For years now and since the economic hiccup back in 2008, businesses have been much more careful and thoughtful about investing in technology.  But the fact is, technology has become even more strategic to business growth than it was back then.That’s why many of our customers are investing in CRM software – like Microsoft Dynamics CRM – that not only protects your existing customer relationships, but helps uncover hidden revenue opportunities and cost savings that have been there all along.

How Does CRM Help? First, CRM software helps you get to know your customers better, uncover hidden cross-sell opportunities, and breathe new life into your existing customer relationships.Beyond your existing customers, CRM software can also help you find and attract new business at a lower cost-of-sale than traditional methods where sales people are managing contacts and opportunities in spreadsheets and Outlook folders – an approach that requires more people, more administration, and more cost.

CRM Lowers the Cost of Sales

CRM software is designed to help you sell more effectively and efficiently.  This is due to the fact that your sales people (and managers) have a single point of access to contacts, calendars, meetings, follow-up tasks, accounts, call lists, sales opportunities, pipeline reports, and everything else they need to produce more revenue per sales hour.

And with automated workflow built right into the software, there’s less paperwork and administration and a lot more selling.  It also means that everyone is following the same successful sales methodology and focusing on opportunities that are most likely to close.

Keep Customers Coming Back for More

For many businesses, customer relationships are more profitable after the initial sale … and that’s where CRM comes in.  You can track your customers’ communication preferences (phone, email, fax, etc.), sales history, recent purchases, complementary products, and other important data that will help you deliver highly-targeted and timely follow up.  In that way, CRM software helps you uncover up-sell and cross-sell opportunities and maximize the lifetime value of every customer relationship.

Integration and a Bird’s Eye View

The goal of any good CRM system should be to integrate everything you know about your customers into a single location. With Microsoft Dynamics CRM and Microsoft Dynamics GP, you’ve got one less thing to think about because the integration between ERP and CRM is built right in!

Everyone who has direct contact with a customer – whether it’s a sales person, support technician, or accounting staff – has up-to-date customer information on-hand.  That means sales people have access to recent shipments or customer credit status without fumbling about in the accounting system.  It also means that customer service or support staff is better able to resolve customer inquiries on the spot, rather than passing them to another department or promising to call back with an answer.

Contact us if you’d like to learn more about how Microsoft Dynamics CRM 2015  can help your business uncover hidden revenue and cost-savings.

For more information about Microsoft Dynamics CRM 2015 or to schedule an online demo contact Endeavour Solutions at www.endeavour365.ca/contact

CRM for Finance and Accounting Teams

It seems like today, finance and accounting departments have more pressure on them than ever before. As a member of one of these teams, you already know that budgets are tighter, collections are more important, and cash flow is the lifeblood of your company. That’s why CRM may be your new best friend.

Originally introduced to market years ago as a contact and task manager for sales people, CRM systems have evolved into a powerful financial forecasting, management, and analysis tool in every industry.  

Not Your Typical Technology Tool

Finance and accounting teams aren’t typically involved with CRM system selection or implementation… however, that trend is changing.  CRM has become so robust and versatile that it’s now an important tool used across company departments and job roles.  Tracking everything from marketing expenses to labour costs, CRM systems are allowing finance to analyze sales and marketing expenditures, accelerate cash flow, and zero in on marketing activities that generate the most value. 

Integration is the Key

Through the built-in integration between Microsoft Dynamics GP and CRM, CFOs are reducing costs and creating a catalyst for company growth thanks to comprehensive reports that combine sales, marketing, accounting, and operational data to help you make better-informed business decisions. CRM systems provide a 360 degree view of your entire organization by consolidating data from every corner and department of the company.

How Accounting and Finance Use Data from CRM:

• Track & Analyze Marketing Costs – Discover what’s delivering the most bang for your buck.
• Assign measureable and quantifiable metrics to leads, cost-to-close, labour, and overhead in your sales department.
• Revenue and Expenses Reporting – combine revenue and expenses across your entire organization to predict future cash flow and make better financial decisions.
• Evaluate your Customer Service and collections activities to ensure they’re efficient, effective, and cross-sell opportunities are maximized.

If you’re an Accounting Manager, CFO or the Director of Finance, it’s time to look at CRM.  This traditional “sales and marketing” technology might just be the best financial tool you’ve discovered in years.

Learn More About CRM for Accounting and Finance Teams

For more information about Microsoft Dynamics CRM or to schedule an online demo, please contact Steve Ewing sewing@endeavoursolutions.ca or phone 905-542-2139 at Endeavour Solutions

HIGHLIGHTS OF CRM 2013 FEATURES

In our socially connected 24×7 world, it’s never been more important for you to deliver top-notch customer experiences and service. Microsoft Dynamics CRM 2013 helps your business do just that. With a simple to operate user interface, Dynamics CRM 2013 bridges the gap between marketing, sales, and customer service – helping you deliver consistent customer experiences and grow revenue.

Let’s take a closer look at some of the top features of CRM 2013.

Stimulating User Experience

Get in, get done, and get going with a simple, visually stimulating interface. The data is now more organized and easily accessed where and when you need it most. Dynamics CRM 2013 minimizes distractions and improves productivity. Dashboards make reporting a breeze.

Process Excellence & Agility

Guided Processes take the guesswork out of your workflow by helping you determine what to do next. With guided processes you’ll always know where you are in the process, what tasks have been finished, and what projects still have to be completed.

With the ability to easily create new or modify existing business processes, you can adapt your business to market or industry changes custom to your business.

CRM Wherever You Want It

The new Mobile Applications for Windows Tablets, Windows Phone, iPad, iPhone and Android devices keeps you connected to the customer, account, and lead information you need whether in the office or on-the-run.

What’s more? Each new mobile application is touch optimized allowing you to easily update and modify records on the go.

Business Without Borders

Dynamics CRM 2013 gives your team the tools to collaborate and communicate across your business.

Want to learn more? Contact us for more information about Dynamics CRM