Keep track of vital business relationships with Microsoft Dynamics CRM

It is vital for all businesses to nurture and maintain good relationships with its customers. Even with a relatively small sales organization and a clear customer portfolio can be complex, constantly keep track of all corporate promotional and relationship-building activities.

With Microsoft Dynamics CRM you get an intuitive tool that helps you keep track of the relationships with your customers and other important relationships in a structured way.

Microsoft Dynamics CRM is a standard platform with a host of out-of-box functionality that we use as the basis for the customized solutions we provide to our customers.

Customized CRM Solutions
All customers are different, they operate in different industries with different types of customers and therefore have different ways of operating. Therefore, customers also have unique needs and special requirements and business processes that the solution must support.

ProActive sets up and adapt a solution that fits your unique business processes and needs. Typically, we do it  based on a preliminary analysis process where we are working closely with you mapping out your business processes and defined your solution needs.

Such an analysis process that we call a CRM Solution Assessment, typically involves implementing 1-2 workshops ProActive facilitates and subsequent processing of input and prioritization of needs, as documented in the so-called CRM Solution Assessment.

General business needs
Below are listed some of the general business processes and needs as Microsoft Dynamics CRM supports:

• General knowledge about customers
• Systematic collection of mail correspondence and the recording of telephone and meeting activities give you the relevant knowledge about your customers
• Customer Service
• Centralizing and streamlining provides centralized access to relevant customer information, management of service issues and planning of resources.
• Marketing
• A constantly updated customer base with contact data and relevant customer information and tools such as mail merge and templates at your fingertips makes it easy to plan and deploy targeted campaigns, newsletters and more.
• Sales Optimization
• Systematic registration of leads and sales opportunities and related sales activities makes it easy to get an overview of both achieved and anticipated sales. The same applies to management and coordination of sales activities and automated business processes.
• Sales Reporting
• With sales statistics, pipeline reports, campaign effectiveness, report generation ring and pull in Ecxel or PDF format, you get a regular and automatic management reporting.

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Technical and commercial spidskompentence

ProActive CRM consulting team consists of experienced consultants with both technical and business skills. ProActive delivers not only a technical implementation of a CRM system. We ensure that the solution will be customized according to your unique needs and that it is anchored in the organization so that the solution will create value for business.