If you can relate to any of the statements below, it may be time to consider a customer relationship management (CRM) solution.

Microsoft Dynamics CRM can transform your business by organizing all of your customer data (including contacts and account activity to customer leads) to provide the data and analytics for a unified view of your business.

Multiple systems and spreadsheets to track customers and sales activity
Is your customer and sales data spread across multiple spreadsheets and databases? Can your sales rep easily access this data from the road? Are they spending more time with data entry versus growing new business and nurturing existing clients? You’re not alone. This is one of the main business reasons organizations turn to CRM solutions.

An integrated, centralized and mobile accessible solution reduces errors, provides real-time data and account activity, and increases productivity and efficiency. It also enables your teams to be agile, collaborative and responsive.

Adhoc selling and lack of vision into your sales channel
Do your sales rep take an ad-hoc approach to selling? Is there approach random and without any predictable cadence? Do you know what is in your sales pipeline?

A CRM system will enforce best practices and provide a systematic approach to selling and provide insight to what is happening within your sales channel.

Lack of data for meaningful reporting or analysis
Are you spending hours trying to gather data from multiple sources to create reports? Do you second-guess the data in the reports? If your current solution doesn’t offer customer intelligence and analytics, it is time to search for a better solution.

Businesses can’t be competitive without the proper data intelligence and analytics; and manually generated reports expose businesses to risk and hinder their ability to make effective and smart decisions. A CRM solution will provide in-depth analysis of your customer base, up-to-date sales numbers, forecasting, open opportunities, closing ratios, and more by harnessing data from a variety of data points.

Collaboration is difficult
When your customer calls customer-service, is your sales rep that last to know? Does customer-service have access to the account activity? Are customer communications happening outside of your current CRM system?

When a customer calls in with a concern or inquiry, they expect an immediate response, or at the very least the person on the other end understands their purchase history and account activity. When conversations or communications happen outside of your solution, it limits your ability to respond and influence your customers’ experience.

Microsoft Dynamics CRM integrated with your ERP system ensures accurate customer information is readily available and shared across departments. When your team is equipped with the right information you provide a better and consistent customer experience.

Unmanageable “to-do” lists
Are your sales reps using yellow “stickies” and calendar reminders to manage their day-to-day tasks? 

Important tasks such as following up on a lead in one month via a phone call, or contacting a specific customer on a certain date can easily fall through the cracks without a task tracking system in place. A CRM solution not only has task tracking features but also connects to the customer profile and account history so your sales rep has everything they need right at their fingertips.

No Social Integration
Are your sales reps cutting and pasting customer feedback from social on an Excel spreadsheet to track for future reference? You have no system in place to capture and act-on social data for prospecting, product enhancement and customer service.

If you are not optimizing social selling, you are missing out. Research shows that sales people who use social media to connect with customers outsell those who don’t nearly 80 percent of the time. “Customers want to be treated like individuals, not psychographic profiles,” reads the Microsoft social selling ebook titled Social is for Closers. “The more connected you are to today’s social and mobile customer, the better chance you have of establishing trust and having an honest dialogue.”

Lack of CASL Compliance
Not sure if you are CASL compliant? Last year, Constant Contact revealed that the majority of Canadian small businesses do not fully understand the law and how to be compliant.

As part of Vox ISM’s Accelerator package, we take the guess work out and ensure you are CASL compliant in 4 simple steps with an add-on created specifically for Microsoft Dynamics CRM.

Microsoft Dynamics CRM system drives sales and powers selling capabilities, all while increasing productivity and helping your team discover insights that lead to overall customer success.

Contact us to find out how Microsoft Dynamics can transform your business.  sales@VoxISM.com or 1-905-840-7477