Data Management Services
In data analytics for 29 years, we understand that a business cannot get reliable reporting based on high-quality data unless it has a well-tuned data management process. To help companies organize this vital process correctly, we offer services that range from consulting to implementation.
The Three Pillars of Customer Relationship Managemenеnt from Microsoft Dynamics 365
Microsoft Dynamics 365 offers a collection of applications that are intended to automate specific business processes. Aiming to deliver the all-embracing CRM functionality, we focus on its three key components – sales, marketing, and customer service. Microsoft Dynamics 365 covers them all with relevant solutions.
Sales transformation with Dynamics 365 for Sales
The mission of Dynamics 365 for Sales is to organize the sales process and allow sales teams to qualify leads, nurture prospects and convert them into contracts in the most effective way. Different members of the sales team use it to their advantage.
Sales reps benefit from:
- Centralizing account and contact information.
- Taking the full control over opportunities in the sales pipeline.
- Scheduling activities and engaging with leads, prospects, and customers timely.
- Using stored sales collateral.
- Getting AI-driven insights based on historical sales data (e.g., the next best action suggested).
Sales managers use the Sales app as an effective tool for monitoring sales performance. The sales analytics is visualized in real-time dashboards that picture tracked KPIs. For example, managers instantly see all leads divided by sources, the progress for open opportunities, sales goals for their department, and many more. Sales managers can customize analytics by adding new dashboards when needed. This transparency of sales processes translates into informed strategic decision-making.
Besides, the Sales app facilitates onboarding of new team members. Since all the sales information is stored in one place, newbies can successfully join the sales process at any stage.
A Variety of Deployment Models Is Available
With cloud Dynamics 365, Microsoft hosts the application (-s) and stores your CRM data on their servers. For you, this means that Microsoft has the primary responsibility in maintaining the security of software, updating it regularly and backing up the data.
Alternatively, you may opt for on-premises deployment due to the lowest long-term cost of ownership and full control over sensitive data management and maintenance. The need for a higher level of IT expertise and hardware is on the flip side of the coin.
As the name implies, hybrid deployment combines the two above options. The data is stored in your database, but it is also fully integrated with the Microsoft cloud. In such a way, you are responsible for its security and along with that have access to cloud-based services. A hybrid variant may become an optimal choice for companies that already have Dynamics deployed on-premises and now want to add functionality available in the cloud (for example, Dynamics 365 for Talent Management is only available in the cloud).
Microsoft Dynamics 365 Solutions
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B2C sales
Specifics: A medium-to-large client base and the vast number of transactions every day.
How Microsoft Dynamics CRM helps:
The power of a CRM system exposes itself when B2C companies need to automate the way of collecting and centralizing customer data. Microsoft Dynamics CRM is fully responsible for this. With a comprehensive customer profile and robust functionality of the CRM, you have full control over the experience of your customers. The marketing team segments customers for targeted messages. The sales team has insights about a customer’s personality and purchasing preferences while communicating with them. The Dynamics CRM allows the service team not to disturb customers with abundant questions and settle issues efficiently. -
B2B transactional sales
Specifics:
A medium client base and a larger value of transactions if compared to B2C sales.How Microsoft Dynamics CRM helps:
Given that stakes are bigger and the number of potential clients remains high, companies involved in B2B sales need to fine-tune their sales process so that sales reps can work effectively with each lead. When Dynamics CRM is integrated with other enterprise and third-party systems the company uses, it automatically gathers customer data, processes it and provides useful insights. Instead of manually forming a profile and a purchase history for each customer, sales reps can focus on the sales process – qualify leads accurately and increase opportunity conversion rates. -
B2B complex sales
Specifics:
A small-to-medium client base, a long sales cycle, multiple decision-makers.How Microsoft Dynamics CRM helps:
This is a sales type where customer relationship steps forward. With Microsoft Dynamics CRM, sales reps can effectively nurture multiple stakeholders understanding the role of each one in the decision-making process. When working with prospects, they add not only contact information or proposal details in a CRM profile but can note down prospects’ individualities, likes or preferences to personalize further communication with them. As far as B2B complex sales focus on developing long-lasting cooperation with customers, these records and the interaction history can help a lot to maintain the high level of communication in the future.
Microsoft Dynamics 365 Pricing
Microsoft Dynamics offers several suites consisting of a number of apps – each is intended to cover specific functionality. Two suites include tools for customer relationship management we have been talking about (Sales, Marketing, and Customer Service apps):
| Customer Engagement Plan: | Dynamics 365 Plan: | |
| Marketing | + | + |
| Sales | + | + |
| Customer service | + | + |
| Project Service Automation | + | + |
| Field Service | + | + |
| Microsoft Social Engagement | + | + |
| Power Apps | + | + |
| Finance and Operations | — | + |
| Retail | — | + |
| Talent | — | + |
| $115 per user/month | From $210 per user/month |