What is CRM?
CRM or Customer Relationship Management is software that manages all your company’s business relationships and records every interaction with customers and leads in one centralized platform. It focuses on the entire customer lifecycle, from finding new customers and winning their business, to providing support and additional services. A CRM also helps flag opportunities that might require follow-ups or nurturing. In this way, a CRM can increase your company’s profits by streamlining your sales, marketing, and customer service efforts while delivering actionable insights and data.
Benefits of a CRM Solution
Your customers are the most important asset of your organization and cultivating strong relationships is vital for success. A CRM system gives you a clear overview of your customers. Here are some of the biggest benefits a CRM system can bring:
Better Data Organization
A CRM lets you collect and store customer data in one central location, easily accessible to all your employees.
Increases Overall Profits
As it focuses on increasing sales orders and retaining customers, a CRM can increase your overall business profits.
Improves Marketing Efforts
With all audience data in one place, you can streamline and automate your marketing campaigns and efforts.
More Efficiency and Productivity
With your admin and manual processes automated, your employees can focus on revenue-generating tasks instead.
Improves Customer Service
No matter who your customer contacts, your team can deliver great service as all customer history is stored in one place.
Scale and Grow with Ease
With more efficient processes, better customer relationships, and automated tasks, your business will be able to grow with a CRM
Signs Your Business Needs a CRM
Does your business need a CRM? As you weigh the evidence, look for these warning signs that may indicate you need one.
Poor Customer SatisfactionÂ
Are you noticing low satisfaction rates or a high volume of complaints?
Unaligned Sales & Marketing Teams
Are your sales and marketing employees working in tandem?
Disparate Customer Databases
Is data being stored in multiple locations? Is data hard to locate?
Difficult to Retain Customers
Is it hard for you to retain clients? Are you losing out to competitors?
Think your business is ready for a CRM? Our team of experts can help guide you through the process.
Microsoft Dynamics 365 CRM Software
As a Microsoft Dynamics Partners since our inception, our team is highly experienced in the selection, consultation, and implementation of the full suite of Microsoft CRM software. Learn more about how Microsoft Dynamics 365 can help meet your business's CRM needs. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution.
Ready to talk to a business consultant? ​Out CRM experts are here to answer any questions you may have.
Resources
We are here to help you navigate through your company's digital transformation journey with our library of useful resources. Stay updated with articles and news about CRM software, Dynamics 365, and more.