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CRM Isn’t Just for Customer Management

April 30th, 2013 Chelsea Robertson No comments

Yes, CRM does stand for Customer Relationship Management, and that is essential, but there’s a lot more available than just that. Microsoft Dynamics CRM primarily allows you to connect all of your companies’ systems into one user-friendly, user-familiar interface. It removes the need to open different applications to access different aspects of your customer relationships.

If you’ve ever been on the phone with a customer who has concerns not only about a current order but also another case he had open with you, and maybe a potential future sale as well – then you’ll understand how useful a CRM system can be. Instead of having to sort through different applications – or possibly try to figure out who the last person they talked to was and asking them – you can simply open the customer’s record in Microsoft Dynamics CRM and access everything your company knows about the customer. You can see who spoke with him last and why.

Microsoft Dynamics CRM allows you to see and monitor all communication with a customer, keeping you and your team informed of any current issues or potential future sales

Microsoft Dynamics CRM allows you to see and monitor all communication with a customer, keeping you and your team informed of any current issues or potential future sales.

Microsoft Dynamics CRM also provides employee management. Managers are able to see what actions their reps are taking – the emails they send to customers, the appointments scheduled and past. Goals can also be set up and tracked – providing a visual tracking of progress that compares sales reps to their peers can be very effective motivation.

The ability to easily view and track sales progress by team member in Microsoft Dynamics CRM offers insight as well as motivation

The ability to easily view and track sales progress by team member in Microsoft Dynamics CRM offers insight as well as motivation.

Microsoft Dynamics CRM also offers a Knowledge Base that can serve as a central repository for an organization's information. The Knowledge Base provides many benefits for the storage of information, including consistent formatting, central location for articles, increased visibility, knowledge retention, and searchability by full text or keywords. The tools and templates to create, edit, and publish browser-based content about your organization's products and services are provided as well.

Marketing functionality and reporting allows the planning, implementation, and assessment of campaigns. Microsoft Dynamics CRM allows you to transform every touch-point into a marketing opportunity and harness the undiscovered potential within your customer base. With marketing management and automation software from Microsoft Dynamics CRM, you can market more effectively and gain actionable insight into your marketing campaigns.

Microsoft Dynamics CRM provides visual representations of data that enable you to understand information at a glance

Microsoft Dynamics CRM provides visual representations of data that enable you to understand information at a glance.

Workflows can also be set up to allow event-based marketing. If, for example, a customer had inquired about one of your products, but then not responded to your attempts to contact them for a certain period of time, Microsoft Dynamics CRM could automatically send out an email offering them a 10% discount on the item they had inquired about (Microsoft Dynamics CRM fully supports promotional pricing).

Goal tracking, central data repository, marketing, and event-based marketing are only a few of the features offered in Microsoft Dynamics CRM. For more information, please visit http://www.ignify.com/microsoftcrm.asp.

If you have any questions about how Microsoft Dynamics CRM can improve your sales and marketing processes, please email us at crm@ignify.com.

Chelsea Robertson is a Sales Coordinator and CRM Pre-Sales Specialist at Ignify. Ignify is a technology provider of CRM, eCommerce and ERP, software solutions to businesses and public sector organizations. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.