Microsoft Dynamics 365 CRM

For stable and long-term customer relationships

A customer relationship management (CRM) system helps you to better understand your customers and provide them with more personalized support. With Microsoft 365 CRM you get all important customer information at a glance - exceed your customers' expectations.

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What is Microsoft 365 CRM?

More insights, more service

In today’s world, customer loyalty plays a major role for companies, with the focus on customer satisfaction and loyalty. The aim is to win over customers in the long term, acquire new customers and turn them into regular customers. With this goal in mind, more and more companies are turning to customer relationship management, or CRM for short. CRM solutions enable you to record and manage comprehensive customer data centrally.

A CRM gives you a holistic view of customer interaction. All affected divisions and departments are networked, making extensive customer information available in a bundled form. Cross-departmental collaboration between sales, marketing, operational service points, the telephone switchboard and management is optimized, as all departments use a central, uniform database in the CRM system. Processes relating to the customer relationship are efficiently optimized.

A solid basis

Record the customer-oriented processes centrally and link them with each other. In this way, for example, customer approaches can be individually defined and thus perceived by the customer in a more targeted and personalized way – for intensive customer loyalty.

CRM software as a central data repository can also map internal company structures and processes as well as the products you offer and uses integrated tools to create links to other stored data.

Microsoft 365 CRM offers you the opportunity to digitize and automate certain processes and routine tasks, giving you and your employees more time for other tasks. Take a look at the complementary products from the Microsoft Power Plattform

Advantages of Microsoft CRM

From your customers' point of view, the interplay of product, service, personnel and speed of response is a yardstick by which your service quality is measured. In order to offer your service at the highest level, you need to act promptly or even before a problem occurs. Make the day-to-day work of your service staff easier with a CRM system that combines all your product and customer data.

Central data collection and documentation

All customer data is collected at a central point: Contact details, contact persons, notes, correspondence, business transactions, results of sales or consultation meetings, complaints, problems, etc. etc.

Knowledge of individual customer situations

Even before making contact, you can find out about the customer’s exact situation: Customer needs, expectations, special features, etc. In this way, you give your customers the feeling of being the center of your attention

Focus on individual customers for a better overview

With your CRM system, you can focus on specific customers, because it is not only important to record direct successes and business deals, but also to acquire new customers.

A perfect combination:
Microsoft CRM and Microsoft ERP

In a CRM you will find all the data, facts and preferences of your customers ready for retrieval, which enables a personalized design/targeting for every customer contact and every advertising measure. The information stored in the system can be used to improve the product and service offering, identify problems in good time – you can take direct action and act immediately if necessary.

  • Evaluate stored customer data to obtain success analyses and reports and target your actions and offers to each individual customer.

  • Thanks to automation, you can process tasks faster and more conveniently: e.g. create an order from a quotation at the touch of a button.

  • Every employee sees all information clearly in the respective customer file, regardless of whether it is documents or customer information and regardless of who is responsible for the data
    into the system.

  • Automate marketing activities combined with knowledge about the interests of the target group – for a personalized and individual approach.

  • Use daily updated forecasts and data on leads, prospects, products and product groups.