Good on its Own
A CRM software integration will boost what Office 365 has in indirectly serving your customers well. The CRM system may even improve work relations, too. Efficiency in the office will trickle down to better customer service. Let’s look at Office 365 base functions that can achieve better possibilities with CRM software:
Microsoft Analytics oversees your overall productivity by looking at day-to-day operations and giving recommendations on how to achieve more in less time. This app will also introduce tools that can boost productivity. Part of your productivity is meeting customer demands on time; Analytics will help you with the background work to achieve that.
Microsoft Flow promotes connections between apps and allows you to follow the flow of files so that projects are monitored and expedited with ease. Through Microsoft Flow, you can manage how individuals attend to their tasks so that the endpoint, the customers, will be met at the soonest time.
Microsoft Teams is a platform that promotes workforce communication. It will introduce your team to functions such as collaborative file storage, office chat, online meetings, etc. Through Microsoft Teams, improving collaboration will ultimately translate to how you accommodate customer concerns. Streamlining plans across the company streamlines how customers are assisted as well.
Office 365 cloud technology improves organizational processes. With a set of apps to improve how colleagues interact in professional atmospheres, CRM software will add additional means to make the company more customer-friendly.
A CRM system integration with existing Office 365 setups will emphasize client-centric methods. CRM software is designed to put customer concerns at the center for better attention. While your company has built strong professional relationships within the office, the CRM system will build customer relationships.
Better Customer Info
A CRM software’s customer information database is accessible to key figures in the company for various uses. Customer concerns left unanswered or pending will be highlighted. The CRM system may even tap your attention for leads, which can be used for possibilities of customer collaboration. CRM systems may help you in further defining these leads to turn future clients into current ones. CRM software is key in gathering customer info and putting them to good use.
The CRM system will also connect you and your co-workers in partnering to answer certain customer concerns. Use the CRM software to forward specific customer concerns to individuals who can answer the concern best. Managers can also use CRM software to notify employees to work on certain customer leads. Company individuals may also report on customer concerns sent to them through the CRM software, so that managers may monitor how client concerns and leads are being handled. While Office 365 improves work relations, a CRM system celebrates customer relations.
Think of the possibilities a CRM system can bring to the company. Better customer care means customers will avail of your company’s services even further. A CRM software will also help in improving company image. By being dutiful in attending to clients, this will only resort to good company reviews. There is a lot of help a CRM software can bring, and not only to customers.
Imagine the possibilities of a CRM system partnered with Office 365 efficiency. Deciding to get a good CRM software may take a while, so let us in Aperio-IT help you with a good start. Talk to us at 916-568-6830 or firstname.lastname@example.org so we can guide in you finding the best CRM system to integrate with Office 365. We’ll provide you with the best options.