The notion of Customer Relationship Management (CRM) as a science is relatively new, though businesses have been practicing CRM (otherwise known as “keeping customers happy”) in one form or another pretty much forever. At Forceworks, we recognized early on that if you want to be successful with CRM, if you want a platform powerful enough to track a customer’s data and make it actionable but flexible enough to be customizable to your customer’s needs and wants, Microsoft’s Dynamics CRM Online is the way to go.
Our company originated with a Microsoft compete organization, and at one point, we did a point-by-point comparison with the intention of demonstrating the superiority of our product. However, we quickly realized Microsoft offered the stronger solution, plus a lower cost of implementation, greater ease of use thanks to native integration with Office 365, and a more flexible platform. Plus, Dynamics CRM Online is easier to sell because it comes with the power of the entire Microsoft stack, and the consistency across Microsoft products means our customers’ employees are already familiar and comfortable with the products. End result: shorter training, less reliance on consultants, and quicker uptake by the clients equals more and easier sales for us. We made the move to Microsoft.
Let me give you an example of how Microsoft’s Dynamics CRM solves problems: we were recently approached by Workscapes, an office furniture dealership, for help with their CRM. The company has been growing rapidly, but technologically, they’d fallen behind and were using outdated versions of Office and Windows. They turned to us because they were looking for a solution that would solve multiple problems at once – one that would bring them back into compliance, provide them with the latest functions and features, give them mobile capabilities, and allow integration among apps. Additionally, their CRM had become so problematic, the company wasn’t getting actionable data.
Using Microsoft Cloud Solutions, including Office 365 and Dynamics CRM Online, we were able to solve all these problems in one fell swoop. Thanks to the native integration of Dynamics with Office 365, Workscapes’ sales force is now able to operate the CRM almost exclusively within Outlook, an app they were already comfortable using. The company’s sales force has become more efficient and effective. One of the CEO’s requests of the new system was that it give him greater visibility into the sales pipeline; because the Dynamics platform is so flexible, we were able to develop custom dashboards for him and other execs, giving them access to the information they need in the way they want it. Dynamics CRM Online integrates with Sharepoint, allowing Workscapes sales people to share and store documents – not only is this a less costly solution, it allows multiple team members to work in tandem to develop proposals without sacrificing security.
Forceworks has been a Microsoft partner for only three years, but we are “all-in” on Microsoft’s cloud solutions. The power and flexibility of the Dynamics CRM platform, customized by Forceworks to fit customers’ needs while keeping their information secure, just works better.