Unlock sales and CRM growth with Advaiya & Dynamics 365
In the competitive business landscape, efficient sales processes and strong customer relationships are essential for success. Advaiya, by integrating Microsoft Dynamics 365, offers businesses a transformative approach to sales management and customer relationship management (CRM). Advaiya’s expertise with Dynamics 365 Advaiya specializes in helping businesses harness the full power of Microsoft Dynamics 365, a comprehensive cloud-based platform designed to streamline business operations. By integrating this powerful solution into your organization, Advaiya enables you to: Gain a unified view of customers: Consolidate customer data from various sources into a single platform, giving you a 360-degree view of each customer’s interactions and preferences. Streamline sales processes: Automate repetitive tasks, such as lead capture, qualification, and follow-ups, freeing up your sales team to focus on high-value activities and closing deals. Drive data-driven decisions: Leverage real-time insights and analytics to forecast sales performance, identify potential roadblocks, and make informed decisions about resource allocation and marketing strategies. Enhance customer service: Deliver personalized support, improve case management, and empower customers with self-service options, all leading to increased satisfaction and loyalty. Create targeted marketing campaigns: Personalize your marketing efforts based on customer data, increasing engagement and driving higher conversion rates. How Advaiya can help you succeed Implementation and customization: Advaiya’s experienced team will seamlessly implement Dynamics 365 into your existing infrastructure, tailoring it to meet your specific business needs. Training and support: We provide comprehensive training to ensure your team is fully equipped to utilize Dynamics 365 to its fullest potential. Our ongoing support ensures you continue to reap the benefits of the platform. Industry-specific solutions: Advaiya understands that different industries have unique challenges and requirements. We offer tailored solutions designed to address the specific needs of your business sector. Proven track record: Our success stories demonstrate our ability to deliver tangible results, improving sales performance, enhancing customer relationships, and driving overall business growth. Partner with Advaiya for a powerful sales and CRM transformation Advaiya’s deep expertise in Microsoft Dynamics 365 combined with our commitment to client success makes us the ideal partner to revolutionize your sales and CRM strategies. Contact us today to discover how we can help your business thrive in the digital age.
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Your business is losing customers, whether you like it or not. McKinsey & Company recently discovered that only 13% of customers surveyed were loyal to one brand. According to the research, 87% said they shop around, and 58% have switched brands at least once. Why do people shop around? Why do customers look elsewhere for products and services? It’s time to determine why your business is losing customers and what you should do to remedy the situation. What are some ways you can check how healthy your customer engagement is? Your growth metrics, such as profits, conversions, brand retention, loyalty, profitability, etc., will all suffer if engagement levels drop. Here are some possible explanations for why these metrics might be declining: Not every customer is the perfect match for your product. It doesn’t matter if it isn’t right – like the diabetic who bought Ben & Jerry’s for their shopping cart or the environmental activist who purchased a Humvee. This could have been an honest mistake; they may have been sold misleading information. This would mean that such customers would no longer take your services. Some organizations can create this problem by intentionally targeting the wrong customers. For instance, there are many ‘family-oriented’ hotels that identify a business opportunity but lack adequate amenities. This results in wasted time and money as customer retention efforts must compete against new customer acquisition efforts. Partial vew of customer It can be frustrating for customers if you don’t have a comprehensive view of them. They need to share and reshare information with each other every time they call, but what if there was an automated system that could do all this work for you? The customer relationship management software keeps track of every client detail, such as past conversations and support queries. All these details can be accessed with the click of a button, freeing your team to focus on what they do best: selling, retaining, and developing customer relationships. Delivering poor customer service Today’s consumers have high expectations for customer service. In turn, Amazon and Apple have set high standards for customer loyalty: By placing customer satisfaction at the core of your business model, companies will experience greater success and improved customer retention. Both large and small businesses can learn from these examples to boost competitiveness and retain more clients. What defines customer service? Customer service is about being consistent, reliable, and responsive to every interaction. A bad customer experience can quickly turn potential customers away from your business and cause them to search elsewhere for services. During interactions with customers,– the most impactful thing is how much you know about the customer and how promptly you respond when questions or problems arise. A business needs to set goals for positive resolutions and response time targets, train customer service and sales teams properly so they know how to do the right thing when necessary and reward them accordingly. Use of outdated technology Technology plays an integral role in today’s brand loyalty equation. Consumers have high expectations and short attention spans, plus they are less tolerant of inefficiencies. If customers experience slow checkouts or a lack of online payment options, they may switch to businesses offering better customer service. Lacking adequate technology can cause customers to leave, leaving you with the task of keeping them satisfied. Make sure your websites load quickly across all devices, maintain a strong presence across social media channels and stay up to date. Furthermore, technology can be used to enhance products and services – for example, restaurants may want to consider listing on delivery apps so customers who prefer ordering takeout online can easily do so. Your product/service did not meet their expectations. Customers who are dissatisfied are likely to vent on social media platforms. Furious buyers may also post negative reviews in order to let others know they are not contented with their purchase. Your service should be tailored according to customer feedback. This feedback should be available to your product and service teams in terms of actionable data. Take this into account when creating or redesigning the offering. Partner with an experienced customer experience design consultant and someone who can help you draw customer insights into something meaningful. It takes a lot to produce or deliver a quality product or service that makes customers happy. Lack of coordination between team members Imagine you need to reassign one of your top sales reps from your company who leaves unexpectedly. The handover is incomplete and disorganized, lacking context regarding past interactions with prospects. This scenario frequently occurs within companies. Your team’s disarray will be evident to customers. What does this mean for customers and prospects alike? What outcome is likely to emerge? Customer engagement solutions like Microsoft Dynamics 365 Sales enable you to build strong relationships and take action based on insight, and close more deals quickly. This tool enables you to store all previous conversations (email, phone calls, messages) in one central location for the easy handover of information. Because the system records all customer interactions, it doesn’t matter if a query isn’t answered by the same person each time. Customer engagement in an age of fluttering loyalty In today’s highly competitive environment, running a business can be challenging. Acquiring new customers is expensive while existing ones don’t tend to stick around. Your business must survive in this climate of diminishing brand loyalty. Therefore, improving the customer journey is essential – even if it means uncovering signs that it might be declining. Recent findings by Gallup indicate that customers who are highly engaged generate 23% more revenue per customer than average customers. A customer engagement plan can help foster trust and enhance communication with clients. Customer success for any business isn’t solely determined by the number of new subscribers it attracts; it also depends on how well existing customers are retained. To keep customers engaged, create clear customer engagement and marketing strategies. Connect with your customers in a way they enjoy. Customer relationship management solutions offer
Moving to Microsoft Dynamics 365 in 2021
As organizations will undoubtedly be looking for ways to increase efficiencies, lower costs, and improve productivity for 2021, one of those initiatives to consider should be Microsoft Dynamics 365. Over the years, many businesses have purchased CRM and/or ERP systems to manage their business operations, while others are still relying on spreadsheets and word documents. With Dynamics 365, businesses can manage, drive, simplify, optimize and streamline their business processes much more efficiently, while enabling a true vision for digital transformation to come alive. Dynamics 365 also allows a company to break down silos, connect disparate systems, integrate stand-alone apps and consolidate them as one unified, intelligent suite. Ask yourself the following questions: Did your business face productivity challenges either before or during the lockdown? Are you spending too much time and too many resources collecting data from all of your various systems to try to get a clear picture of your business? Are you using multiple applications to manage your different business processes? Are some in the cloud while others remain on site? Do you spend a lot of time collecting and organizing customer and sales data? Does your company have spreadsheets and other documents that are used to track and manage tasks and activities? If you answered “yes” to any of these questions you could be an ideal candidate for Dynamics 365. People who use documents, spreadsheets and multiple versions of business productivity software to manage their business have a big challenge on their hands. For example, let’s consider a company that uses a CRM and a ERP system to oversee its business. With CRM, you could create a customized a view of all your related information such as marketing, sales, customers and service offerings. And with your ERP you could monitor HR, commerce, projects, inventory, accounting, finance, and supply chain. Okay, these traditional methods sound good so far. Ask yourself the following questions: First, these are isolated systems that operate with disconnected business code and logic. Second, these platforms are complex, slow, cumbersome, and very expensive to deploy and integrate — especially if they are not cloud based. Third, they are also difficult and costly to operate, maintain and update. The good news is that Dynamics 365 accounts for all these challenges as it eliminates complexities and unifies disparate systems. It eliminates the need to operate and maintain all of these local systems individually and it removes the challenge of trying to get a holistic view of all your business data. Instead of living in a world that is spread out throughout your business in various documents, calendars, different contact lists, schedules, emails, forecasts, inventory, and so much more, why not take advantage of enterprise-grade-level, cloud technology? If price is your concern, these world-class technologies are quite affordable nowadays. Dynamics 365 can bring together and unify your CRM and ERP systems and their respective capabilities. This will enable you to streamline your business, break down silos, connect intelligent services, join business apps, establish a digital transformation roadmap and reduce costs for deployment, upgrades and maintenance. You’ll achieve a 360-degree view of your operations as all of your business data flows seamlessly within one platform and across your enterprise – it uses a common database so that all entities and data are tightly connected. Next, let’s consider the cloud. With Dynamics 365, you can take advantage of one central cloud-based, intelligent business app that is all-in-one. The SaaS model (Software as a Service), is ideal for small and medium-sized businesses to take advantage of an enterprise-grade technology that has traditionally been cost prohibitive to them and enjoyed exclusively by larger-sized organizations. With SAAS, strategies, people, processes, systems, apps and data are tied together. And you pay for only what you use with the “pay-as-you-go” model. In summary, this becomes your business management solution to run your entire ecosystem and with the cloud, you could provide approved users access at any time from any location. Another advantage of Dynamics 365 is that it provides extensibility with Microsoft Power Platform to extend its capabilities and functionality even further; specifically: Microsoft Power Apps is a low code app that helps you modernize your processes. You can integrate third-party apps right inside Dynamics 365. Microsoft Power Automate provides digitization and robotic process automation of workflow to eliminate repetitive and manual tasks. Microsoft Power BI enables you to receive real-time analytics, easy-to-understand visualizations, infographics, dashboards and reports that can be shared with all business levels to make informed decisions. Microsoft Power Virtual Agents allows you to utilize plug and play virtual chat bots so that you can address internal and external customer needs. One of the issues that companies often ask about is security. What’s great about Dynamics 365 is that it’s all unified so that an administrator only needs a single sign on to access. It has a full security model that restricts non access once inside. For example, someone from shipping viewing delivery information would not have access to HR records. Dynamics 365 also has multi-level approvals that can be defined within the system to enable approval at every appropriate stage – this is also supported by email notification. Another advantage of Dynamics 365 is that you can start small and grow as desired. For instance, you could start by utilizing the technology to only manage your field service operations, your projects, or your marketing effort. With the new year upon us, this could be the right time to consider this powerful business management solution. With the flexibility to start small and scale, and with the advantages as outlined such as lower costs, unification, and ease of use, why not? Also Introducing Microsoft Dynamics 365 Project Operations for project or service-oriented businesses How to create Quick Email Campaigns with Microsoft Dynamics CRM? Kirti Sethiya Kirti Sethiya is a Microsoft-certified business applications consultant at Advaiya. Kirti has been involved in a wide array of tailored digital transformation projects over the years. Contact us by filling the form below for Microsoft Dynamics 365
How to create Quick Email Campaigns with Microsoft Dynamics CRM?
A quick campaign is used to send a single activity to a list of contacts or accounts in your system. The activity could be an email, series of phone calls, letters, faxes or appointments. Quick campaigns are created from ‘Marketing Lists’ within the CRM. So, to navigate to your Marketing Lists, we go to the ‘Marketing’ tab (orange tab) and go to Marketing Lists and highlights/select the one we need. We already have a test list created here. Once your choice of marketing list is highlighted, you simply click Create Quick Campaign icon on the top of the screen which will open the Create Quick Campaign wizard. The user simply needs to follow the below steps to create a campaign. So, click on Next. And give your campaign a Name. Click on Next. And you can specify the Type of Activity you want to create. Is it a Phone calls, Appointments, Letters, Faxes or an Emails? Well let’s say it’s Emails. And then I can assign who I want these activities to belong to. So, who will the emails be sent from. So, I can specify it to be me, the person who has created the campaign. I can specify the owners from the record, so it could be the account manager of each of those contacts. We could also assign the activity to any other member of the user or team or we can add the activities to the queue. I want to assign it to me, so I click on that. And I also want the email messaged to be sent and the corresponding email activities to be closed so I will also highlight the last check box and click Next. I can then start to build my email if I wish by entering the subject and the text of the email. Rather than doing that though you can also use one of the templates so highlight Use Templates. We can then specify which template do I want to use. For instance, you want to use the already available templates say Chaos to Insights (that I have built), go ahead Select it. You can also create your own template per your needs. If you want to learn how to create customized email template in Microsoft Dynamics CRM, visit our blog archives or simply click on the link highlighted. If you want a quick preview of the pre-built template, simply click on the template name. It will show you the entire content of the email. You will see mail merge field have been used highlighted in yellow. Once you’re happy with the current template, so simply close that and click Next. This gives me the quick summary of my campaign. If I click Create, that will create my new quick campaign. To view the campaign success or failure, on the Marketing Tab, go to Quick Campaigns, and here is the quick campaign. Now we can see that the email was sent to a total of 4 members which were successful, and the campaign is now complete which means all the emails have gone.