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CRM stands for customer relationship management. It's a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing and pipeline, and deliver actionable data.
CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
Imagine misplacing customer contact information, only to learn that your delay resulted in losing your client to a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized and automated CRM system, your people can lose track of customer interactions and miss business opportunities.
If you want a competitive edge in your marketplace, a CRM solution might be it. CRM can take the burden of IT management off your employees by automating your business processes so you can focus on what's important: leading your business to succeed.
Simplify and improve even the most complex customer engagements with an array of CRM tools that scale to fit your needs.
With Dynamics 365 you get a flexible solution that's customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution.
A Dynamics 365 Portals extension is ready with every subscription and comes with multiple templates
Engage with your external audiences including customers and partners
Continual roadmap to meet compliance across global regions
Customize the out of the box templates to suit your business needs
The same data layer provides Sales, Customer Service, Marketing, and Portals for a true 360 degree view of the customer
Omnichannel (Chat, MSE, Marketing) experience that ties all interactions back into the same place
Share Knowledge Management articles
Share among peers in Forums and help one another
Partner Portals share opportunities for collaboration
Embed a chat widget onto a portal to proactively engage with customers
Analyze cross channel behavior to support your customer better
Help customers help themselves first with a modern case management experience
Take any business process and data and turn it into a customer facing web experience
Provide digital self service offering to your customers to reduce call center activity
Empower sellers to drive personal engagement with customers
Generate multichannel marketing campaigns, nurture sales-ready leads, and align your sales and marketing teams with planning and tracking tools that integrate with your existing apps and services.
Improve your customers' journey
Go beyond sales force automation to better understand customer needs, engage more effectively, and win more deals. Sell smarter with embedded insights, foster relationships, boost productivity, accelerate sales performance, and innovate with a modern and adaptable platform. Use AI capabilities to track customer relationships and automate sales execution with contextual prompts that drive sales strategy.
Effortless service through any channel
Deliver guided, intelligent service and support on any channel with a unique ability to work with your existing systems. Empower customers and agents with the tools they need to ensure quick and accurate resolution, every time.
Empower your agents to create a better customer experience
Streamline scheduling, inventory management, and on-site efficiency. Offer quick and transparent communications and tracking functionalities to keep customers connected to your field agents
Improve project profitability with integrated planning tools and analytics
Empower your employees to anticipate resource demand and work together with collaborative tools that are easy to tailor to your business.