Top 5 Reasons to Switch to Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 has taken the name “Customer Relationship Management” to its literal meaning and left no stones unturned in making the software a truly customer-centric tool.

With sales, marketing and increasing the customer lifetime value as its core focus, the second most popular CRM solution in the industry truly lives up to the reputation of its parent company Microsoft.

1. Customer centric process streamlining:

Microsoft Dynamics 365 CRM Development Services can only be implemented on business processes that are customer-centric. This means that all the underlying functions will now have to work together with the sole objective to make the customer happy

Microsoft Dynamics 365 for Sales helps businesses look at the customer as an individual with all their historic data in one place, rather than stored in discreet fashion. A particular customer is tracked throughout the entire journey, right from the source of lead generation, to history of complaints, to important details.

In a traditional data setup, a sales team does not even know when and why their customers are leaving the system, as that is taken care of by the service department. It is always good to acknowledge the fact that the sales people develop certain kinds of relationships with the client. One sales agent looking for repeat or up-sell can work hand-in- hand with the service team to create the optimum experience for the client. Microsoft Dynamics 365 holistic data organization helps in fulfilling this underlying principle.

2. Power of LinkedIn and whole Microsoft work environment

There has always been a bitter competition between World’s no1 and no2 CRM solutions, namely Salesforce and Microsoft Dynamics 365 respectively. But most CRM Consultants will agree that the deeper pockets of Microsoft, with already existing Office 365 setup in most offices. LinkedIn was acquired by Microsoft as an answer to Salesforce to give its clients a complete enterprise solution.

• The familiarity with Office 365 lets your employees already be acclimatized to Microsoft products and hence is less steep learning curve for Dynamics CRM adoption.
• Over and above, integration capabilities of the CRM with LinkedIn and the rest of Office and SharePoint setup in a Custom CRM Development Solution gives companies a complete experience with an integrated enterprise infrastructure.
• Relationship management is taken to a whole new level with this.

3. Sales Centric design

Microsoft Dynamics 365 as a CRM solution has taken upon itself one of the first and foremost responsibilities for driving sales and revenues for you. It works as a perfect enabler to increase your top lines and help realize it is true RoI.

Here are few of the features how it helps you in driving sales:

• Keeps all sales resources updated with uniform, holistic data about the customer in one place without any duplication of records wasting valuable time.
• Data powered personal content marketing gives intelligent recommendations on how exactly to engage with the customers that too across multiple social media channels from the same platform.
• Track engagements: both in emails and social media. This highlights how customers behave with different posts. This is key information data and can help you spend less and get more returns with the proper intelligence.

4. Cost Optimization:

Microsoft Dynamics 365 CRM Consultants cannot agree more on this a cost effective CRM solution with various segments based and bundles pricing strategy. This makes it the most competitive in terms of pricing. Salesforce on an average is 35% costlier as compared to Microsoft Dynamics 365 in each of the segments.

5. Easily extensible ERP:

Though the key features of Dynamics 365 CRM solution resolves around sales, marketing and services, the financial and operations module makes it comparable to an ERP at a much lower cost. It offers the ability to keep track of finances inventory integrated retail, manufacturing, HR, supply chain, and more general functionality in the Enterprise Edition.

Talk to us, as Microsoft Dynamics CRM Developers from AllianceTek will help you achieve all your CRM goals and more.

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July 2, 2018July 2, 2018 by AllianceTek Inc Categories: CRM Development Services, Custom CRM Development, Microsoft Dynamics 365 CRM, Microsoft Dynamics 365 CRM Consultants, Microsoft Dynamics CRM DevelopersTags: CRM Development Services, Custom CRM Development Solution, Microsoft Dynamics 365, Microsoft Dynamics 365 CRM Consultants, Microsoft Dynamics CRM Developers Leave a comment

How to Use Custom Settings in Salesforce CRM

Custom Settings are one of the most widely used tools for Salesforce CRM Development Solutions. They are very similar to custom objects and are frequently used to create datasets that are connected to the rest of the system when required.

Custom Settings in Salesforce provide helpful features such as:

• Salesforce Customization Services include Custom Settings that are used to create custom data similar to custom object and are accessible via their own API.
• They are available in applications Cache and do not need SOQL queries to retrieve them. This saves on the upper restriction of maximum 100 times of using SOQL queries. Access data very efficiently with less amount of time.
• Custom Settings can be used in formula fields, validation rules, Apex code and the Web Services API.
• Salesforce Customization Consultant use Custom Settings data can be used by formula fields, validation rules, flows, Apex, and the SOAP API.
• Like maintaining records in Salesforce, after setting up of Custom Settings one can select the Manage link on the Custom Settings page to add/edit/delete values.

Types of Custom Settings in Salesforce:

List Custom Settings:

• They can be used to store a reusable set of static data, like product inventory code.
• Data is static and comes in handy for frequently used data sets and can be accessed organization-wide.
• Dataset field default can be referenced by Apex where there is no need to create separate product name dataset.
• It is low cost and efficient due to its cache storage, without affecting the governor limits of  SOQL usage.

Hierarchy Custom Settings:

• Hierarchy Custom Settings help one to personalize the application and its data processing with an interface that can handle logic across the data sets.
• Helps in implementing the Salesforce Customization Services, like customer value based offers.
• Salesforce.com stated by connecting data, like organizational designation, profile, and user level (based upon the current user) it returns the most specific value in the hierarchy.
• This is a favorite among Salesforce Customization Consultant as it can also be useful in situations of selective utilization of data. This works by displaying only part of the data that is required by a group of employees and some other datasets to another group, based on their functions, using hierarchy Custom Settings.
• An example for of this can be implemented where the subordinates need the see only a portion of the sales report, unlike their managers who have to be informed about a much larger dataset. Based on a custom hierarchy setting, the fields to be selected to be viewed based on the hierarchy.
• Custom discounts in any industry or any calculation based on grouped sets can be achieved easily at low cost with this method.

Tips for Updating, Editing and retrieving Custom Settings values:

• Knowledge of HTML Javascript, Apex and Developer org to test out features is advisable for executing Salesforce Customization Services
• Validation Rules form an important part of creating a full-proof system of creating the data sets and putting in the values.
• DataLoader can be used to mass update records but could have a potential loophole without a Validation Rule.
• GetInstance() and GetValues() functions can be used to retrieve Custom Settings value.

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June 27, 2018June 27, 2018 by AllianceTek Inc Categories: Custom CRM Development, Hire CRM Developers, Salesforce CRM, Salesforce CRM DevelopmentTags: Custom Settings in Salesforce, Salesforce CRM Development Solutions, Salesforce Customization, Salesforce Customization Consultants, Salesforce Customization Services Leave a comment

Make Your Business Profitable by Adopting a CRM System

What is CRM?

CRM system is the software available on markets like Salesforce, Zoho CRM or other CRM helps businesses to manage to all customer related data. CRM is the short form of customer relationship management. Every business needs CRM to manage their customer data easily to improve their customer service. CRM includes many features which help to improve your business profitability. Requirements of every business are different so many types of CRM available on the web such as Small business CRM, Cloud CRM, Open Source CRM, CRM Mobile app etc…

CRM systems are tools that help businesses in many ways including:

• Contact Management
• Sales Management
• Track Workflow Processes
• Productivity

Basically, CRM helps businesses focus on the relationship of each person who is directly or indirectly connected with the organization. They may be customers, service users, employees or suppliers. People may think that CRM is only for tracking Sales, but it is much more than that. CRM plays an important role in productivity by being a sales and marketing tool for businesses.

Why need to implement CRM system in business?

Every business has a future plan related to sales, business objectives, productivity, and profitability. Without proper information of this data, you can’t reach your desired business goals.

CRM software solutions has the right answers for all your questions such as:

• Manage all sales team data
• Customer service staff data
• Social media monitoring
• Organizing data information

CRM systems are the only way for employers to view all business-related information in one place about their customers. Each detail in one place in CRM helps an employer to get a clear overview of each customer with simple and customized dashboard. It includes previous customer’s details, number of orders and their status, any customer related issues raised in past etc… In CRM you can also track social media activity of customers to get an idea what they think about your product, and whether they like or dislike to your products or services. Ultimately, it helps to calculate accurate timing to achieve business goals.

Through CRM, an entrepreneur can get complete and clear visibility of each lead with a clear path of generated inquiries end to the converted into sales. Many companies are using CRM system as a best sales and marketing tool to get maximum benefits for customer service teams.

Core benefits of CRM Software System for business

• Help to increase productivity.
• Easily improve ROI.
• Help to maintain better customer relationships for future business engagements.
• Track all customer data to calculate accurate business results.
• Easily manage working efficiency of multiple teams.
• Helps to develop an improved informational organization.
• Develop better communication system with customers.
• Increase customer satisfaction for your products and services.
• Develop worthful marketing and sales strategy for the business.
• Satisfied customers fetch new prospective customers.
• Manage and automate regular task everyday
• Offers improved business analytics data and reporting

Develop your custom CRM Software according to your business requirements

Finally, you ready to push your business profitability from ordinary to extra ordinary with complete CRM solutions.

On web, many CRM solution provider companies offer Salesforce CRM development, Zoho CRM development, Microsoft Dynamics CRM, SugarCRM Development and custom CRM development services. You can also Hire CRM development team which help you reach your desired business goals through CRM development, integration and consulting services.

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May 3, 2018May 14, 2018 by AllianceTek Inc Categories: CRM Consulting Services, CRM Development, CRM Integration, CRM Software Solutions, CRM Solutions, CRM System, Custom CRM Development, Customer Relationship Management, Hire CRM Developers, Salesforce CRM, Salesforce CRM DevelopmentTags: CRM Consulting Services, CRM Development, CRM Integration, CRM Software Solutions, CRM Solutions, Custom CRM Development, Hire CRM Developers, Salesforce CRM Development Leave a comment