Four Must-Have Add-Ons For Your CRM System

Every success-driven organization needs to take good care of its people, processes, and systems by using the best technology to better serve its customers. This is where a customer relationship management (CRM) system steps in.

One of the biggest advantages of a CRM such as Microsoft Dynamics 365 CRM is that it helps you leverage state-of-the-art technologies while helping you identify leads, convert more customers, and make more profits. It also helps you efficiently manage everything from sales processes to customer relationships so you can have a good understanding of the customers and delight them by providing exceptional customer experiences consistently. If this is not all, CRM processes are all customer‐centric so you don't have to worry about even the most complicated processes and challenges.

Let us now shift our focus to the best CRM add-ons for your organization's specific requirements.

Accounting

When customers call, it's important that you have their complete information at your fingertips. A good CRM like Microsoft Dynamics 365 CRM can help you easily track emails, notes, social media conversations, etc. Not only this, it can help you access details about products bought, invoices, order history, and more. Moreover, it should provide secure internal and external audit control mechanisms so you have a strong financial database.

Email Marketing

If you need to send hundreds or thousands of emails at a time, your CRM system should be efficient to handle that without hiccups. After all, your CRM is where all of your sales and marketing conversations start.

Phone

Imagine the contact number and other details of a customer right on a screen before you as they call you. It will surely make things really easy for your sales, marketing, and customer service teams. The best thing is that a majority of today's high-end phone systems are cloud-based and this makes their integration with your CRM system a breeze.

Data Integration

You can leverage countless tools offered by Microsoft Dynamics 365 CRM for integrating data to make it relevant, updated, and value-driven.

Don't lose out on creating and nurturing mutually-beneficial business relationships. Explore the best of Microsoft Dynamics 365 CRM today. Call or email us at C.I.G Consultants now.