CRM stands for customer relationship management. It's a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.)
CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
Imagine misplacing customer contact information, only to learn that your delay resulted in losing your client to a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized and automated CRM system, your people can lose track of customer interactions and miss business opportunities.
If you want a competitive edge in your marketplace, a CRM solution might be it. CRM can take the burden of IT management off your employees by automating your business processes so you can focus on what's important: leading your business to succeed.
Kelly Roofing, a second-generation family-owned company in Florida, had taken the first steps toward digital data management with software solutions that weren't quite making the grade. Adopting a cloud-based CRM solution has helped transform their business operations, centralizing their customer information and more than doubling their employee revenue. A combination of Microsoft Dynamics 365 services offers them the comprehensive insight they need to stay on track for growth.
Simplify and improve even the most complex customer engagements with an array of CRM tools that scale to fit your needs.
Gallup, a global leader in research and analytics, needed a better way to connect with customers around the world and capitalize on sales leads across international markets. Their existing CRM solution didn't offer the sales-friendly insight their employees needed. When they launched Microsoft Dynamics 365 Sales, the benefit was almost immediate. Communication with customers has improved, sales leads can now be tracked more efficiently, and ultimately, the Gallup sales team has grown by approximately 30 percent.
With Dynamics 365, you get CRM software that works as a customizable, flexible solution designed to suit your business requirements. 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.)
Generate multichannel marketing campaigns, nurture sales-ready leads, and align your sales and marketing teams with planning and tracking tools that integrate with your existing apps and services.
Go beyond sales force automation to better understand customer needs, engage more effectively, and win more deals. Sell smarter with embedded insights, foster relationships, boost productivity, accelerate sales performance, and innovate with a modern and adaptable platform. Use AI capabilities to track customer relationships and automate sales execution with contextual prompts that drive sales strategy.
Deliver guided, intelligent service and support on any channel with a unique ability to work with your existing systems. Empower customers and agents with the tools they need to ensure quick and accurate resolution, every time.
Streamline scheduling, inventory management, and on-site efficiency. Offer quick and transparent communications and tracking functionalities to keep customers connected to your field agents.
Empower your employees to anticipate resource demand and work together with collaborative tools that are easy to tailor to your business.
Microsoft named a Leader in the 2019 Gartner Magic Quadrant for Sales Force Automation.
Find out why data and intelligence should be at the forefront of your digital transformation.