Microsoft Dynamics CRM

Compelling Reasons for CRM

A successful CRM strategy will help you:

• Identify and secure more lucrative customers
• Drive customer satisfaction and engagement with you
• Create long-term value for yourself, partners and customers alike
• Attract greater loyalty from existing customers

CRM is more than just a sales strategy, it is a customer-centric philosophy that must permeate your whole business. Whilst deploying and utilising CRM software across your organisation is but one strand in this strategy, it is nonetheless a key component.

How can CRM software help?

• It automates the capture and sharing of customer data in one easy to manage database, thus driving down administrative costs
• By centralising data it provides a single version of the truth, thus reducing confusion and miscommunication
• It tracks incoming and outgoing correspondence and all activities (tasks, appointments, phone calls, etc)
• It aids the creation and automatic delivery of highly targeted marketing campaigns, thus making your offer more consistent with target audience’s needs
• It speeds up and automates the customer engagement and knowledge building process
• It enables swift and effortless extraction of valuable and actionable data such that customer-relationship strategies and profit-maximisation goals can be identified and achieved.

Why Microsoft Dynamics CRM?

A CRM system is only ever as good as the data it holds. Similarly, data accuracy and relevance are very much dependent on the user. Dynamics CRM has therefore been developed very much with the user in mind. The key USPs are instant user buy-in and rapid adoption across the entire business. Why? Because it’s:

• Simple to use – requiring minimal training and IT intervention
• Familiar - with a native Outlook user interface
• Highly functional and instantly effective when deployed straight ‘out of the box’
• Highly productive – featuring seamless Office and Exchange e-mail / Calendar integration
• Relevant – harnessing a modular, roles-based design intended to work the way you do
• Cross-functional – interconnectivity with ERP/SCM/HR systems (e.g. Dynamics GP) to give a more rounded view of the business
• Easy to access – on and off-line
• Fosters responsiveness and accountability with configurable and easy to use workflow models
• Effortless reporting on your business’s position in real time with regard to lead generation, opportunities, sales and customer service performance using a host of report templates and simple report creation tools
• Secure, reliable and scalable with SQL Server architecture
• Configurable - customisation achieved for the most part without coding
• Affordable and flexible, with options to license or rent as well as to up- or down-grade as conditions dictate.

Optimise Lead Generation

Dynamics CRM lets you optimise lead generation by allowing you to:

• Effortlessly create, maintain and leverage mailing lists, large or small, across your team
• Achieve better targeting by using Lookups and Advanced Find functions to fine-tune marketing lists
• Save time with a library of (re-usable) campaign templates
• Create campaigns that have relevance and impact by turning business information into actionable knowledge
• Deliver (using mass mail-merge, campaign management tools and templates) timely, highly targeted, individualised and professional-looking communications to customers and prospects
• Ensure consistency in your messaging
• Keep lead lists current by isolating and disqualifying stale or unprofitable leads
• Track marketing campaign performance and determine your most effective promotions over time
• Plan more proactively with deep analytics, enabling you to respond to changing customer preferences and seize emerging market opportunities
• Clearly report on marketing effort and return on investment using various data presentation options: Excel spreadsheets, pivot tables or charts.

Explore Dynamics CRM Marketing

Curious whether Dynamics CRM could translate your marketing efforts into more qualified and highly profitable leads and at lower cost? Try out the system for free and without obligation or risk. Request a Free Trial and start to make a difference to the impact of your marketing and the health of your sales pipeline. A trial only takes 48 hours to get up and running.

Increase Profitable Sales

Dynamics CRM empowers your sales team to manage the sales cycle more effectively in terms of identifying most lucrative and strategically important opportunities and in converting these more rapidly into sales. Focus on how:

• Powerful analytical capability to identify and concentrate your efforts and resources on your most lucrative prospects
• Eliminate wastage of valuable time and money by ruling out early on poor or mismatched opportunities
• Interact with prospects and customers on a more systematic, consistent and professional basis
• Improve your understanding of your customers and use this insight to provide better service and maximise on valuable cross- or up-sell opportunities
• Avoid missing sales follow-ups by applying easy to implement, but clever workflow rules
• Prevent lead build-up by bulk processing leads and opportunities using advanced sort techniques and applying mail-merge or quick campaign tools
• Shorten and reduce the cost of the sales cycle by greater responsiveness to (prospective) customer communications and needs
• Follow a lead from creation to closure of successful sale
• Rapidly learn which customers are and which aren’t buying
• Quickly assess where the bottlenecks are in your own sales team and determine how effective your sales force is
• Build a library of competitive data to enable you to more fully understand the competition and stay one step ahead
• Extract up to the minute sales performance and opportunity data and present in a clear and easy to interpret manner (using spreadsheets, dynamic PivotTables and Charts).

Explore Dynamics CRM Sales

Do you need to have a clearer picture of how you could translate your efforts into more profitable sales? Try out the system for free and without obligation or risk. Request a Free Trial and start making a positive difference to your bottom line within 48 hours.

Keep Customers Happy

Empower your team to deliver a more responsive and informed customer service and in doing so win the trust and loyalty of your customers. Essentially, Dynamics CRM lets you:

It costs five to ten times as much to find a new customer as it does to retain an existing one Source: eMarketer

• Capture data easily with e-mail, Web portal and VOIP integration
• Track the progression of service calls/cases and all associated activities
• Maintain an accurate and up to date service calendar (for example, you can re-schedule appointments in one minute)
• Use auto-alerts and configurable workflows to schedule case follow-ups
• Apply an escalation process for exceptions and cases not resolved within a reasonable timeframe
• Provide faster and more regular feedback to customers and improve team productivity by using the customisable Quick Find feature in Dynamics CRM to locate records quickly and effortlessly
• Give customers visibility of case status and progress as well as self-service facility to provide feedback and updates via a Web portal
• Capture and share your team’s collective knowledge with “KnowledgeBase” – a valuable storehouse of your business information that can contain articles and documents detailing solutions to common problems, procedures, user guides and other information, thus helping your team provide customers with a more timely and accurate service.
• Generate up to the minute reports on how your team is meeting customers’ service demands and rapidly pinpoint any problem areas for remedial action.

Explore Dynamics CRM Service

Take the system for a test drive and rapidly gain insight into how your service team’s efforts could be more streamlined at driving customer satisfaction and loyalty. Sign up today for a free trial without obligation or risk. Request a Free Trial and start to make your service team more proactive in servicing customers.