How professional service firms benefits from Microsoft 365 CRM?

Now more than ever, building trusted relationships and maintaining a solid reputation depends on the delivery of outstanding and increasing distinctive client experience. Professional service firms need to embrace a new level of transparency and build a workplace where it’s easy for them to see all client’s interaction and understand internal resource availability during key decision-making phases.

Having a customer relationship management software such as Microsoft Dynamics 365 CRM allows your team to access all your sales and clients' data in one system. Dynamics 365 CRM consists of sales, marketing, customer service and field service for efficient resource management.

By implementing Dynamics 365 CRM, you eliminate your reliance on CRM practices to track customer conversations and processes.

Dynamics 365 CRM better manage common tasks within the professional services industry, like territories, forecasts, resource allocation, and warranties. These solutions are bundled with years of industry expertise to reduce the risks that many companies face when implementing a new CRM system.

Who can benefit by implementing CRM?

Small businesses who are looking to spread wings

When a small business thinks of growing, they do not have a large team to manage technology and most of their operations are manual. For gaining a competitive edge in the marketplace, automating your business processes is important for small companies to focus on their business and inefficiencies.

Enterprises wanting a large-scale solution

To drive value for organizations with security and advanced features, Dynamics 365 offer your business robust ERP and CRM functionality. Dynamics 365 CRM has full-fledged features for CRM including account management, prospect details, pipeline management, Salesperson commission, and quota management, workflows, alerts, quote management, document management, BI dashboards and invoicing.

Licensing options

Dynamics 365 offers flexible licensing options that both SMBs and large enterprises can opt for. It is available in two licensing options- Business edition and Enterprise edition. Also, you get to choose a deployment option- cloud and on-premise.

Since Dynamics 365 is the combination of ERP and CRM solutions, you can choose functionalities and apps for your organization based on the requirement.