There are many ways to manage your customer data. The easiest way is pen and paper. Grab a nice daily planner from your local office supply store and use a pen to keep track of your information. There is a section for contacts, for planning the day and some sheets on the back for notes. This day planner approach works for the most rudimentary people management needs. Hopefully you don’t have to collect too much information about a single person. The inch or two of allotted space per entry represents no more than a home address, a business address, and perhaps a birthday or a note about her favorite color.
Jump to today. Paper-based daily planners are a far cry from today’s more modern Microsoft Dynamic CRM systems. The address book is replaced by a comprehensive customer profile system. You simply customize those two addresses, birthday, favorite color…then add order history for the last ten years and reference any related employees if you like. Cross-reference entries with others in the same virtual address book so you always have a picture of who is who and who is related to whom in the bigger picture of your business.
The MS Dynamics CRM application is a powerful tool that goes beyond just contact management. It uses a familiar Outlook-style interface to put your overall customer experience in focus. As you manage each contact, you’ll see a wealth of related information. No steep learning curve with the familiar Outlook interface. They are ready to use out of the box with no special training required. As familiarity increases, the power of the product becomes more apparent. It integrates with what you (your employees) already know. It’s another step for an expanding company.
Delivering this power is easy with Microsoft Dynamics CRM Hosting. You can maintain the freedom of your own corporate servers and allow others to host your data in a secure environment. The hosting route also leverages the power of Software as a Service (SaaS). It’s a pay-as-you-go a la carte service, where you rent only the software you need. Once rented, you get access to it from anywhere in the world. The incredible power of SaaS makes even the smallest businesses look big. It comes complete with a dedicated IT support team. A support team is committed to maintaining the integrity of your customer database. A team there for you when problems arise.