With cloud-based technologies and AI, we hear a lot about all the different things a CRM solution can do. However, if you’re thinking about implementing a CRM solution such as Microsoft Dynamics 365 Customer Engagement, it’s important to start out with the functionalities that will bring the most value to your business.
Start out small and focused with the most basic function of the CRM: managing your sales pipeline. You can later add more features as your business grows, but the basic sales functionalities of a CRM can do a lot for your organization.
While the CRM offers a ton more possibilities, including business intelligence, sentiment analysis on social media, and marketing automation, to name only a few, it’s also important to be reminded of what a CRM does best: offer an optimal experience to both your employees and customers by making it possible to manage your sales from a single platform adapted to your needs.
Don’t underestimate the change management portion that comes with the implementation of any new system, so start with quick wins to ensure the success of the project. A scalable solution that offers a wide breadth of features and opportunities is a good investment, but starting out with the basics will make the project much more manageable for your organization, while still maximizing the return on your investment in the short term.
By JOVACO Solutions, Microsoft Dynamics 365 implementation specialist in Quebec
The post Manage your Entire Sales Cycle with Microsoft Dynamics 365 Customer Engagement appeared first on CRM Software Blog | Dynamics 365.