It often seems like each sales person has their own unique way of collecting and storing important customer data.  Although specialty software, fancy spreadsheets, and detailed files seem like a safe way to organize important details, you can’t see a consistent or detailed view of your customer relationships or track marketing effectiveness when each person on your team is using a different method.  Get everyone on the same page with a technology that can strengthen customer relationships, as well as provide the insight you need to drive growth.

Microsoft Dynamics® CRM is a comprehensive customer relationship management (CRM) software that will encourage consistency and collaboration throughout your entire sales team.  You can import data from other sources into Microsoft Dynamics CRM and eliminate duplications or redundant data.  Once data is safely imported into this single software solution, you can begin to track activities as well as gain valuable insight with your customer data and marketing activities.

Track each prospect and customer touch point in Microsoft Dynamics CRM.  Automatically score leads so that sales representatives can respond to the most promising leads first, and automatically assign leads to the staff most qualified to respond.  Improve the rapidness and consistency of response so that each prospect receives pertinent information about the products or services you offer.  Once prospects turn into loyal customers, build a detailed case history that you can use to observe buying trends.  Using the predictive analytic functionality built-in Microsoft Dynamics CRM, you will be able to anticipate your customer needs before they call you, providing a whole new level of customer service.

Create and release customized marketing campaigns faster and easier than ever before.  Mail Merge capabilities will quickly release mass emails to targeted prospects or customers, saving you time and money by fine-tuning marketing efforts.  Track marketing responses, including responses from Internet landing pages, and use that data to determine which marketing efforts yield better results, and which efforts to avoid in the future.

With the right tool, your sales team can turn more leads into sales, streamline marketing efforts, and improve customer service.  Optimize collaboration throughout your entire sales team by connecting them with the right CRM software – Microsoft Dynamics CRM.  Contact PANGEA Business Solutions for more ideas on optimizing customer data collection with Microsoft Dynamics CRM.

By Alexandra Gonzalez with PANGEA Business Solutions, Microsoft Dynamics Partner out of Florida

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:

Operations-

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.

Accounting-

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.

Contract Management-

You can give real-time insight to agents about contract status as well as service eligibility for each customer.

Marketing-

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-

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

Most companies are focused more on how to get new prospects and customers, but often forget about their current customer database! When you already have a good stock of customers that remain loyal to your company, make a point NOT to ignore them.

No salesperson at your company wants to be stumped by who they’ve worked with in the past and if those customers remember you, then you should remember them and what they purchased in the past.

Microsoft Dynamics® CRM reveals all this information in an easy to read format for your salespeople so everyone at your company can leverage this “secret” weapon. In reality, it’s not so secret after all; it’s right under your nose. If you’re one of the many companies out there that overlook their customer database, think again and look into how Microsoft Dynamics CRM can help you take a closer look. Once you do, you’ll be amazed at the multiple points of revenue generation it can unfold, including customer loyalty, returning customers, referrals, and much more.

Contact us at Pangea to see how Microsoft Dynamics CRM can help reveal your secret weapon.

By Alexandra Gonzalez with PANGEA Business Solutions, Microsoft Dynamics Partner out of Florida