Microsoft Dynamics CRM is a powerful and highly flexible CRM solution. Not only does it equip teams with tools to be more productive and client educated, it also helps gain deeper insight into the entire customer relationship across multiple divisions. The sales automation, customer service and marketing modules align and streamline the way we communicate with customers, prospects, and team members.
We customize and implement Dynamics CRM to be a perfect fit for your business and provide speedy ROI. It can be deployed on-demand or on-premise. This omni-channel CRM solution can be deployed on-demand or on-premises, allowing your team to connect with customers through a variety of channels, including email, phone, web, fax, or point of sale. The familiar Microsoft Outlook interface makes the solution intuitively easy to learn and use.
While writing an email, have you ever thought “I’d like a bit more information about who I’m writing to?” Sure, you can switch over to your CRM and run a search on who you’re writing to – but it’s an extra step.
CRM for Outlook solves this problem. Whenever you have an email open with a client, you’ll be able to see all their recent activity fed from your CRM. You’ll be able to see recent cases, recommended opportunities, and activities, giving you the information you need to make informed decisions.
Surveying your customers is now easier as Microsoft has integrated the survey tool into CRM 2016. You’ll be able to build surveys to capture detailed qualitative and quantitative feedback, using radio buttons, text fields, smiley face and other data capture techniques. All the information collected can be put through workflows that let you know when your customers reply and the results will be presented in graphs or charts of your choice.
With almost 50% of users accessing CRM from mobile devices, Microsoft has identified CRM Mobile as a key area of growth. CRM Mobile 2016 allows you to work offline and will automatically sync your changes once you reconnect to your system
With the rise of mobile data breaches, device security is a hot topic and using CRM offline allows you to take your work anywhere, all while reducing the risk of a breach.
Putting together information and documents you use often is now much easier. Using Word and Excel integration, you’ll be able to pull together information from account summaries, sales orders and contracts in no time.
What’s more, you’ll be able to build templates using a simplified editor, which launches from distinct records with one click and you will be able to interrogate data easily. CRM 2016 puts the power back into your hands!
Microsoft acknowledged that many users prefer to analyze data in Excel, a product they have supported for many years. With CRM 2016, you’ll be able to seamlessly interrogate data with Excel functions such as formulae, pivot tables and others. Excel templates can be created for any CRM entity – so this covers sales forecasting, lead scoring and case metrics. You can then sync this information with your CRM, making collaborating with your colleagues even easier.
Netsmartz has a reputed Dynamics implementation practice. We are a Microsoft Certified Partner and have many years of experience implementing business systems.
We have highly qualified professionals on board including Functional Consultants (CPA, Industry Expert), Technical Consultants, Microsoft Certified Professionals, Project Managers (PMP & PMI-ACP).
We follow Microsoft’s Sure Step methodology during implementation and pride ourselves on customizing the solution till it fits every specific requirement of your business.
Netsmartz set up a modern and scalable system using Dynamics NAV that streamlined several business processes and operations.>>View More