gasravalue.blogg.se - Microsoft dynamics for crm

MICROSOFT DYNAMICS FOR CRM HOW TO
MICROSOFT DYNAMICS FOR CRM SOFTWARE

Compile a list of contacts supply sources.

Precise indicators give the possibility to evaluate effectiveness of the applied actions any time, to maintain level of service effectiveness, to build personnel motivation system.

Develop KRI (Key Performance Indicators).

How do you see company’s work after implementation of CRM system? What has changed? What results have you achieved? Plan likely scenarios of customers interactions and compare them with working processes inside the company – quite possible, there are unproven procedures which prolong period of agreement or cause it to fail.

Find problematic spots in interaction with customers.

Why do you lose customers? What are the causes? What ways of interaction with customers have the lowest conversion? At what stage does purchase usually fail? What are the reasons of refusal or customers’ dissatisfaction?

Compile a list of problems and reasons why they emerged.

We recommend a detailed review of the current situation in sales and service, and an audit of the resources necessary for the launch of the project – qualification of the personnel, available budget and time.

In order to achieve desired results and avoid unnecessary misunderstandings, it’s important to prepare for the implementation in advance.

MICROSOFT DYNAMICS FOR CRM HOW TO

How to prepare for implementation properly? The real productivity of one employee can be evaluated and plan quantity of personnel accordingly. Microsoft Dynamics 365 for Sales provides transparent and credible analytics, enabling management to track work effectiveness of every employee. Additionally, you have the possibility to collect detailed history on every customer and to use it for further sales and service. Automation of interaction with customers minimizes impact of the human factor while it considerably increases loyalty of current customers and the conversion of leads into agreements. Besides, system adapts easily to company’s needs when it’s important to take into consideration unique peculiarities of the business. Microsoft Dynamics 365 for Sales has impressive basic functionality developed to take into account world practices, which demonstrate high effectiveness. Management of sale and agreements process is one of the most important goals of CRM system implementation.

MICROSOFT DYNAMICS FOR CRM SOFTWARE

Goals and tasks of CRM system Microsoft Dynamics 365 for SalesĬRM system ( Customer Relationship Management system ) is a software for effective management of relationships with customers by means of automation of business processes considering sales, service and marketing.