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Utilising the Features of Microsoft CRM for Your Business

  • By Steven Hays
  • Published 02/27/2012

Finding the right customer relationship management (CRM) software is essential to ensure loyalty of the present client base as well as attract new customers to your business. Using Microsoft Dynamics CRM 2011 for this enhances your chances of success in achieving this goal.

Whether you select cloud based or on premises deployment, advantages available make it a good choice. How does this CRM solution ensure that your business grows and succeeds? Here is a brief overview of the features that make this solution a good alternative for all businesses, big or small.

Advancement in Business Intelligence: When every detail of a business process is available on the real-time dashboards, monitoring the performance and progress is no difficult task. Navigating this data helps in identifying trends and leads to discovering business intelligence insights. The best thing is that these dashboards can be created for individual or shared use, as per the necessity of the business.

Personalisation of User Workspace: With this solution, every user is able to personalise their workspace according to their requirements and purpose. It is possible to create personalised dashboards combining the personalisation features with the real-time dashboards. The users are capable of controlling certain tasks including the appearance, language, and dates display on the workspace.

Integration with other Microsoft Products: The seamless integration with existing products and systems makes it this one a practical customer relationship management solution. This ensures two advantages – your business is capable of utilising the other advanced solutions along with this management tool and the users are capable of incorporating this familiar user interface without a hitch.

Boost in Configuration Capabilities: Whether a business is planning to configure the solution for them or for a third-party, the use of CRM applications enhances the possibilities. The list of features includes role-tailored forms and views, custom communication and activities, data auditing, and field level security. An improvement in the knowledge base is also an added advantage.

Improvement in Customisation Possibilities: With the use of this customer relationship management software, it is possible to save and share customisations. There are two specific types of such solutions – managed (one that can be edited only by a particular user) and unmanaged (one that can be edited by any user); however, editing an unmanaged solution would be possible for a user only if they have the appropriate role.

Upgrade of Process Dialogs: Accumulation of information and processing of this data by a stepwise script helps organise the internal processes of a business. It may also come of use for guiding customer interaction. However, with this solution, it is possible to utilise the advantages of interactive process dialogs. Attaining workflow logic, i.e., automating the response to customer queries becomes possible with this system.

Whether your choice of deployment is cloud-based or on premises, this CRM solution offers a range of features that ensure success for a business. If you were considering incorporating a solution for effective customer relationship management, right from generating a lead to providing after sales service, this is the right tool for your business.

Author Bio: Steven Hayes works as a business consultant. He provides a brief overview of the features of Microsoft Dynamics CRM 2011 that make it so advantageous for a business.

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