6 Reasons your business needs a modern CRM system

July 24th, 2017 Intech Systems Dynamics 365, Dynamics CRM, Microsoft Dynamics

Are you still stuck with outdated CRM?
Earlier, CRM systems were actually nothing more than just electronic business cards. These CRM systems were just business contact management and nothing else. They were used to track opportunities  and reporting too but there was no relationship management or customer service management. CRM systems have evolved to be a full solution of actual customer relationship management.
Here are six reasons why you should be using a modern CRM solution for your business:

1. Reporting via Dashboards

You don’t have to maintain an Excel to show your daily work. Reporting can now be done through various customized dashboards. With some default dashboards and some customizations, you can have all the data on one screen. From last follow-up date to next follow-up date, current status, activities and pending tasks can all be viewed on a single dashboard.

2. Mobile CRM

CRM in your mobile can give you flexibility of entering and receiving data from anywhere, anytime. You get freedom to access and enter information from any device. Hence, you don’t have to open your laptop or desktop just to enter few details. Though on mobile, you get access to all the features.

3. Document Management

Get rid of managing piles of documents in paper or on every system. In modern CRM, you can store and manage documents. Based on user rights, everyone can access related documents of accounts. You don’t have to search your system every time someone needs a specific proposal or agreement or project plan. You can easily access them in CRM.

4. Social CRM

CRM is not just about managing customers. Since the workforce is mobile, they need to be able to share and collaborate within themselves. No salesperson can work in isolation. There is always a give and take of information from everyone. CRM systems allow for conversations and sharing information between users. This feature helps in staying up-to-date about the lead status, avoiding miscommunication with prospects.

5. Personalized Reporting

There was a time when you had to ask an IT administrator to customize and generate system reports. While in modern CRM systems, the dashboards available are easily customizable as per your need. Slice and dice the information based on the parameters important to you and create your own reports.

6. Sales, Marketing, Service – All in one

CRM systems were meant just to handle contacts and accounts. These have advanced so well that you can not just manage the contacts and accounts but also manage your customers, carry out marketing campaigns, and much more. CRM system streamlines processes and increase profitability in your sales, marketing, and service divisions. A strong CRM system is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored.

Ready to adopt a modern CRM system?

Microsoft Dynamics 365 is a combination of  intelligent business applications including the latest advancements in customer relationship management. All in all, a modern CRM is an asset for your organization. Adopt this for your business and see your business prosper. Interested in a demo? Give us a call on 079 26404107 or send an email on sales@intech-systems.com.
Let’s reimagine your business productivity.

About Intech

Intech Systems is a three-cloud Microsoft-certified partner that boasts deep expertise in providing digital transformation solutions for organizations by leveraging the Microsoft 365, Dynamics 365, and Azure solution stack. Intech is recognized as a top-tier Microsoft implementation partner globally and specializes in transformative technology solutions such as ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), Business Process Automation, Business Intelligence, Cloud Infrastructure, Data Management, Productivity & Collaboration and Generative AI (Gen-AI) solutions. As a trusted Microsoft Solutions Partner, we are capable of doing complex technology implementations catered to an organization’s specific needs & also rapid solution implementation such as our Microsoft Dynamics 365 Business Central implementation packages. We pair our implementations with end-to-end customer support, offshore development & 3rd party integrations. With offices in India, USA (United States of America), and Singapore, we work with clients across globe to empower businesses with cutting-edge technology solutions. Our latest services aim at delivering business ready AI solutions to the customer, like our  Microsoft Copilot Consulting Services & Solutions for small, medium & large enterprises. Intech’s expertise lies in building software solutions for Manufacturing, Professional Services & Healthcare.  Our Dealer Management System, Sales and Service CRM for Manufacturing, Field Force Automation for Pharmaceuticals and Manufacturing Central are some of our leading industry solutions. Intech’s vision is to catalyze digital futures for operation-centric industries globally, we are at the forefront of innovation, helping organizations drive growth and innovation like never before. Contact Us to learn more.