Are you happy with your current processes for tracking sales efforts from lead to opportunity to close? Do you have insight and visibility into what your sales and customer service teams are doing? Do you understand why you’re winning and losing deals?If your answer to any of these questions is ‘no,’ then your company would likely benefit from CRM, even if you’re already using an industry-leading ERP solution like Microsoft Dynamics NAV!
What is CRM and how does it differ from ERP?
The ultimate goals of both CRM and ERP are to make your business more efficient and more profitable. And those are noble goals, indeed! But CRM and ERP go about achieving these goals in different ways.
ERP systems like Microsoft Dynamics NAV are designed to improve the efficiency of your business processes generally. CRM systems like Microsoft Dynamics 365 for Sales are designed to optimize your customer interactions specifically.
Essentially, ERP helps you avoid wasting time, effort, and money. CRM helps you find, get, and keep customers.
CRM systems like Microsoft Dynamics 365 for Sales do this in two main ways: by increasing visibility and by utilizing automation.
We like to think of CRM as a little personal assistant sitting on your shoulder, finding you important information and reminding you to do things. Need to follow up with a customer 48 hours after that proposal you have scheduled? No problem. Schedule it in CRM and the system will remind you at regular intervals. And if a scheduled activity is past due, you can set the system up to automatically switch it to a higher priority queue and/or notify a supervisor.
These customer-focused functionalities go above and beyond what ERP is designed to do. While it’s true that streamlining your business practices with ERP can often lead to a better customer experience, that is not the focus of ERP systems the way it is for CRM.
Put simply, ERP gazes inward, while CRM gazes outward. ERP reduces costs, while CRM increases revenue. Together, they offer a more complete solution for your business.
The advantages of integrating Microsoft CRM and ERP
Adding CRM to an existing ERP solution can offer you a competitive advantage in an era when those advantages are slimmer and more precious than ever.
Plus, integrating Microsoft Dynamics 365 for Sales with your Microsoft Dynamics NAV system offers additional value because of the way Microsoft built both.
Microsoft builds its business solutions together. That means if you are already using Microsoft Dynamics NAV as your ERP solution, you can integrate it seamlessly with other Microsoft products, including CRM.
Other companies offer CRM integration, but those are bolt-on solutions. Microsoft offers built-in solutions.
Do you use Outlook? Built-in integration options. Sharepoint? Built-in integration options. Teams? Built-in integration options.
7 reasons you need Microsoft Dynamics 365 for Sales
So where does your business stand? Do you need to up your game in the face of increasing competitive pressures? Do you need a better way to find, get, and keep customers? Do you need more insights and better visibility to improve your sales and customer service processes?
In this webinar hosted by Eric Anderson of QuantaCRM, you’ll see what Dynamics 365 for Sales can do for your business as you explore features and benefits and watch a live demo!
To learn more about QuantaCRM and Microsoft Dynamics 365 for Sales, click the link below to view the upcoming webinar on August 16, 2018 @ 10 am CT / 11 am EST.