Nowadays, it’s fairly easy to seek out a cost effective CRM solution that ‘does what it says on the tin’ – manages customer relationships. But do you want to just ‘manage’ those relationships? OR, do you want a CRM solution that can help you develop and nurture life-long customer relationships, allow your team to work better and really go that extra mile? If so, you’ve probably already heard about Dynamics 365 for Sales.
As a trusted CRM partner, we’re not biased, and there are many CRM Solutions out there to choose from but in the spirit of February’s month of love here’s our top 4 reasons to fall in love with Dynamics 365 for Sales…
For better, for worse. In sickness and in health. Isn’t that what they say? Dynamics 365 for Sales allows you to nurture customer relationships from the initial lead through to order. Your entire sales process, streamlined and automated under one roof in as little as four steps:
Qualify: Create or edit a lead and qualify into an opportunity
Develop: Create and edit opportunities and close as won or lost
Propose: (No you don’t need a ring) At this stage create or edit a quote
Close: Create an order from the quote, follow through to invoice
And it doesn’t stop there. Foster lifelong relationships with easy to manage Account records, allowing you to identify opportunities for cross and up-sell. With Marketing integration you can also make sure communication is strong to ensure your beautiful new relationship blossoms.
To truly understand your customers on a deeper level, you need to know more than just the basics. What makes them happy? What makes them sad? What excites them? What makes them tick? Dynamics 365 for Sales takes connected data to another level -, the possibilities are endless. Fields can be tailored to your business, allowing you to add details on opportunities for cross and upsell and even their personal interests!
What’s more Dynamics 365 for Sales connects to all of the other Dynamics 365 applications, allowing you to deep-dive into service calls (Dynamics 365 for Field Service) and look at past invoices and billing (Dynamics 365 for Finance & Operations).
Long distance relationships can be stressful. And when it comes to your customers, absence does not make the heart grow fonder. The critical components to a successful relationship are effective communication and transparency. With Dynamics 365 for Sales you can do business anywhere, any time on any device. So even when your sales staff are out of the office, they can still get access to customer details, provide quotations and submit orders at all times.
CRM systems and sales staff are typically not the best of friends. Out-dated systems coupled with manual administrative tasks eat into valuable time that your team would rather spend converting leads and making money.
What if your sales team could receive leads and activities to their mobile? Had access to intuitive dashboards which could accurately predict their forecast and pipeline? What if you had a CRM system which provided social alerts about prospects – new product launches, company takeovers etc. Time saving, more revenue generating, smart software. What’s not to love? Starting to sound like a match made in heaven?
So there you have it, not only will your customer relationships prosper, with Dynamics 365 for Sales your staff will love you (even more than they do already) too.
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