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Why implement a CRM solution within your organization

Better known as a CRM, a customer relationship management solution is an essential tool for any organization.

A CRM solution allows you to manage your sales, marketing activities, and customer service from a single, user-friendly interface. By centralizing your activities and key information, the CRM provides everything you need to improve your processes, sales figures, and the level of service that your organization offers.

Here are the main benefits of an integrated CRM solution:

  • Centralize all your contact information
    Centralizing this information facilitates access to all data regarding your clients, prospects and suppliers, including the complete history of communications exchanged with them. Everyone has access to the latest information available since data is updated in real time as soon as it is modified or created by a user.
  • Improve internal communication
    Users now have optimal visibility on all data and files pertaining to clients and prospects, including all past communications and interactions. This facilitates the transfer of knowledge as well as the handoff of cases to new players, which are often crucial when it comes to closing a sale and offering oustanding customer service.
  • Facilitate the work of your sales representatives
    Workflows provide your sales representatives with better visibility on their pipeline and through each step of the sales cycle. They also ensure consistent data entry adhering to organizational standards. Management can better evaluate the organization’s sales force and formulate the appropriate strategies to meet and even exceed objectives.
  • Adapt the CRM to your specific needs and realities
    A CRM solution is flexible and scalable. It provides numerous possibilities for customization and adaptation, supporting your organization’s growth for years to come. As such, you are assured of a high return on your initial investment as the solution grows together with your business.
  • Ensure easy access to external data
    The CRM can be integrated to your financial system and to other tools already in use across your organization. Everyone has access to the information they need to complete their respective tasks more efficiently, thanks to a real-time view on all activities, including invoicing, emails, marketing campaigns, etc.

These are only a few of the various ways your organization can benefit from a CRM solution. With standardized activities, a better flow of information within your organization, and improved visibility onto prospects, client files, and the sales pipeline at all times, you have everything you need to formulate the appropriate strategies to meet and even exceed your long-term objectives.

Are you considering a CRM solution? Learn more about the wide range of functionalities available with Microsoft Dynamics 365 for Sales or contact us.