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MICROSOFT DYNAMICS 365 CRM KEY SYSTEMS

Here are the key areas Microsoft Dynamics 365 CRM system supports:

Marketing

Execute multi-channel campaigns and improve marketing ROI. Dynamics 365 CRM marketing capabilities also:
• Determines the type of customer messages you need to send and the right time to send them.
• Seamlessly integrate with sales and analytics to find, nurture, and convert leads.
• Help create and send messages using your customer’s preferred channel.

Sales

Give your sales staff an overview of your customers, while helping you identify new business opportunities. It should also offer options that help you:
• Share sales performance and key metrics with your staff.
• Identify and engage with the right buyers to grow sales relationships.
• Use artificial intelligence (AI) to help you know what steps you should take during every step of the sales process.

Customer service

Help your brand stand out and meet client service expectations, so they’ll want to do business with you, and in a perfect world, give you their trust. Dynamics 365 CRM systems also let you:
• Engage with customers on their preferred channel or device.
• Use data and intelligence to learn how to provide better service and reduce costs.
• Offer a 360-degree view of your customer to help your agents deliver personalized service.

Field service

Offer connected and proactive service that helps your technicians deliver positive onsite experiences for customers. It should also provide tools that:
• Help your technicians improve service, resolution times, and earn customer trust.
• Automate scheduling so that the skill set of the technician matches the service request.

How Dynamics 365 CRM system helps your staff

Dynamics 365 CRM offers agents the latest customer and client information in real-time, so they can easily view customer data and create personalized experiences in these ways:
• Get up-to-date data and analytics that help your sales staff identify and prioritize opportunities.
• Gain insights into customers and their needs so staff can tailor marketing communications, sales offers, and service.
• Centralize customer information, which reduces search and follow-up time for your employees

How Dynamics 365 CRM system helps your customers

Dynamics 365 CRM also benefit your clients and customers. You can give them the tools to help them interact with you and become loyal customers. Other benefits include:
• Allowing customers the ability to communicate through any channel and on any device.
• Giving customers access to more data so they feel informed and empowered in purchasing decisions.
• Offering customers the tools to schedule service that accommodates their preferences and availability.

Contact us to learn more about Dynamics 365 Business Central…

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DYNAMICS 365 CRM- An Introduction

Dynamics 365 Customer relationship management—often referred to as CRM—is a type of data-driven solution or system that helps businesses manage activities related to prospects and customers. From tracking leads all the way through managing sales data, Dynamics 365 CRM provide a comprehensive solution that supports activities around sales, marketing, and services, such as customer or field service. With the data in one place, members of the team have immediate visibility into whatever they need, the moment they need it.

Dynamics 365 CRM allow users to track sales opportunities, automate marketing tasks, get insight into customer behaviour, and build customized reports and dashboards. The increased efficiency from centralizing tasks and data helps sales and marketing teams focus on what matters most, stay on top of all opportunities, and build a more optimized customer experience.

Benefits of Using Dynamics 365 CRM

You Can Use Dynamics 365 CRM system to…

Track leads

Monitor each opportunity through the sales funnel. Dynamics 365 CRM solutions help sales and marketing teams stay organized, understand where each lead is in the sales process, and know who has worked on each opportunity. Tracking lead-related data gives you seller insights, guidance, and provides an instant view of current status.

Monitor sales

Sales data can be linked to your Dynamics 365 CRM solution, providing an immediate, accurate picture of sales. With a real-time view of your pipeline, you’ll be aware of any slowdowns, bottlenecks—or if your team won a major deal.

Get insights

Receive prescriptive guidance by focusing on what matters most with AI and built-in intelligence, helping identify which leads are ready to hand off, or which customers need follow-up. With guidance that shows you where to focus, you’ll be able to identify the top priorities and have confidence your team is making the most of their time and efforts.

Complete Tasks

Build sales quotes, gather customer feedback, send email campaigns, and beyond: task automation helps streamline marketing, sales, and customer service. Dynamics 365 CRM solution helps eliminate repetitive tasks, letting your team focus on high-impact activities thereby improving your team efficiency.

Understand Customer Behaviour

Dynamics 365 CRM includes features to help you track engagement across various customer touchpoints helping you to optimize your customer journey.
You can also improve your engagement by getting Insight into behaviour throughout the customer journey which helps you surface opportunities for optimization—and lets you know what’s working well.

Support customers

The dynamics 365 CRM solution helps you connect with customers wherever they are across all platforms. With Dynamics 365 CRM solutions you can provide attentive customer service—helping build the trust and loyalty that keeps your customers coming back.

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WHY POWER BI?

Every company owner has likely experienced the disorientation of having to make a decision based on a large volume of data. The most difficult aspect of making that decision is seeing the big picture, which is what will allow you to gain the needed insight that will guide you to the best outcome. With Power BI, data is analyzed and updated in real-time allowing teams to make decisions rooted in factual information. Business intelligence thus becomes available to all team members who need to access data and make decisions, thanks to Power BI.

Power BI is a cloud-based tool that requires no capital expenditure or infrastructure support regardless of the size of a business. The modern iteration of the tool is free from legacy software constraints and its users do not need any specialized training in order to generate business intelligence insights. Typical of all Microsoft Cloud Services, implementation of Power BI embedded is rapid and trouble-free. The beauty of Power BI is that you can look at each element as a whole to make better decisions. The dashboard’s visual representation allows users to quickly see the data that’s relevant for the choices they have to make.

Power BI takes its name from Business Intelligence (BI). Artificial intelligence is now being used by the majority of profitable and agile companies to assist them in making decisions. It provides a service that lets your employees or coworkers create a simple visual representation of the analyzed data that is easy to interpret and use. It has the ability to convert data into easily understandable visuals for professional use.

Benefits of Power BI

Power BI helps you increase your business productivity

Power BI is the tool that puts all of the company’s data, regardless of department, together through a collection system, Power BI gathers information in one location and then models it to create a decision-support tool.

Power BI achieves all these procedures through four stages: Information gathering, Integration, reporting, return. These stages are seamless and automatic. Power BI takes care of taking the data to where it needs to go, regardless of where it came from. To make decision making easier, the program processes the data such that it is understandable, reliable, and meaningful. It can be used to manage all facets of a company, from logistics, sales, manufacturing, human resources and all departments.

Power BI integrates seamlessly with existing applications

Power BI integrates easily with your existing business environment allowing you to adopt analytics and reporting capabilities. It can be used for a wide range of applications. This enables not only the processing of data within the business intelligence software but also the processing of data from other sources using Power BI’s complementary applications like Microsoft Azure, Excel, Office 365, Microsoft Cloud App Security and many more.

Rich Personalized Dashboards

One of the best features of Power BI is the simplicity of information dashboards, which can be customized to meet the exact need of any enterprise. You can easily embed the dashboards and BI reports in the applications to provide a unified user experience. Each user can tailor the analysis of the results to their specific needs and features related to their role. The customized dashboard allows the user to see the data that affects them right away.

Publish Reports Securely

The tool helps you to set up automatic data refresh and publish reports allowing all the users to avail the latest information.

No Memory and Speed Constraints

Shifting an existing BI system to a powerful cloud environment with Power BI embedded eliminates memory and speed constraints ensuring data is quickly retrievable and analyzed.

No Specialized Technical Support Required

Power BI provides agile inquiry and analysis without the need for specialized technical support. It supports a powerful natural language interface and the use of intuitive graphical designer tools.

Extracting Business Intelligence Rapidly and Accurately

It helps in transforming your enterprise data into rich visuals, thus extracting business intelligence for enhanced decision making.

Easily Accessible From Any Location

Power BI can be accessed from any place. It’s an excellent option for mobile teams or businesses with many locations. The Business Intelligence Platform also makes it easier for teams to collaborate by enabling them to work on any file at the same time.

Power BI extraordinary capabilities can save your business and improve your productivity thereby helping you reduce cost. Its simplicity and ease of use anywhere, at any time is a huge benefit and it saves time. Contact us today to learn more and wield the power of Microsoft Power BI.

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SIGNS YOUR BUSINESS NEEDS A MANAGED SERVICE PROVIDER

Many businesses struggle to manage their own IT infrastructures and find it hard to consistently implement new technologies alongside keeping costs to a minimum. Using a Managed Service Provider can allow smaller businesses to capitalize on scalable IT solutions which minimize risk, costs and lower the levels of IT professionals needed throughout.

We look at 3 signs that your business needs a managed service provider.

Reoccurring IT Issues

Recurrent IT issues within a business can become frustrating to users. It has also been found to be a major impacting factor on overall business and employee performance. Further to this, it is actually managing IT issues that need addressing in a fast and effective manner, which not only requires IT staffing resources but also takes up valuable time and can even become very costly if they recur regularly. Outdated systems and technology can hinder business performance with compatibility and functional issues. Consistent disruptions to business operations outline the lack of ability for an in-house IT department to cope with growing IT systems and infrastructures, highlighting the need for a Managed Service Provider and Consulting Company.

High Associated Cost

As a business continues to grow, an increase in IT costs is usually plausible as the business IT requirements become more advanced. Due to increased volumes of IT-related issues, the associated costs can become overwhelming and hard to plan for which may have a significant effect on financial cash flow and organization. Increased downtime as a result of issues occurring also diminishes company performance which has a direct effect on finances, which again if are not planned or predicted accurately can become costly to a business. New equipment required to support growing IT needs is another expensive outlay which businesses must endure to ensure the optimal performance of their business and IT systems.

Slow Growth/IT Holding You Back

Slow growth is not always a result of sluggish sales or a stagnant market. It can sometimes be the direct result of a lack of IT performance and capabilities. Not having access to the correct resources can hinder employee and business performance through a lack of ability to do certain tasks effectively which results in lower productivity and efficiency. Outdated systems can be hard to scale as the business continues to grow, or they may not be able to provide the capabilities now needed. If your competitor seems to be outperforming you through the use of IT, you would expect a drastic impact to follow if nothing is done to rectify the issue. Competitors will use everything they can to get one step ahead, which outlines the need for an IT Managed Service Provider.

Managed IT Services from Zetamind Consulting

Zetamind dynamic and scalable managed IT services provide businesses with the capabilities to manage all aspects of IT systems and software throughout a business. We provide significant cost savings to businesses looking to outsource their IT departments while also taking away the hassle of managing them in-house. Take advantage of new technology updates and resources which allow your business to do more.

We Can:

· Detect issues before they occur

· Reduce downtime to a minimum

· Reduce IT costs – better predict spending

· Reduce number of staff and resources needed to manage IT

· Provide scalable solutions

· Provide industry-leading services that allow you to outperform your competitors

· Provide the resources and utilities to grow

· Provide suitable technology

Contact us to learn more about moving your business forward.