Things You Should Know About Dynamics CRM

The main idea about Dynamics CRM is to focus on relationship management. The CRM users will be able to reach customers at different touch points like appointments, email or phone interactions, faxes, exchanged letters, etc. All this will help to get a complete view of customer at a single place. Microsoft Dynamics CRM covers three main areas like customer service, sales and marketing. The framework named key differentiator helps business owners and customers to build Extended CRM applications which are called as xRM applications. Such solutions are industry specific. Today a number of offshore Dynamics CRM development services are available to build such vertical-specific solutions.

Different functional modules in Microsoft CRM

• Sales : Dynamics CRM to sell more and faster

Before you can even engage buying decisions are made. To grab it, sales should be able to adapt swiftly. You will be able to make your sales team more intuitive by offering solutions that are intuitive, familiar and easy to adopt. By opting for Dynamics CRM, the sales team get easy access to social data which can help with lead generation and relationship management. This makes to have a more relevant and productive conversation with customers. The sales team will be able to get into the pipeline from anywhere and thus collaborate with teams from across different work groups and geographic locations. The automation process of Dynamics CRM helps with lead generation, conversion, invoice tracking and order management.

• Marketing : Dynamics CRM to attract, engage and retain customers

Today marketers need the ease to plan, execute and measure different campaigns from beginning to end. You will be able to engage your customers by improving your marketing plan the way you want. You will be able to plan effectively and flawlessly execute as you will get valuable insights by reducing time to market, messaging and improving brand consistency. The chances to work better between teams and agencies improve with enterprise-ready collaboration.

• Customer Services : Dynamics CRM lets you offer world class customer service

Microsoft Dynamics CRM offers the capability for support and customer service through improved case resolutions, reduced response times, and increased customer self-service. With this you will be able to deliver effective, relevant and responsive service any time, from anywhere or from any device. You will be able to offer service based on user terms, on any channel and empower team so that they respond to customer expectations quickly.

• Social : Dynamics CRM for social engagement with powerful social insights

Use Microsoft Social Listening to turn sentiment into opportunity. Track strategic initiatives and monitor brand presence across sales, marketing and customer service.

Dynamics CRM Online from Microsoft offers social capabilities to help businesses analyse and then act on market intelligence and then effectively connect with customers, foster customer loyalty, drive business agility and accelerate the success of the organization.

Dynamics CRM and technical capabilities

• Dynamics CRM for phones and tablets

You can have native mobile app with Microsoft Dynamics CRM. You can arrange the necessary CRM entities on mobile devices and make it a point to display the key information in the field. In this way, users will be able to see, update and create new CRM data which will help to improve productivity even when they are remotely located.

• Security model and roles

Now protect data integrity and privacy with security model of Microsoft Dynamics CRM. It also supports access and collaboration of data efficiently. It offers e-based security, field-level security and form-based security.

• Reporting

Microsoft Dynamics CRM comes with reporting capabilities which makes use of SQL Server portfolio to analyse, process and send reports. Using different features offered within the product, it is possible to view data in different ways.