Most businesses today know that delivering a great customer experience is essential to winning sales and differentiating themselves against their competition. This is where CRM comes in, but a lot of smaller businesses see CRM as too complex for their needs. Microsoft Dynamics CRM offers the perfect solution because it can adapt to specific business needs, with the flexibility to deliver only the part of the solution that is right for the customer at a given time. In many cases, the best strategy is to focus on the basics and start small—for example delivering capabilities around a specific area like opportunity management, and then moving on to more advanced scenarios later.
Why CRM works
Opportunity Management – All customer-facing employees need easy access to consistent, detailed customer information and past interactions. Make it easy for everyone in your company to get the information they need to deliver great customer experiences.
- Access complete, consistent information from a single, centralized source of the truth.
- Make staying in touch with customers a seamless part of employees’ day-to-day activities.
Mobile Productivity – An increasingly mobile workforce demands tools that make it seamless to work anywhere—at the office, home, or the road. Empower your sales and service teams to do their best work from virtually anywhere on any device.
- Let employees connect with customer information wherever they are, on whatever device.
- Boost productivity and free up more time to spend with customers by streamlining processes and automating tasks.
Business Insight – Business leaders need visibility into organizational performance to make better-informed decisions quickly. Microsoft Dynamics CRM gives you visibility into your organization to make informed decisions and grow your business.
- Stay on target with real-time visibility into your business using live dashboards and interactive reports.
- Uncover new opportunities and get deeper insights by making it easy to visualize information.
Another major advantage that Microsoft Dynamics CRM has is the integration between Office 365. When it comes to making CRM simple and easy for SMB customers, one of the biggest advantages is its ability to work seamlessly with the familiar tools in Office 365, such as Outlook and Skype for Business. If you are already using Microsoft Office then Microsoft Dynamics CRM can become a regular part of your existing workflows—for example, schedule a customer meeting in Outlook from within the CRM window—or click on Skype for Business to instantly connect with customers anywhere.
Basic Authentication, used for processing emails in Microsoft Dynamics GP, will be going away on October 1, 2022. This may impact older versions of GP.
GraVoc’s Director of Software Solutions, David Laster, will be presenting at DynamicsCon Live in San Antonio, Texas!
GraVoc is excited to return to the Community Summit North America in October – this time both as a presenter and event sponsor!