Your CRM can be one of your organization’s most critical tools to monitor the vital signs of your business. While many vendors offer CRMs, Microsoft Dynamics CRM Online (CRMOL) enjoys the added credibility and familiarity of being a Microsoft product, closely associated with programs many business already use. Its simple integration with Outlook makes communication management a breeze. Email campaigns can be automated and Excel spreadsheets can be imported without losing formatting. You can learn what your customers really think using Microsoft Social Engagement, and share all your customer information with all of your people, through multiple channels. Dynamics CRM Online helps to improve the management and information access for your business, so you can focus on the most important part—your customers. In this post, we’ll share an overview of how your sales and marketing teams can gain insights from Dynamics CRMOL by monitoring opportunities, pipeline, and interactions while also automating campaigns to drive more leads.
Track Activities and Interactions
Keep a well-maintained record of your team’s interactions with contacts, leads, and customers for deep insights into opportunities. Click Activities, then add calls, tasks or emails to record a centralized view of touches.
Track Opportunities on the Go
Dynamics CRMOL boasts a friendly mobile user interface and can be used across phones, and tablets like Microsoft Surface or iPad. Access Dynamics at your convenience, quickly reviewing open leads, pipeline, active accounts, open opportunities and more.
Monitor Performance on the Sales Dashboard
To help you stay on top of how you and your team are managing meeting your sales goals, the sales dashboard serves up key info for you, like the status of opportunities in the pipeline, how you’re tracking against your sales goals, and who’s working the most active deals.
Related: [Case Study] Landscaping Company Speeds Response Time to 50k Monthly Work Orders with Dynamics CRM Online
You can customize your homepage to display charts, graphs and maps with the data you need to see most. View a list of tasks and due dates, as well as the number of opportunities you’re working on, at a glance.
Oversee Marketing Efforts
Insights with Power BI and Excel
Microsoft Dynamics Marketing allows you to gain meaningful insights by using familiar Microsoft Excel tools with the help of Power Query. You can use the sample analytic worksheets as a starting point, then adapt them to monitor your own performance.
Under Marketing Execution tile, you will find numerous tools to help you set up campaigns, manage contacts and leads, create lists, develop and refine marketing strategies and more.
You can actually drag and drop activities to arrange them in the order you want. Create and configure actions on the fly as you whip your campaign into shape.
Marketing Budgeting and Strategy
Get a bird’s eye view of your media plan to understand your campaign costs, reach, and timeframes.
Download Forrester Total Economic Impact (TEI) Report for Dynamics CRM Online
SADA Systems is a Microsoft National Solutions Provider and Cloud Solutions Provider with multiple Gold competencies specializing in Dynamics CRM Online deployment, migration and user adoption.
Forrester reports that Dynamics CRM can deliver a 75% ROI. Click below to download the full study, or contact us at firstname.lastname@example.org with questions or to learn more about Dynamics CRM Online solutions.