotional materials, or otherwise engage prospects and customers.  Customers have a preference for how they want to be reached, whether it be by email, instant messaging, social media, or by phone.  Improve your customers’ experience by engaging them on the channels they prefer with the relevant information that they expect by deploying a customer relationship management (CRM) solution such as Microsoft Dynamics CRM.

Every customer is different, from the products or services that they demand to the marketing and promotional materials that elicit a response.  In addition, with so many opportunities to interact and engage both prospects and customers, it can be challenging to reach out to them using their preferred method of communication, especially when relying on inefficient sales software or elaborate spreadsheets. With Microsoft Dynamics CRM, you can provide the foundation needed to deliver a personalized experience for each of your unique customers.

Each of your sales and customer service representatives can enter and access customer data within Microsoft Dynamics CRM, which can include as much data as you need to build a detailed customer account.  You can capture customer orders, product or shipping specifications, proposals, contractual information, written or verbal communications, and other useful information that can provide valuable insight into each customer relationship.  You can also tap into social media and engage with customers on popular sites such as Facebook, Twitter, or LinkedIn.  As you get to know individual customer preferences, each of your sales professionals can communicate with customers on their terms, responding quickly and accurately using the detailed information at their fingertips.  Over time, you can also identify trends and anticipate customer needs using built-in business intelligence.  You may discover common replenishment orders or other opportunities to deliver personalized services that maximize customer loyalty and satisfaction.

Microsoft Dynamics CRM provides a centralized location for all your customer data, enhancing responsiveness while fostering trust and long-term loyalty.  Learn how you can engage customers on the right channels at the right time with the support of Microsoft Dynamics CRM.

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.