Beringer Associates Technology Blog

Email and CRM work well when integrated

CRM could be empowered through a closer connection to email.

Marketing and sales professionals are typically tied to their email applications. Email is a vital communication link, a way to keep every client and prospect close. This means that integrating email programs with CRM is helpful in two major ways: First of all, it ensures that every important conversation with clients through email is logged and stored centrally for use by any employee who needs it. Second, it puts CRM functionality at the professional’s fingertips, ensuring that accessing updated client profiles is a simple and quick action, one that doesn’t disrupt the overall workflow and helps sales teams stay highly productive.

 

Keeping track of your customers
CRM is a key window into the present activity of every client account – it can keep entire departments on the same page. Without a centralized system, it is possible that information will become siloed and difficult to access. Placing the key dashboard directly into an email client means that this connection is easier to attain than ever before.

 

Having a dashboard conveniently placed to inform important decisions is an especially strong effort if the information represented there is current and accurate. This is where the other side of email integration comes into play. A solution that automatically logs email communication between sales, marketing or customer service employees and the clients they serve can ensure that whenever the next time to speak with a contact comes, the professional responsible will understand the current status of the account.

 

Email integration is also a great way to overcome one of the elements that can sink a CRM project: user disengagement. No software deployment can be successful if the intended audience never make it part of their daily routine. Placing the new features into office standby programs and ensuring they don’t call for massive functional changes to thrive can ease the uptake of CRM and act as a shortcut to acceptance.

 

Microsoft products sport native integration features
Microsoft Dynamics CRM takes advantage of the benefits outlined above. As Microsoft is also behind Outlook, one of the most popular business email clients, the integration between Dynamics and Outlook is strong. This means instant access to Dynamics features without closing the Outlook window, as well as a full log of client communications carried out through email, which other users can track to improve their own strategic approaches. It’s features such as this that make Microsoft Dynamics CRM implementation an attractive option for offices that already employ other software solutions by Microsoft in their offices.

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