… The secret to the success of any business is a strong relationship with customers …
CRM stands for Customer Relationship Management.
These systems are a way to collect customer needs and business behaviors to build stronger relationships with them.
CRM is like a process that helps us collect various information about customers, sales, effectiveness of marketing activities, speed of response to customers, as well as market trends in one place.
The main idea of Microsoft CRM is to help businesses use technology and human resources to gain better insight into business behaviors and the value that each customer creates for the organization.
Some of the questions that arise in this regard and the experts of the Microsoft Dynamics CRM department of Kian Pardaz Hoshmand will help you in this regard are:
1- What are the indicators to measure the need for CRM projects?
In practice, there is one way to assess the need for your Microsoft Dynamics CRM projects, and that is to count the channels through which a customer can access your organization.
2- What information do CRM projects collect?
Examples of information that CRM projects collect are responses to correspondence, shipping and order completion dates, sales and purchase information, accounting information and registration information via the website, after-sales service information, etc.
3- Which part of the organization should implement the CRM project?
The biggest financial benefit in the organization is to align the business as well as the CRM and IT strategies so that this alignment is implemented throughout the organization and if it is dedicated to only one part of the organization, it will not have the desired result.
“Key success factors in implementing a CRM system“
- Ensuring that the organization’s plans for a CRM system have a scalable architectural framework
- The volume of data that needs to be collected from the organization must be accurately estimated so that the system can be expanded if needed.
- The individual personality of each customer is carefully identified and an appropriate response is given to their needs.
With Microsoft Dynamics CRM you can achieve the following goals:
- Increasing competitiveness in the market to attract, retain and develop customers
- Facilitate marketing, sales and after-sales service processes
- Ability to prepare statistical charts for making management decisions
- Identifying new investment opportunities
- Ability to create a database of customer community
- Accurate and comprehensive monitoring of sales personnel performance
- Receive customer feedback and develop current services and products
- Reducing advertising costs
What is provided in implementing and upgrading the CRM system and includes some of the system’s features are:
- Management dashboard
- Task Manager
- Sales automation
- Customer and member management
- Sales cycle management
- Advanced reporting
- Email management
- Converting paper forms into electronic ones (invoices, proforma invoices, etc.)
- Sales forecasting subsystem
- Catalog and product management
- Design and implementation of various CRM modules
