7 Signs You Need Microsoft Dynamics CRM

Posted by Jen Bieker on June 23, 2015

Customer Relationship Management isn’t an option anymore for businesses.  No matter what tools we use to manage our customers, it a critical piece of your business.  Small businesses generally start with using Excel spreadsheets or writing down information about customers and sales.  However, as your business grows, you quickly find this sort of record keeping is inefficient and just can’t do what you need any longer.

Here are some indicators that it’s time for you to get rid of the paper and spreadsheets, and start managing your customers and sales with Dynamics CRM online.

  1. Multiple locations of data. 
    Do you store customer contact information, interaction notes from customers, and order information in multiple locations?  Spreadsheets, text files, notes taped to your PC?  You need a single view shared by your sales and management team.  Take a look at Dynamics CRM online.  All this in one central location.
  2. Do you have visibility into your sales team?
    With disparate systems, like spreadsheets and post-it notes, you lack the insight into what your sales team is doing, how they are doing it, and therefore; how can you assist them to be accountable and successful.  Get insight at your fingertips with Dynamics CRM online.
  3. Let’s talk reports.
    Can you run daily updated reports?  Do you have a full time employee just to generate reports?  With Dynamics CRM online, reports are as simple as a click of a button with real-time, up to date information. 
  4. Are you losing data?
    Don’t let all your customer data walk out the door with a former employee.  Or what if sales people are on the road and you don’t have the notes to follow up with a customer, or finish a sale?  Don’t let your business slow down or be at risk.  With Dynamics CRM online, have all customer information secure and at your fingertips.
  5. Is your data mobile?
    Sales people aren’t necessarily in the office anymore.  The business world has gone mobile.  Add and access all your information while on the go with Dynamics CRM mobile.
  6. Sales & Marketing = SMarketing
    Integrating sales and marketing to be more efficient and effective means sharing data and information too.  Use Dynamics CRM online to share information across teams, but boost leads and sales with Marketing efforts, tracking right inside Dynamics CRM and including your sales team.
  7. Growing businesses
    Are you planning on growing your business this year?  What if it grows too fast?  Are you prepared?  Don’t let growth interfere with productivity and sales numbers.  Dynamics CRM online can scale quickly and grow at your pace without a huge investment up front.

Dynamics CRM can help reduce costs and increase profitability by organizing and automating business processes that nurture customer relationships and satisfaction across all interactions—marketing, sales, and customer service. A Dynamics CRM solutions can deliver return on investment (ROI) through marketing automation, customer service, and sales force automation.

Talk to Crestwood Associates about the right Dynamics CRM online package for your growing business.  Get a demo and a free 30 day trial today!  Contact Marketing@crestwood.com

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