Customer relationship management? Does your company have a transparent overview of existing customers and their data? Duplicated contacts because you work with different software? Do your salespeople keep manual lists of leads? How broad is your sales funnel? Is your sales process automated? Is your software supporting you to reach your sales goals? Where are the potential opportunities?

Customer Relationship Management

Customer relationship management

What is CRM

CRM – Customer Relationship Management is about developing, improving, and engage your customer relationships. CRM systems manage and track your customer relationships, leads, marketing, sales pipeline, and deliver actionable data.

It’s a group of integrated, data-driven software solutions that improve how you interact and do business with your customers. Overall, CRM streamlines processes and increases business profitability because knowing your customers well is indispensable for all companies.

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Advantages of CRM

Keeping an overview &
gathering information

of accounts and contact

No duplicated

Sales funnel to
lead generation

Automate your
sales process

Microsoft Dynamics 365 for Sales as a CRM solution

A Collective services:

Implement Microsoft Dynamics for Sales

Give you a better understanding of the needs of your customers

Help you to maintain more effective contacts and close more deals.

Why A Collective for an CRM

Accounts & Contacts

Lead generation CRM

A Collective can link the CRM with the current ERP system. This link synchronizes the necessary information and ensures that there is no duplication of work. Commercial classification of Sales gets set up as an enrichment of customer information in Dynamics For Sales. Furthermore, the entire flow of information with customers is set up in the system.

Provide custom engagement based on context-dependent insights that bring up personal discussion points and follow-up actions.

Show salespeople when and how customers use their email so they can make their email communications more proactive and responsive.

Lead generation

Microsoft Dynamics 365  for sales supports lead generation. There is a possible Connection with LinkedIn Lead Gen Forms. This connector allows you to automatically sync leads captured on LinkedIn using Sponsored Content with Dynamics 365.

Dynamics 365 Marketing calculates a score for each lead based on demographic details, firmographic details, and actions taken by the associated contact. Opening an email, submitting a landing page, visiting your company website, or attending an event can be seen as scorable interactions.

A Collective can help you with the implementation, extend, upgrade and support of:

Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for marketing