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What is Microsoft CRM in the Cloud?

Microsoft CRM in the cloud is a group of integrated software solutions that work in unison to enhance customer interactions. With Microsoft Dynamics CRM, you can easily manage and maintain customer relations, track sales leads, marketing, and delivering actionable insights.

One of the most beneficial options of the Microsoft Dynamics CRM is it can be installed on-premise and on the cloud. The on-premise Microsoft CRM focuses on three important aspects Sales, Marketing, and Customer Service. On the contrary, Microsoft CRM in the cloud focuses on five important applications: Sales, Customer Service, Field Service, Project Service Automation, and Marketing.

The apparent advantage of using Microsoft CRM in the cloud is the flexibility to access it wherever and whenever. For sure, it facilitates remote work. Additionally, users can access the Microsoft CRM in the cloud on smartphones and tablets. Nevertheless, certain functions and capabilities present in the cloud version are not available in the on-premise version.

Using Microsoft CRM in the cloud, businesses can reap financial benefits as they need to pay based on their subscription model that usually entails monthly fees. Besides, the company does not have to worry about hardware maintenance and infrastructure costs.

Which is Best: Microsoft CRM in the Cloud or Microsoft CRM On-Premise

Microsoft Dynamics CRM is available in two versions – online or cloud-based and on-premise.

Microsoft CRM in the Cloud: It is an online or cloud-based Microsoft Dynamics CRM platform. The Microsoft Azure cloud manages the application servers, setups, deployments, databases, licensing, etc., in this version.

  • You can access Microsoft CRM in the cloud using a browser and mobile apps. Microsoft in the cloud manages all the servers and databases.
  • It offers the flexibility to pay for the users and used space on the go.
  • Microsoft CRM in the cloud provides inbuilt capabilities in features, such as insights, social listening, analytics, etc.

Microsoft CRM On-Premise: Microsoft CRM on-Premise is more customized and robust wherein the CRM application and the databases get deployed on the servers at your premises. It offers complete control on all your databases, customization, deployment, backup, licensing, and other hardware and network setup.

  • The customer has to manage the servers and databases.
  • You need technical skills as well as sufficient time to set up, integrate, and deploy the CRM.
  • Updates need to be installed by the administrator.
  • Security, backups, copies of data, and certifications need to be implemented and monitored manually.

Why Implement Microsoft CRM in the Cloud

Over the years, the term CRM or Customer Relationship Management has evolved to become a Customer Engagement platform. With the advent of technology, customers usually interact with a business through numerous touchpoints. Marketing, sales, service, projects, and even accounting functions act as customer interaction points.

Customer service through CRM software makes your job much easier in knowing your customers as individuals – their likes, history, and the last interaction they have had with the business. However, growing expectations from customers is a big challenge to overcome.

Microsoft CRM in the cloud empowers businesses to build and manage customer relations efficiently. It plays a pivotal role in streamlining administrative processes in sales, marketing, and customer service departments. It is a multifaceted platform that allows organizations to develop, improve, retain, and nurture customer relations.

Without support from an integrated Microsoft CRM in the cloud, you might lose business growth opportunities, revenue, and sales leads and miss customer interactions at key points.

Microsoft CRM in the cloud is highly customizable using advanced extensions. A few new features such as grid filters, dialogs, recurring appointments, custom activities, goal management, fetch-based reports, MAPI-based Outlook clients, FLS VISITOUR, and more make it more flexible, scalable, and robust.

Advantages of Using Microsoft CRM in the Cloud

  • Using powerful features such as ‘advanced find’, search filters, and reporting tools, Microsoft CRM in the cloud gets access to the quickest and precise information they need for better decision making.
  • The marketing module in Microsoft CRM makes it easier to set up, manage, run, analyze, and refine marketing campaigns. It allows your marketing teams to refine results and gain the best dollars out of every penny spent on marketing efforts.
  • Microsoft CRM in the cloud brings together sales and marketing teams to work collaboratively for better and efficiently tracking, managing, nurturing, and converting leads and opportunities.
  • As the cloud-based Microsoft CRM stores all the information in the cloud, there are no more silos in updating and accessing information. Anyone from anywhere with valid credentials can access information through a web browser.
  • All the customer interactions stored in Microsoft CRM in the cloud are combined with a range of tools and integrated with Outlook; you can enhance customer communication and increase general business awareness.
  • It helps to improve sales forecasting, scheduling, and purchasing, and better pipeline management empowers you to predict manufacturing and production requirements more accurately.
  • With a powerful CRM solution like Microsoft CRM in the cloud, you can enhance your efficiency in handling customer issues, problems, or support requests, improving your customer care, your reputation, and customer retention.

EPC Group Assists to Adopt Microsoft CRM in the Cloud

Do you want to get more insights into your customers, streamline the sales process, and enhance organizational efficiency? Microsoft CRM in the cloud is the best option. However, adding a new CRM to your existing legacy system is a tricky job.

Being a Microsoft Gold Certified Partner, EPC Group possesses the skills and expertise required to set up, deploy, integrate, and migrate Microsoft CRM in the cloud. To ensure your sales, productivity, and profitability gets a boost, our Microsoft Certified Dynamics 365 team offer their expertise and

Being leading and trusted Microsoft Dynamics 365 consultants, we extend CRM benefits to support the vision and mission of your business. Our complete suite of Microsoft CRM in the cloud helps you build, manage, and retain relations with your customers.

Whether you want a valuable consultation, customization, migration, integration, and support for Microsoft CRM in the cloud, we are just a call away.

Why Choose Us

Why Organizations Recognize EPC Group's Consulting Services as the Industry Leader
EPC Group wrote the book on SharePoint & Power BI
Microsoft Partner for 20+ Years
Over 4 million Office 365 users successfully migrated
200+ years combined senior team migration experience
Expertise migrating to Office 365 in every vertical
EPC Group's Chief Architect Errin O'Connor was on the original SharePoint and
Office 365 Beta teams
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