10 Ways a Microsoft Dynamics CRM Consultant Can Transform Your Business

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If your customer base is expanding, and you’ve started to research how to enhance your customer relationships and manage your sales, chances are you’ve come across the term customer relationship management or CRM. CRMs are powerful tools that can help you promote business growth while collaborating cross-team, speeding up communication, managing contact records, syncing data, automating daily tasks, and more. Today, around 91% of businesses with more than 11 employees use a CRM.

Customer relationship management software is designed for businesses to monitor and analyze the different interactions companies have with their customers. Today, this software is the preferred tool for leading companies to centralize and simplify customer engagement.

With the right CRM system, you will also be able to guide your sales teams in the right direction when it comes to up-selling, while easily identifying new opportunities in the market.

Today, there are several CRMs to choose from. The best CRMs have contact and deal management, task automation, and reporting, along with innovative features that make them stand out from the crowd. According to buyer interest, one of the top CRM leaders in the market is Microsoft Dynamics 365. Let’s explore exactly what this CRM entails:

What is Microsoft Dynamics CRM?

MS Dynamics CRM is business software made by Microsoft designed to help businesses engage with their customers, manage their customer databases, and resolve customer service issues and generate new leads.

Through the Microsoft Dynamics CRM software, users can contact customers and leads, which records and tracks every customer interaction. This allows a business to build a complete picture of its relationship with its customers to personalize the customer journey.

Microsoft Dynamics CRM also integrates with all of the other Dynamics applications, including Customer Service, Field Service, Marketing, and Business Central. This means you have the power to decide which applications your business will use. And if you ever need to add another software solution from Microsoft, the process is as simple as updating your license.

For businesses that want more complex and custom integrations, a CRM developer is usually required.

The Role, Responsibilities and Requirements of Microsoft Dynamics CRM Developers

The role of a Microsoft Dynamics CRM programmer requires a critical thinker and problem solver to help with the delivery of customer engagement transformation projects involving Microsoft Dynamics customer engagement. Some of the responsibilities of these developers include:

  • Advising on technical patterns, trends and solutions to internal teams and clients.
  • Designing and developing technical solutions appropriate to client requirements and constraints.
  • Integrating the CRM with other systems and data sources.

Some of the skills requirements for the CRM developer include great communication skills, attention to detail, ability to adapt to client perspectives and great prioritization skills.

The developer typically works with the CRM consultants to effectively implement a CRM system. Let’s take a look at some of the benefits of a Microsoft Dynamics CRM consultant for businesses.

10 Benefits a Microsoft Dynamics CRM Consultant Can Bring to Your Business

When businesses hire a consultant specializing in a Microsoft customer relationship management solution, they can help them improve their communication and customer relationships in many ways. Here are just some of the benefits of how such a consultant can help a business scale and grow.

1. Increased flexibility

Microsoft Dynamic allows you to select the apps you need, and build a tailored solution that best fits your requirements. Dynamics also has its own dedicated app store with many extensions and plugins to help you tailor your solution even more to suit your own requirements.

2. Reduced sales cycles

When implemented correctly with the guidance of a consultant, Dynamics can offer sales teams access to a wealth of insightful customer data. Your team can create fast responses and deliver information faster and more efficiently. Your company can also get a more complete picture of each prospect’s journey, allowing you to build more targeted selling experiences.

3. Boosted productivity

Automated Dynamics CRM helps consultants to create a unified system, giving your employees access to all the data they require in one, easy-to-access place. Having a comprehensive picture of your business and its workflows will help users work more efficiently and make better decisions. By combining CRM, ERM, and Office, as well as additional apps into one, cloud-based experience on a shared data model, you have a people-centric platform that makes teams’ daily work easier.

4. Better-quality data

CRMs offer a customizable framework for capturing and accessing your front office information, which includes your sales, marketing, and service. As a result, it can include more fields to capture a larger variety of information than you initially included. It also creates consistency throughout your data. Data accuracy has, in the past, been a concern for CRM users, and accuracy suffers greatly if the application is too complex to use. Dynamics CRM excels here with its innovative user interface, familiar Microsoft look and feel, integration with Office 365, and guided business processes.

5. Better integrates with Microsoft products

Consultants in Dynamics 365 can easily help you to integrate with other Microsoft products, including the full Office 365 suite. These integrations enable you to move from Dynamics 365 to Power BI for data analytics or to Outlook for communication. The simpler it is to work and move between apps, the less time employees have to spend learning new platforms and transferring data between applications.

6. An easier way of working

Microsoft Dynamics CRM offers a centralized, user-friendly interface that provides teams with everything they need to do their job. Its familiar interface can also assist to increase user adoption when it comes to launching your new solution. Dynamics CRM also makes it easier for users to customize their solutions and create new applications with innovative programs such as Microsoft Flow.

7. Enhanced mobility

Remote working has become a popular working model for many businesses. A Microsoft Dynamics CRM consultant can help to empower a mobile workforce by delivering the same experience across many devices, no matter their location. With increasing access to CRMs from mobile devices, all your employees require to access the application is the internet and a web browser.

8. Improved understanding of customers

A Dynamics consultant can help you join any customer data to get a better picture of your customers’ buying history. You can personalize the customer experience and measure the health of customer relationships to understand the customer journey with accurate real-time updates.

9. Intelligent insights

Binding all your processes together into one solution is convenient and can help you learn more about your business. The Dynamics CRM comes with Power BI, Microsoft’s business intelligence tool, built-in, bringing analytical power and almost unlimited reporting to business data. The dashboards of Power BI are natively integrated with the Dynamics apps, so you can get all the insight you need from within a single interface.

10. Enhanced security

Dynamics is a cloud-based solution that features robust security for data and apps and data that are built into the cloud services. And with all the product infrastructure based off-site, keeping Dynamics up to date and secure no longer falls to you or your IT department. Microsoft takes care of all the back-end frameworks on their end, so you don’t have to worry about missing out on one of the office computers when doing the latest security patch.

The Bottom Line

Compared with most other CRM solutions, Microsoft Dynamics CRM is a powerful and incredibly flexible solution. According to Info Clutch, 47,263 companies use this CRM. The product can be configured to meet a large variety of different industry and business processes, no matter how complex they may be. This makes Microsoft Dynamics CRM a great option for businesses that need a highly customized CRM solution.

When implemented correctly with the help of CRM consultants and developers, businesses can also exploit the flexibility of Microsoft Dynamics CRM through further development and more advanced configurations. This can lead to even greater benefits, including managing and maintaining better customer relationships, tracking sales and leads, and delivering actionable data.

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