Customer relationship is the single most important attribute (aspect) of any business. A happy customer is even more important as he/ she makes repeat purchases and acts as your brand advocate. It is important for any business to know the history of their customers, their buying patterns, their satisfaction level and numerous such important information. A right CRM system will help you not only maintain this information about your valued customers but also empower you with great analytics to help you make the right decision at the right time to acquire new customers on one hand and retain and grow existing customers on the other.
It’s important for your business to choose the right CRM platform to manage your customer data. It is also equally important to the way you implement it, specifically when it is Dynamics 365, as it has a major impact on its success.
When Implemented successfully, the right CRM platform can help your organization in:
Users can effortlessly input agency statistics, sales data, client history and information into an easy-to-use, centralized customer database.
You can better understand what the clients require or may require in the future by analyzing their behavior, history, and profile information. Brand loyalty and business relationships can be nurtured by using every advantage available.
A CRM Application enables you to manage your leads that allow users to track potential clients from the point of initial contact until the sale is closed. It allows you to generate forecasts and reports as well as set notifications for birthdays and appointments.
The CRM insurance software effortlessly integrates with different email programs while also connecting using text messaging/ SMS and social media options. These connectivity options let users easily interact with clients and customers on a more personalized level, send messages and replies, and offer tailored solutions to them.
Microsoft has introduced a structured implementation methodology for implementation of Dynamics 365, called Microsoft Dynamics Sure Step Methodology to help its successful implementation. At DBP we follow the same as under:
|Phase||Tasks during phase|
|Activity area||Actions performed|