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Microsoft CRM 2016

What is CRM?

Customer relationship management (CRM) is the technologies, strategies, practices and maintenance used to manage and analyze consumer relationships, and the data, sales, and interactions that go a long with it. CRM systems and applications help businesses easily compile, organize and track customer information, across different channels or points of contact, between the customer and the company.  This is done via website, telephone, live chat, direct mail, email blast, marketing materials and social media.

What is CRMCustomer relationship management (CRM)

Customer management solutions are created to streamline business functions, consolidate customer information and documents into a single CRM database, and increase profitability in sales, marketing, social, and service divisions.  Contact Integrated Business Group so we can help you put these tools to work for you.

A CRM solution is a multi-faceted platform where all things crucial to your customer relationship development and retention are stored. Without the support of a CRM solution, business relationships look and function dramatically differently.

Imagine misplacing customer contact information, only to learn that your delay pushed your client into the arms of your staunchest competitor. Picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly in-house competition. Without a centralized program to log and track customer interactions, your business falls behind schedule and out of touch.

Customer relationship management examplesWhat does a CRM solution do?

CRM tools consolidate customer information, automate and track marketing and sales interactions (over email, phone calls, social media or other channels), provide business intelligence, and automate various workflow processes such as tasks, calendars and alerts, and giving managers the ability to track performance and productivity based on the information entered within the system. A CRM product tracks opportunities your sales force is pursuing, analyzes data, and helps deliver superior customer service.

Customer relationship management solutions make the customer-facing functions of business easier. Running a successful business is no simple task. When marketing campaigns, data analysis, meetings, customer care and more all happen simultaneously, you need something more powerful than a bevy of individual apps. A CRM solution brings all these functions together in one place.

Download the CRM infographic to learn more 

Customer relationship management examples

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a business app that helps you collect, tore, track and analyze the information of all your existing and potential customer interactions and data to better understand and support their needs. With Dynamics CRM, you can easily share customer information with all your people, through multiple channels. Everyone in your company has the full picture of what your customers want and need. 

Dynamics CRM easily works with programs you already know how to use. Simple integration with Outlook makes communication management a breeze. Email campaigns can be automated and Excel spreadsheets can be imported without losing formatting.

Dynamics CRM offers best-in-class features to grow your business’s efficiency and productivity. Manage calendars with your own Cortana personal assistant. Use customer data to gain the insights you need to qualify prospects. Learn what your customers really think with Microsoft Social Engagement. Microsoft Dynamics CRM helps improve the management of your business, so you can focus on the most important part- your customers. 

For more information contact Ron Ullyot,


Microsoft Dynamics

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