The CRM system used to be the domain of salespeople, but the days of systems that exclusively track customers' contact information and the latest correspondence are long gone. Dynamics 365 offers a CRM solution that gives both the salesperson and the rest of the organization a full overview of the customer.
To create a strong sales organization, it’s essential to have detailed knowledge of your customers' overall commitment – from first contact to final delivery, including all the subscriptions, invoicing, complaints, deliveries, etc. in between. If you have an older CRM system, or several different systems which each handle a separate part of the customer's engagement, creating a big-picture overview can be a real challenge. Your salespeople may eventually neglect to enter the relevant information when the work of adding the same data to different systems is so redundant and time-consuming.
At the same time, when your customers contact you with questions, they expect you to have a complete understanding the customer relationship, even across different business areas. A good example is in the supply industry, where a company might supply electricity, energy and fiber to the same customer. If the customer needs to talk to three different people to get an overview of bills and consumption, they will quickly look around for a supplier who can provide a one-call answer to everything.
With Dynamics 365 CRM, you’ll get an "out-of-the-box" tool that supports not only sales but also the surrounding processes. This gives you the necessary 360-degree view of your customers.