It also means that all employees feel more part of a team, as they always know what's going on.Ī company without a CRM like Microsoft CRM Dynamics 365 can miss out on key information if a valuable employee is on leave. Via Microsoft Teams support, Microsoft CRM Dynamics 365 is simple to use to collaborate with other teams and staff members, no matter if workers are remote or in-house.īeing able to team up with other parts of the company so easily is a great way to deal with everything from product launches to finding the right salesperson to promote an item. All contact with a customer can be accessed via its centralised system, so nothing can be forgotten. Microsoft CRM Dynamics 365 syncs well with Microsoft Outlook as expected, meaning that it's easy to view contact notes and relevant information about a client in one place. Microsoft CRM Dynamics 365 offers a lot of different options for a CRM, but it has five key benefits that justify why many businesses use it.Īll CRMs depend on how well they manage contacts. Productivity and sales performance can be improved via tools such as intelligent order management and monitoring (Image credit: Microsoft) Features and benefits of Microsoft CRM Dynamics 365 Thanks to Office 365 support, it's also easy to deploy such information via Office 365 Group calendars and documents, such as for policy updates. It's also possible to improve payroll management, so HR managers can monitor bonuses (tied into sales performance), commissions, absences, sick days and annual leave. Microsoft CRM Dynamics 365 helps streamline recruitment for HR by allowing them to enter details of applicants, keeping track of their responses and performance. IT can also use the information gleaned from Microsoft CRM Dynamics 365 to see where it can best serve customers and clients, as well as the company's employees.
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Automatic software updates via the service means that IT doesn't have to deploy as many updates either, and can focus its time elsewhere. It can then use that to combine sales information with invoicing and bookkeeping, to accurately see where the business is succeeding or struggling.īecause Microsoft CRM Dynamics 365 is web-based, it's often simpler for an IT department to deal with remotely. Through the comprehensive service, staff always have an accurate and up-to-date view of the organization. Via Microsoft CRM Dynamics 365 for Finance, it's possible to use the service as both a way to improve customer engagement as well as to tie it into bookkeeping services and invoicing, as well as order handling. There's also no need for sales departments to switch between programs or other apps, potentially missing key information, with Microsoft CRM Dynamics 365 integrating different software for different departments. How departments use Microsoft CRM Dynamics 365Ī marketing department can use CRMs to track how prospective clients are finding the business, and then use that information to find where marketing is most effective. Through such information, customers can be kept more engaged and in a more personal way, as marketing and sales departments know exactly what they find most interesting. More efficient contact management means that it's easier to get in touch with a client, enabling you to be more personal and knowledgeable about them often leading to better sales It improves sales and customer service.Having a shared database of information means that different departments can share details quickly It enables cross-departmental collaboration.It's also possible to automate certain processes, such as being able to automatically send a renewal notification, or even simply a birthday wish, to a regular client It automates customer-related processes.With so much information, it's simple to manage tasks such as getting in touch with a client during renewal time, or dealing with a customer support issue It makes it simple to monitor and manage tasks and deals.That way, you know everything possible about what they might need Microsoft CRM Dynamics 365 manages all the information you have gleaned from a client or customer, so that everything from their contact details to products they've purchased are listed in one place. It provides a comprehensive view of a client.Microsoft CRM Dynamics 365 can seem like an overwhelming service for a small business, but it actually has some simple key aims.
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