crm

Smartify your business with the power of Microsoft Dynamics 365

Smartify your business with the power of Microsoft Dynamics 365

Ajith George

Over the years, the digital revolution has seen a rise in customers demanding top-notch service experience from companies. The ease with which bad customer service experiences can be shared on social media platforms has forced many companies to relook into their customer engagement model. While advances in technology have helped manufacturers create better products, buyers also have higher expectations these days.

In fact the phrase “customer is the king” has been there for a while now, but what can manufacturing and distribution companies do about it?

Businesses focused on distribution and manufacturing of high-value products constantly need to upgrade themselves to achieve higher efficiency and performance by harnessing the power of technology. With rising costs and insatiable customer preferences, they are on the lookout for solutions that can help them to:

  • Actively grow the number of qualified leads and accelerate business growth and revenue
  • Create exceptional customer service through proactive employee engagement
  • Empower and equip employees to take timely action on customer work orders to drive operational efficiency

Smartify 365 redefines how you engage with the customer and allows you to accelerate business growth with exceptional customer service.

 

What is smartify 365?

Smartify 365 is a comprehensive customer engagement solution designed for the distribution and manufacturing industry

Smartify 365 is built on the powerful Microsoft Dynamics 365 platform to help businesses quickly manage many of the departments’ operations effectively from the central application, clearly defining the various users and roles. Some of the key modules and features are as below:

  • Sales engagement – Harness the 360-degree customer view to manage leads, opportunities, quotations, sales order & invoices for an accelerated sales engagement. Create the right checkpoints and measurement metrics to reach larger customer segment and increase growth targets.
  • Warranty management – Warranty Management allows you to ease the process of annual maintenance contracts and billing. It also includes Service Level Agreements (), entitlements, and renewals applicable for the customers.
  • Service management – Service management assist in managing customer service engagements in a more structured and timely manner. It includes ticket management, resolution tracking, regular communication and timesheet management.
  • Work Order Management – Work order management helps the installation team to fulfill the orders and service work orders for the service team to close the customer support cases under warranty or AMC
  • Country-specific accounting localization (GST for India) available to handle customer invoicing, extending the CRM capabilities to utilize for customer invoicing and track the receivables. 

“Smartify 365 brings operational excellence to intelligent sales and customer experience helping businesses quickly manage multiple vital operations effectively from the central application and harness the cross-sell opportunities to achieve higher revenue targets.”

-Ajith Mathew George, Director of technology, Sysfore Technologies

Who should use Smartify 365?

Smartify 365 is the best fit for small to medium business in the distribution and manufacturing sector that are handling and producing high-value products with networks spread across different locations. Smartify 365 can be a great value add for enterprise in the area of engineering, manufacturing, medical equipments, automation, quality and product testing, benchmarking, etc.

 

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Benefits of Smartify 365

  • Efficient Sales Engagement – With the 360-degree customer view, enterprises can now reach their prospects at the right time. With the right checkpoints and measurement metrics, reach larger customer segment and increase growth targets.
  • Hassle-free Warranty & Work Order (WO) management – Efficient management of SLA, entitlements, renewals, Annual Maintenance Contract (AMC) & billing
    • Timely engagement in fulfilling installation & service WO under warranty or AMC
  • Intelligent monitoring and reporting – The management can get a bird’s eye view of all the operations which helps them to efficiently utilize the available resources.
    • Clear visibility of expectations that need to be fulfilled by the individual teams at the micro-level.
  • Personalized customer experience – Deliver personalized customer experience through enhanced sales and customer service management.
    • Timely customer engagement achieved through efficient service management and collaboration with Office 365
  • Comprehensive invoice management – Extended CRM capabilities to handle customer invoicing & tracking the receivables, with country-specific accounting localization like GST.

Contact one of our experts today to learn how you can implement Smartify 365 in your organization and find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555 for a free consultation.

Top takeaways from April ’19 release notes for Dynamics 365 for sales and customer service

Ajith George

On Jan 21st, 2019, Microsoft published a detailed documented release on Dynamics 365 with updates and new features that you can expect starting this April. In this article, we have highlighted the key features that will be useful for partners and customers.

Overview of Dynamics 365 for sales

In the new release, Dynamics 365 for sales is the recipient of a lot of new features to help salespeople be more informed and more efficient. The successful partnership between Microsoft and LinkedIn has enabled sales reps to build deeper customer connections at greater scale.

Teams collaboration and sales forecasting are other features introduced in this release to improve seller productivity. Also, sales professionals now receive recommended content in addition to activities and notes through the sales playbook when working on an opportunity, helping to ensure they are using the right content for the right context.

Here are the details of the new features added in detail:

  1. Microsoft Relationship Sales brings together capabilities from Dynamics 365 for Sales and LinkedIn Sales Navigator. It gives sales reps easy access to up-to-date customer insights from LinkedIn.

Following are the new features incorporated in the release:

  • View LinkedIn profiles from Dynamics 365 without any configuration or additional subscription.
  • Get real-time alerts when a prospect/contacts in the pipeline change their job
dynamics 365 April release 19
View of a customer profile from LinkedIn. Source: Microsoft

            

  1. Enrich your customer data using multiple third-party data-providers – Sales organizations can now select multiple third-party data providers in addition to InsideView and Versium to augment customer data.
  1. Enable effective collaboration with the integration of Microsoft Teams with Dynamics 365 – As per an article by Mckinsey – For a sales rep to close a deal, he needs to collaborate with 16 colleagues on an average. The D365 apps for Microsoft Teams enable sales rep to collaborate more effectively. The features below can help the sales team to be more productive and get the deal done more effectively.
  • Seamless document collaboration between Dynamics 365 and Microsoft Teams.
  • Access Dynamics 365 records on the go with Dynamics 365 bot for Microsoft Teams mobile app.
  • Add Dynamics 365 tab into teams channel to access all the Dynamics records
  1. Enable content recommendations via playbook – With April ‘19 release, sales professionals will be able to receive content recommendation via playbook, giving the seller additional details on what content to refer to while working on any activity.
  1. Seamless configure-price-quote integrated experience – Enable faster turn-around time to consistently and accurately configure price and quote by leveraging Dynamics 365 for Sales integration with partner configure-price-quote (CPQ) solutions.
  1. Sales forecasting for effective sales management – With the amount of data around customers and prospects on Microsoft Dynamics 365, sales forecasting can help the sales team in categorizing each opportunity and further leverage the information to create or update forecasts manually within the application. They will be able to view, adjust, and submit rollup forecasting values for individuals and their teams.
dynamics 365 April release 19
View of sales forecasting for effective sales performance management (Source: Microsoft)

P.S: These notes have not been released yet, it will be available from April 2019.

 

Overview of Dynamics 365 for customer service

Dynamics 365 for customer service continues to surprise by providing exceptional customer service tools for business to differentiate themselves from the competition. Customers today are particular about ease and speed of doing business with you and they want it over the channel of engagement they prefer, at any time and on any device. To make this possible an intelligent omnichannel customer experience, and empowered agent experience is introduced in the April ‘19 release.

  1. Extending Omnichannel experience – Dynamics 365 for customer service will now provide a true omnichannel experience, which will preserve context and provide a continuous experience as customers seamlessly switch across self-service, peer-to-peer service, and assisted-service channels.

Some of the newly added features to support channel flexibility to the customers are:

  • Live chat for customers to seek real-time support.
    • Chat experience has emerged as one of the primary channels for customers to interact with support agents because of the simplicity and ease of use.
    • Customers can connect via the live chat channel because it allows service agents to be more productive by simultaneously engaging with multiple customers.
  • SMS support for customers to receive automatic notifications and engage with support agents at their own pace. A two-way conversational messaging using Telesign will help organizations increase their customer satisfaction, improve agent productivity and reduce support cost.
    • A seamless setup experience inside the application which allows interaction between customers and agents.
  1. Agent Experience – Dynamics 365 for customer service will now provide an agent experience which can resolve issues faster with the productivity tools. The new empowered agent can provide an application experience that is contextual to the engagement and unified across channels and LOB applications.

In the October ‘18 release, the omnichannel engagement hub was available in preview,  a customizable, high-productivity app built on Unified Service Desk (USD) for agents working on multiple channels. In this release, the feature will be generally available. Also, there is a browser-based multi-session, multi-app agent experience built on a unified interface.

  1. Knowledge Management – Key enhancements have been made to the knowledge base authoring and analytics experience.
  • KB templates can now be created for common scenarios such as FAQs, how-to articles and so on. Also, KB authors can quickly create standardized knowledge articles by using these templates.
  • Knowledge management (KM) analytics can identify usage and respond to gaps in the knowledge base.

P.S: These notes have not been released yet, the updates will be available in the coming months. For more details on the release date, check this link

Let Sysfore be your guide

It is an exciting time to use the new and improved Dynamics 365, We, Sysfore, know that business is first and foremost about meeting their customer’s needs. Today’s digital tsunami of automated marketing, spam, telemarketers, and poorly targeted advertising has left customers disinterested and confused. In order to really engage with your customers, authenticity is key.

To attract customers into the buyer’s journey, you must create a customer-focused culture and service-oriented sales process. That’s where products like Microsoft Dynamics 365 is revolutionizing the customer engagement and business processes experience.

 

We have served clients across various industries and we have in-built add-ons to bring value to your teams. Whether your organization is ready to get started with Dynamics 365 or have questions on where to start, Sysfore is here to support you.

Know More about:

Dynamics 365 for Sales

Brisc 365 – The winning combination of D365 for sales and LinkedIn Sales Navigator

Dynamics 365 for Customer service

Contact one of our experts today and to learn how you can implement Dynamics 365 in your organization and find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555 for a free consultation.

 

5 Killer Ways to Increase Customer Retention in BFSI | Dynamics 365

5 Killer Ways to Increase Customer Retention in BFSI | Dynamics 365

Ajith George

Over the last decade, technology has transformed BFSI massively. The proliferation of smartphones has placed an unlimited supply of information at our fingertips. Customer expectations are changing at the speed of light, today anyone with a web-enabled device can compare rates, read reviews and open accounts in a matter of minutes. To remain sophisticated and competitive, banks should develop a customer-centric approach that incorporates data-insights, personnel training and added product value.

 

In this article, we will focus on how CRM can be leveraged by banks and financial institutions to increase customer retention.

 

Gain a 360° View

Dynamics 365 provides a 360-degree view of customer data including accounts, service inquiries and marketing segmentation. A well-designed system will give your sales team a deeper understanding of the customer’s situation and the roadblocks he is facing, allowing him to:

  • Help the customer in the best possible way
  • Make decisions based on data
  • Understand customer’s preferred communication medium
  • View recent interactions the customer has had with the bank.

 

Provide Outstanding service

There are multiple communication channels available to customers. Each point of contact provides an opportunity to address questions, complaints, or compliments. Ensuring all customer-facing personnel have access to CRM allows them to quickly capture their customer interactions, record follow-ups and provide fast resolution.

 

Since customers have embraced social media as a platform to leave reviews or vent frustrations, marketing departments have been looking for ways to identify and respond to customer sentiments. Utilizing Dynamics 365 to quickly identify and respond to customer posts will make a tangible impact on retention.

 

In fact, a recent Twitter study reported that customers who receive a response on Twitter are 30% more likely to recommend the brand and respond a full point higher on customer satisfaction surveys.

 

Identifying the Next Best Product

Leveraging the power of a CRM database, banks can make highly-educated product recommendations to customers. For example, Dynamics 365 can help bankers understand the most relevant product to offer a customer based on their demographics, current product mix, and life circumstances. Every bank should establish a formula for identifying the next best products for their customers. Storing the next best product for each customer in CRM will give employees a great source of referrals. Additionally, providing this tailored experience will result in a deeper relationship between a bank and its customers.

 

Execute Tailored Marketing Campaigns

Through integration with an automated platform, like MailChimp, marketing departments can create highly customized email campaigns to increase customer awareness, reinforce brand integrity, and inform customers of products and promotions straight from Dynamics 365. With the ability to segment, score, and analyze customer data, banks can offer targeted communications regarding:

  • Rate changes
  • New products
  • Products targeted towards specific life events
  • Rewards redemptions

Communicating targeted information, based on a customer’s life situation and current financial needs, increases the likelihood of engagement.

 

Listen to Your Customer

When it comes to retention, listening to and acting on customer feedback goes a long way. Surveys should be conducted regularly to maintain an understanding of the customer base, and the responses should be tied back to the customer record.

Dynamics 365 can equip banking and finance enterprises with a wealth of tools to comprehend their customer needs. An organized system can easily tell a customer’s journey to front-line representatives as well as back-office staff, leading to increased retention numbers and optimal growth

 

Learn more about how your organization can implement service innovation from cutting-edge AI solutions designed for the most complex enterprise scenarios to modular apps that let you tackle discrete business transformation processes one at a time with Dynamics 365. Contact one of our experts today to get a free consultation on how you can implement Dynamics 365 in your organization and find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555