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Customer Relationship Management


What is CRM?

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.



Why implement a CRM solution?

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.

Why use Dynamics 365 for CRM?

With Dynamics 365 you get a flexible solution that's customizable 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.

Marketing: Improve your customers' journey

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.

Foster leads

  • Run multichannel campaigns featuring email marketing, web content, and events.

  • Target matched audiences based on LinkedIn interactions using Dynamics 365 Connector for LinkedIn Lead Gen Forms.

  • Personalize the buyer experience by customizing customer journeys based on user engagement.


Make better decisions

  • Gain insights into your brand reputation and market through real-time data analysis.

  • Prioritize leads using multiple lead scoring models.

  • Build custom dashboards to analyze the data that matters most to your business.


Adapt quickly

  • Automate processes for better service engagement experiences.

  • Use artificial intelligence (AI) to guide your business decisions and drive innovation.

  • Rely on the Microsoft cloud platform to reduce operating costs and simplify deployment across your infrastructure.

Contact us when you need more info about CRM

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