CRM: Where to start?

With high probability you have a file with the name of your customers, businesses and their demographic information, and often wonder what can you do to measure in a consistent way your efforts and increase productivity, beyond just having this information.

As business consultants, our job is to focus on providing our clients and prospects a vision of the value of all their efforts and get them started on  the steps to use adequate solutions, such as Microsoft Dynamics CRM.

Combining business analysis to define an excellent process with the right technology for you is the key to success!

But we’re getting ahead of ourselves…

First, let’s start with, what is Customer Relationship Management or for short, CRM?

It is one of the most agile ways that allows businesses to create long-term relationships with customers by providing knowledge-based services and confidence about their experiences.

And I know you’re probable asking: how will CRM help me?

To evaluate if and how CRM can help you, contemplate the following questions: As a business, do we always want to know what we’re doing well and what we’re not? What can be improved? Where is time spent? What are my followers on social media saying about me? How do I enhance customer service? And when is the best time to start?

If you have ask yourself these questions constantly, then CRM can help you.

Our solution for you: Microsoft Dynamics CRM

Microsoft Dynamics CRM is a powerful set of tools, apps, and platforms that in combination drive optimization of business intelligence, social insights, campaign management, and many other key customer relationship matters. All these tools help you get the answers to all your questions and more.

Let’s assess the tools:

  • With the Power BI tool, you can display all your business in graphics and interactive reports, which becomes easy for you or your work group to handle.
  • In Parature, you find a webpage portal that ensures excellent customer service by providing quick answers
  • With Social Engagement you can connect with the world online to obtain customer feedback and provide answers immediately. Evaluate positive, neutral and negatives comments, and visualize where you is brand being talked about, by who and their preferences.


Service Dashboard

Microsoft Dynamics CRM allows you to start a business relationship with your prospects.

Also, the following are vertical examples that can help you in managing sales, services and marketing: student management, non-profit organizations, medical tourism, permits, case management, office, event management, real estate, medical plans, and others.

The many successful cases can reiterate you that CRM adapts to all types of business, and accelerates and increases productivity.

It’s simple, Microsoft Dynamics CRM can make your job easier, no longer compromising time. A CRM solution can only help you as much as you’re willing to let it.

It’s time to start now! You will be amazed at the results!

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This article was written by Obeida Guzmán, Fusionworks’ Consulting Lead.

Fusionworks: experts in Microsoft GP, Microsoft CRM, Oracle Fusion Financials, Oracle EBS, Prophix, SAP Business Objects, Microsoft Power BI. 

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