What is your experience with Microsoft Dynamics CRM?

Microsoft Dynamics CRM The CRM system for professional customer relationships

Head of the Markets and Growth Division
ewp AG
"With the introduction of Microsoft Dynamics 365 for Sales, we have improved our data quality, structured the sales process and ensure the documentation of customer knowledge."
The perfect CRM system for marketing and sales

With Microsoft Dynamics 365 CRM Online, you can rely on a system with comprehensive standard functionalities. With our industry solutions we offer you preconfigured CRM solutions; these presets can be read in and activated at the push of a button. This gives you an instrument for professional customer relationship management and you can rely on our best practice approach and our many years of experience.

Check out our free CRM short webinar. You will see the advantages and functions of our CRM system applied directly within 20 minutes.

Our industry orientations for Microsoft Dynamics CRM system

Industry / mechanical engineering

Service contracts & administration including configurator ...

Service contracts & administration
including configurator for sales

trade

Consistent sales process for the field service incl ...

Consistent sales process for the field service including order entry

Project-oriented sales

Sales with an individual project character Sales opportunity management

Project-oriented sales

Sales with an individual project character
Opportunity Management

service provider

Project management with a central customer cockpit

Project management with a central customer cockpit

Hospitals & clinics

Central address management referrer / relationship management

Central address management
Referrer / relationship management

Financial services

Product overview / sophisticated authorization system

Product overview /
Sophisticated authorization system

The importance of a CRM system
"Already knew? Customers have already gone through 57% of the buying process before speaking to a vendor for the first time. With complex deals it is even 70%. "
6 Questions About Choosing a CRM System

The functions of our CRM system at a glance

Target group-specific marketing / social engagement

Marketing is the new sale because customers plan to ...

Target group-specific marketing / social engagement

Marketing is the new sale because customers have already gone through 57% of the buying process before the first conversation with a vendor. Professional CRM software is becoming more and more important. Our CRM system offers the following applications:

  • Integration of Microsoft Office with export and import functions
  • Central marketing database with a clear separation of lead and customer information
  • Exact segmentation - easy creation of dynamic and static marketing lists
  • Campaign and customer management including customer journey management
  • Multi-channel management by controlling the activities in different channels
  • Manage sales documentation
  • Analysis functions for trends, customers, competitors, products
  • Interactions on social media: With companies, customers, critics, opinion leaders and interested parties
  • Targeted Marketing Campaigns

Sales / central address base

Sell ​​more and sell more productively: Microsoft ...

Sales / central address base

Sell ​​more and sell more productively: Microsoft Dynamics 365 CRM has a modern, intuitive user interface and provides customer and prospect information centrally. This CRM solution offers the following support in the sales process

  • Central address database for your company with a 360 ° customer view (activities, tasks, notes and visits)
  • Productive work in Outlook thanks to seamless integration - online and offline
  • Opportunity management with sales step control
  • Consistently mapped from the offer to the invoice
  • Central document storage and contract management
  • Use cross-selling potential
  • Relationship management
  • Customer engagement / customer experience
  • Sales assistant with the support of artificial intelligence directly in the CRM software

Customer service / sales force

Manage after-sales activities such as visit reports, ...

Customer service / sales force

Manage after-sales activities such as visit reports, service requests, due services, service orders and repair requests in the easiest way in your CRM system:

  • Service requests / customer service
  • Customer relationship management with article and contract information
  • Service agreements: order management / SLA
  • Inquiry relationships (list of similarly resolved inquiries)
  • Checklist management with questionnaire
  • Optimizing resources: service calendar / graphical deployment planning
  • Optimized route and deployment planning for sales and field service
  • Connection of IoT tools for problem identification and diagnosis

360 degree customer view

Microsoft Dynamics CRM offers full Outlook integration ...

Microsoft Dynamics CRM offers full Outlook integration for appointments, tasks, emails and phone calls. As a company, you have a complete log of activities with your customers and prospects:

  • Central address data master for better contact management
  • Taking notes - storing files
  • Record and monitor tasks and phone calls
  • Sales: Store visit reports directly in the CRM software
  • Overview of inquiries and sales opportunities
  • Connect to LinkedIn for more information
  • Workflow - information process about changes - history

Reporting / controlling

Microsoft Dynamics CRM has a professional ...

Microsoft Dynamics CRM has professional integrated reporting or an MIS tool such as Microsoft PowerBI:

  • Modern dashboards system
  • Objectives and their controlling
  • Sales funnel monitoring
  • Export to Word and Excel according to defined templates
  • Create forecasts for your business
  • Sales process control & monitoring

Interfaces / peripheral systems

System connections are made easy with Dynamics CRM ...

Interfaces / peripheral systems

System connections are made easy with Dynamics CRM. The API standard and web services allow other databases, other systems / solutions to be integrated in the simplest possible way:

  • Integration into other Microsoft products such as Business Central, NAV, Navision
  • Standard connections to ERP solutions such as SAP, ABACUS or others
  • Digital connections / interfaces to social networks (e.g. LinkedIn)
  • CRM database connections to portals
  • Cloud software connections e.g. for e-commerce
Download the Microsoft Dynamics 365 CRM for Sales brochure now
How does the Microsoft Dynamics 365 CRM system support your company?
  • Artificial intelligence support
    Automatic display of the next steps (visits, offers, opportunities, communication)
  • Targeted increase in sales performance
    Automation and thus faster throughput times
  • Targeted information on building authentic and personal relationships
    Merging of relationship and process data
  • Improve salespeople productivity with integrated help tools
    Networking with LinkedIn - efficient contacting
  • Innovation and flexibility
    Easy adaptation of the CRM standard software to your processes
  • Microsoft Outlook and Office 365 integration
    Working in the tried and tested environment creates a high level of employee acceptance

The Elkuch Group relies on the CRM consulting competence of Aproda AG in connection with the CRM software from Microsoft Dynamics.

For reference

Increased dynamics thanks to the product configurator.

Gallus Ferdinand Rüesch AG handles its sales process from the first contact, the finished installation at the customer's site, to the settlement.

For reference

Process efficiency thanks to automation

With the introduction of the new ERP solution Microsoft Dynamics NAV, the administrative processes were simplified, automated and integrated.

For reference

Do you want to see more projects?

Then you can access our entire reference overview of our ERP, CRM & IT projects here.

To the reference overview

Michael Möhl | Solution Sales Specialist

Then I would be happy to advise you personally. Call me on: 058 200 14 14 or book a consultation with me directly. I look forward to your contact!

Book a consultation

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