Use Office 365 and Microsoft Dynamics CRM to Really Connect with Customers

Find out why it is important to use Office 365 and Microsoft Dynamics CRM together in this article.

Winning customers today means staying connected

The importance of getting and staying connected with your customers is paramount in standing apart from your competitors, winning new customers and building relationships that will last.

When you interact with your customers on an ongoing basis, you can stay on top of their latest challenges and needs and start to build a rapport. And when the time comes to make a sales pitch, you can engage them with relevant, compelling information that will stand you apart from your competitors.

Get into their heads and stay in their hearts

Connect with customers

You don’t have to be a mind-reader to get into your customer’s heads. You just need the right tools to give them what they want, when they want it. It’s not all about data and insights. It’s about serving your customers and earning their loyalty, every single day.

You’re probably sitting on a goldmine of customer data, but are you using it to your advantage? Often, the challenge is getting to that data and putting it to use to help you understand your customers. To answer questions like, “Who are our most profitable customers?”  “What are their key challenges” “How can we reach them in a way that our competitors can’t”?

How to connect with customers with the right tools

office 365

1. Gain deeper customer insights

Use Excel in Office 365, Microsoft Dynamics CRM Online and Power BI sites to access and combine data that will enable you to better understand your customers’ needs and preferences.

2. Build lasting relationships

Connect with customers from anywhere using Skype for Business, Outlook in Office 365, and Microsoft Dynamics CRM Online. Use Yammer and familiar social experiences within Office 365 to create a community with partners and customers.

3. Unify sales, service and marketing

Discuss contacts and opportunities, and cases in real-time using Yammer in Microsoft Dynamics CRM Online. Collaborate and control document access and data management from OneDrive for Business.

4. Empower your team with insights and tools

Create and share information everyone needs by using Excel, Microsoft Dynamics CRM Online and cloud-based Power BI sites. Provide mobile access to tools that enable your team to get more done in one customer visit.

5. Use data to inform smart decisions

Get a better picture of your business and customers. Use rich visualizations and dashboards using Microsoft Dynamics CRM Online, Office 365, and Power BI sites.

6. Reach your goals

Use role-specific business processes, part of Dynamics CRM Online, to help your sales, marketing and service roles stay on track. Share best practices and the familiar Office interface to help keep your team focused.

7. Personalise interactions

Share knowledge to understand customers’ history and create content that matters to them. Use Windows apps, such as virtual product tours tailored for your business, to drive sales.

8. Focus on customers, not paperwork

Shorten the sales cycle by having the forms and information you need right at hand. Use Microsoft Dynamics CRM Online to automate repetitive processes and Skype for Business to reach team members and customer questions in real time.

Connect with us

QGate partner with Transparity to help organisations to connect with their customers and become more agile and competitive with Office 365. For more information on Office 365, check our website or contact us with any questions.

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