CRM Software for Every Department, From Operations to Sales
A key benefit to having CRM Software is how it connects your office. Your sales department has insight into the marketing team’s activities and the notes you make about the latest customer inquiry is accessible for other departments. With this type of functionality, everyone at your organization stays on the same page and streamlined communication like this can equate to numerous benefits. Let’s take a look at exactly how each department stays connected with Microsoft Dynamics® CRM:
Dashboard reports keep operational managers up-to-date on day to day business, showing what items need attention as well as the successful areas of operations.
Because revenue driving information is held in one place, accounting can rely on the accuracy and real-time data they pull for financial reports. For advanced cases, Microsoft Dynamics CRM also integrates with Microsoft Dynamics GP to help create in-depth financial reporting, tracking and management.
You can give real-time insight to agents about contract status as well as service eligibility for each customer.
You can easily share target lists with employees or vendors you work with, helping you collaborate and streamline campaigns. Microsoft Dynamics CRM also eliminates redundant email tracking through Office Outlook synchronization.
Sales can better coordinate with marketing by tracking leads in one centralized system so more leads turn into customers. You can also define consistent sales processes across your company.
By Alexandra Gonzalez with PANGEA Business Solutions, Microsoft Dynamics Partner out of Florida