CRM as a simple "technology"
or "solution" is an improper term and should rather be considered as
a business strategy to better understand and manage relationships with
customers. This requires a customer-oriented corporate philosophy and culture
within a company. CRM as a technological solution is only a pioneer. It links
stakeholder information from a variety of sources - internal, external systems
and contact points. CRM solutions have evolved over the years from an
operational data collection system with workflow automation features to
increase operational efficiency in various business functions and to create a
platform with applications generation of intelligent enterprise solutions that
help businesses enter the digital transformation.
In particular, Microsoft's D365 customer Relationship
Management offers businesses of
all types and sizes the opportunity to accelerate this change by offering
specially developed applications (automation of project services, automation of
field services, sales, marketing, service) tailored to their specific business
needs. In addition, businesses in a Microsoft cloud environment use Microsoft's
Azure platform for AI / ML / cognitive functions to further extend the
functions of these applications.
The Project Service Automation solution,
for example, helps project-based organizations such as IT / ITeS, consulting,
infrastructure, professional services, etc. to effectively monitor and manage
the entire project life cycle, from planning, estimation, resource management,
booking time sheets to billing Project progress in terms of effort, cost,
schedule and profitability. This can be used to manage only the life cycle of
the project, or can be used in conjunction with the sales application to
promote better collaboration between the sales and delivery teams during the
presale phase for better estimation and forecast of needs.
Likewise, organizations involved in the
production and provision of preventive / corrective support for high quality
medical devices, industrial equipment, consumer goods, printers, etc. where the
high availability of installed devices is of the utmost importance, can use the
sales force to reduce costs. Optimizing service assignments by increasing the
productivity of technicians through optimized planning of routes and
appointments provides them with important information in the field, even when
they are offline, so that they can devote more time time to troubleshooting
than administrative tasks. It also allows management to track and update in
real time for faster decision making. This can be extended by using the IoT and
remote assistance functions to proactively identify and resolve problems.
The Unified Service Desk solution, on
the other hand, helps streamline contact center operations by summarizing the
different applications that a contact center manager may need to use to resolve
an incident in order to obtain FTR ( First Time Resolution) for these companies
increase and improve compliance with SLA (Service Level Agreement).
For companies wishing to further improve
the omnichannel customer experience, the platform also offers additional
modules to address customers via chat, SMS and social networks.
With the help of engagement functions on
social media, these organizations can actively work with interest groups on
major social media platforms to not only identify buy signals, but also to
eliminate negative moods.
We all know that adoption is one of the
most important pillars for successful CRM implementation. With this in mind,
the platform also offers the opportunity to play the whole experience by
creating incentives for employees to increase their acceptance.
In addition to these company-specific applications, the portal functions
of the D365 platform are used in all sectors to provide internal and external
stakeholders - customers, distribution partners, suppliers and employees - with
free functions. -service.
Likewise, businesses can use Microsoft's
PowerApps platform to get the most out of their investment in that platform by
providing a framework for building applications that they can use to solve
certain business problems, such as some, at lightning speed thanks to intuitive
and ready-to-use visual tools Connections with minimal coding to reduce time to
market.
Since a company knows that CRM is a
customer-centric business strategy, it must first make a fair assessment of its
own level of maturity and therefore embark on the path of digital
transformation by pursuing a platform approach.
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