The rising “Amazon effect” is leaving customer expectations higher than ever before, making your customer relationship management strategy essential to stay ahead in this competitive business landscape and beyond. Likewise, customers today have more options than ever to choose from, meaning superior customer experiences matter more today than ever before. Whether you are a startup with zero sales or an enterprise level business you need a solution that is connected and intelligent. No matter your sector or size; every business needs a CRM.

Yet every business has some form of a CRM process in place. Whether relying heavily on spreadsheets and sticky notes or trying to leverage multiple disconnected software tools, missed opportunities are commonplace stemming from the lack of centricity of information as you can’t understand what you can’t see.

The opportunity cost of leading your business without a CRM solution can potentially translate to lost revenue and growth opportunities, as you’re not optimizing your operating processes to make the most of your customer relationships or sales leads. Imagine misplacing customer contact information, only to learn that your delay resulted in losing your client to a competitor.

What to Look For in a CRM

A strong CRM is a multifaceted platform serving as a central hub where all key information is stored and accessible across all departments, giving you the ability to make more confident data-driven decisions that can strengthen your customer relationships. This level of visibility will ultimately help you to really understand your customers and grow your business relationships to build brand loyalty.

A modern CRM solution like Microsoft’s Dynamics 365 will save you time by automating certain business processes by ending manual tasks and reminders for check ins with your prospects. Imagine misplacing customer contact information, only to learn that your delay resulted in losing your client to a competitor. Likewise, it can personalize customer experiences and marketing efforts to ultimately increase your:

  • Lead database
  • Revenue
  • Customer retention rate
  • Ability to adapt quickly and make better decisions

Still, the benefits of CRM transcend past those noted above. Companies like I.Halper who have been distributing restaurant supplies and foodservice disposables around the New York area for the last century, turned to a world class solution like Dynamics 365 CRM to replace their insufficient customer order and delivery routing solution that wasn’t keeping up with their evolving needs in a very competitive digital market. Learn more about I. Halper’s use case in this brief case study.

Or take United Diagnostics New York’s largest provider of diagnostic sleep testing and Video EEG service who decided to go with Dynamics 365 CRM when the nuances and ever-changing rules of insurance made it difficult to systematize their insurance review process – leading to patients being denied for studies they may have been otherwise covered for. Learn more about United’s use case in this brief case study. Find out how we can potentially help you like we have helped so many others in your place. Should you be facing operational inefficiencies that are creating business challenges and risking your growth, schedule a free 1 on 1 consultation to discuss your business requirements with us and explore if Microsoft’s Dynamics 365 CRM is right fit for your needs.