Why do I need CRM?

In today’s business environment it is essential that you build, nurture and maintain close relationships with your prospects and clients.

A CRM system is a powerful tool that can help support your strategy and day to day needs to achieve this.

To see some examples of how CRM can address common business challenges please view the scenarios below.

If you are completely new to CRM we suggest that you work through these in their natural order. 

Business Challenge

Potential Solution

View a brief video and see this in action

Our organisation’s contacts are all stored in Outlook. In addition to that, we have multiple spreadsheets - data duplication is a big problem.

Consolidate all of your databases in to a centralised CRM system.

Do you regularly have to trawl through emails to find key client information?

With your data in CRM all information will be attached to the relevant contact records, including emails.

Do you struggle to manage your day to day activities and track them against your client records?

Microsoft Dynamics CRM will enable you to schedule activities, tasks and appointments and link them to the relevant contact for future reference.

I struggle to see a consolidated view of everything my team is doing with a given client.

CRM will provide a consolidated view of all activities against a client record. All you need to do is look at the record in CRM.

I am struggling with ‘cc’ nightmares. I just need to share or understand important client intelligence without cc’ing my entire team or company.

Microsoft Dynamic CRM provides an ‘activity feed’ to address this exact problem. You can even follow specific companies, people or other records. This will proactively notify you of important updates.

I need to manage my sales pipeline and forecasts.

Microsoft Dynamic CRM provides a simple but powerful way of creating, managing and reporting on yours or your team’s pipeline.

We need to be able to track help desk requests and guide our team through the correct business process.

CRM provides functionality to easily record a help desk request. Once recorded it is then possible to automate or guide a user through the correct business process to manage it efficiently.

Concise CRM provides practical and cost effective solutions to the challenges outlined above by leveraging the power of CRM.

Is CRM really expensive?

It really doesn’t have to be.

Many companies and their advisors lose site of the fact that even basic contact management can bring very real benefits  to an organisation with close to standard functionality.

For example:

  • Most people are very comfortable using Outlook. They often consider it a great personal productivity tool. Microsoft Dynamics CRM will enable them to continue using Outlook with minimal change due to the excellent integration between the two
  • We are all used to ‘accepting’ meeting requests in Outlook - Microsoft Dynamics CRM can automatically link these to the client records in CRM, providing visibility to all users that interact with that client
  • A huge amount of client ‘intelligence’ is trapped in emails – Outlook integrated with CRM will make this information available to your team without resorting to ‘cc nightmare’.

Many companies (of all sizes) may struggle to achieve this.

Microsoft Dynamics CRM can provide this very cost effectively with very little configuration.

Remember – you can always add functionality later once the system is fully adopted.