Microsoft Dynamics CRM

“With Dynamics CRM you can consolidate your contact data and use it to unlock opportunities.”

Rob Jones

Consulting Director

image

Contact management is the foundation of effective CRM implementation. It’s all about managing where valuable information sits within your organisation and how it can be brought together in a central system that’s easy to use.

These contacts may be current clients, or people you want to target at your prospects. You may want to use a CRM system to record information about your partners, suppliers or vendors, or pretty much any other contact you have within another organisation.

  • Synchronise with Outlook
    Any updates to your Outlook contacts are synchronised with Dynamics CRM, ensuring that your organisation has the latest details of prospective and existing clients.
  • Manage your key clients and contacts
    Keep a central database of records for clients and contacts, with basic or complex information for quick referencing and easy access for your colleagues and wider organisation.
  • Know who is talking to who about what
    Your colleagues may be having separate conversations with a particular contact, attempting to identify business opportunities or discover the latest business challenges they’re facing. CRM allows everyone to log these conversations against a contact, improving awareness and avoiding the duplication of effort.
  • Maximise the value of internal and external relationships
    Using Connections, you can track which people within your organisation know your own contacts, and identify their other external relationships. 
  • Easily track your emails and appointments from Outlook
    Track emails against individual contacts or organisations within CRM, keeping a history of conversations and the level of engagement. Use Outlook or CRM to synchronise appointments, with quick references to detailed company and contact information within CRM. Sales managers can visualise these appointments within dashboards or charts to help allocate resources and log sales appointments.
  • Work smarter and use tasks from Outlook
    Outlook tasks can be tracked against individual contacts or organisations, providing a quick reference to the CRM record details and improving visibility of your workload across your team.
  • Manage duplicate records
    Avoid duplication of information when adding new records, with built-in functionality that checks for existing records with similar contact names, email addresses, locations or organisation names within the CRM database.
  • Benefit from a complete, single view of your customer
    From within one company record, you can see all related information from the contacts you know, from how you are communicating with them to their sales, marketing and customer service interactions.

CRM improves contact management by consolidating all information into one system, creating a single view of each client.  Now, you can effectively communicate with customers, improve your service to them and ensure that you’re not duplicating effort.  More importantly, your clients get a much more professional impression of your business.  Ultimately, contact management helps you to work smarter.

If you’d like to understand how we can help you better manage your business contacts please contact us.

JMC Events

Latest News