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Dynamics 365 - A change for good!

May 11th, 2021

We all know the person in your organization who has been there for eons. They know everything about their customers, from their names to their life stories. If they weren’t there – you would be ringing IT Support to troll through some emails!

Or the vibrant young team member who talks to her customers on a daily basis, and could tell you anything about their buying habits. Loves people, hates paperwork.

These team members are great when they are in your company. The only trouble is, when they leave, so too does all the knowledge they carry around in their head.

Then in walks this fantastic, well-rounded, new member of staff. This staff member has the ability to remember anything – almost like they have a 360 view of the customer! But the best thing is they also share it with everyone. Suddenly customer retention is up, sales have increased and efficiency is through the roof.

Who is this new member of staff and where can you find them?

Meet Dynamics 365. The new and easy to implement Microsoft cloud based system that ensures that your organization is:

  1. More efficient

  2. More customer focused

  3. Increases sales.

Get to know your customers:

Did you know that only 30% of businesses actually know their customers well? Wait what?

What does this mean? In studies that Microsoft carried out, it showed that only 30% of businesses actually understand their customers buying patterns, and know them really well.

This is largely because the systems they are currently using don’t easily talk to each other, are time consuming to pull reports from, to navigate, and hence only give one side of the story.

Imagine being able to see your customers buying patterns, the marketing that excites them (and that they open), the way they interact with your website, and your social channels all in one place.

Imagine then being able to create automated and clearly defined marketing campaigns that are specific to your customer’s habits.

This all leads more specific, customer focused automated marketing campaigns, and hence increased sales.

Improve efficiency and reduce your costs:

Once an organisation get’s stuck into using Dynamics 365, they find that they have a lower cost to serve their customers.

This stems from having more efficient systems, a greater knowledge base, as well as an increased ability to offer self service to customers with customer portals.

How does it improve efficiency? By introducing the Power Platform, Power Apps and Power Automate, Dynamics 365 is easily able to automate the paper and manual processes, and hence significantly increase productivity.

Making the customer experience easy and effortless, also ensures customer retention, and let’s face it, retaining customers is much easier than gaining new customers.

Dynamics 365 is simple!

People don’t have time or the energy to learn even more software, and with Dynamics 365 they don’t have to.

The beauty of Dynamics 365 is that it works hand in hand with the Office suite and is such a familiar experience that the uptake within businesses is consistently high.

Plus, internal stakeholders find that they have increased productivity, as they are not jumping from one application to another.

With the new way of working remotely, you can access everything anywhere you need to and on any device, as it is all cloud based.

Dynamics 365 is an easy add on to your existing Microsoft cloud platform.

A hassle to change?

Other CRM systems have made people think that it takes lots of time to change and to see the benefits.

With Dynamics 365 you can roll this out in small baby steps, focus on what’s most important now, and start with what your organization most needs. The benefits are immediate, not months away.

Any CRM system will require a shift in culture towards your people actually sharing knowledge, however Dynamics 365 has been found to be so simple, effective and easy, that the uptake leads quickly to increased sales and that is ultimately a benefit for everyone in the company!

What next?

Every business is different. It’s always best to chat to a IT Professional about your business needs first. To find out more about Dynamics 365, and how it can help your customers, give us a call on 04-297 1040 or email us here to book a 1:1 free, no obligation appointment.

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