Things you need to know about

Microsoft
Dynamics 365 CRM

Successful businesses invest in the right technology and the right workforce to skyrocket their profits!

Whether it is a small medium business or a startup, there comes a time when you are not really improving from the business standpoint. Poor leads generation strategies, substandard customer service and ineffectively customized CRM are some of the bottlenecks that most business encounters. This is why more and more companies are looking to invest in ERP and CRM solutions. One such solution is Microsoft’s Dynamics CRM, which is getting popular day-by-day.

In this article, Valiant Technosoft  will discuss why Dynamics CRM is the need of the hour if you are a startup or a SMB looking to take business to the next level.

Dynamics CRM, a Microsoft Product is software that allows businesses to effectively manage their day-to-day processes with the help of organized database. The database contains information that can be related to customer behavior, inventory information, product information and what not!

Based on one’s business requirement one can look for customized CRM solution. Ideally, it is best practice to rely on a Certified Dynamics CRM Developer that can personalize your user experience by simplifying the complexities, augmenting team members in collaboration leading business to high efficiency and profits.

With Dynamics 365 CRM which is an advance version of the Dynamics CRM, one can choose a specific application that caters to the needs of a business. There are various areas where it can help your company to get above your counterparts. Sales, Marketing, Customer Service, Finance, Operations, Project Service Automation, and Field Service are some of the solutions that are available with the Dynamics 365 CRM software.

Have a look at some of the most popular solutions below.

Dynamics CRM allows a business to run multichannel campaigns which includes content marketing through web, email marketing, and other Lead Generation platforms like LinkedIn. The sales app can generate automatically, the score of leads and differentiate between random leads and qualified leads. This makes the job of salesperson easy as they can focus on relationship building and opportunities generation. Thus Quality leads can be directly assigned to a sales person.

Also a company’s sales activity for a business or a customer is directly visible on the software’s dashboard. This increases the selling opportunities for a business as the qualified leads could be taken into consideration by prioritizing it. Moreover, Microsoft Dynamics 365 CRM comes with LinkedIn integration thus one can easily find the related leads from millions of business professionals. Furthermore, the sales app enables salespersons to quote and email faster with the help of predefined demo content.

Unlike traditional customer service which results in delays, Dynamics 365 offers businesses exceptional customer service features. Automated chatbots have the capability to resolve user issues on their own without having the need for agents to intervene thereby saving time for complex issues.

Moreover, with dynamics 365 which is a centralized interface, businesses can record, monitor the customer interactions, previous purchase records and analyze user behavior. This allows companies to give better customer service thereby minimizing the response time and resolving issues in a timely and fast manner. So if you are looking for a fast, efficient and easy to manage ERP solution, then Dynamics 365 could be the best option available out there.

The field service module enables a company to meet its work orders by sending its team at customer locations. The scheduling and dispatch tool allows service managers and dispatchers to optimize service schedules by allocating the right person for right work. The communication tool acts as in interface between customer service agents and field workers like technicians and dispatchers. Moreover, the time tracking tool can enable one to carefully examine the performance of its workers based on their break hours and work hours efficiency.

The Microsoft dynamics 365 CRM also comes with inventory management capabilities. One can make purchase order requests apart from product return assistance which is also provided with this package. Hence, it is the best module if you as a business are more into field type of work which requires periodic installations and maintenance activities.

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Microsoft Dynamics 365 comes with a project service automation module that is a cloud based project management application and uses intuitive and intelligent tools that augment in every business process. Automating your sales process can enable your team to know customer’s past records thereby increasing the conversion rate. Allocating the right people for a job could be found out using automatic tools that focus on employee’s efficiency and availability.

Automatic quote generation, mail generation are some other advantages of having project service automation module. Most importantly, the forecasting metrics can not only predict project profitability, costs, and resource allocation results but also help in providing reminders for project deadlines.

Previously known as Dynamics AX, the finance and operations module of Microsoft Dynamics 365 CRM provides so many capabilities to businesses. Firstly, it supports multiple languages and currencies; hence one can add as many entities in the instance of the application. It provides all financial management solutions which involve accounting, General ledger, fixed assets, accounts receivable, budget planning, taxing etc.

It augments fully in supply chain management right from procurement, manufacturing, project planning to inventory and warehouse management. Not only supply chain, the finance and operations module also includes Human Capital management which involves recruitment, Onboarding, employee performance management etc.

Microsoft Dynamics 365 CRM comes with so many applications or modules which can take your business to the next level in no time. But every business has its requirements which vary significantly from others. Hence a customized CRM solution can help you get the desired results.

So what are you waiting for?

Hire Dynamics CRM Developer and get ready to see the difference in your business efficiency and returns!

Please contact us for additional information, or use the hello@valianttechnosoft to send an inquiry.