MS Dynamics CRM

The focus of a customer relationship management (CRM) system is usually on automating and optimising sales, marketing, field service and customer service procedures. The right CRM system holds great advantages for both employees and customers.

MS dynamics CRM

The focus of a customer relationship management (CRM) system is usually on automating and optimising sales, marketing, field service and customer service procedures. The right CRM system holds great advantages for both employees and customers.

CRM systems: marketing, sales and service

The following are the key areas that a CRM system supports:

Sales & Marketing

Provide your sales staff with an overview of customers while identifying new business opportunities. This also gives you opportunities for the following:

  • Share sales performance data and key metrics with staff.
  • Identify and engage the right buyers to drive sales relationships
  • Use artificial intelligence (AI) to determine what steps are needed at each stage of the sales process

CRM systems: marketing, sales and service

The following are the key areas that a CRM system supports:

Sales & Marketing

Provide your sales staff with an overview of customers while identifying new business opportunities. This also gives you opportunities for the following:

  • Share sales performance data and key metrics with staff.
  • Identify and engage the right buyers to drive sales relationships
  • Use artificial intelligence (AI) to determine what steps are needed at each stage of the sales process

Customer service

Make your brand stand out from your competitors' and meet customers' expectations so that they are happy to do business with you and, optimally, trust you. With CRM systems you can also:

  • Satisfy customers on their preferred channels and devices
  • Use data and information to learn how you can provide better service and reduce costs
  • Provide your customers with a comprehensive overview to help your agents provide personalised service

Field service

Provide connected and proactive service so technicians can ensure positive customer experiences in the field. Continue to provide tools for the following:

  • Assist technicians in improving service, problem resolution time and customer confidence.
  • Automate scheduling so that the technician's skills match the service request
  • Provide customers with a user-friendly self-service portal to track technicians or receive referrals

Customer service

Make your brand stand out from your competitors' and meet customers' expectations so that they are happy to do business with you and, optimally, trust you. With CRM systems you can also:

  • Satisfy customers on their preferred channels and devices
  • Use data and information to learn how you can provide better service and reduce costs
  • Provide your customers with a comprehensive overview to help your agents provide personalised service

Field service

Provide connected and proactive service so technicians can ensure positive customer experiences in the field. Continue to provide tools for the following:

  • Assist technicians in improving service, problem resolution time and customer confidence.
  • Automate scheduling so that the technician's skills match the service request
  • Provide customers with a user-friendly self-service portal to track technicians or receive referrals
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