You’re not still using a Rolodex® file, are you? Of course not. There was a time back in the 1950s when a Rolodex file was the best way to keep track of customer data and contacts. Eventually data storage systems became more sophisticated and customer relationship management (CRM) systems came along. But early CRM systems were basically still just data retrieval systems. Things have changed dramatically, and yesterday’s systems can’t hold a candle to today’s in terms of functionality and business value. In fact, with Microsoft Dynamics® 365, CRM functionality has advanced dramatically.
If your CRM technology is outdated, you could be missing out on some very valuable tools designed to make your organization more productive, competitive, and successful.
There are many reasons to update your CRM technology. Here are four for you to consider:
Just a few years ago, you could only dream of having a CRM system that allows users to access it from anywhere at any time. Now, with the pervasive use of tablets and smartphones, your team can connect from anywhere there is an internet connection. Information is at your fingertips when and where you need it when your CRM system is up to date.
How easy is it for members of your team to share the up-to-the-minute data necessary for completing their tasks and making important decisions? Up-to-date CRM systems allow for collaboration and a more timely sharing of information.
3. Personalized Reporting
Can your team quickly pull up the information it needs to see at a glance? Is that information current? Up-to-date CRM systems allow users to design their own dashboards and create their own reports to present data in a way in which it can be used effectively and efficiently. This means that individual team members can see the information they need in a way that makes sense to them.
4. Document Management
Crucial information need no longer reside in filing cabinets or in Microsoft® Excel® files. Up-to-date CRM systems can store not only customer data but also documents, proposals, contracts, and project plans for easy retrieval.
Microsoft Dynamics 365, which includes Microsoft Dynamics CRM functionality, truly represents the next generation of intelligent business applications – including the latest advancements in customer relationship management.
Microsoft, Microsoft Dynamics, and Microsoft Excel are registered trademarks of Microsoft Corp. in the United States and/or other countries.
In accordance with applicable professional standards, some firm services may not be available to attest clients.
© 2018 Crowe Horwath LLP, an independent member of Crowe Horwath International.
As of June 1, 2016, the professionals of AbleBridge have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on Microsoft Dynamics® CRM (now Dynamics 365) sales and implementation as well as innovative add-on products.
The personnel of SDGblue have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm with a global risk consulting practice and offices around the world. This move provides SDGblue clients access to a broader range of products, services, and solutions, while expanding the Crowe cybersecurity risk management capabilities with a deeply specialized team.
Looking for the Client Login?
Access the SDGblue Client Portal
As of Oct. 30, 2017, the professionals of Rowbotham International have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on domestic and international tax and audit compliance services, as well as advisory services.
The personnel of Tru8 Solutions LLC have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm with a global risk consulting practice and offices around the world. This move provides Tru8 clients access to a broad range of products, services, and solutions, while deepening the Crowe GRC technology expertise to manage risk by better leveraging data and gaining more predictive insight.