Is Dynamics 365 the right choice for SMBs?

Businesses of all sizes and verticals face the challenge of choosing the right customer relationship management technology that’s easy to integrate with other productivity tools, provides flexibility, and an opportunity for scalability and growth. Organizations without the right CRM technology in place struggle to stay ahead of their customer’s needs, their purchasing habits, and getting the most of customer engagements overall.

For most SMBs investing in CRM technology may not be a top priority, but according to Forbes Insights, most top-performing companies eagerly invest in their CRM systems to fuel sales and customer engagement.

The world of CRM technology is full of competitive players, but there are only a few leaders that have the competitive edge that instantly win customers’ loyalty – and Microsoft Dynamics 365 is one of them. The 2020 Gartner Peer Insights Customer Choice has placed Microsoft in the top 3 technology providers for CRM Lead Management based on evaluations gathered from D365 users that have rated their experiences with the product as highly valuable for their unique business needs.

So, why should SMBs invest in Dynamics 365? In this blog, we will cover the key benefits of implementing Dynamics 365 for SMBs looking to enrich their customer engagement.

Scale your business with an Integrated Platform

With Microsoft Dynamics 365, you don’t only get the opportunity to manage the sales and marketing segments of your business – but you can choose from a set of integrated modular apps that are built on a Common Data Model, designed to accommodate different aspects of your business, such as D365 for Customer Service, Field Service, Retail and Project Service Automation.

As an SMB, you most likely are not rushing to or don’t even need to implement all modules that the Dynamics 365 fully integrated platform has to offer. These modular apps can be purchased and used independently, without the need to overspend on apps you don’t need at the moment. For example, you can simply start by implementing Dynamics 365 Sales, or Marketing, or Customer Service depending on your unique business model, and as your business evolves you can gradually extend your CRM capabilities to address other key functions within your business.

The Common Data Model: Unify, Automate, Innovate

Unifying your data from a set of multiple applications, modules, and systems as mentioned earlier in this blog can be an expensive and time-consuming task of custom integration of complex systems. With the Common Data Model, these processes are simplified by using a common data language for all Dynamics 365 business applications and analytical modules.

This allows for Dynamics 365 apps to integrate not only with other key business applications mentioned above, but it makes it easier for data to be shared across other powerful Microsoft products and intelligent tools like Power BI, automation tools like Microsoft Flow or Power Apps which enables for custom and low-code application development.

Business Intelligence is King 

With the seamless data sharing and integration capabilities of Dynamics 365, your team gets access to information and the tools they need to excel at managing customer relationships through its intelligent processes and predictive guidance.

Dynamics 365 as a CRM system doesn’t just serve as a management tool and storing system for lead, customers, and opportunity data, but helps users acquire business intelligence that provides actionable insights and empowers intelligent decision making for your business.

No longer is CRM simply a record storing system, but, more and more, a system that will help users acquire the business intelligence to take tangible actions for their businesses. With Microsoft AI and its intelligent add-on tools, teams are enabled to gain a deeper insight into your customer’s needs, quickly solve problems and predict customer interactions and engagement.

With tools like Dynamics 365 Customer Insights, Sales Insights, and Customer Service Insights your business gets a 360-degree view of your customers and is enabled to explore opportunities through intelligent insights that drive personalized customer experiences, increase sales and improve customer satisfaction.

Integrate with the familiar Office 365 productivity tools

Fast user adoption is key to maintaining a successful CRM! Not only is the integration of Dynamics 365 with other productivity apps seamless, but most small business users are already familiar with productivity apps like Office 365, Teams, LinkedIn, or Outlook, which allows for easier user adoption and greater productivity across the organization.

Licensing: Cost Flexibility & Pricing

Another contributing factor to the excellence of Dynamics 365 as a CRM platform is its competitive pricing and flexible licensing model – which makes it easily accessible for SMBs. Dynamics 365 offers a lower cost per user and includes sales gamification, integration with key components of the Power Platform like Power Apps, Power BI, and more!

Solutionade helps SMBs enrich their Dynamics 365 CRM experience!

To grasp the full benefits of Dynamics 365 and its many capabilities and features, partnering with a team of experienced consultants and developers at Solutionade, can provide you with continuous and cost-effective consulting and support to help you optimize your Dynamics 365 and Teams for success.

If you are interested in learning more about how we can help you enrich your experience with Dynamics 365, feel free to drop us a message!

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