Service CRM Solutions to value customers by Microsoft

Posted by Errin O'Connor on Aug, 11, 2022 04:08

You can boost your CRM of the business with Microsoft Dynamics 365 and integrate the same with Siebel systems. If you want to feature multi-tenancy, data importing, direct mail merging, improved reporting security, and support innovation in technology, then a service CRM is your solution.

Microsoft Dynamics 365 is a successor to CRM, with advanced features that support customer relationship management and integrate CRM and ERP Dynamics. The on-premises app, also known as Dynamics 365 Customer relationship/engagement contains features to improve.

Dynamics 365 offers finance and operational ERP and also supports book-keeping, order handling, manufacturing, and invoice management. The whole Dynamics 365 is inclusive of data integration of sales, customer service, marketing, field service, and project service automation.

Microsoft Dynamics CRM and XRM Platform

The software package offered by Microsoft Dynamics 365 will enhance the customer relationship for your organization. Keeping their innovation out of the box, this product is mainly inclined to encourage partners and enhance its proprietary framework.

In present years, the analytics platform is driven by CRM and the overall XRM platform (.NET based) framework in a customized manner. Your need to enhance marketing with sales productivity is taken seriously with the provision of social insights.

This product supports blockchain, ERP, CRM, and customer support chain, keeping social insights intact to Business intelligence. Offering mobile support, CRM apps are available on tablets and mobiles.

CRM On-premise and CRM instance

CRM On-premise is more robust and customized where this application deploys the databases on your server. Both CRM online and CRM On-premise offer similar functionalities only to be differentiated in terms of their implementation.

Microsoft Dynamics supports relatively better customization and extensions. Interestingly, the databases and servers can be directly managed by the customers. On-premise CRM gives complete database management and then does not limit the storage capacity.

Accessing Microsoft Dynamics CRM

Any browser, mobile/tablet, or Outlook that you access can use Microsoft Dynamics as a top CRM product. Undoubtedly, the implementation of Service CRM will help to manage and maintain long-term profitability and sustainability of customer relationships.

In this hour, where technology is creating Innovation through artificial intelligence and has controlled humans, Dynamics will be very crucial. We believe that building and maintaining customer correspondence is all that matters to any kind of business.

A strong service CRM is one of those service areas where development, improvement, and retainment administer the performance of CRM and its service divisions.  

Service CRM streamlining CRM Phases

CRM system always needs support to stay connected with customers, and improve profitability through streamlined processing. It is very different from sales CRM because the latter has a very narrow scope centric only on sales.

Many organizations have finally discovered that CRM is a perfect place to store and track critical and confidential customer information. By confidentiality here, we mean that as the customer you might share some personal data that is too important to be shared.

CRM covers all the basics to develop a competitive edge and within the array of CRM mechanisms, one has to serve the same with perfect scale to fit polishing.

Sales CRM vs. Service CRM: Definition and Benefits

As we all know that to grow organically, any organization needs to grow the customer base that it possesses. But it also has to keep those happy who already exist. Sometimes it gets difficult to keep a regular check over the demand and supply of each diversified customer.

Hence, Service CRM helps organizations to streamline a successful customer base by using forecasting tools and systematically keeping customer information. This service can be SaaS on-premise.

Not only this, we must be aware that Microsoft Dynamics 365 has a feature to predict sales, keep your sales pipeline, and then use the contact information to make better decisions making. These highly advanced service management systems are beneficial to automate the update system in CRM software.

Service CRM is a go-to self-service product

You can say that service CRM is the most intellectual variety of CRM software which is a centralized platform to support a diversified customer base. You will find all the history of interactions done earlier and side with the side future forecast as well. 

If we are having our hands directly over the records of billing and notes, then it becomes easy to keep a balance between demand/supply with customer satisfaction through testimonials in the interactions.

Engagement with customers is very essential to keep track of what they bought, updated, or downgraded as per their activity scale. So when we integrate CRM with VoIP, only then we can retrieve customer data in one place creating a quality customer experience.

Improvement in Customer retention

Most importantly, when you build a strong relationship with your consumer, only then the long-term relationship is fruitful with them. So, any customer using your product must always be long-term, which in turn will improve your customer retention process.

In other words, if you keep service CRM to customer service then this becomes the USP of your business. Service CRM no doubt helps you to deliver excellent customer service. It should be integrated with sales CRM to keep the level of opportunity management higher.

It can automate the day-to-day activities, by keeping regular deals in the sales pipeline. This amalgamation improves reporting and forecasting. For the sales team in an organization, CRM tools serve as a platform to save time and money.

So, you don’t have to keep regular track of any leads, and tasks in your head, or on business cards, because it is all stored in a reliable and protected place.


Service CRM and Use Cases

By looking at the overall perspective, we would recommend implementing the new CRM right away. Reason? Let’s first take a deep dive into how service CRM is used to level up your organization. It does a lot more than what it says on the tin.

Innovation and trends in Service CRM use the information to emphasize more on long-term profitability. How your company will survive depends on entrepreneurial innovation and how it approached customer management.        

Complementary to information, a service CRM makes the company interact with the CRM system so that a Dynamic marketing campaign can be taken ahead.

Being an inbound customer support service, it is a knowledgeable base. A customer relationship is about how customer lifecycle and their profiles are maintained sustainably. This service increases the lifetime value of Microsoft dynamics 365. The upsell opportunities and easy tracking of failed recurring payments are calculated from customer behavior and it is a red flag to indicate that they are leaving you!

EPC and Service CRM

So if you want to keep a customer service agent like EPC, so that your customer service management can be enhanced that we have a direct solution to be provided to you. We counsel the operational managers and assist sales reps through service CRM.

We understand that the financial health of your company is very important to you. Hence, being a lead generation of consultancy, we lead nurturing the business that allows us to advise you on Microsoft Dynamics.

We have an optimized mindset that can increase your customer rate and also their conversions get high. It becomes our imperative duty to remove the bottlenecks for you and make you rule the charts without sales CRM, but with Service CRM.

About the Author

Errin O'Connor

With over 25 years of experience in Information Technology and Management Consulting, Errin O’Connor has led hundreds of large-scale enterprise implementations from Business Intelligence, Power BI, Office 365, SharePoint, Exchange, IT Security, Azure and Hybrid Cloud efforts for over 165 Fortune 500 companies.

Let's Get to Work Together!

Talk to our Microsoft Gold Certified Consultants

Contact EPC Group

Call for help:

(888) 381-9725

Email Us:

[email protected]

Head Office:

4900 Woodway Drive - Suite 830 Houston, Texas 77056