What is CRM?

Whether you are the head of a small company or a multinational, customer relations can always be difficult. On the one hand, it can be complex to have a team that is squarely dedicated to sales, finding potential customers, nurturing those connections, and closing sales. While on the other side, it can also be difficult to follow up with these clients, to ensure that their case is passed from one seller toanother with all the information.

That's why CRM was invented: to improve the relationship with customers so you can focus on the rest. Because your company, whether small or large, needs customers to survive. So CRM makes it easy for you to increase sales, automate marketing, improve customer service, and even manage your projects.

By bringing all the information related to your customers together under one roof, not only will you have a good picture of the situation, but you will also have an easier time understanding your sales cycle, nurturing relationships with potential customers, and creating proposals and working with your team to bring in more money and more satisfaction from your customer.

From Microsoft Dynamics CRM Online to Microsoft Dynamics 365

With the new generation of Dynamics CRM, Microsoft has arrived with a new way of working with your sales cycle (Business Process Flow): more sales cycles that are not suitable for the modern consumer. As buyers these days reach 60% of the sales cycle, you need tobe able to adapt to the situation or your potential customers will slip away.

The idea is to structure each step of the sales process with the tasks to be accomplished.

This is why this CRM is great: easy to use, with many advantages, it gives you the possibility to create a dynamic sales cycle that converts. No matter where you find your customer, they will be in your sales cycle.

Sales, project management, marketing, customer service, Dynamics CRM is here to support you at all stages to convert customers and generate more sales.

So this is all very interesting, but that doesn't sum up all the problems a company has, does it?

Combining ERP and CRM with Microsoft Dynamics 365

And, while this all sounds amazing to all types of companies, what about resource planning, warehouse management, and all processes in a business? We all know that an entrepreneur's problems and puzzles don't end with the customer relationship - there is so much more.

It is therefore here that an ERP descends from the sky under a ray of sunshine and comes to solve all the problems with angels singing in the background. OK, we can probably forget about the angels, but the ray of sunshine is indeed there. ERP is another great (and almost magical) solution for your business that takes care of your company's resources. And together, CRM and ERP will solve all obstacles.

Obviously, Microsoft has integrated its own ERP, called Dynamics NAV, a powerful ERP, easy to use, and quick to deploy in the Microsoft Dynamics 365 solution.

So, from a CRM to an ERP, how does it all lead to Dynamics 365?

If I took all this time to explain CRM and ERP to you, it's because they solve very common problems, but very specific in the life of entrepreneurs. Many of you may even find yourself in a position where you need not only a CRM but an ERP as well. From customer service to warehouse management, a company has a lot to deal with and a little help is always welcome.

As you can see, they have a lot of power to make your company a manageable place. But the problem they have together is that they sometimes connect, but not at all levels.

What I mean is they work together but they might have some issues, they might need custom links and obviously they might be unable to share all the data or you allow navigation from one to another on the same interface. So if they are not combined well, they could still make your life better, but not to their maximum capacity.