Microsoft Dynamics CRM – Focusing on the customer
Building Long-Lasting Customer relationships with customer relationship management
What is Microsoft Dynamics CRM?
Microsoft Dynamics CRM is software that helps you manage and maintain customer relationships long-term. To do this, Dynamics CRM keeps a holistic view of all interactions with your customers. Your benefit: You can react perfectly. Always.
Microsoft CRM – for whom the solution suitable
SALES:
- Get a better overview of the sales pipeline and track it more easily
- Track, test, evaluate and optimize defined strategies
- Plan and evaluate results
MARKETING:
- Develop and execute campaigns
- Measure and evaluate project success, evaluate strategies
- Run customer-centric campaigns
CUSTOMER SERVICE AND SUPPORT:
- Respond to customer inquiries more accurately
- Reduce reaction times
- Increase customer satisfaction
MANAGEMENT:
- Keep an eye on key performance indicators
- Monitor the fulfillment of strategic goals
- Use data to make more sustainable business decisions
Full integration: Combine your CRM with your ERP System...
A CRM is good - it's even better if you connect it to your ERP system. Microsoft CRM fully integrates with Microsoft Dynamics 365 Business Central, providing tangible benefits.
- Contact data is always up-to-date in both systems
- New sales opportunities and quotes visible to all
- Real-time information in CRM on open items and orders
... or seamlessly with other Apps like Outlook or Power BI.
Microsoft CRM – the four biggest advantages
What the six modules of microsoft CRM do
The Sales module is the foundation for the Sales team’s work. With minimal effort, you can maintain vital information about your customers. If you want to see the status of a customer case from last month, you are only a few clicks away from an update.
- Planning and management of possible sales orders
- Real-time coaching for better customer communication
- Insight into specific information that facilitates customer discussions
Field service teams, take note: With the Field Service module, you can improve and facilitate the planning and timing of your tasks. And the available tools support you to increase profits.
- More productivity thanks to contextual information and assistance
- Remote collaboration
- Optimized resource planning
Customers want information that is easily accessible - and that is exactly what the Customer Service module enables. Documents, expertise, and so on - minimal effort, you can offer your customers top service.
- Personalized customer experience
- Direct access to internal knowledge database
- Analysis of support findings
Planning, overview, coordination, and evaluation - your marketing department needs these features every day. They can access it all digitally. Because all the features that Marketing needs to increase customer loyalty are right there in the Marketing module.
- Manage campaigns
- Maintain and segment lists
- Create reports
Keep an overview of contracts, procedures, and project statuses. The topics that play an essential role for decision-makers. With the Management module, you can keep a close eye on all this information.
- Create and use knowledge databases
- Contracts, correspondence, etc.
- Manage responses
Keeping a close eye on planning, timing, and budget on a daily basis isn’t easy. Yes, it is! With the Project Service Automation module, you can see the current status with just a few clicks.
- Dashboards in realtime
- Expenditure and income at a glance
- Scheduling overview
Do you need one module, two, or all of them? You choose which features you want to use, and expand them at any time as needed.
Microsoft CRM: How to use it.
Questions are there to be answered.
FAQs about CRM system Microsoft Dynamics 365 Customer Engagement
Microsoft Dynamics 365 Customer Engagement is the leading cloud-based CRM solution from Microsoft. It provides a combination of Sales and Marketing features to help you engage customers at the perfect time and in a more targeted way.
The familiar Microsoft interface is coupled with features that create tangible value. Microsoft's CRM brings together all the capabilities you need to strengthen customer relationships, drive sales activities, improve marketing targeting, and unlock insights that drive your business forward.
The price of your CRM solution depends on various factors, such as the number of users, the features used, and other requirements. YAVEON consultants work with you to find your ideal CRM package.
Microsoft CRM consists of the following modules: Sales, Customer Service, Field Service, Marketing, and Project Service Automation.
The system can be extended with customizations or by using the Microsoft Power Platform as part of the “Citizen Development” approach.
The system is offered in the public cloud, where it can be scaled with different plans.
The current versions of CRM are now only available via the public cloud.
Microsoft Dynamics 365 is a whole portfolio of Microsoft business applications. These are, for example, Power BI, Power Apps, and Microsoft 365 with Word, Excel, etc. Part of this portfolio: Microsoft Dynamics 365 Customer Engagement.
