Excel, Word, other databases, contact systems, and sales management systems. Each time one of these becomes a key part of your business it can make business growth more difficult.
We find that businesses who have robust systems in place to manage sales orders, opportunities, marketing activity, and customer service queries, often do well in business. What does robust mean?
A robust system is “sturdy in construction” which also means it’s long-lasting and well made. Systems that have been built upon Excel spreadsheets, Word documents or a dedicated database work well for a period of time but they are typically not long-lasting. That’s because when your business starts to grow, managing these independent systems becomes more time consuming, more prone to error, and more difficult to run the reports you need when you need them.
You end up with an overall business system infrastructure where customer data is duplicated across the business.
When your business is growing you need the right tools to keep all the moving parts working together, a tool that provides the ability to store company contact details in one system alongside current sales opportunities, your products, your price lists, your sales targets and other critical information that is unique to your business.
A robust, scalable, business system solution such as Microsoft Dynamics CRM 2016 is designed to grow and adapt alongside your business when you need it to. It:
- Integrates seamlessly with Outlook for emails, appointments, tasks and phone calls
- Works side-by-side with Word and Excel
- Enables you to capture new pieces of data. You can add fields to a screen and create new screens built around a particular role in your business
- Automates calculations to save time and improve accuracy
- Creates workflow processes within departments and across your business to improve user productivity
- Builds interactive pop-up wizards for users, to make training more efficient and reduce the risk of user error
The whole system stores its data in one place, accessible via the web, in Outlook, or through apps for mobile devices…and the best part…it provides first-class reporting using interactive charts, and real-time interactive dashboards that display information from multiple areas of your business.
Investing in technology to provide a robust infrastructure for your business helps you to grow with confidence.
You can read more about some of the difficulties that CRM can help to resolve or if you are using a CRM system already perhaps you could get more out of it.
Don’t let spreadsheet and database spread limit your business growth. We thrive on helping business owners and organisations to grow more sustainably by transforming their business databases into robust systems. Microsoft Dynamics CRM 2016 can help to support your business goals and there hasn’t been a better time to start using it.