Tag Archive for: Microsoft Dynamics CRM

Ultimate CRM Guide 2023: Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics CRM

Having data stored in different systems is not enough; the real power lies on the efficient use of data to streamline processes, better serve customers, and make smarter business decisions based on what’s going on now. 

Customer Relationship Management (CRM) systems are an essential tool for businesses of all sizes, as they help companies to streamline their customer interactions and improve their relationships with prospects and clients. It also provides key data for decision makers so crucial decisions are made, and plans adjusted, with real-time information. 

How to choose the right CRM for your business? Here’s a blog post about it you may want to read.

In this blog, we’ll take a look at five of the top CRM systems on the market: Salesforce, HubSpot, Zoho CRM, Pipedrive, and Microsoft Dynamics CRM. We’ll delve into their key strengths and discuss which industries and company sizes they’re most suitable for, as well as their suitability for different processes, complexity levels, and reporting needs.

Salesforce

Salesforce is a robust, comprehensive CRM platform that offers a wide range of features, including sales force automation, customer service and support, marketing automation, and analytics. 

With a 360 view approach, it’s particularly well-suited for enterprise-level businesses, as it can support large amounts of data and users, allowing a full view of sales, marketing, service, etc. Salesforce is also highly customizable, so it can be tailored to fit the needs of businesses in a wide variety of industries, such as manufacturing, automotive, retail, distribution, and businesses with branches across the US and worldwide.

Salesforce offers a wide range of trainings and certifications that help companies’ staff and partners/consultants to know more about how to use Salesforce, how to customize it according to the business needs, so they can get the most out of their investment.

Salesforce product suite includes: Sales Cloud, Marketing Cloud (formerly known as Pardot), Commerce Cloud, Manufacturing Cloud, CPQ, Field Service Management, Tableau, and more.

With Commercient SYNC data integration, you can connect Salesforce with your ERP or Accounting system. Click here to see our Salesforce case studies.

HubSpot

HubSpot is a CRM platform particularly geared toward small and medium-sized businesses. It offers a wide range of tools for marketing, sales, and customer service, as well as integrations with other popular business apps. 

HubSpot’s strengths include its user-friendly interface, which makes it easy for non-technical users to set it up and start running quickly. Strongly focused on inbound marketing, HubSpot strives to offer segmentation options so companies can ensure their contacts, regardless of their buying stage, receive information that is relevant for them.

Their educational platform offers certifications and trainings on marketing, inbound marketing, content marketing, copywriting, social media, digital marketing, and how to use their products for better results. They also offer training courses to use their Marketing, Sales, and Service software, providing certifications for each.

HubSpot product suite includes: Sales Hub, Marketing Hub, Service Hub, CMS Hub, Operations Hub.

With Commercient SYNC data integration, you can connect HubSpot with your ERP or Accounting system. Click here to see our HubSpot case studies.

Zoho CRM

Zoho CRM is a feature-rich CRM platform that offers a wide range of tools for sales, marketing, and customer support. It’s particularly well-suited for small and medium-sized businesses, as it’s affordable and scalable. 

Zoho is also highly customizable, so it can be tailored to fit the needs of businesses in various industries. The interface is simple, which makes it easy to set up and start using. 

Zoho product suite includes: Zoho CRM, Zoho Analytics, Zoho Marketing, and more.  
With Commercient SYNC data integration, you can connect Zoho CRM with your ERP or Accounting system.

Click here to see our Zoho CRM case studies.

Pipedrive

Pipedrive is a CRM platform specifically designed for sales teams. Created by salespeople for salespeople, it offers a range of sales-focused features, including lead and opportunity management, email integration, and a visual sales pipeline. 

This CRM offers features such as customizable sales funnels, segmentation, contacts history, teamwork, reminders, web forms, financial forecasting, and reporting.

Pipedrive is well-suited for small and medium-sized businesses, particularly those in the B2B space.

With Commercient SYNC data integration, you can connect Pipedrive with your ERP or Accounting system. 

Microsoft Dynamics CRM

Changing work scenarios and modernizing the workforce requires CRM software to adapt to these and go beyond traditional capabilities.

Microsoft Dynamics CRM is a comprehensive CRM platform that offers a wide range of features, including sales force automation, customer service and support, marketing automation, and analytics. 

It’s particularly well-suited for enterprise-level businesses, as it can support large amounts of data and users. Microsoft Dynamics CRM is also highly customizable, so it can be tailored to fit the needs of businesses in a wide variety of industries. Using other products of Microsoft product suite (Outlook, Teams, etc.) can make user adoption easier.

Click here to see our Microsoft Dynamics CRM case studies.

Choosing the right CRM

In conclusion, all five of these CRM systems are strong contenders in the market, each with their own unique strengths and capabilities. When choosing the right CRM for your business, it’s important to consider your specific needs, including your industry, company size, processes, complexity levels, and reporting requirements.

Click here to ask how SYNC can connect your CRM with your ERP or accounting system.

Enhancing Customer Relationships with AI and CRM

Businesses are finding it hard to keep up with the shift in consumer demand. With the advancement of technology, customers have increased their expectations for personalization, service, responsiveness, and delivery. For your business to be successful, you need to build strong relationships with your customers. But how do you do that? The obvious answer is by using a customer relationship management (CRM) system.

A traditional CRM database was used to achieve goals more straightforwardly. Initially, it was only used for gathering, storing, and structuring data for easy access. It didn’t play any role in the process of analysis and interpretation of data to provide meaningful insight.

Customer Relationship Management (CRM) is a vital requirement for large and growing businesses operating in a competitive market. A variety of tools and software enables the sales and marketing department to build and strengthen customer relationships. 

Artificial Intelligence has made it easier to predict user behavior and needs. AI combined with CRM enable businesses to enhance their customer relationships. Artificial intelligence, or AI, refers to the ability of machines to think and understand like humans. We have now provided machines with some capabilities that can do much more than just collecting and storing of data. With the help of AI, a system can process a huge chunk of data, analyze it and detect patterns to predict behavior, and also use the same insight to calculate risk.

AI has great potential to boost the output of CRM tools. AI can provide a clear view of the customer’s entire journey from the prospect stage to retention. Artificial Intelligence is steadily redefining the future of CRM systems. With the advancement in Artificial Intelligence, the field of automation is becoming broader. It prompts customer relationship stakeholders to focus on more pressing issues. In short, it will elevate the customer experience from the first touchpoint to after-sales service.

How AI is Redefining the Future of Customer Service

Intelligent Automation: AI coupled with CRM will enable organizations to restructure their workflow and automate manual processes intelligently. It can be used to evaluate sales funnels, predict customer behavior, and predict ROI with maximum accuracy. With predictive analysis, AI can enable businesses to use historical data to make predictions about the future and take relevant actions.

As mentioned before, AI can help predict customers’ behavior based on past interactions. It uses the same insights to evaluate the sales funnels and forecast market dynamics with maximum accuracy, allowing businesses to take relevant actions that will have a positive impact, restructuring, and automating the workflow, depending on the insights. For instance, it can help with lead scoring and assist in lead segmentation based on demographics, sales records, and more. 

Efficient Management of Data: Nowadays, a vast amount of information is generated every hour by interactions with consumers. This data can be used to gain insights into predicting buyer’s behavior and formulate your business strategies accordingly.

Artificial intelligence is a useful resource when it comes to collecting and processing a massive amount of data. AI can help centralize all data from different social channels and digital interfaces into a single platform — CRM. It can then easily interpret and analyze them and provide value to the company’s objective. 

In essence, it will help effortlessly manage the marketing department by enabling them to respond to customers more quickly and efficiently. 

Advanced Customer Service Capabilities with NLP: Natural Language Processing is defined as a type of machine learning. It understands words, sentences, and the context of your customer care queries. As a subset of artificial intelligence, Natural Language Processing interprets and analyzes customer’s verbal statements. When it’s done, it provides them with an answer without any human intervention.

Natural language processing in Artificial Intelligence is an essential speech recognition capability that can read, convert, and make sense of human languages. NLP can help the CRM system to meaningfully analyze the textual context of customer emails and send them a precise response and it can also provide real-time advice for sales pitches. NLP combined with CRM tools can help businesses to reveal their brand sentiments accurately, which will ultimately affect marketing efforts. 

Transform your Business with Our Artificial Intelligence and CRM Expertise

Commercient provides CRM and ERP software integration solutions. We integrate +85 ERPs with Salesforce, Microsoft Dynamics CRM, Sugar CRM, Zoho CRM, and HubSpot CRM.

Commercient’s out-of-the-box “SYNC app”  is so easy to install. There’s no coding, no mapping, and no servers to manage on your end. Just download and go with easy access to sales and customer data when and where you need it.

Commercient SYNC can be set up to synchronize your ERP and CRM data as frequently as your business requires, once a day, every hour, or in real-time. SYNC is configurable to your company’s unique needs.

Examples of AI and CRM

Salesforce Einstein: Salesforce Einstein is the first comprehensive AI for CRM that is designed for business to be smarter and more predictive about potential customers. Einstein is powered by deep learning, Machine Learning, Predictive Analytics, and Data Mining.

Zoho: Zoho has a conversational AI assistant called Zia. It assists customers with everything from simple responses to complex analytics. We at Commercient integrate Zoho products with CRM systems to manage products, sales, marketing, recruitment, social media, and more.

Sugar CRM: Sugar CRM has recently launched an AI product called Hint. It automatically searches, tunes, and inputs personal and corporate profile details of prospective customers.

Conclusion

A CRM is considered as the backbone of any business organization. In the end, you will see a vast improvement in the company’s bottom line. Investing in AI can help your business optimize various back-office processes –  your business will improve customer service, improve customer engagement, and increase retention rates. Artificial intelligence will help create a better experience for both customers and sales representatives. The combination of AI and customer relationship management is a gateway to a profitable business. 

Wilson Electronics: Closing Deals Made Faster by Integrating Sage 100 and Microsoft Dynamics 365 With Commercient SYNC

Wilson Electronics amplifies the power of communication, allowing loved ones to stay in touch no matter where they are in the world. Companies all over the world harness the power of Wilson Electronics to boost their global reach.    

Founder Jim Wilson started Wilson Electronics in 1999 in St. George, Utah. Wilson Electronics is the world leader in cellular signal booster technology for mobile, home, the workplace, commercial settings, and on the go.

Wilson Electronics solve the problem of dropped calls, limited range and reduced data rates for cell phones and data cards with their award-winning cell phone signal boosters. Their products, weBoost, and WilsonPro have you covered by amplifying weak cellular signals.

Challenge

Wilson Electronics’s mission is to expand wireless network coverage to everyone, everywhere. They value speed by eliminating bureaucracy and anything that slows them down. Wilson Electronics is Data-driven, therefore, they use facts to make informed decisions.

Wilson Electronics leverage Sage 100 ERP and Microsoft Dynamics 365, but the team struggled to find a solution that would connect the two. They couldn’t find a satisfactory solution to connect their ERP and CRM, and their sales reps needed to constantly switch between multiple systems to find information which resulted in too much time being wasted.

“There wasn’t software we had that could move the data from Sage 100 up to our CRM. And so we were looking for a product that could do that. That’s where we came into Commercient.” – Kyle Brandt, Junior Database Administrator

Solution

Commercient’s number one data integration application SYNC, allows data from the Sage 100 ERP to be visible within Microsoft Dynamics 365 CRM. 

Data integration is the process of combining data from different sources into a single, unified view. Integration begins with the ingestion process and includes steps such as cleansing, ETL mapping, and transformation. With Commercient SYNC There’s no coding, no mapping, and no servers to manage on your end. 

Information within Sage 100 including Customer Orders, History, Invoices, Bill To and Ship To Addresses, and is now available Microsoft Dynamics 365 in real-time. 

Results

Wilson Electronics’s sales team now has access to the customer information in Microsoft Dynamics 365 without having to log into the Sage 100 ERP. The new data integration saves the company precious time.

Commercient SYNC helps the sales team to access pricing and everything they need, so they can produce quotes quickly, simplifying the sales process. Wilson Electronics is able to close deals faster by integrating Sage 100 and Microsoft Dynamics 365 CRM with Commercient SYNC.

With Commercient SYNC, Wilson Electronics is able to deliver wireless network coverage to everyone, everywhere continues to grow exponentially. 

“SYNC just gives it one place where a person can go to to find all the data. They don’t have to go and search [a specific] customer multiple times in different systems.” – Kyle Brandt, Junior Database Administrator.

Read more about Wilson Electronic’s success with Commercient SYNC here. 

Commercient is able to integrate much more than just Sage 100 ERP and Microsoft Dynamics 365 CRM.  Our SYNC integration has grown to over 85 systems, including Sage, QuickBooks, Acumatica, Epicor, SAP, SYSPRO and many others.

With our ERP and CRM integrations, your data is synced to both systems in real-time without the need for manual data entry, or the risk of human errors. Contact Us to discover how we can solve your data integration needs. 

Surprising Facts You Probably Didn’t Know About CRM

Over the last two decades, the CRM industry has evolved into a thriving global phenomenon. In 2016 alone, CRM software totaled $36 billion in estimated value. In addition, its value is projected to exceed $40 billion by the end of 2017. That’s not all – here are some other surprising facts you probably didn’t know about CRM.

  1. 87% of businesses use cloud-based CRM.

Cloud adoption is constantly on the rise, and the employment of on-premises solutions is quickly becoming obsolete. In 2008, 88% of businesses employed on-premises solutions, but today, only 13% do – the other 87% use cloud-based solutions.

  1. 65% of companies who use Mobile CRM meet or exceed their sales quotas. (Innoppl Technologies)

Mobile CRM  provides salespeople with immediate access to pertinent data anytime and anywhere from any device. By having information at their fingertips, salespeople can spend less time searching for contact information and more time selling.

  1. A properly implemented CRM system can yield an ROI of 245%. (Forrester)

According to research conducted by Forrester, if a CRM system is implemented correctly, businesses can see a return on investment after only four months. Commercient’s SYNC, an app that integrates ERP and CRM across the enterprise, estimates that their apps can get you live in days with enterprise-scale CRM and can boost your ROI a further 500%.

  1. 30% of businesses integrate their CRM with their ERP. (Connecting Software)

It makes good sense. Once your front and back-end processes are automated, the time-consuming manual data entry is obsolete. Processes will be seamless, and costs will be reduced. CRM to ERP integration is Commercient’s specialty, so talk to us about how we can save you money and time.

  1. 74% of businesses using CRM report better customer relationships. (Software Advice)

With CRM, businesses can better communicate with their customers, resolve customer issues more easily due to quicker response times, enhance customer loyalty, and offer customers what they really need. It can help you improve customer experiences and build stronger customer relationships.

  1. 22% of salespeople still don’t know what CRM is, and 40% still use informal methods like spreadsheets and email programs to store customer data. (HubSpot State of Inbound)

Many salespeople misinterpret the value of CRM and think that it keeps them from the main task of selling, but CRM can help salespeople in so many ways. It can help salespeople be more productive, help them to prioritize follow up activities, increasing their mobility, and enable them to spend more time with customers.

  1. 85% of companies that buy CRM software to automate sales do not pick the right tools because they fail to define business objectives or develop processes for meeting objectives. (Gartner)

Before adopting a CRM software solution, business objectives must be clearly defined; moreover, as a business, you must understand customers’ needs and decide how ready you are to meet those needs.

 

You’ve found the perfect Customer Relationship Management software. Now you need to maximize the benefits of your CRM. Commercient can help you do that by integrating your CRM and ERP data. Talk with one of our experts today.

What Is CRM And How Can It Help Your Business?

If you work in sales or marketing you’ve probably heard the acronym CRM before if you’re new to the game though, you might be wondering what CRM is and why this short term is so important.

CRM Defined

CRM, otherwise known as Customer Relationship Management, refers to software that helps companies track interactions with customers and manage the data and information associated with those interactions.

If you’re using CRM software you can store customer and prospect information, accounts, leads, sales opportunities and more within the system. These systems are valuable to fast-growing companies because they help you keep up with and manage your customer relationships.

What Can CRM Systems Do?

Their capabilities vary between systems but almost all of them can store customer and prospect information. Some provide you with the ability to log calls, email prospects, or even glean information from social media profiles.  

More advanced CRMs will provide account executives (sales reps) with the option to display their team’s pipeline, create sales forecasts, and even schedule meetings with potential clients all within the system. Regardless of the features, the whole point of utilizing the software is to provide your team with a more efficient way to interact with your customer base.

Do You Need One?

The short answer? Yes. Every company wants to grow and CRM software enables them to do that. If you’re a small company you may only need a CRM system to help you get your data in the cloud to start. But as you grow, it will be beneficial to have that CRM system in place to assist with things like team collaboration, gathering insights from social media data, sending custom emails, and getting a 360° view of your business.

If you haven’t already done so, it’s time to ditch the Rolodex and headaches that come with using Excel spreadsheets to keep track of everything. Sure, these things work fine when you’re just getting started. However, they won’t cut it for long once your business starts to grow like you’re expecting it to. You need to be prepared for all those growth spurts you’re going to hit and one of the most useful things that you can invest in is a CRM system.

How Do You Choose The Best Option?

There are tons of CRMs out there—Salesforce, Microsoft Dynamics, Oracle Sales Cloud, Zoho CRM—just to name a few, that could work for your business. It all comes down to the features you need the most. If you’re having trouble choosing one, ask yourself these questions:

  • How do we primarily interact with leads? Is my primary form of interaction phone calls, social media, emails, or a combination of all three? Research how different CRMs could make prospecting easier for your account execs (AEs).
  • Does my sales team have a defined process for whom to call and when? If you don’t you might consider investing in a CRM that gives your sales team clear insight into your most engaged prospects.
  • Does my company work on big B2B deals? Do we interact with a lot of people within one organization? If the answer is yes you should look into a CRM that makes pulling and organizing specific data a breeze.

The best thing you can do to figure out which CRM is right for you is talk to the people who are doing all the interacting and selling in addition to the higher ups of the organization. This will help you determine the features your team needs as a whole.

Making A Decision

Once you’ve found the perfect Customer Relationship Management software the next thing on your to-do list should be finding a solution that will help you maximize the benefits of your CRM in addition to your ERP software.

But that’s another post for another day. If you’re interested in learning more about an application that can help you do just that (integrate your ERP and CRM data into one master system) give Commercient a call! We’d be happy to tell you how our data integration application, Commercient SYNC, does just that.

Resources

Salesforce

Microsoft Dynamics CRM

Oracle Sales Cloud
Zoho

Why Should I Integrate My ERP With Microsoft Dynamics CRM?

Do you use Microsoft Dynamics CRM? Have you found yourself on the fence about integrating your ERP software with your CRM? Don’t worry, you’re not the only one.

Since we often preach about selecting the right application that will provide you with the right data whenever and wherever you need it, we thought it would be a good idea to share why we think you shouldn’t hesitate to integrate your ERP data with Dynamics CRM.

Top 3 Reasons To Integrate ERP Software With Dynamics CRM

1. It gives you bang for your buck. Cost is always a concern when you’re thinking about integrating your ERP software with your CRM. Microsoft Dynamics CRM users are already getting a great deal, there’s no denying that.

But integrating your ERP software with your Dynamics CRM will give you more bang for your buck. You’ll have everything you need in sales service, reporting, data tracking, and marketing in the most affordable manner. Connecting your ERP with Dynamics CRM makes it so much easier (and wallet friendly) to meet the needs of your growing business.

2. Helps you extend your flexibility. Microsoft Dynamics CRM is well known for being a software solution that can be turned inside out to fit your business. Our clients understand the value of choosing an ERP to CRM integration application that meets the needs of their ideal business practices.

Commercient’s SYNC application builds on the flexibility of your Dynamics CRM by providing the right ERP data to your CRM so you can make more informed decisions and provide more value to customers. Extending this flexibility to your customers will improve their overall experience with your business.

3. It’s easy to do. Don’t let the fear that ERP to CRM integration is complicated stop you from syncing your ERP data to Dynamics CRM. It’s not a complicated process; at least, it’s not complicated when using an application like Commercient SYNC.

For example, Commercient’s SYNC for Epicor and Microsoft Dynamics CRM can be rapidly deployed to make your Epicor data available on Dynamics CRM in as few as 24 hours. This includes access to any sales orders, invoices, or other records of your choosing all in Dynamics CRM.

Of course, Epicor is just the example here. If you know you want to integrate your ERP with Microsoft Dynamics CRM (or if you still have questions) you’ll be glad to learn that we have experience integrating numerous types of ERP software including (but not limited to):

  • Sage 100 ERP (and others)
  • TRAVERSE ERP
  • QuickBooks ERP
  • SYSPRO ERP
  • Infor ERP
  • Microsoft Dynamics ERP

Are you ready to integrate your ERP software with Dynamics CRM? Get in touch today. We look forward to providing you with an affordable, flexible, easy-to-use application. Contact Commercient.