What is CRM?

Beginners guide to using CRM


What is CRM?

CRM dashboard


The CRM definition:

CRM stands for (Customer Relationship Management) which refers to business methods and software that enables companies to manage their relationships with any existing and potentially new customers.  A CRM system will allow you to organise and automate sales, marketing, customer service and technical support through Saas (Software as a service).

Microsoft Dynamics CRM’s simple to navigate interface is one of the best to ensure easy adoption from users. Its ability to connect with other Microsoft tools, such as Microsoft Outlook, SharePoint, LinkedIn and other peripheral technologies is unmatched in the market.


The CRM meaning:

It is not just about data entry, it’s about ‘everything in business’ from your customers satisfaction through to your fellow colleagues having an easier and more successful time when performing day to day tasks.

Three key areas handled in CRM: Sales | Service | Marketing

Sales: Accounts, Contacts, Leads, Opportunities, Competitors, Products, Sales Literature, Quotes, Orders, Invoices, Goals
Marketing: Accounts, Contacts, Leads, Marketing Lists, Campaigns, Products, Literature, Quick Campaigns
Service: Accounts, Contacts, Service Calendar, Cases, Knowledge Base, Contracts, Products, Services, Goal Metrics
CRM can also be extended with custom entities and now there is social engagement and it just keeps growing!


The CRM cloud:

What do you mean ‘Cloud’?

Once upon a time, CRM setups were traditionally housed on premise as an installed application. This meant that a CD was put into a computer (server) at your company and CRM was installed ready to be used by your users within the network.

Times have changed and technology has really pushed on meaning we now have cloud CRM which will be familiar if you use Microsoft Office 365 in the cloud. The CRM cloud simply means that all data appears to be magically held somewhere in the sky when in reality it is securely held in a datacentre in this case Microsoft’s datacentre. You can access CRM from anywhere through the internet as it is now provided in a (SaaS) Software-as-a-Service manner known as online CRM.

The advantages from this include; No servers required, no maintenance, easy backups and quick easy access from mobiles, tablets or computers. You can also pay monthly or quarterly and cancel at any time.

Benefits, benefits and more benefits. Dynamics CRM on the cloud.