A.B.C.D. of CRM

Hello Guys,

Many of our blog readers have requested us that they are new to CRM and they also want to learn this technology but they are not able to start with this. Some of them are freshers who are just going to be the part of IT industry and they also willing to learn CRM.



So I have thought to write blog on CRM too. So in this blog we will learn A.B.C.D of the CRM which means we will understand basics of CRM.

Basically CRM stands for customer or client relationship management which is a software solution that brings a host of capabilities together. You can store all your Accounts, Contacts, Leads and Sales Opportunities in one central location ideally in the cloud so that the information is accessible by many in real time.

With CRM you can make a call, send emails, create reports, schedule appointments, add notes, manage your pipeline, send quotation, generate invoices and places orders and many more.

How does a CRM work?

Any business starts out with a foundation of great customer relationships. You the seller connect with people who need your products. Yet, as your company grows, these business connections grow more sophisticated. Its not just a transaction between the buyer and seller.

You start to manage a myriad of connections across time, within each company you do business with. You need to share information across various teams within your organization who are making contact with the same customers.

A CRM gives everyone across the business, including sales, customer service, marketing and business development, a better way to manage the customer relationships and interactions that drive success.

With visibility and easy access to customer data such as contact information, sales opportunities, service issues and marketing campaigns, a CRM system can give you a clear overview of your customers.

With an easy to use, customizable dashboard, you can see a 360 degree view of the customer, all in one place.

Who uses a CRM system?

CRM system can be easily customized to meet the specific needs of any business type and size. Start-ups, large enterprises and verticals like real-estate, healthcare, insurance, legal, media, restaurants, travel, banking, tax, freelancers, and non-profits all use a CRM software for increasing their sales, marketing and customer support efforts.

Hope it helps...

Comments

Post a Comment

Popular posts from this blog

Read Only Sub Grid & Editable Sub grid in Dynamics 365

Image
Hello Guys, In my previous blogs we have seen Duplicate Detection in Dynamics 365 where we covered how you can use OOB feature of D365 to detect duplicate records. Today we will see how we can implement editable sub grid.  But before if you are new to our blog then do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In Dynamics CRM we have seen many entities sharing parent child relationships and we can create records of child from the parent page. For example Account and Contact Entity. We can create a new contact entity from the Account Form with the help of Sub Grid control. We can also create sub grid for custom entity and can utilize it in our own way. We will be using Department and Employee Entity for demonstration. Below are the steps: Step 1:- Login to Dynamics 365 with credentials. Step 2:- Click on Advance Settings Gear icon. Navigate to Settings -> Solution -> open the soluti
Read more

Understanding Sales Process in D365.

Image
Hello Guys, In our previous blog we have seen what is Lead and types of leads. Today we are going to understand Sales Process. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Sales Life cycle begins with Lead. Business captures leads through advertising, marketing, trade shows, mailings etc. Whenever organization gets any new lead, Sales Person captures the information of the lead in Lead entity available in Dynamics 365. For creating lead we require only two things, Lead Name and a Topic describing the lead. Once lead creation is completed, Sales Person performs follow up activities by sending emails, appointment and phone calls to collect more information about the lead. Microsoft Dynamics 365 stores these activities in the Activities entity in the system. Leads can be qualified or disqualified. A disqualified lead indicates that the lead is not a good candidate for sales opportunities.
Read more

Understanding Business Unit in Dynamics 365.

Image
Hello Guys, Today we will understand what is Business Unit and how to create Business Unit in D365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Consider a scenario where you are having more Customers, Leads and Opportunities and you are not able to handle them alone. So as you want to grow more in your business you need to take care of such things too. For handling this you need to create Users, Teams and Business Unit. In our upcoming blogs we will discuss about users and teams too. Business Units are the foundation of the Security Structure in Microsoft Dynamics 365. When you create an organization in CRM, Dynamics automatically creates a root business unit for you. This BU is nothing but your organization and it can not be deleted or disabled except you can change the name of the BU. Once you have root BU, you can create other BU, Teams and Security Roles for identifying your busine
Read more