Tracking Customer Assets in Dynamics CRM

Posted on: January 13, 2017 | By: Craig Thompson | Microsoft Dynamics CRM

No matter what industry your business is in, tracking customer assets and information is crucial for maintaining positive customer relations and simplifying your sales reps daily activities. Without a comprehensive CRM system like Dynamics CRM, keeping track of customer assets can be time consuming and can leave room for error. However with Dynamics CRM and other Microsoft Dynamics products, your sales team can stay connected and in sync on all the customer asset information they need to be successful. Below is a video from Microsoft outlining just how Dynamics CRM 2016 can help track customer assets better with field service capabilities.

With this feature of Microsoft Dynamics CRM, users can see individual customer assets or all assets sold and serviced by your organization. Sales reps will be able to filter and associate customer assets to help work orders, enable automatic racking of the assets that they use or sell in the field and give your back of office an accurate view of customer service history and returns to ensure that each customer gets a personalized and unique experience. With the field service capabilities that CRM has to offer, your business will be able to ensure your customers with confidence that their assets are in good hands, making your business more trusted and likely to maintain a loyal customer base.

Microsoft Dynamics CRM is a flexible customer relationship management software perfect for small to mid sized businesses looking to further their customer relationships and increase internal growth and communication. There are plenty of CRM solutions out on the market, but none quite like Dynamics CRM. For more information on Microsoft Dynamics Products, contact Logan Consulting your Chicago based Microsoft Certified Gold Partner for a consultation or assessment.



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