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Microsoft Dynamics CRM 2016

 

Microsoft Dynamics CRM for sales and marketing

Customer Relationship Management (CRM) is all about achieving positive experience and outcomes for the organization and its customers with the help of information, knowledge and wisdom (technique). It involves collection of data and managing data from all possible touch points with the customer or prospects. They could be selling activities, customer enquiries, direct contact, marketing and branding activities, service activities, complaints, compliments, responses, references and social media communication. Making that data meaningful and useful for customer acquisition, customer support and service is where CRM delivers results.

Confusing? Not to worry. There is a software solution that helps in making CRM a very simple affair. The answer is Microsoft Dynamics CRM tool for the sales force, service agents and field service personnel. Microsoft Dynamics CRM helps sales, service and field forces to proactively deliver positive results.

Microsoft Dynamics CRM software solution broadly addresses the following:

Sales, Marketing Automation, Customer Service, Field Service, Project Service automation. You can access the CRM application on your desktop, laptop, notebook, TAB and Mobile phone.

SALES

Increase sales

“Sales” by Microsoft Dynamics CRM offers a robust, comprehensive and intuitive solution that can help your sales force to be more productive by working on most important aspect of delivering awesome customer experience and delight. Your sales teams can sell more effectively with the sales force automation tools in MS Dynamics CRM. Your sales team can focus on the correct prospects and customers, prioritize better and win deals quicker collaborating with your internal teams and finally build a mutually rewarding relationship with customers through relevant and very personalized engagements.

Microsoft Dynamics 365

 

Microsoft Dynamics 365

MS Dynamics CRM

Marketing Automation

Social Engagement

vision

 

Vedainfo’s purpose is to contribute for positive change by becoming the trusted partner of choice for customers and stake holders, and achieve global leadership position in select domains.

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Discover sales opportunities

“Opportunity management”: You can manage all customers and deals in one place. You can stay informed with precise third party firm demographics (Firmographics), news and important events from “Insights” which is embedded market intelligence tool in Dynamics CRM. You can know what moves to make further with inbuilt business process user interface and an overview of daily important tasks with your digital personal assistant, Cortana. You will be able to close more deals when you collaborate, discover, connect and exchange ideas using Yammer, Office 365 groups, OneNote and Skype for business from within the Dynamics CRM.

Selling by using Social Media.

“Social Selling”: You can discover potential customers and leads by using social media. You can identify and take action on the purchasing signals and generate leads based on the posts made on social media. “Microsoft Social Engagement” is embedded in Dynamics CRM. Get a dashboard of social activities like buzz volume, trends and analysis of sentiment. You can reach out to new contacts and increase response rates through common connections that emerge through “Insights”, Microsoft’s market intelligence tool.

Manage sales teams

“Planning and management” – In real time, you can set goals, control the efforts, monitor results, provide feedback and coaching. Microsoft has a tool for sales gamification and sales contests called FantasySalesTeam. Using it, you can motivate sales people by involving them in fun based team contests. Dynamics CRM helps in aligning business process and sales behavior with best practices. On-boarding of new sales executives is eased. Customer engagement gets standardised.

Manage documents – find what is interesting/useful to you now.

“Content Collaboration”: As a team, you can create customized sales documents in a real time co-authoring mode and generate documents automatically. Across Office 365 Groups, SharePoint and OneDrive for business, you can manage CRM documents contextually. With Delve you can find information and documents. It is a tool from Microsoft, helps you discover the information that's likely to be most interesting to you right now. Find information and documents based on who you are working with, by the people, about people - and through people - and help others find you, in your organization. You don't have to remember the title of a document or where it's stored. Delve shows you documents no matter where they're stored in OneDrive for Business or SharePoint in Office 365, as part of Dynamics CRM.

Sales on the Go – Mobile

“Mobile Sales”: You can work on the go with rich, modern easy to use mobile apps that provide contextual news and social data, and task flows for quick completion of frequent activities. You can quickly manage data using intuitive natural language voice commands to schedule meetings, create new records, set reminders and find information. You can get work done anywhere, anytime with mobile apps that work online or offline. These apps work on Windows, Android and iOS platforms, on any TAB or Mobile/smartphone. Within Dynamics CRM.

Sell Smarter – sales intelligence.

“Sales intelligence”: Sell smarter with cross-sell, up-sell recommendations and lead scoring is embedded in Dynamics CRM, and trending documents inside CRM dashboards. You can discover new insights with Power BI’s pre-built, interactive dashboards and reports, advanced visualizations, and natural language Q&A. Gain visibility into sales performance with at-a-glance dashboards and contextual charts inside Dynamics CRM.

Lead Management and Scoring

“Lead management”: You can increase sales-ready leads with advanced lead management and lead scoring. You can boost prospect’s interest though multistage, trigger-based nurture programs that deliver personalized content and offers. You can combine your sales and marketing funnel to better serve sales.

(Most of the capabilities discussed above are available in Dynamics CRM 2016 Online and Dynamics 365, and in some countries only, at this point in time. Please write to us to know more)

 

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