Centralised & streamlined intelligence

Discover the benefits of a CRM system for centralising and simplifying the management contact information and business intelligence.

A CRM system can introduce more efficient ways of achieving your operational goals. It can also help you to make better sense of your data, providing you with tangible business intelligence you can use to shape activities to be more successful.

To discuss a CRM system for your organisation, please get in touch:

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Why use a CRM system?

  • Improve the management of contact data and business intelligence.
  • Manage and enhance customer and prospect communication across all mediums.
  • Automate and simplify tasks for more efficient working.
  • Monitor and manage the effectiveness of marketing and sales campaigns.
  • Improve sales and overall performance of your organisation.

To understand the uses of a CRM system better, please book a demo:

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Business Uses For A CRM System

  • Customer services

Manage your information to provide better customer service. Important information such as key relationships, orders, invoices, sales opportunities, ongoing projects, contact history, documents and more can be seen from one screen. A CRM system can improve customer retention by as much as 27%.

  • Sales

A CRM system allows you to manage both prospect and client sales cycles. Sales pipeline management provides more accurate forecasting, helps you to understand win/loss ratios, and allows you to produce fully customisable charts and reports to keep you informed at all times.

Why use a CRM

  • Marketing

A professional CRM will allow your team to easily create professional marketing emails and content, target the right contacts with dynamic content, and manage campaigns. As well as integrating seamlessly with 3rd party marketing software and solutions, a good CRM also gives you a complete overview of the success of marketing campaigns meaning that you can maximise your effectiveness.

  • Field services

Manage your field operatives more effectively and efficiently. Simplify jobs planning based on operatives’ skills, travel and proximity to their next job. Store key customer information in your CRM for operatives to access in the field, including access to job instructions or guidance.

For examples of CRM systems in use, please view Our Work:

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Why Use Microsoft Dynamics As Your CRM System?

Microsoft Dynamics is one of the most mature and advanced CRM platforms available on the market.

Refined over years of development, Dynamics 365 is one of the most flexible systems on the market in terms of a modular approach, licensing model and cloud deployment options.

It’s an industry standard and often the CRM system that experienced sales and customer service operatives will request. But Dynamics 365 also goes much further, with expansion options available to improve all areas of your business.

why use a CRM

Highly recommended by many leading software advisers and analysts, Microsoft Dynamics offers organisations the following benefits:

  • Range of functionality for all areas of operations
  • Customisable reports and interface to fit your organisation’s processes.
  • Total mobility and security
  • Advance business insights including AI features
  • Ease of integration with other Microsoft and third-party software

Find out more about a Microsoft Dynamics solution or arrange a demo by speaking with one of our expert Dynamics consultants today.

For more information or to book a demo, get in touch.