Microsoft Dynamics 365 Customer Engagement (CRM)

With Microsoft CRM, you can coordinate every journey your customers or prospects take in real time. Based on their interactions via email, social media, and your website, you can identify their interests. You can then easily develop a personalized journey and communicate with them one-on-one.

The marketing module also lets you create dynamic content. No programming knowledge is required; with the drag-and-drop editor, you can easily create your own content.

And with the built-in analytics, you can immediately see where your strengths and weaknesses lie.

Develop your processes based on customer experiences with your channels. Each of your teams that interacts with customers gets its information from your CRM system.

This is how you send newsletters, transactional emails, and other notifications using this software. You can also use lead scores to track your customers' interest.

You can also easily plan events. With the Microsoft CRM system, you can schedule invitation and reminder emails and keep track of who registers.

Test your content. Through A/B testing, you can continuously optimize your marketing content based on customer feedback. This also allows you to deploy multiple variations of your content based on your customers’ preferences.

Set KPIs for your campaigns and track the results using dashboards or Power BI integrations. With Dynamics 365 Customer Insights, you can turn customer insights into targeted actions.

Through your CRM, you share a real-time customer database with all Dynamics 365 applications. Your customer data is securely stored in the cloud, and the appropriate employees have access to it.

Add custom channels using APIs and third-party plugins.

Respond to campaigns at the company, department, or product level while maintaining brand consistency.

Shorten the sales cycle with a single central location for all your leads, opportunities, and sales interactions. This way, you’ll know how to approach the right customer, stay focused, and maximize productivity.

Use the right channels, whether it's email, phone, video call, text message, or a meeting. You can easily initiate them right from the CRM.

Gather all your internal knowledge about a prospect and set up a collaboration space—for example, in Teams—so you can score the prospect together with your colleagues!

Use a comprehensive timeline of all your sales calls, emails, and meetings, as well as the marketing touchpoints the prospect or customer has had with you.

Connect your LinkedIn Sales Navigator to your CRM, and you’ll gain even more insight into what’s on your prospects’ minds. Your sales team can definitely put that to good use!

Keep relationships on track with a single score based on signals from Dynamics 365 and Microsoft 365 that provide insight into the health and risks of a relationship. You’ll know right away who needs attention and who is doing well.

Salespeople and their sales managers who aren't already collaborating via Microsoft Teams are missing out—but of course, you already knew that! Did you also know that CRM integrates with Teams and vice versa?

Closed a deal? It'll show up in the right Teams channel right away, if you want it to. Want to add a chat conversation with a coworker about an important client to your opportunity in CRM? Just click!

View deals, get context, and respond quickly right from your CRM instead of sifting through countless Excel spreadsheets. Initiate actions with a single click and take advantage of the built-in productivity and collaboration features.

Minimize routine tasks that every salesperson hates anyway. Get suggestions for automatically creating new records—for contacts, meetings, and tasks, for example. This will help you close sales faster.

Use a smartphone to record voice memos and the camera to scan business cards. Link an email from Outlook to CRM with a single click (or even without clicking!). Stay productive anytime, anywhere with mobile apps optimized for salespeople’s daily routines.

And since marketing is “the new sales” (which, of course, no salesperson wants to admit), you can perfectly align your marketing and sales efforts and even start automating them.

Compiling the pipeline and forecasts is crucial. And, of course, experience and intuition regarding the pipeline will play a part. But let’s be guided by the flexible forecasting solution that highlights risks and opportunities based on CRM data.

Leverage the built-in AI to supplement salespeople's forecasts and track the flow of deals and trends. Use interactive dashboards and reports to track performance, make data-driven decisions, and coach more effectively.

You can also set up your specific sales flow or sales process perfectly in CRM. Design a series of activities and link them to leads and sales opportunities that appear in a sales rep’s work queue.

With Microsoft CRM, you can position yourself as a thought leader in the market. Through community portals and your Knowledge Base, you can share your knowledge and market insights.

The software supports multiple channels so that the customer experience is consistent across different communication tools.

Whether you communicate via Facebook, WhatsApp, Twitter, or traditional support channels, you can do it all from the integrated desktop solution for employees.

Your employees can find answers to customer questions more quickly. The CRM software automatically suggests the right knowledge articles and cases you need to resolve customer inquiries. You can also connect external data sources. Using the tabs, your support team can manage multiple cases at once.

You integrate Microsoft Teams into the applications, allowing your support staff to contact the right experts right away.

The software evaluates your content, thereby improving knowledge management and support. Practical insights give you a better understanding of how your support staff impact your organization’s KPIs.

Your CRM system also helps your marketing team optimize their content. You can see what content your customers are looking for that is currently missing.

If you place your internet-connected products with your customers, you can track their performance in real time through your CRM system.

Your employees are immediately informed of the performance of Internet-of-Things-connected devices, allowing them to take proactive action.