The emerging cloud-based Customer Relationship Management (CRM) platforms such as Microsoft Dynamics 365 and Salesforce have evolved into extremely capable systems that can address business process automation to the point of becoming potential gateways to Enterprise Resource Management (ERP) systems.

ERP implementations are massive undertakings that impact the entire organization. The cloud CRM solutions, however, introduce business process automation more slowly throughout an enterprise to lessen the culture shock that goes along with imposing ERP implementations. They are robust enough to manage what ERPs have traditionally handled.

While all factors that comprise a successful business are equally important, technology is the one that most deeply influences your business operations. Employing CRM applications customized to your business requirements and upgrading them on a timely basis is crucial. A successful implementation of CRM applications establishes quicker and clearer communication with customers, more efficient operations, and enhanced security:

• Analytic tools help spot buying trends and potential customers, giving companies an edge over their competition.
• Customizable report generation transforms data into actionable charts, streamlining internal reporting requirements.
• Information is accessible via the cloud so it can be accessed wherever and whenever your team needs it.
• Automated processes and alerts reduce the complexity of customer management so your staff can concentrate on key tasks.
• Employee accountability is easier to track on a unified platform.
• Centralized data and automation make personnel loss less crippling.
• Customer satisfaction improves when customers receive prompt service, which engenders brand loyalty and returns sales.

An effective CRM application should increase sales without increasing overhead. In other words, it should not simply add complexity without benefit. Companies that integrate and analyze multiple sources of data from their business processes have a tremendous advantage over their competitors. They take a data-driven approach to marketing, sales, and customer service for quick and effective action-based decisions.

With such a daunting task and so many variables, how do you trust anyone to help you with this? Start with a conversation. Look for a technology partner that takes a personal approach to working together behind the scenes to become a seamless extension of your own team.

AllianceTek tailors out-of-the-box technology such Salesforce, Microsoft Dynamics, Siebel, and Sugar CRM. AllianceTek also can work with you to enhance your existing systems or to develop a custom CRM solution. AllianceTek’s CRM specialists have the experience and knowledge to help you choose the CRM solution that’s best for your unique situation.

Call 484-892-5713 or Contact Us today to know more about, how CRM platforms like Salesforce and Microsoft Dynamics 365 help to scale your business operations.