There are a few well-known CRM systems out there, so what sets Microsoft’s CRM system – Dynamics 365 – apart from the others?
Well, first of all, let’s look at what a CRM system is…
What is CRM?
A CRM system lets companies manage the relationship they have with their customers, in a number of ways. CRM allows organisations to:
- Interact with customers
- Communicate with customers and manage communication preferences
- Market themselves to customers more effectively
- Provide better customer service
- Organise and automate marketing, sales and customer services
A good CRM system is a vital tool for businesses and organisations who need to effectively manage and maintain the relationship with their customers; and honestly, which business doesn’t?
Dynamics 365 is Microsoft’s cloud-based ERP (enterprise resource planning) and CRM (customer relationship management) system for business. It is made up of modules which can be combined and mixed and matched to make sure it provides everything your organisation needs, and nothing it doesn’t. They include sales modules, marketing, finance, operations, retail and customer service modules. Conveniently, it can be used and integrated with other Microsoft applications like SharePoint, Yammer, Office 365, Azure and Outlook.
For all of these reasons, Dynamics 365 is a globally-popular CRM system which is used by multi-national organisations around the world, from sports teams to department stores to tech companies. Another appealing aspect of Dynamics 365, is that it can be customised extensively with multiple add-ons to create a tailored CRM solution that suits and helps deliver your business objectives.
Why choose Dynamics 365 for your CRM?
Here are just some of the reasons to choose Dynamics 365 for your CRM:
Efficiency – Dynamics 365 unifies processes and data, and integrates with numerous other business applications which means you don’t need to switch between apps or send data between programs.
Targeted marketing – Its marketing automation tool lets you easily build lead and client lists and create targeted campaigns which result in better quality leads.
Access from anywhere – Dynamics 365 is a cloud-based system, so it can be accessed anywhere, from any device with an internet connection. This increases staff productivity, makes the best use of your time and means you can always keep on top of CRM.
Insights and reporting – Using Dynamics 365 lets you make decisions that are driven by data because it gives real-time reporting and shows KPIs using a PowerBI dashboard. These insights can guide the decisions you make around CRM.
Better security and compliance – Your Dynamics 365 data is stored in Microsoft datacentres which are completely secure and compliant with GDPR. Microsoft will also install the latest security patches, so you never need to worry about your CRM being vulnerable to a security breach.
Regular updates – Microsoft invests billions in research and development every year. This lets them perform regular updates to Dynamics 365 that extend its functionality and capabilities, at no extra cost to you.
Flexible and adaptable – Dynamics 365 can be paid for on a subscription basis, which means you can scale up or down as your needs change and only pay for the modules you use. You can also extend applications at any time, build new solutions and integrate it with other platforms.
Seamless integration – You can have a single source of customer/member data by using Dynamics 365 because it integrates sales, marketing and customer service apps. Dynamics can be integrated with email marketing software, survey software, web tracking, membership databases, Excel, Outlook and financial tools, helping you breakdown silos in your organisation.
Is Dynamics 365 right for your organisation?
If you want to maximise productivity and give teams the tools they need to manage customers most effectively, Dynamics 365 is the ideal choice of CRM system.
It is particularly suitable for organisations that want to:
- Increase productivity
- Become or stay agile
- Improve customer relationships and communication
- Merge multiple customer data sources into a single view
- View and monitor performance indicators that can inform decision making
- Increase customer engagement and communication
- Create more leads
- Increase customer revenue
Learn more about Dynamics 365 in this Microsoft video: