Beringer Associates Technology Blog

The power of Integration with Microsoft Dynamics CRM for Distribution

CRM ERP success small 250In today’s distribution business environment, companies have invested substantial amounts of money and implemented multiple software solutions to do specific tasks that aren’t integrated with each other. What this means is that when I am working in one software tool and need the capabilities of a second or third tool, I must leave the application I am working in, open the second program, complete my task and then, hopefully, cut and paste my way to a an integrated result.

 

Take for example your CRM solution, in most CRM packages you now have the ability to integrate your email system and export data to excel. What might your operation look like if you could not only integrate to email and excel but also integrate with your phone system for dial out capabilities, connect to customers using video, add the ability to monitor social sites, integrate your document management system? What about creating customer portals and knowledge bases for customer self- service? Couple that with the ability to interrogate multiple data sources to uncover hidden opportunities with a Business Intelligence solution and finally, integrate your ERP system to a CRM system designed exclusively for distributors.

 

Well, that would be a significant step forward. These capabilities are no longer just a dream. With the Microsoft product family and the Beringer’s Microsoft Dynamics CRM for Distribution, based on Microsoft Dynamics CRM, you can now integrate multiple application into the Microsoft Dynamics CRM solution.

 

The CRM for Distribution solution allows companies to have one central database updated with the latest information on accounts, contacts, opportunities and leads company wide. Combine this with integrated applications such as Microsoft Word to automatically merge with your email pieces as well as quotes and invoices. PowerBI, an Excel extension, provides business analytics to interrogate your CRM Data. There’s also SharePoint to manage your documents, Yammer to provide collaboration. In addition, Social Listening monitors social channels, such as, Facebook and Twitter to let you know what people are saying about your organization providing an edge on your competition.

 

Successful companies are always evolving and looking for ways to get the most productivity out of their organization. Microsoft products coupled with the Microsoft Dynamics CRM for Distribution based on the Microsoft Dynamics CRM solution, providing distributors a powerful platform to do just that as well as expand and integrate other tools as they become available in the future.

 

Beringer is a Microsoft Gold Certified Partner that has IT solutions to support your organization. Contact us today to find out how.

Share