Software Solved Logo RT Wh SS
Written on 14th September 2023 - 3 minutes

Why would anyone want to implement a CRM system?

Why would anyone want to implement a CRM system

Arguments against implementing a CRM run from “They cost a lot to implement”, “we’ll need to train the team on how to use it” and the “we’re happy doing things as they are.”

But if you regularly wrestle with any of the following challenges:

• Managing and maintaining customer relationships
• Tracking sales leads
• Communicating with your pipeline on a timely basis with informative, educative information

Then the chances are that you’re still working from disparate files, none of which are linked, that are subject to individuals working on the correct version and updating said files. All with a certain sense of near chaos prevailing. If any of this rings true, take a look at what CRM’s are available and if and how, they will address your pain points.

A good CRM system will help your business:

• Improve productivity
• Increase revenues
• Make better decisions

Managing and maintaining customer relationships


Your customers will love you if you implement a CRM and use it properly.

Bringing customer service and sales together helps you determine and predict your customer’s preferences and make it easier for your buyers to interact, because of this they trust you and do business with you. When these two solutions combine, they can help you get insights into your customers’ journeys so you can meet their expectations. You might also provide mobile applications for your clients and staff no matter what device they’re using or offer customers an easy-to-use, self-service portal so they can be in control of their data and quickly find answers to their questions. The Microsoft Dynamics 365 Customer Service module features case and ticket management, a portal to enable self-service, and a chatbot to manage support questions.

Tracking sales leads


Build great relationships with your prospective, current and past clients.

The right CRM software allows your sales team to find and prioritise the right leads and deliver insights when and where your sales teams engage with customers. These systems can work together to predict future sales and budgets so you can plan accordingly. They can help your agents streamline the sales processes – from initial contact to closing the deal. A CRM also centralises data so that agents have access to real-time information and deliver solutions quickly. With cloud-based CRMs, you can also offer your sales staff mobility because the system works across browsers and devices on or off-location. The Microsoft Dynamics 365 Sales module features the product catalogue, details the sales pipeline, shows quotes and orders, and can provide forecasting and reporting analysis.

Communicating with your pipeline on a timely basis with informative, educative information


Make your marketing sing.

Sales and marketing components can work together to help you better understand a customer’s requirements and address those needs through the right marketing channels. Some of the ways these two functions can work together to help you are by connecting with buyers at the right time and through their preferred channels. They can also help you determine what types of messages to send to customers and when to deliver them. Finally, by prioritising and nurturing the right leads, they can ensure a smooth hand-off from marketing to sales. The Microsoft Dynamics 365 Marketing (now called Customer Insights) module features email marketing capabilities, campaign automation, web tracking and a host of forms and surveys.

Dynamics website cta with learn more

Essentially, A CRM will help increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions. This allows you to focus on building and maintaining the customer relationships that matter most. Without a centralised and automated CRM system, your people can lose track of customer interactions, miss business opportunities and fail to meet targets.

If you’d like more information about Dynamics 365, then please do contact us.

Share this post

Contact Us