Break Free From Your Boring Routine With Microsoft CRM

Posted on: January 25, 2016 | By: Craig Thompson | Microsoft Dynamics CRM

In 2013, SalesLoft reported that CRM had only 43% of users using this software to it's full potential, which is a real pain point for partners and consultants alike. Regardless of your industry, Microsoft Dynamics CRM's unique software system is able to help manage sales, marketing, and daily operations with ease. Pulled from our white paper, 24 Wildly Creative Ways to Use Microsoft Dynamics CRM” we have listed some of the more innovative and creative ways that real businesses have been utilizing its capabilities to better their business without wasting creative potential.


Steer the Conversation: For new or more timid employees, phone conversations with clients and prospects can be a daunting task. Will I ask the right questions? Will I cover all the right information? What if they aren't satisfied with my service? Are all very valid questions that could run through an employee's head while faced with this responsibility. In order to make their job a little less stressful, Microsoft Dynamics CRM has developed a guided dialog function that will prompt you with follow up questions based on answers and build decision tree interviews. The answer to each question determines what will be asked next until all the criteria have been met, giving you the option to take notes and write down additional comments along the way.


Map your Progress: How many times have you ordered something online, only to find that it hasn't been delivered on the date promised? Often, when you call the company they just tell you to be patient and wait. However with the Outlook view in Microsoft CRM, manufacturers and retailers can use GPS to track truck locations to give customers a definitive delivery date. Everything is tracked, from customer order invoices and bills to delivery, so you'll never have to guess again. Now that's what I call customer service!


Set Off Alarms: In the fast paced world of business, it's easy to fall behind on day to day operations without even realizing it. Sitting around all day making sure that each and every task gets completed could take up more time than actually doing your job! So rather than spend your energy focusing on your to do list, Microsoft Dynamics CRM can be the early warning system you need to make sure your tasks and activities don't fall behind. Setting up alerts can keep your team on track to deliver extraordinary customer service.


Predict the Future: Predictive Analytics with Microsoft Dynamics CRM is one of the more powerful ways to use CRM in the new year. By analyzing the products that customers purchase, you will be able to predict additional products that may interest your consumer. Marketing will never be the same again! This capability also allows you to pull data to estimate the number of customers in danger of being lost, that way you know just how to focus your marketing energy.


An undisciplined CRM implementation can cause more headache and expenses than it's worth, so let one of our consultants get you the most out of CRM the first time around. Our knowledgeable partners can help you set up a plan that works, and help you customize your Microsoft CRM Software to fit your specific business's needs. To read more about our 20 other “Wildly Creative Ways” to use CRM download our white paper here.


If you think you're ready for a Dynamics upgrade, or are looking to implement any of these strategies from our whitepages, contact Logan Consulting your Chicago based Microsoft Dynamics CRM Partner.

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