Finding the right Customer Relationship Management (CRM) software to boost performance and productivity can be challenging. Sales and marketing software like Freshworks, Salesforce, and Zoho dominate the market. But choosing the right CRM software for your organization doesn't just come down to popularity.
In this article, we'll take a look at Microsoft Dynamics 365. The CRM software has three primary functions: sales, customer service, and customer support. By providing you with a 360-degree view of all your customers, it helps you manage your relationships.
Here are a few reasons why Microsoft Dynamics 365 stands out from the competition.
1. Seamless Integrations
Microsoft Dynamics 365 easily integrates with other platforms that enhance business processes and personal productivity. These platforms include Word, Excel, Outlook, Skype for Business, SharePoint, Power BI, and Power Apps.
These seamless integrations with the entire Office 365 Suite provide unmatched benefits. For instance, you can switch to Outlook for email marketing, use Power BI for customer analytics, and SharePoint for teamwork and collaboration.
2. Actionable Insights
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Microsoft Dynamics 365 provides all your reporting and analytical needs using Power BI, Cortana, Azure, and IoT applications. You can use these systems to perform tasks that require human intelligence. Since information is power, these smart machines help you make smarter business decisions by analyzing vast amounts of data.
A common use case is real-time reporting of KPIs (key performance indicators). By using native dashboards, data visualization, and statistical analysis, you can identify the strengths and weaknesses of your business processes.
3. Automate Your Processes
In addition to built-in intelligence and advanced analytics, Microsoft Dynamics 365 helps you perform repetitive manual tasks. You can use triggers for scheduled tasks like email alerts, set rules for everyday use workflows, or set criteria for qualifying leads.
For sales that are always handled by specific teams, you can set routes so that they are automatically directed to them when active.
4. Do Business Anywhere
With the pandemic shifting business cultures to remote working, Microsoft Dynamics 365 offers a great solution for you to do business anywhere. You can synchronize the application with any device, including a tablet or mobile phone (Android, iOS, or Windows).
Therefore, you do not need your computer to track sales performances as a consistent user experience, and full functionality is available on the go.
You can also receive assistance from anywhere your company expands to. With Microsoft Dynamics 365 operating in 40 countries and in 41 languages, there will always be a Microsoft proficient partner in Microsoft Dynamics nearby.
Download: Microsoft Dynamics 365 for iOS | Android
5. Flexible Pricing
Microsoft Dynamics 365 is a cloud-based Software-as-a-Service platform for business productivity. It means that you can pay for the services offered depending on what you need and when you need them. Microsoft offers several pricing packages on a pay-per-user per month basis, allowing you to start with what you need.
Each application is purchased individually, so you only pay for the utilities you plan to use. You can also add or remove users as your business requires making short or long-term projects cost-effective.
6. Regular Updates
You never have to worry about whether the features you use in Microsoft Dynamics 365 are up-to-date. With weekly updates, and two new major releases each year, Microsoft Dynamics continually innovates and extends the functionality of its features.
Because Microsoft invests many resources in Research and Development, using Microsoft Dynamics 365 is an added advantage.
7. Manage Relationships
Microsoft Dynamics 365’s main advantage is bringing all your relationships within and outside your business into one platform. It can scrape data from surveys, databases, email marketing, and websites, collecting vast amounts of data about each customer. These can include tracking survey responses, the number of clicks, visits, likes, and communities they are a part of.
Microsoft Dynamics 365 also analyzes qualitative data like customer sentiments, purchasing habits, and customer reviews, reporting the results to sales, marketing, and customer care teams—all in one platform. It gives you a single view of your customers through all your connected applications, enabling easy scalability to support your growth.
8. Improved Sales Productivity
Microsoft Dynamics 365 incorporates Microsoft’s productivity tools like Office 365, Skype for Business, and OneNote. These tools allow easy collaboration on one platform in the context of sales and marketing performances within the organization.
For example, sales teams can easily view inventory on hand while strategizing on sales forecasts based on the open opportunities in the pipeline. Outlook’s feature is even more exciting in contextualizing email threads, automatically linking them to orders and highlighting KPIs within the same interface.
These features allow your employees to access any data they need and make informed data-driven decisions. Since integrations are seamless, you can easily find everything on one platform, leading to improved efficiency and productivity.
9. Marketing Campaigns
One of the best features of Microsoft Dynamics 365 is its marketing tools. Using this tool, you can plan and budget for all your campaigns. You can then publish any promotional content you wish to publicize. It also allows you to keep track of attendance in your online campaigns.
Another tool you will find beneficial for your marketing campaign is analytics and Return on investment (ROI) evaluation. In terms of marketing, Microsoft Dynamics 365 gives you a lot of options you can use. The key is learning every option that is available to you and implementing them correctly.
10. Unifies Your Data
Microsoft Dynamics 365 allows you to integrate the application with your database. You can do so through a SQL connection that only allows read-only access to your database. You can then execute all your requests directly in your databases. To do this, you will require administrator credentials to an existing Dynamics 365 Online account.
You must have the latest version of hardware and software to support this integration. Additionally, you will need to download the integration software. Microsoft's Power BI tool is one example of a tool you can use.
Grow Your Business With Microsoft Dynamics 365
Microsoft Dynamics 365 is the perfect solution for your team. Whatever your customer relationship management needs are, you'll find a package that will fit perfectly and make working with clients easier than ever.