Effective management of relationships with customers is essential to the success of your business. Microsoft Dynamics CRM is Microsoft’s customer relationship management (CRM) business solution that aims to help companies market themselves smarter and sell more effectively.
Microsoft Dynamics CRM provides social insights, business intelligence, and productivity analysis to help you keep better tabs on your customers and opportunities. Microsoft Dynamics CRM is fully integrated with Microsoft Office and Microsoft Dynamics CRM Online so that you can access your data wherever you are.
Microsoft Dynamics CRM is a powerful business solution that can improve your company’s marketing, sales, and service engagement with customers and improve both organizational efficiency and the overall customer experience. Microsoft Dynamics CRM can do this by reducing costs by automating business processes when it comes to customer interactions and relationships.
Microsoft Dynamics CRM can offer a significant return on investment through automating things such as marketing, customer service, and sales team management
A one-stop shop for customer interactions
You can track progress for key performance indicators visually with charts and personalize views so that you only see the data most important to you. You can instantly access the information most important to you by pinning tiles to your Windows 8 start screen or the app dashboard.
Microsoft Dynamics CRM allows you to access your activities, accounts, contacts, leads, and opportunities from an easy-to-use dashboard. The Sales dashboard lets you see at a glance an activities calendar of upcoming tasks, open opportunities for potential upcoming sales, and open leads, which shows you details of who you’ve had contact with, the type of contact, and a summary of their potential as a customer.
The Open Opportunities tab gives you more details about potential sales including an estimated closing date, estimated revenue, contact person, the account it belongs to and allows you to assign a percentage probability of a deal going through.
The Contacts page makes it easy to enter contact details. If you’re in a hurry, you need only enter a name to get them in the database and then fill out the rest later if you want to. Once entered, its easy to search for them and Microsoft Dynamics CRM will also indicate whether they are a contact or just a potential lead.
Best used alongside Office
One thing to bear in mind about Microsoft CRM is that it’s best to have a Microsoft infrastructure in place to really get the most from it. This means an existing Microsoft Stack Windows Server installed, along with SQL Server and Microsoft Office in the workplace. This is because Microsoft CRM is fully integrated with Microsoft Office and particularly Outlook.
If your Sales team use Outlook for arranging appointments and meetings, then they’ll find Microsoft Dynamics CRM fits in much more smoothly with their regular workflow than trying to use both at once. The other thing about being an existing user of Office is that you and your team will feel far more comfortable with the user interface of Microsoft Dynamics CRM.
Issues with Microsoft Dynamic CRM
It should be stressed, however, that some users have reported issues with integration with Microsoft Office , such as reminder and calendars not importing properly into Outlook, and failed synchronizations, so you may not find everything integrates quite as smoothly as you would like from the beginning.
Microsoft Dynamics CRM is also available as a mobile CRM app that enables you to manage customer relationships on the move and includes tools that integrate data and reporting from social media directly into your CRM application. Microsoft Dynamics CRM helps you keep up to date with customer info and interactions no matter where you are. This allows you to update your notes, tasks, contacts, accounts, leads, and other opportunities straight after meetings while the information is still fresh in your mind. It also means you can turn up to meetings better prepared in terms of knowledge of your customer and your previous dealings with them.
Overall Microsoft Dynamics CRM is an excellent addition for any team or office that already relies on Microsoft Office and that needs an integrated, powerful CRM solution. This said, it’s still worth shopping around for the CRM to match your team’s needs, and you may find that a purely cloud-based CRM offers more in the way of features, while still integrating with your existing business systems.
Check out the best CRMs listed on our sister site, GetApp, where you can compare and contrast the best software for your business.