Most organisations have had a CRM solution for years now. - many of which are little more than just a digitised address and contact lists. But Microsoft CRM is different, it's genuinely exciting.
Managing Information
Because Microsoft Dynamics CRM uses a SQL relational database - the ability to store, track and manage data is superb. It doesn't just reference data in a singular way, but by many means - applying relevance of documents and information not just to organisations and contacts, but relevance to projects and subjects. This means that accessing that critical piece of information, managing contacts moving between organisations and managing and accessing internal documents can be done simply, effectively and without countless time spent trying to remember where you put it.
Case Management and Workflow
It is the Case Management and Workflow capabilities of CRM that make it so useful and powerful.
All businesses are driven by processes and procedures and this system gives you the ability to programme in yours, whether it's the way in which you approve acquisitions or managing a dispatch procedure with multiple sign offs and this is what CRM does. It actually allows organisations to manage their processes within the system - incorporating things such as approval workflows which can be tailored to individual organisation needs so end-to-end processes can be implemented, tracked and managed all within this single system.
When combined with the ability to handle complex case flows as well as the simple elements, the power of CRM is, genuinely unending.
For more information on how you can utilise Microsoft Dynamics CRM in your business, contact us.