With CRM, you can tailor automated customer journeys based on each customer’s actions and preferences. Sales receives notifications when they need to contact a customer, and service and Helpdesk can provide better assistance to the customer first time they are in contact, because they have full insight into the customer’s history and purchases.
In brief, a Customer Relationship Management system can gather all the data and knowledge about your company’s customers in one place, and it can facilitate and automate work in marketing, sales, and service units.
Task management, pipeline management, and customer journeys are just some of the processes you can automate with a CRM system, and it can also help you get an overview of meetings, quotes, overviews, orders, personal relationships, and user history.
The above are just some of the many tasks that can be performed more efficiently with a CRM system. In other words, it presents all the data you need in a simple and manageable way. Microsoft CRM can be customized at user level, providing the user with data relevant to his or her specific work and role.
With the Relationship Sales tool from Microsoft, you can combine LinkedIn with your CRM in Dynamics 365 and provide a powerful tool to your salespeople.
With Relationship Sales, you can identify the decision makers in potential customer companies. Relationship Sales then delivers the knowledge you can find about your contacts in LinkedIn directly in Dynamics 365. Cold calls and canvassing initiatives thus become much more efficient.
With Relationship Sales you can move your “connections” to relationships and engage potential buyers with targeted content.