Understanding CRM WhatsApp

CRM WhatsApp integration combines the robust features of CRM systems with the widespread use and convenience of WhatsApp. This powerful combination allows businesses to manage customer relationships more effectively while leveraging the real-time communication capabilities of WhatsApp.

Why Integrate WhatsApp with CRM?

Integrating WhatsApp with a CRM tool offers several advantages:

• Enhanced communication: WhatsApp’s real-time messaging allows businesses to respond to customer inquiries instantly, improving engagement and satisfaction.
• Centralized data management: All customer interactions on WhatsApp are logged and stored in the CRM, providing a comprehensive view of each customer’s history and preferences.
• Improved efficiency: Businesses can focus on more strategic activities that drive growth by automating routine tasks and streamlining communication.

Key Features of CRM WhatsApp

The integration of CRM and WhatsApp brings together several key features that enhance productivity:

• Automated responses: Set up automated replies to common queries, ensuring that customers receive immediate responses outside business hours.
• Personalized messaging: Use customer data stored in the CRM to send customized messages that resonate with the recipient, fostering stronger relationships.
• Analytics and reporting: Track and analyze WhatsApp interactions through the CRM to gain insights into customer behavior and identify areas for improvement.

Boosting Customer Engagement with CRM WhatsApp

Customer engagement is crucial for building long-term relationships and driving business success. CRM WhatsApp provides tools and strategies to enhance customer engagement effectively.

Real-time Support

One of the primary benefits of CRM WhatsApp is the ability to provide real-time support. Customers expect quick responses, and WhatsApp’s instant messaging capabilities allow businesses to meet these expectations. By integrating WhatsApp with your CRM tool, you can ensure that all customer inquiries are addressed promptly, leading to higher satisfaction and loyalty.

Personalized Communication

Personalization is key to effective customer engagement. CRM WhatsApp enables businesses to tailor their communication based on detailed customer profiles. By accessing data such as purchase history, preferences, and previous interactions, businesses can send relevant and personalized messages, making customers feel valued and understood.

Streamlining Marketing Efforts with CRM WhatsApp

CRM WhatsApp can significantly enhance marketing efforts and improve customer engagement. This integration allows businesses to execute more targeted and effective marketing campaigns.

Targeted Messaging

With CRM WhatsApp, businesses can segment their audience based on various criteria such as demographics, behavior, and purchase history. This segmentation allows for highly targeted messaging that resonates with specific groups, increasing the likelihood of engagement and conversion.

Campaign Automation

Automation is a powerful tool for streamlining marketing efforts. CRM WhatsApp allows businesses to automate the distribution of marketing messages, ensuring that they are sent at the optimal time. This saves time, ensures consistency, and increases the effectiveness of marketing campaigns.

Optimizing Sales Processes with CRM WhatsApp

CRM WhatsApp integration also plays a crucial role in optimizing sales processes. By leveraging WhatsApp’s real-time communication capabilities, sales teams can engage with leads more effectively and close deals faster.

Lead Management

Managing leads effectively is essential for any sales team. CRM WhatsApp enables sales representatives to track and manage leads through the CRM tool, ensuring no potential customer falls through the cracks. All interactions with leads are logged in the CRM, providing a clear view of the sales pipeline and helping to prioritize follow-ups.

Instant Communication

Speed is often a critical factor in closing sales. With CRM WhatsApp, sales teams can communicate with leads instantly, answering questions and addressing concerns in real time. This immediate communication can significantly increase the chances of converting leads into customers.

Implementing CRM WhatsApp Integration

To fully realize the benefits of CRM WhatsApp, businesses need to approach the implementation process strategically. Here are some essential steps to ensure a successful integration.

Choosing the Right CRM Tool

Not all CRM systems support WhatsApp integration, so it’s crucial to select a CRM tool that does. Consider factors such as ease of use, scalability, and the level of support provided when choosing your CRM system.

Setting up Integration

Once you have selected the right CRM tool, the next step is to set up the integration. This typically involves using APIs or third-party tools to connect WhatsApp with your CRM. Ensure that the integration process is seamless and does not disrupt existing operations. Conduct thorough testing to identify and resolve any issues before going live.

Best Practices for CRM WhatsApp

To maximize the benefits of CRM WhatsApp, businesses should follow best practices for effective use and continuous improvement.

Continuous Training and Support

Providing ongoing training and support for employees is essential. This ensures that your team is comfortable using the new system and can leverage its features effectively. Regular training sessions and resources can help employees stay updated on best practices and new functionalities.

Monitoring and Optimization

Regular monitoring and optimization are crucial for maintaining the effectiveness of CRM integration. Track key metrics such as response times, customer satisfaction, and conversion rates to identify areas for improvement. Continuous optimization ensures that the system remains efficient and continues to meet your business needs.

CRM WhatsApp integration is a powerful strategy for enhancing productivity and streamlining business operations. By combining the robust features of CRM systems with WhatsApp’s real-time communication capabilities, businesses can improve customer engagement, enhance marketing efforts, and optimize sales processes. Through strategic implementation and continuous optimization, CRM WhatsApp can transform your business and drive sustained success.

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What is Microsoft Teams?

Microsoft Teams was first released back in 2017 and is the fastest-growing app in Microsoft’s history. Considering Microsoft are the people that introduced Microsoft Word to the world, this is mighty impressive. Therefore, with such impressive growth levels, you should automatically be interested in what Microsoft Teams has to offer your business!

Primarily, Teams is a business communication platform. It offers employees the freedom to start chats, hold video conferences, store files, integrate applications, and much more. So, if you’re not one of the 330,000 companies already using Teams, then here are 7 reasons why your business should be using it.

File Sharing Has Never Been So Easy

Nowadays, business employees constantly handle different files and documents, from marketing content to customer profiles. Usually, these files and documents need to be shared with coworkers, especially when working remotely. Thankfully, you can share files incredibly quickly (and securely) through using Teams. All you need to do is:

• Choose the file you want via OneDrive
• Tap More Options followed by Share
• Search for the person or group name in your Chat tab, or choose the channel you want from the Channel tab. In case you don’t know, a channel is essentially a giant group chat to which all the relevant employees can have access.

If you feel like you want some extra help when it comes to managing Microsoft Teams and the other Microsoft 365 applications, you can use Microsoft 365 solutions. For example, you will be able to keep track of your Teams inventory and manage which employees get access to and ownership of specific documents.

Microsoft Teams – Fewer Emails

There isn’t a single person on earth who enjoys dealing with emails – especially when you receive hundreds of them every week. With Teams, though, managing and responding to emails is made much simpler. For example, you won’t have to send email-by-email responses and will instead be able to use the Chat option to speed things up.

Improved Collaboration

In today’s business world, collaboration is everything. The days of individual success are over – teamwork is now the core of a business. Because of this, collaboration is key. From brainstorming ideas to sharing and editing files, there’s a lot to do. If you have employees who are working remotely from home, then this can be even more difficult.

However, Teams make collaboration simple and enjoyable. In Teams, you can create a Word, Excel, or PowerPoint document and immediately share it with the relevant employees. They can then edit it themselves and share it back with you within seconds. This is great, as it eliminates the tedious process of sending emails back and forth with the updated document. Instead, you will now have the document in a singular space where the right employees can access it at any time.

If your business has several different departments – such as a highly creative marketing group – then using Teams is essential. It will make the lives of your employees so much easier. Plus, they will be able to perform to a much higher level.

Attract New Employees

When it comes to attracting new employees – especially Millennials and Gen Zones – you need to provide them with the tools and resources that they want. As soon as you show potential new hires that you’re a modern business with a strong grasp of Microsoft 365 and Teams, they’re going to be impressed. After all, they don’t want to join a business that’s still reliant on printing out documents and sending them back and forth over email for editing.

Also, when you’re interviewing creatives from the Millennial and Gen Z generations, they’re going to ask you questions themselves. If they ask whether your business uses Microsoft Teams and your answer is ‘no’, it’s going to leave a bad impression!

Microsoft Teams – Work from Any Location, Anytime

As mentioned previously, remote work is now a big part of modern business. However, employees can only work remotely when they have access to the digital tools they need for file sharing, messaging, and video conferencing. The best tool for this is Microsoft Teams – make no doubt about it! Therefore, by having your individual employees set up on Teams, they’ll be able to take their laptops home with them and collaborate with each other as if they were still in the office space.

Video Call with Employees and Clients

On Teams, up to 250 employees can be in a voice call, and up to 20 employees can be in a video call. This eliminates the need for expensive headsets and clunky computers. Employees can simply communicate with you using their laptops and smartphones instead. Plus, if you have a client or business partner with whom you need to hold an important meeting, you can link up with them in seconds over Teams. This is highly professional and eliminates the need for you to exchange phone numbers or use unprofessional apps like WhatsApp.

No Hardware

Because Microsoft Teams is internet-based, it eliminates the need for hardware and software. Also, Teams can be used on all devices, from Windows laptops to Macs, meaning whichever devices your employees use, they’ll be able to access Teams.

Microsoft Teams – Why Your Business Needs It

However, it is worth noting that it’s only possible to use Teams with a strong and reliable internet connection. Therefore, this must be stressed to your employees (primarily those who are working from home). Without a good internet connection, they will struggle to collaborate with their co-workers while using the Teams platform. If your employees are going to be working in the office, then it’s your responsibility to provide them with high-quality internet so that they can be as efficient as possible.

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That said, while pre-packaged CRMs offer these benefits and make it more accessible to small- and mid-sized businesses, they do leave a lot of room for improvement if your business has specialized needs. As convenient as cookie-cutter software may be, building a custom CRM system could be the thing you need to improve and streamline customer relationship management across your entire company. Although developing your own CRM software may sound daunting at first, it’s not as difficult as it seems. This step-by-step guide covers everything you need to build a unique and custom CRM system for your business as well as the best practices in CRM implementation.

Determine Your Business Goals

Every decision you make should answer your business goals and objectives. That said, when building a custom CRM, it’s important to start by listing your goals and how you want your company to benefit from a custom CRM development. By determining your business goals, you can have an idea of the CRM design and functionalities that are best suited to your business needs. Your goals in developing a custom CRM can vary depending on the specifics of your industry and business processes.

Define User Roles

When adding a user to any CRM system, you assign specific roles to their account, for instance, a manager, administrator, or sales representative. Each role assumes that the account has certain capabilities and rights necessary to perform the assigned tasks. Thus, when you’re developing a CRM system, you need to create several templates for typical roles in your business. Also, you want the option of creating and customizing roles.

Choose The Type Of CRM System You Need

In general, a CRM system can be categorized into three

Collaborative CRM

The purpose of a collaborative CRM is to break down silos. Your business will have several departments working on different projects, but with one goal—to increase lead generation and conversion and ultimately boost business revenue.

Oftentimes, however, your marketing team, customer support agents, and sales representative are in different departments and become disconnected. For bigger companies, each of those departments may even be separated based on factors such as the channels they serve, geographic locations, skill specialties, or the products they focus on. However, in order to provide a seamless and unified customer experience, you need a way to share data and information across your entire business in real-time.

This is where collaborative CRMs become useful. This type of CRM offers features that allow all teams to have access to the same, current customer data, regardless of which channel or department they work in. This helps improve teamwork and develop better customer services, which ultimately increase customer satisfaction and retention. In addition, a collaborative CRM allows synchronized communication with customers across different communication channels, including phone, email, and social networking platforms.

Analytical CRM System

As its name implies, an analytical CRM focuses more on helping you analyze customer data you obtained from various collection points. Digital platforms and tools now make it easy to collect large quantities of data. However, data analysis is a difficult step since it requires you to turn those data into something useful and valuable for your company.

That said, an analytical CRM offers the necessary features that can help you use collected customer data to see trends in how your customers think and behave. With this information, you can better make decisions on what steps to use for successful sales, boosting customer satisfaction, solving customer issues, and increasing customer retention.

Operational CRM

An operational CRM helps in streamlining your business processes for customer relationships. This CRM type offers tools to better visualize and efficiently manage the full customer journey—from a customer’s first interaction with your website through the lead management process in the sales pipeline and continues with their actions and behaviors once they’ve become your customer.

In general, operational CRM systems offer more automation features—from sales to marketing to customer service. These automated features ease some of the work that your team would otherwise have to handle. As a result, it helps open up time for the more personal and creative aspects of their jobs as well as making it easier for growing companies to provide top-notch, humanized service.

List The Features You Need

The most important component of developing and building a custom CRM software is understanding the features you need. If you go wrong here, you may end up increasing your CRM software development costs. To make it easier, you can create two types of lists—the must-have features and the nice-to-have features.

Must-Have Features of a CRM System

Regardless of the type and purpose of CRM software you want, there are certain core, must-have features that every business needs.

Contact Management

This is the foundation of any CRM solution. Contact management allows you to store customer data, manage records, maintain contact details such as email addresses, social profiles, and phone numbers, among others.

Lead Management

Another main feature of any CRM solution, lead management is essential to keep track of your potential customers. This feature allows you to see and manage all lead information, monitoring their activities from the first contact up to conversion.

Tasks

Running a business can be complicated, involving main tasks with numerous sub-tasks under various departments. So, to keep things systematic and organized, a good CRM should have a task management functionality. This allows you to set up and schedule tasks such as meetings, follow-ups, deadlines, and calls and assign these tasks to employees or teams. It should also have a reminder set for any upcoming activities.

Dashboard And Reporting

A dashboard feature allows you to monitor your business performance. It allows you to have an overview of your campaign progress and to-do list. In addition, reporting feature helps provide a visual representation of data on your dashboard so you can effectively gauge the efforts of your teams and how well they’re performing in various parameters.

Mobile CRM

Multi-device support is fast becoming a necessity. And in this mobile-filled world and the shift to hybrid work, mobile access has become a must-have CRM feature. With this, your custom CRM becomes more easily accessible. Users can access and manage customer information anywhere, anytime via their mobile devices.

Nice-To-Have Features

The above list contains the most basic features you need for a custom CRM. That said, here are useful CRM systems that you want to include later on

File Sharing

A quick file sharing feature in your custom CRM solution ensures good teamwork and collaboration between teams. It allows users to store and manage all files in a single place and share them among departments and teams.

Invoicing

This feature allows you to generate invoices easily, send them to your customers, and track their status.

Pipeline View

A pipeline view feature allows you to better understand your sales process and determine the stages at which your leads are as well as relevant details including quote sent, negotiation details, and presented proposals.

Third-Party Integrations

This feature allows seamless integration of third-party apps you’re already using such as Google Analytics. This can help you work smoother and faster.

Custom Reports

This feature is especially useful for analytical CRMs. It allows you to create custom filters to get valuable insights into your specific processes.

Think Legal, Security, And Quality Requirements

There’ll always be some regulations behind every commercial activity. This is especially true if you’re collecting specific information on your customers. That said, you want to reflect these regulations in your custom CRM documentation and processes. In this case, you might want to build software that meets legal and regulatory quality requirements such as FDA, ISO, and ASTM, among others.

Choose A Developer

Unless you’re a programmer, developer, and designer in one, you’ll need the expertise and skills of a software developer. That said, hiring custom CRM developers can be challenging. Bad hires can cost you time and money, and you may find yourself with undesired consequences such as architectural issues or contract problems. So, when choosing a development team to build your CRM solution, here are the things you need to consider

Freelancers Vs Agencies

In general, you have two options for your CRM developer. You can either hire freelancers or a specialized CRM development company. As a suggestion, try to find a company instead of freelancers. Building CRM software will require several skills and expertise. If you choose to hire freelancers, you’ll have to look up several individuals with specialized skills and let them work together, which usually don’t have good results. Plus, it’s rare to find a single freelancer that can build a full-fledged CRM on their own.

A development company has a diverse pool of skills needed for the development of your CRM solution. In short, they already have a team that works together to build a customized system for your business.

Check Their Portfolio

Real-life projects can give you insight into the expertise and skills of a development company. Check if the development company already developed successful CRM software similar to yours. Software development agencies usually have websites where you can learn about their skills, experience, and expertise.

Get Client Feedback

Custom reviews and testimonials are the best indicators of a development company’s success. You can always ask the company for references who can vouch for their skills and provide an idea of their performance on past projects.

Check Their Support

Once you’ve narrowed down your search, you’d want to check out how prompt they’re answering queries and customer service. You’d also want to interview your picks to assess their technical and soft skills so you can understand if they’re the right company for the job.

Determine The Cost

There are several factors that determine the cost of building a custom CRM software. These include the complexity of the project, the number of business processes, and the number of hours spent developing it. This makes it difficult to say precisely how much a CRM development will cost. However, you can expect to shell out tens to hundreds of thousands of dollars for developing CRM software. That said, you can always get a rough estimation from developers by giving them a general list of the features and functionalities you want in your CRM.

Development, Launch, And Ongoing Support

Once you partner with a development company, you’ll need to have close consultation and collaboration on everything you want for your CRM solution. Here, you also need to establish deadlines and project road maps. And when everything is approved, the company should start developing your customized CRM. You simply need to wait for them to finish, regularly checking in for project milestones and feature consultations.

When the software is ready, it’s time to roll out your custom CRM. Your development partner should support you in every step of the way, including training programs for your team members and employees as well as data migration. However, deploying your CRM solution isn’t the end of the road, so it’s important to maintain an ongoing relationship with your CRM development partner. You may have in-house experts that can help in maintaining your CRM software, but your developer should be responsible for implementing ongoing improvements and fixes to ensure that your system keeps up with your business’s digital transformation over time.

Building A CRM System – Conclusion

And there you have it! Building a customized CRM software is indeed a lot of work and requires considerable planning and resources. Once you start using CRM software that’s tailor-made for your business, you can expect increased productivity within teams and significant results for your bottom line. Consider the ideas mentioned here as you plan and prepare.

The post A Comprehensive Guide To Building A CRM System For The First Time appeared first on DesignWebKit.

What is Salesforce Testing?

It’s easy to think of Salesforce as just another business tool like Slack or Gmail. In fact, Salesforce is much more powerful and customizable. Indeed, every single Salesforce deployment is unique. That means you need to treat it more like custom-made software. In turn, that means you need to spend time and effort on testing it. Salesforce testing is like any other type of software testing. However, it is more challenging because of the number of integrations and customizations. Typically, you need to use a combination of manual and automated testing for your Salesforce deployment. Tests you might come across include:

• Unit Testing: This involves adding tests within your code that test each function in turn.
• Smoke Testing: Quick and simple tests designed to root out obvious problems early on.
• System and Production Testing: Tests designed to check that your whole deployment is working end-to-end.
• Regression Testing: Used to make sure any updates and changes haven’t broken your existing deployment.
• UAT (user acceptance testing): Tests run by end-users or simulated end users to make sure the product is fit for purpose.
• Load Testing: Salesforce is often deployed at scale in the cloud. You need to check how it performs when the system is under stress or high load.
• Security Testing: You probably use Salesforce to store sensitive data. That makes security testing vital.
• Deployment Testing: Deploying an updated Salesforce customization can be tricky. You need to test that it can be done without breaking all your business-critical systems that rely on it!

Why Do You Need  Salesforce Testing?

It can be tempting to think of Salesforce as an “out-of-the-box” solution. But it’s actually incredibly complex. So, you need to consider how many things could go wrong during development, deployment, and beyond. To some extent, we can generalize here. Much of the testing you will need to do to check your Salesforce deployment will apply to any web app. Bear in mind though that there are a few things that make Salesforce unique.

• Salesforce is often used for business-critical functions. You need to make sure Salesforce won’t fall over under unexpected loads, protect your customer’s data, and give your end-users a product they can rely on. All this while you try to maximize ROI and reduce business risks.
• Salesforce releases periodic updates whether you ask for them or not. Today’s rolling delivery and deployment systems keep your software up-to-date. But the problem is, changes might break your existing deployments without you having changed anything. The solution is to perform automated regression testing whenever you can.
• Your own team is often the end user for your Saleseforce deployment. Salesforce needs to meet the expectations of you and your team, no matter what your industry. Salesforce testing allows you to make sure your software can cope with the unexpected. Combine manual and automated testing to check Salesforce before, during, and after deployment.
• Boost speed and efficiency. Like any large software deployment, Salesforce can end up sluggish if you aren’t careful. Testing is the main tool we have to protect us against this problem.
• Salesforce depends on third-party integrations. One of the most useful features of Salesforce is the way it integrates with so many other applications like GSuite, Office 365, or Mailchimp. But this brings a whole set of potential failure points. That means you need to choose a Salesforce Testing approach that checks everything is working end-to-end.

 The Importance of Automated Salesforce Testing

If you know about testing you can be forgiven for thinking Salesforce testing should focus on manual tests. This is especially true since most Salesforce applications are generated dynamically. While this makes test automation hard, it isn’t impossible. Fortunately, modern AI-powered test automation platforms cope with the challenges of Salesforce testing. These include dynamic content, integrations, and frequent code changes. This means you should look at how to automate as much of your Salesforce testing as possible..

When you look to choose a solution, ask the following things:

• Can this solution handle end-to-end testing for all my Salesforce integrations? This should include testing any generated outputs such as invoices, bills of sale, or similar.
• Will the solution cope with dynamically generated content that changes often? Or will you need to update all your tests every time something changes?
• Does this solution allow your internal users to help with test creation? Salesforce applications are often used for complex back-office functions. That means you need to involve the actual users in any testing. In turn, that means you need a solution that makes it easy for them to see what the tests are doing.
• Can the solution integrate with any of your other business tools, such as Slack or Jenkins? If so, it will make it much easier to incorporate it into your day-to-day life.

Conclusions

Salesforce is often used for business-critical functions, which makes Salesforce testing itself a business-critical function. We have seen various types of testing that are available and hopefully, you now understand why you need this. If you haven’t done it already, you should go and look for a solution that helps you automate your Salesforce testing. That way, you can feel secure in the knowledge your deployment is always working as expected.

The post What Is Salesforce Testing and Why Should You Do It? appeared first on DesignWebKit.

Businesses that can improve their interactions with customers as well as offer noble customer experiences will not only find it easier to do business but will also grow their customer traffic and dividends even with stiff competition. It is however worth noting that the present customers are more interested in the experience they get from a business even more than the value a business gives them from the products they sell. 

Customer Relationship Management – The Basics

Customers are therefore most likely to return and such companies have higher retention rates.   Accordingly, customer relationship management is a business priority every business must not ignore. The rate at which your company grows therefore depends on how your customers are treated by your front office or the sales team. This may be the right time your business teams need to understand what CRM is and what it means to integrate a good CRM to a business.  Creatio.com puts it at over 80%, the number of customers who are likely to buy from a company rendering high customer satisfaction by integrating business CRM tools.  

Automating customer relationship management by installing good CRM software is therefore a smart choice small businesses should take. CRMs will transform the way business operations are carried out, boost sales create optimal business processes, and help a company to properly understand as well as support its customers. 

If you are not yet sure why your business needs CRM, look at the four benefits that CRM is likely to give your business below. 

Business CRM Tools – Enhancing Sales

Sales and revenue increases are among the most important CRM goals every business works toward. However, without a good CRM, this remains a dream for many companies. In fact, research shows that companies that integrate a good business CRM tool have a chance to increase revenue by over 40%. But how is this possible?

Everything begins with a well-planned leads management system. An automated online CRM makes it possible to follow leads through company websites and social platforms more strategically. This way, the sales team can easily nurture business leads through customized emails or social media chats to be able to understand their needs and talking them into buying from the company. 

The CRM, therefore, helps your sales team by classifying your leads into more prospective customers this makes it easier to identify customers who are more likely to buy and therefore giving them more attention.

On the other hand, businesses need to be able to make well-calculated decisions that make them smart in the business. However, making a reliable business decision is never very easy without a good CRM.  It displays clearly the type of leads sources and level of sales they drive, how sales reps perform towards their targets, and gives feedback on the level of performance of the company against its sales forecast in the long term. 

Understanding Customers

Companies that engage in longer sales cycles need not exist without good CRM software. Such companies need longer periods of time to collect and analyze every customer data and be able to make their interactions with the customers better and profitable. This process can be seamlessly carried out by good CRM software. This enables the company to makes well-informed decisions on the basis of customer-related data that are collected and analyzed by the CRM system. 

Companies can then use the information collected and analyzed by the CRM to increase their marketing processes, realign their campaign strategies, design their websites more appropriately, and improve their sales approach. 

CRM pros can develop an all-round view of their customer by properly utilizing their business CRM tools. They also create highly personalized products based on their customer purchase histories as well as their preferences. This is only possible because they have a better understanding of the customers they serve. 

Business CRM Tools – Enhancing Workflow

Sales and marketing processes should be constantly improved for businesses to grow. This does not depend on whether a business is small or big. However, many of these processes slow down and get more inefficient by the manual undertakings. 

Creating and managing workflows is however easier with the help of the customer relationship management software. It improves the business efficiency, from marketing, sales to customer service by automating leads follow-ups, providing a consistent new customer recruitment process, and increases the efficiency of the entire business team. This is a great marketing achievement companies cannot afford to lose. 

Improved Customer Support

Every business needs a well-structured customer support system. This system, apart from the effects it weighs on customer retention, it also highly affects the overall company revenue. Market research indicates that more than 80% of customers are likely to buy products at higher prices if they continue to get good customer experience from the company. 

Business teams that understand better CRM meaning should, therefore, be in touch with customers more closely by getting to access all the available customer information. They need to understand the online history of these customers, information on orders they take from time to time, and any past interactions with the business. The best thing with CRM software is that all customer data is in one place. This gives the business teams the opportunity to segment their customers based on specific interests and needs. 

When a company installs a good CRM software, the sales team gets the appropriate tools they need to be able to give their customers a thrilling experience. By improving the experience customers get from interacting with your business, you can increase your customer retention rate, which in turn impacts more positively on your sales and profits. Basically, any retention above 5% increases business profitability by up to 75%. 

Business CRM Tools – Final Words

Companies that integrate appropriate customer relationship management software in their business processes have more chances to drive a lot more sales, give their customers better satisfaction as well as increase their productivity. 

The post Business CRM Tools – Why Companies Can’t Exist Without CRM & How To Choose Them appeared first on DesignWebKit.

But before that, one needs to understand that it is a lot more than just a CRM platform and with the added aspect of presenting a wider view of the organization, there is clearly a lot more to it than meets the eye. Since today’s customers are seeking more integrated and broader solutions in general, Microsoft Dynamics 365 is all set to make a real difference in your life. In addition to its advanced capabilities, Microsoft Dynamics 365 integrates seamlessly with the Microsoft Office suite, making it a cost-effective option for businesses already using these tools. The cost of Microsoft Office, when coupled with the investment in Dynamics 365, can lead to significant savings and increased efficiency in the long run.

On that very note, here are the four main features of Microsoft Dynamics that go beyond what is expected from a traditional CRM platform.

Microsoft Dynamics 365 – Valuable Cross-Channel Sales Insights

How does one turn their customer relationships into real revenue? By using Dynamics in such a way that the business intelligence and data gotten from it will enable you to understand what your customers what better. Plus, with more data, you will be able to generate action and drive outcomes a lot faster than before. With Dynamics interaction with website tracking tools and social media applications, your sales team will find it a lot easier to target the right prospects at the right time. By addressing the issues that your customers face and delivering the expected services, you will certainly win the loyalty of your customers.

Automation of Project-Based Processes in Microsoft Dynamics 365

One of the main aspects of Dynamics 365 is the fact that it helps you to put the client at the very center of your operation. Even with a few thousand employees using the technology, research and data certainly don’t lie – consultation time got reduced by 10%, labor costs decreased by 20% and the overall productivity of all teams increased by a good 50%. With the simplification and enhancing of project planning, your project managers and sales experts will find it easier to collaborate on estimates with the use of templates. Most of all, with the help of real-time analytics, you will be able to take your projects from reactive to a resounding proactive stance.

Different Ways to Evolve and Enhance Marketing

With the help of Dynamics, you will be able to deliver an engaging customer experience by bringing together all your processes, data and marketing content. There are literally no limits to the ideas you can come up with to make things a lot smoother for your services in general. For instance, the idea of increasing retention rates by increasing the level of consistent messaging between your marketing and sales teams is a great way to go. Plus, there is even the case of creating a seamless experience for your customers by getting key information about all the previous interactions that you have had with them.

Microsoft Dynamics 365 – Pricing

One of the best features of Microsoft Dynamics 365 is its pricing. Microsoft Dynamics is priced much lower than its competitors, allowing you to make the most out of your investment. Another added feature in its pricing is that it offers three different pricing schemes for different levels of access. This way, you pay only for what you need.

Data Export

The generation of reports becomes flexible with the data export feature. It replicates the data from Microsoft Dynamics to an external SQL database. The sync occurs initially as well as at regular intervals to ensure continuity of data synchronization.

Business Process Flow Enhancements

This flow has seen significant improvements with regular updates from Microsoft. You can now see your company’s entire workflow by simply dragging and dropping. The user interface allows you to monitor different processes separately to make changes. This will also help you identify non-profitable processes and eliminate them.

Microsoft Dynamics 365 – Features for Business Workflows

You can also create business workflows – define business rules and flows. Features like timers and suggestion bubbles make it even easier to create flows.

Integration

Microsoft Dynamics adds great value with its capability to seamlessly integrate with other Microsoft platforms. One of the most significant examples is the integration of Dynamics 365 with Power BI. This proves to be a game-changer in customer relationship management by blending CRM and analytics under one roof – allowing an analysis of data in real-time.

Learning Paths

A new Learning Path tool has improved the way CRM users are educated. The staff needs a lot of training and time to be fully capable of using CRM. Understanding and learning CRM takes a lot of time and effort. This leads to a pressure point where a lot of improvement was necessary and it came to Microsoft’s notice. Learning Paths were created to release this pressure point. It allows the users to create a personalized learning pattern and learn at their own pace through interactive courses.

Editable Grids

Editable Grids is also one of the most popular features of Microsoft Dynamics for both desktop and mobile versions. It serves a dual purpose – enhances the user experience as well as customer management. Users can make changes within columns without opening up individual accounts – making the process smoother. This will make the user less tedious and thus improve customer management.

Mobile Capabilities

Times have changed and a good mobile experience is as important as a good desktop experience. Microsoft realized this and has thus come up with an improved mobile experience for Microsoft Dynamics. The aim is to reduce the effort of seeking information while scrolling – making the whole experience streamlined and presentable.

Integration with Outlook

Outlook is a popular tool for managing emails. Microsoft Dynamics’ ability to seamlessly integrate with Outlook allows users to work towards greater customer satisfaction. It is achieved by combining emails and CRM under one roof. For instance, if you know that a customer demands instant solutions – accessibility of CRM through Outlook or vice-versa can be valuable in managing that customer.

Relationship Insights

The main aim of any CRM is to improve the customer experience. To further improve CRM, relationship insights prove to be an invaluable asset. The software tracks all the communications between the user and the customer. This data is then utilized by Microsoft Dynamics to provide users with suggestions to further enhance the customer experience. Some examples are helping users through their daily schedule, reminding users to reply to emails, notifying users regarding hot opportunities, etc.

Cloud On-Premise Hosting

Microsoft Dynamics comes with two deployment options, i.e. cloud and on-premise. The cloud-based solution comes with benefits like remote access, enhanced security, less maintenance, fixed expenses, and more. Regular updates from Microsoft make managing the licenses easier and eliminates the need to purchase hardware. The on-premise solution requires you to set up servers within your office premises and gives you full control of your data.

Microsoft Dynamics 365 Auto-Save

Microsoft Dynamics uses a flat navigation system. It is very easy to navigate from one record to another, making the users easily skip the Save button. Microsoft Dynamics takes care of this and thus comes with an Auto-Save feature. Even if you forget to save the records, the tool saves them automatically. Also, the records are saved every 30 seconds while editing, making sure that no data is lost.

Flat UI

Navigating from one page to another is as simple as searching anything on Google. A single click and you move onto the next webpage. There are no unnecessary pop-ups – making the UI flat and easy to navigate. The real beauty lies in the fact that a new window or tab is not open. Rather the new record shows up in the same window allowing the user to switch from one place to another with the help of a single left click.

Most of all, there are many new services out there. They have sprung up of late, offering you newer ways to understand and subsequently realize the full potential of Microsoft Dynamics in your operations. Some of them have specialized primarily in the expertise and deliverance of all Microsoft-related services and products respectively. The best part is that nowadays, you can choose between a wide range of such services with years of experience in the field.

Microsoft Dynamics 365 – Final Points

Here, it pretty much goes without saying that you will certainly need to do your homework in every regard. Many services may have enough practice in the implementation process of Microsoft solutions. In this case, partnering with several other organizations is equally important. That would give the service a good overview of what a large majority of clients are looking for. That is the main aspect that one needs to keep in mind.

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