What is CRM and why is it important?
CRM (Customer Relationship Management) is about building, maintaining and leveraging strong relationships with the company's customers. A good CRM system provides an overview of customer data, sales processes, marketing activities and service, so you can create more value for both customers and business. In a modern business, CRM is not just an application, but an integral part of business processes — and this is where it can Business Central make a difference.
Business Central as a CRM system
Microsoft Dynamics 365 Business Central is much more than a financial system. With built-in CRM features, you can:
- Get an overview of all customer data, contacts and history
- Manage sales processes, quotes, orders and follow-ups
- Segment customers and target marketing efforts
- Automate tasks and processes across sales, finance and service
- Integrate with Office 365, Outlook, and other Microsoft products
Business Central makes it easy to gather all relevant information in one place, so your employees can work efficiently and provide customers with a better experience.
Extensions and integrations — get even more out of CRM
Business Central can be expanded with a wide range of apps and software that make CRM work even stronger. Examples:
- VisionDocumentDispatch — Automate and configure the sending of documents to customers and partners directly from Business Central.
- VisionExpense — Integrate expense management and have all attachments and expenses linked to customer data and projects.
- VisionImport — Import and consolidate customer data from other systems so you always have up-to-date and correct data.
- Business Central — Learn more about standard functionality and customization options.
- Power BI — Visualize and analyze CRM data and sales performance directly from Business Central and give your sales team clear insights they can act on
Benefits and Best Practices
- Get a unified system for finance, sales, marketing and service
- Avoid duplicate entries and errors with automated data flow
- Enhance data quality and improve reporting
- Give employees an easy-to-use tool they already know from the Microsoft universe
- Scale and customize the solution with apps and integrations as needed
Conclusion
Business Central is a strong foundation for CRM in modern companies. With the right apps, integrations and best practices, you can bring all processes and customer data together in one place — creating more value for both customers and business. Contact Vision People for advice on how to get the most out of Business Central as a CRM system.
