10 Reasons to Use Microsoft Dynamics 365 as Your CRM

Discovering the proper Buyer Relationship Administration (CRM) software program to spice up efficiency and productiveness might be difficult. Gross sales and advertising software program like Freshworks, Salesforce, and Zoho dominate the market. However choosing the proper CRM software program to your group would not simply come all the way down to reputation.

On this article, we’ll check out Microsoft Dynamics 365. The CRM software program has three main features: gross sales, customer support, and buyer assist. By offering you with a 360-degree view of all of your prospects, it helps you handle your relationships.

Listed below are a number of explanation why Microsoft Dynamics 365 stands out from the competitors.

1. Seamless Integrations

Microsoft Dynamics 365 integration with outlook

Microsoft Dynamics 365 simply integrates with different platforms that improve enterprise processes and private productiveness. These platforms embody Phrase, Excel, Outlook, Skype for Enterprise, SharePoint, Energy BI, and Energy Apps.

These seamless integrations with the whole Workplace 365 Suite present unmatched advantages. For example, you may swap to Outlook for e mail advertising, use Power BI for customer analytics, and SharePoint for teamwork and collaboration.

2. Actionable Insights

Microsoft Dynamics 365 insights page

Microsoft Dynamics 365 supplies all of your reporting and analytical wants utilizing Energy BI, Cortana, Azure, and IoT purposes. You should utilize these techniques to carry out duties that require human intelligence. Since data is energy, these good machines allow you to make smarter enterprise choices by analyzing huge quantities of knowledge.

A typical use case is real-time reporting of KPIs (key efficiency indicators). Through the use of native dashboards, information visualization, and statistical evaluation, you may determine the strengths and weaknesses of what you are promoting processes.

3. Automate Your Processes

Microsoft Dynamics 365 trigger process automation

Along with built-in intelligence and superior analytics, Microsoft Dynamics 365 helps you carry out repetitive handbook duties. You should utilize triggers for scheduled duties like e mail alerts, set guidelines for on a regular basis use workflows, or set standards for qualifying leads.

For gross sales which might be at all times dealt with by particular groups, you may set routes in order that they’re routinely directed to them when energetic.

4. Do Enterprise Anyplace

Dynamics 365 mobile app screenshot

Supply: Microsoft

With the pandemic shifting enterprise cultures to distant working, Microsoft Dynamics 365 provides an awesome resolution so that you can do enterprise wherever. You’ll be able to synchronize the appliance with any machine, together with a pill or cell phone (Android, iOS, or Home windows).

Subsequently, you do not want your pc to trace gross sales performances as a constant consumer expertise, and full performance is accessible on the go.

You too can obtain help from wherever your organization expands to. With Microsoft Dynamics 365 working in 40 nations and in 41 languages, there’ll at all times be a Microsoft proficient accomplice in Microsoft Dynamics close by.

Download: Microsoft Dynamics 365 for iOS | Android

5. Versatile Pricing

Microsoft Dynamics 365 pricing for small and medium business

Microsoft Dynamics 365 is a cloud-based Software program-as-a-Service platform for enterprise productiveness. It means which you could pay for the providers provided relying on what you want and while you want them. Microsoft provides a number of pricing packages on a pay-per-user per thirty days foundation, permitting you to begin with what you want.

Every utility is bought individually, so that you solely pay for the utilities you propose to make use of. You too can add or take away customers as what you are promoting requires making quick or long-term tasks cost-effective.

6. Common Updates

You by no means have to fret about whether or not the options you utilize in Microsoft Dynamics 365 are up-to-date. With weekly updates, and two new main releases annually, Microsoft Dynamics frequently innovates and extends the performance of its options.

As a result of Microsoft invests many assets in Analysis and Growth, utilizing Microsoft Dynamics 365 is an added benefit.

7. Handle Relationships

managing Relationships with Microsoft Dynamics 365 

Microsoft Dynamics 365’s foremost benefit is bringing all of your relationships inside and outdoors what you are promoting into one platform. It may well scrape information from surveys, databases, e mail advertising, and web sites, accumulating huge quantities of knowledge about every buyer. These can embody monitoring survey responses, the variety of clicks, visits, likes, and communities they’re part of.

Microsoft Dynamics 365 additionally analyzes qualitative information like buyer sentiments, buying habits, and buyer critiques, reporting the outcomes to gross sales, advertising, and buyer care groups—multi function platform. It provides you a single view of your prospects by all of your related purposes, enabling straightforward scalability to assist your development.

8. Improved Gross sales Productiveness

Microsoft Dynamics 365 sales collaboration 

Microsoft Dynamics 365 incorporates Microsoft’s productiveness instruments like Workplace 365, Skype for Enterprise, and OneNote. These instruments enable straightforward collaboration on one platform within the context of gross sales and advertising performances throughout the group.

For instance, gross sales groups can simply view stock available whereas strategizing on gross sales forecasts based mostly on the open alternatives within the pipeline. Outlook’s characteristic is much more thrilling in contextualizing e mail threads, routinely linking them to orders and highlighting KPIs throughout the identical interface.

These options enable your staff to entry any information they want and make knowledgeable data-driven choices. Since integrations are seamless, you may simply discover every part on one platform, resulting in improved effectivity and productiveness.

Associated: Reasons to Use WhatsApp for Your Business

9. Advertising Campaigns

Microsoft Dynamics 365 Marketing campaigns 

Probably the greatest options of Microsoft Dynamics 365 is its advertising instruments. Utilizing this device, you may plan and finances for all of your campaigns. You’ll be able to then publish any promotional content material you want to publicize. It additionally means that you can preserve monitor of attendance in your on-line campaigns.

One other device you’ll find useful to your advertising marketing campaign is analytics and Return on funding (ROI) analysis. By way of advertising, Microsoft Dynamics 365 provides you numerous choices you should utilize. The bottom line is studying each possibility that’s out there to you and implementing them appropriately.

10. Unifies Your Knowledge

Microsoft Dynamics 365 Power BI tool for unifying data

Microsoft Dynamics 365 means that you can combine the appliance along with your database. You are able to do so by a SQL connection that solely permits read-only entry to your database. You’ll be able to then execute all of your requests instantly in your databases. To do that, you’ll require administrator credentials to an current Dynamics 365 On-line account.

You need to have the newest model of {hardware} and software program to assist this integration. Moreover, you’ll need to obtain the combination software program. Microsoft’s Energy BI device is one instance of a device you should utilize.

Develop Your Enterprise With Microsoft Dynamics 365

Microsoft Dynamics 365 is the proper resolution to your group. No matter your buyer relationship administration wants are, you will discover a package deal that can match completely and make working with purchasers simpler than ever.

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