Did you know you can address business processes across your business – from Sales to Operations – with a single solution? One platform that offers traditional ERP AND CRM functionality? Microsoft brings it all together with Microsoft Dynamics 365. See quick benefit highlights to your key departments in this article.
When thinking about Microsoft Dynamics 365 for sales, we want to think specifically about two groups that benefit from it: sales professionals and sales management. With Dynamics 365, the sales professional is able to do a better job of managing the sales and buying processes they go through with a customer. Sales managers are able to better understand what’s going on in the sales cycle, thus doing a better job of coaching their teams.
When it comes to marketing goals we typically focus on “how can we better communicate with prospects, leads, and customers?” We want to be able to do that in the context of understanding information about those customers so that we can be more personal when we approach them. Dynamics 365 allows marketers more personalized communication and nurturing of those relationships.
Dynamics 365 for Customer Service allows organizations to do a more effective job of managing service interactions. Everything from how a company captures the issue or problem, to how they resolve it, all the way to how they might help the service professional answer a customer question more effectively, or perhaps get the issue routed to the right expert within the organization. All of this means that the company can turn around problems and issues quicker, and be much more proactive with their customers.
Dynamics 365 for Project Service allows a customer to go end-to-end – from selling the service work, all the way through to managing the project itself. What’s important to consider are time and expenses, resources and skills, even down to the invoicing processes. When the process itself is managed well, project managers have better insight into that end-to-end process and will be able to manage projects more effectively.
When we look at Dynamics 365 for Field Service, we can see its ability to execute this whole process. From the time an issue comes in, to that issue becoming a work order, then scheduling the right person based on skills and availability, and getting someone to help that particular customer fix the problem as quickly as possible, we have visibility and proficiency from start to finish.
Dynamics 365 for Operations is at the center of the Dynamics family. It provides visibility to every stage from the time the sales is won, through the products going out the door. Everything from the supply chain, manufacturing, HR, compliance all gets rounded into the solution in a way that allows you to effectively manage those business processes. Over time, you see ways to make the process even more efficient. This in turn allows you to look for ways to transform your processes for getting products to market, based on all the information you’ve gathered.
The Total Package
With Dynamics 365, Microsoft offers all of the CRM and ERP business processes onto a single platform so your technology and process automation can align with the way you actually do business – across departments. Watch this quick 3 minute video to see how each of your departments can find success with Dynamics 365.
For more insights and to see how Microsoft Dynamics 365 could be your business’ game changer check out this insightful webinar series.