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CRM, acronym for Customer Relationship Management , refers to what we can translate as the management of relationships with our customers and the different strategies that we carry out so that they continue to remain in our database. And, most importantly, to drive sales.

What is a CRM?

A CRM is a computer solution that allows us to manage the relationships we have with our customers, from the moment we capture them until they end up buying.

There are many SMEs and large companies that still use archaic systems when it comes to customer management, whether on paper or a digital notebook. But if we want to know in detail the degree of satisfaction of our customers, we must work with a CRM.

Thanks to CRM systems , we digitize and automate all the data related to our clients so that the Sales, Marketing or Customer Service department can obtain more precise and real-time information about them. Thus, we managed to have a database in which we have better identified our clients . As you have seen, a CRM is vital for the growth of your company.

CRMs help us keep track of our customers’ names, emails, and phone numbers. We can also detect emails sent and phone calls made.

What advantages does a CRM have?

As you may have seen, we have already told you about some of the advantages of CRM systems. Good management and administration of clients will have a beneficial impact on the rest of the organization. We anticipate the most significant advantages:

  • Improve the relationship with our clients and impact more accurately with certain campaigns and personalized strategies
  • Meet the needs of your customers thanks to the planning that allows us to do the CRM
  • Increase sales as a result of sales and marketing campaigns that target our customers
  • Automate tasks and centralize all our information so that it is easier for us to access it and our daily work is more productive. The automation of the different repetitive processes leads us to save and optimize our time
  • Improve the internal communication of our company by integrating the data that comes from different systems in a single tool that can be perfectly integrated with our ERP
  • Identify new leads and prospects 
CRM Example: Dynamics 365 CRM

If there is a CRM that revolutionizes customer management, it is Microsoft Dynamics 365 CRM. This collaborative tool transforms customer relationship management by streamlining and customizing processes. All this in a database.

This is possible thanks to Artificial Intelligence that automates sales processes by offering us data in real time, from the moment we capture the customer until we carry out the conversion and subsequent loyalty. In addition, thanks to AI we will be able to anticipate the needs of our customers.

Focused on the interests of the client

Microsoft Dynamics 365 CRM helps us identify our potential customers, increasing business opportunities.  We will be able to define and establish each of the stages that make up the conversion funnel carried out by a client, identifying leaks.

innovative platform

Dynamics 365 CRM is an innovative platform that adapts to your needs and allows you to integrate it with other Dynamics 365 applications as well as the ERP Microsoft Dynamics 365 Business Central.

Tool designed for employees and customers

This platform transforms the entire IT infrastructure of your company, putting itself on the side of both your team and your clients. Your staff will be able to get real – time data and perform analytics to identify sales and target opportunities . At all times you will know everything about your clients so that the marketing and sales department can coordinate to impact the database.

Another notable advantage is that you will be able to optimize your work time by having the information centralized.

Of course, your customers win too. So much so that you will be able to interact with them until they retain their loyalty and become authentic ambassadors of your brand . This software offers you different channels through which you can communicate and from any device ; offers you more data so that you can pass it on to your customers in the form of offers, news, etc. and the necessary tools adapted to their preferences and tastes.

Marketing, sales and customer service integration

Dynamics 365 CRM integrates 3 main areas to boost your business: marketing, sales and customer service.

  • Marketing: plan and execute multichannel campaigns that impact your database and improve ROI. Automate messages tailored to each audience and discover the preferred channels for each customer
  • Sales: identify new business opportunities and increase your income. Obtain metrics on sales performance and interact with buyers and benefit from Artificial Intelligence to know how to act with each client without taking a wrong step
  • Customer service: cover the needs of your client by making them want to walk with you. Once again, AI helps you guarantee them a better service by reducing costs, time and offering them a personalized service.

Do not decide for any CRM that you find in the market. Keep in mind that it must be a CRM that is extensible and that it supports different applications both in the cloud and on-premises; secure against attacks and vulnerabilities and scalable according to the growth rate of your company. Of course, Dynamics 365 CRM considers all of these attributes.

Do you want to learn more about how this CRM works and increase your sales? Contact us so we can find out what your needs are.

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