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Is Microsoft Dynamics 365 CRM the right choice for your business?

When you run a successful small to medium sized business, you need to be lean and efficient.

So when you look for a CRM (Customer Relationship Management) solution to support relationship building with customers, streamline your operations, and help your team be more efficient and effective, you need software that is proven.

Implementing a CRM can give your small business several advantages, such as automating key processes to save time and money. A CRM can allow you to centralize your customer data and intelligence, and improve communications with customers and within your team.

This is where Microsoft Dynamics 365 CRM comes in. 

Microsoft Dynamics 365 CRM is a powerful, versatile and affordable solution for small to medium sized businesses. It empowers your organization to better manage and nurture relationships with customers.

It gives you the ability to manage, track, and store information on current and potential customers. It can be customized to your business and it gives you a suite of tools you can use to enhance your sales, marketing, operations, and customer service.

Dynamics 365 CRM also comes with built in AI capabilities that will save your team time and deliver valuable insights that drive smart decision making.

Integrate with your existing software

Most importantly, this CRM integrates with the entire Microsoft ecosystem. If you are running other Microsoft products, such as Office 365, or if you are thinking about Microsoft Business Central, your Dynamics 365 CRM will connect and integrate seamlessly with the rest of your system. You can also leverage LinkedIn Sales Navigator to find new sales opportunities and engage potential customers.

Growing with your business today and in the future

Dynamics 365 CRM can be scaled and adapted as your company grows. You can track your progress with dashboards and charts driven by Power BI. It also has field service capabilities to enable employees who work in the field to deliver a positive customer experience wherever they are.

If this CRM solution sounds like it might be the right fit, let’s talk. Joesoftware works with companies and organizations of all sizes across Alberta, BC, and Canada. We will analyze your business and find out if Dynamics 365 CRM (more specifically system variants known as Dynamics 365 Sales, Customer Service, Field Service, or Marketing) offer a solution that is right for your business.