Increasing effectivity of sales, marketing and customer service

Ensure maximum effectivity to every contact with customer.

Focus on nurturing relations with the 360 view on customers.

Lengthen customer’s life cycle to the maximum.

Optimize tendering process with support in preparing and diversifying offers and orders.

Save time for strategic projects thanks to automatized orders realisation process.

Maximize effectivity of sales with worktime organization in the system.

Manage targets of sales department and monitor their realisation in real time.

Manage relations wisely with CRM system – Microsoft Dynamics 365.

System, which will support maximum effectivity of sales, marketing and customer service in your company.

Functionalities of Microsoft Dynamics 365 facilitate managing tasks realized by sales, marketing and customers service departments, such as:

managing personal data of customers and business partners,
customers segmentation for specific purposes, e.g. loyalty programmes, special offers or image campaigns,
ensuring integrity to all the company’s contacts with the customer,
reporting production demands by sales department,
creating and registering sales offers and promises.

What Microsoft Dynamics 365 means for your company:

Effective management of customer relations in time and place chosen

Microsoft Dynamics CRM platform allows working at any place and time. Business trip, remote work or other responsibilities will not be an obstacle for full managing company’s customer relations, when you sign in to the system.

Full view on customer relations in real time

All the data introduced to Microsoft Dynamics 365 (CRM) system are available in real time. You can watch relations with customers on-going, you can monitor what kind of products or services they are interested with, what kind of problems did they report in terms of orders realization. You can assess their level of satisfaction with client service. Having the relation on watch, you can stop dissatisfied customer by proposing them a special offer, if necessary.

Focus on relations, not archive of correspondence

With Microsoft Dynamics 365 (CRM) you can focus on building and nurturing relations with the customer instead of breaking through history of correspondence and notes in order to remind its proceeding to yourself. History of interactions and transactions finalized lets you follow effectivity of commercial and marketing offers dedicated to each customer as a background for building further relation with them.

Efficient team and cooperation management

Microsoft Dynamics 365 (CRM) provides full range of information about activities of sales and marketing teams and their effectivity. The system allows deducing out of previous activities and establishing realistic development aims, as well as giving current notes or guidelines. Full integration with Office 365, Outlook exchange client, Skype communicator or OneNote allows dynamic communication and exchange of information. Microsoft Dynamics 365 (CRM) is also a platform for managing projects, comissions and worktime.

Time saving in the tendering process

Thanks to Microsoft Dynamics 365 (CRM) you can focus on thinking through strategic contacts, saving precious time on manual preparation of the offer. With support from the system you can easily create sales offer, blanket order or promise. Based on availability of stocks and services the system will forecast expected time of realization, while counting suggested price considering introduced costs and margins.

Promote your company efficiently

Define detailed target groups based on their data and behaviour, then reach them with tailored communication. Assess and measure their reactions for different types of contacts and messages. Analyse flow and effectivity of marketing campaigns and optimize them in constant cooperation with other team members. The process of creating and accepting activities also can be led on Microsfot Dynamics 365 (CRM) platform.

Manage complex customer service

The Microsoft Dynamics 365 (CRM) tool will let you plan the schedule of tasks for field service representatives. Monitoring customer relations allows taking maximum advantage of every contact and making sure he was taken care of thoughtfully.

Compliance with GDPR in terms of personal data security

Microsoft Dynamics NAV is compliant with technical requirements for business IT systems, expressed in General Data Protection Regulation, which will come into effect on May 25th 2018. Depending on role in the organization, user acquires access to the necessary information and activities in the system. Documents and acceptance flow can be created and modified from the administration panel. Personal data is stored in the system with encrypted connection with servers, while security status is under constant monitoring. The information can be easily modified, blocked or removed on demand.