Microsoft CRM - Why implement a CRM solution?

Customer relationship management, commonly called CRM (Customer Relationship Management) involves many areas of a company, such as sales, service, and marketing, allowing them to work together.  

Through a customer relationship management platform, you can optimize your business processes, since there is an interconnection of customer data, automatically. Whether you are a small, medium, or large company, everyone can take advantage of this solution, adapting it to their needs.

What is a CRM for?

CRM systems centralize all important information about customers and prospects and generate customer profiles to be shared with teams. It is a very useful tool, both for sales and marketing teams, as well as for directors and administrators, because in a single software, it is possible to obtain all relevant information about a company's customers and leads.

The use of a CRM allows companies to grow with agility and gain a competitive advantage. Some of the main functionalities of a CRM are:

• Monitor all opportunities through the sales funnel to get better sales;
• Use dashboards and sales monitoring, to get real-time performance data;
• Plan next steps with information generation;
• Optimize workflows with process automation;
• Monitor interactions with customers;
• Interconnect with multiple platforms for a greater impact on customers.

 

Benefits of using a CRM

A CRM system that's right for your business helps improve communications and ensure good experiences at every step of the customer journey because it can:

• Identify and engage with the right customers, through insights provided by collecting data on customer behaviors.
• Increase your team's productivity, as some processes are simplified, making the team focus on what matters most.  
• Track progress along the customer journey, targeting campaigns and opportunities to ensure a high level of engagement.
• Improve interaction with customers. By having a 360º view of your customer, you know all their habits and data that helps you provide a personalized service to each customer. 

There are several CRMs and not all are the same, all have different functionalities and different values, and you should carry out a survey of your needs and the benefits of each one to choose the ideal one for you. As Microsoft partners for over 16 years, Hydra iT has the Microsoft CRM solution which, in addition to all the features described above, is integrated with other Microsoft 365 solutions, such as Outlook and Microsoft Teams.

Within Microsoft Dynamics 365 CRM you can find two complementary solutions:
 

Dynamics 365 Sales 

Microsoft Dynamics 365 Sales CRM combines several areas of the commercial and marketing sector, allowing you to have a broad view of your teams' progress at all stages of the sales process. With this solution, you can:

• Boost productivity and increase revenue;
• Foster relationships through genuine, personal interactions;
• Sell smarter and with relevant information;
• Accelerate sales performance;
• Win new customers;
• Innovate with a modern and adaptable sales platform.

 

Dynamics 365 Customer Service 

Microsoft Dynamics 365 Customer Service CRM provides tools that help companies manage customer service in the post-sales and retention phase. This solution can be customized according to the needs of each company to work according to its objectives.  With Microsoft Dynamics 365 Customer Service CRM you can:

• Create support experiences;
• Solve problems;
• Achieve optimal results;
• Capitalize on opportunities;
• Learn from your customers;
• Turn insights into actions.

Are you interested and want to know more? Contact Hydra iT and schedule your Microsoft CRM demo now.