How CRM integration can help an e-commerce store drive more sales

How CRM integration can help an e-commerce store drive more sales

E-commerce online platform in the form of web store is the new mode of virtual shopping. Though the entire process of online shopping is convenient from the customer perspective that involves instant internet shopping but managing sales in e-commerce store is always complicated for the business. With the rapid evolution of information technology and digital transformation, the easy access of the robust e-commerce store on digital gadgets smartphones and tablets is the new norm of smooth shopping at the comfort of home and on the move.

  • Almost half of the world’s population more than 3.2 billion people worldwide use the internet.
  • E-commerce store facilitates time-saving alternative with convenience, better infinite choice and 24/7 availability.
  • Mobile phone users worldwide is expected to pass the five billion mark by 2019

These three facts lay the foundation for the fast catching up of the online shopping trend with a global population of 7.4 billion and more. Customer data and information play a significant factor in driving the overall sales growth for the Online shopping platform with the following add-on.

  • More than 100 million users visit online shopping websites per month
  • An estimate of 2 billion people worldwide moving to e-commerce store to avail goods and services.

Comprehensive business software for real-time sales insight

CRM is a business terminology abbreviation for Customer Relationship Management in fact, CRM for sales is a lead nurturing business software. The software technology in the form of automated sales management software help an e-commerce store drive more sales. Employing CRM technology come handy with its own sets of assets for sales growth and customer retention. Comprehensive CRM system strategies helps to manage business relationships with the customer. CRM software give the complete data consisting of customer’s buying history, preferences, and concerns to the customer handling staff.

Benefits of Dynamics CRM customization services in Ecommerce store

CRM integration is well-suited for e-commerce enterprise to analyze customer interactions and enhance customer communication with a comprehensive centralized customer database.

  • A good cloud based CRM system provide universally accessible, centralized database of all your leads, accounts and contacts to handle all customer facing activities in a business from marketing to sales to technical support and customer services.
  • High-end CRM helps a business in making informative decisions to adjust their marketing campaigns and increase sales as they get to know which customer buys what after analyzing the collected customer record.
  • The customers may include the existing one, new ones or the one of future. There is a great need to organize, manage, track & nurture current and existing customers for the well-organized customer relationship.
  • Robust CRM keep record of customer and on the basis of customer experience e-commerce store management can develop strategies to arrange, oversee and track its existing and potential customers.

In addition, the e-commerce store sales manager connects with the individual who need the products/ service and impart out of the box customer service on the basis of customer needs, patterns, behaviors, and trend. One of the major advancement of CRM applications is collecting data & analyze it at the same point of time. With the help of CRM software for small business, one can quickly customize the leads, sales, marketing and case management by making few clicks only

Dynamics CRM online integration is vital for e-commerce store sales

Cloud-based CRM assist enterprise to take key critical business decisions with sales insight from storage of customer data consisting of customer details, accounts, information, and leads. The entire sales department can view the sales updates and track customer behavior on an ongoing basis.

  • E-commerce CRM for sales teams proves cost effective as it automates marketing and sales analytics saving time and money
  • Comprehensive e-commerce store launches the new range of products and CRM provide necessary insight into the valuable organized data of the products and packages that clicked well with the customers. The entire sales efforts are streamlined to drive sales, nurture leads and qualify prospects on the basis of the real- time e-commerce data on customer engagement.
  • All-In-One e-commerce, CRM platform facilitates customer engagement with GUI dashboard, that send email automation and web notifications, analyze customer data, capture lead, support customer complaints through live chat and helpdesk.
CRM Integration

CRM in ecommerce

Boost Customer engagements with Dynamics CRM customization Web notifications

  • With the access to customize templates the entire task of email Automation & marketing consisting of promotional or welcome emails are sent instantly to the customer for enhanced engagements
  • Feature rich e-commerce CRM facilitate users’ consistent correspondence through the detailed view of the automated transactional email stats on various promotional offers.
  • The e-commerce’s store web management focus on the constant customer touchpoint by sending the notification to keep them informed. These notifications come handy with various positive benefits as the customers are well informed of all the new product specifications and special offers. Both the existing customers and the new prospects can be targeted with trackable & customizable web notifications on recommended offers to increase conversions and minimize on the bouncing customers with exit notifications.

Improved Social Enhancements through dedicated social media Dynamics CRM integration

Sales Management Software facilitate a lot of social insights to tap and capitalize on your potential customers likes, dislikes as it will detect potential cases and leads from different major social platforms and channels like LinkedIn, Facebook, Twitter, Instagram etc. With a robust Social CRM, integrated Ecommerce store remains in touch with the customers and prospects by following them and listening to their conversations over social media platforms. The major social media platforms engage customers and prospect leads with marketing, sales and customer service that further includes social engagement with the prospect and social customer service.

  • Identifying customer data patterns to improve customer service and decision making.
  • Converting an engagement on a social channel into a lead. Target your sales and marketing efforts based on data analysis.
  • Converting a question posted on a social channel such as Facebook into a support case.

Amplify Customer support service with Dynamics CRM support in e-commerce store

  • This enhanced tool collects relevant customer feedback data and store it with the centralized customer records.
  • CRM can help business to analyze customer complaints and suggestions, and make changes accordingly.
  • Ecommerce CRM efficiently expedites business with the voice of the customer feature improving customer satisfaction.

E-commerce store simplified the way we purchase, at the convenience of our home or on the move, digitally transforming the global economy. As more and more technology evolution is moving towards artificial intelligence, upcoming online web store will be equipped with the new state -of-the-art CRM suite for futuristic shopping. What else would you like to add to this post in the CRM integration the e-commerce store. Let’s hear it in Comments section if you liked this post. In case, you are having a customer sales cycle to be managed automatically, get in touch with our ace MS Dynamics CRM Consultant as we are more than delighted to discuss your CRM plans, you can definitely contact our subject matter expert consultant by clicking on the side link. We’d be happy to help.


Benefits of using MS Dynamics CRM for MS Office users

Benefits of using Microsoft Dynamics CRM for MS Office users

Microsoft Dynamics CRM is the most sought after automated sales software that is widely used at enterprise and corporate level, owing to its familiarity with MS office software range. Microsoft Dynamics CRM is swift and reliable CRM software that effectively streamline customer relationship data into a centralized database. The inbuilt functionalities of MS Office being integrated into the indispensable CRM software facilitate effective productivity for MS office users.

Indispensable automated sales and marketing: Well Sync with MS-Office

The Microsoft Dynamics CRM software makes the entire CRM management task effective for sales and marketing team as it is well-integrated with tools like Microsoft Word, Excel and Office Outlook that equips teams to be more productive and educated. Moreover, the team members and the employees gain deeper insights into the active customer relationship across multiple business process channels.

microsoft dynamics crm

Microsoft Dynamics CRM

Why MS Dynamics CRM scores well over other CRM vendor software? Read further on this here

  • The main reason of multiple business houses adopting MS Dynamics CRM to the core of its sales business work process implementation is its intuitive MS office tool range and familiar UI.
  • MS Dynamics CRM effectively connects well with other MS office tools, namely Microsoft Office 365, Microsoft SharePoint, Microsoft Exchange, Microsoft Outlook, Windows Server, Skype for Business and Yammer.

Expedite the Sales process: Tightly Integrated with MS office components

  • Offer an intuitive and easily customizable environment that makes the entire work of customization swift, easy and reliable as per the specific need of the users.
  • Enhanced worksheet experience –Most of the core work that involves task to manage sales forecasts, calculating commissions, sales process analysis and insights can be completed with the help of all new Excel templates without the prior need to switch or export between the applications.
  • This makes the entire work fast and reliable saving precious time and effort involved in switching between applications in the middle of completing a business process.

Microsoft Dynamics facilitates, authentic sales management that becomes familiar and swift with MS office integration

  • Contextual documents –Now it’s entirely easy to open and access various Office apps within CRM or the CRM mobile App. Subsequently opening a CRM document within a CRM app is also manageable at its best via employing various applications on wide devices ranging from Microsoft Word for the iPhone or Microsoft PowerPoint for iPad).
  • This makes working on One Drive for Business, SharePoint, and Office 365 Groups seamless and swift. There is an extensive integration of Microsoft office features that is integrated with CRM with an inbuilt Outlook client, dynamic Excel PivotTable exports and various reports enhanced by Word mail-merge integration for letters and custom emails.
microsoft dynamics crm

Microsoft Dynamics CRM

Supple with enhanced Reporting: Supported by MS office tools

  • MS Dynamics CRM facilitates Flexible reporting that enables managers and sales reps to easily see the business process as the indispensable CRM data is easily transferred into Microsoft Office SharePoint Portal Server or into Microsoft Office Excel for analysis for finer lines of executive dashboards updates for focusing and collaborating on customer-related documents.
  • One of the well-known features includes intuitive inbuilt reporting that becomes a big easy task for those having a peculiar familiarity with MS Office environment.

However, here is the key, crucial and important takeaway as a conclusion. Significant and biggest take away from this discussion includes.

A good combination of automated CRM and Office 365 yield amazing following output:

  • Now, you can effectively view customer information, create leads or open support cases all in one go with indispensable CRM straight from the inbox of your all-time favorite MS Outlook
  • End users can work smart by perfectly crafting professional documents comprising sales orders and various invoices with quotes by making broad use of MS word templates in CRM software
  • Excel has long been a helpful electronic worksheet, so users can easily update information in the centralized database by using Excel spreadsheet in the CRM, by importing, exporting and sharing information
  • You can attach all the relevant meeting notes and useful customer interaction information and data by making use of OneNote in CRM
  • Storing and synchronizing documents in one centralized SharePoint location and linking to CRM software is not a big deal now.

Microsoft Dynamics CRM facilitates trilogies of sales management some of it includes Sales Force Automation, Customer Service Enhancement and Customer Engagement Centre This in conjunction with effective Marketing campaign expedite the overall marketing automation system sync to your CRM, as you can optimize your lead generation thoroughly with deeper insight and real time sales forecast. Comprehensives customer management move lead through the CRM funnel even more quickly, and close the sales with effective strategies.


How to adapt to MS Dynamics CRM in an organization using excel for Customer management

What is CRM and how can we use it for business automation?

MS Dynamics CRM is indispensable automated sales software that facilitates seamless, Customer Relationship Management (CRM). This system provides all the benefits that boost productivity in the entire phase of the customer relationship cycle straight, from the initial stages of lead capturing to account creation than in the final stages of after sales process.

The business terminology CRM is an acronym that stands for Customer Relationship Management. The basic infrastructure of a business model and ROI (Return on Investment) is dependent on the healthy relationship with the customers. Or, we can say that if there are customers then there is business otherwise no revenue would take place. The traditional approach for customer management and engagement involve usual manual data handling approach, to upload leads, run email marketing campaigns through text and purchases. The comprehensive sales software helps sales, marketing ,customer service professionals and MS Dynamics CRM Consultant, capture lead, which is an expression of interest favored by the existing, new one or future customer, who places an inquiry about the products or services.

Advantages of Microsoft Dynamics CRM that makes it the best sales software at the enterprise level

  • Microsoft Dynamics CRM Online finds maximum use, on the corporate level, owing to its lots of automation features smoothly aligned with an attractive intuitive interface that prompt excellent reporting tools.
  • It is fully developed for overcoming the complexity of the traditional sales and marketing practices, as this is a great alternative to complex customer relationship management requirements, specially developed and designed for mid to larger organizations.
  • Microsoft Dynamics CRM offers relevant social media analysis and dedicated reports on sales and customer service automation.
  • Helps sales professionals and Microsoft Dynamics CRM Consultant manage sales at the best, as the integrated approach to collaboration in the teamwork is, taken at its best as the entire sales team work in unison.
MS Dynamics CRM Consultant

Excel & MS Dynamics CRM

MS Dynamics CRM is the best alternative, to the traditional Excel way of data handling

Customer Relationship Management is an all-purpose strategic automated sales tool. This robust sales software suite facilitates companies, to flourish customer base and keep track of all the sales and marketing activities via a centralized database. This is a part of the most sought after business process automation that accelerates business processes, to garner additional revenue in minimum possible time. Widely employed at enterprise and corporate level in mass scale CRM software effectively tracks and manage existing, regular and potential prospects or customers

Benefits of CRM over traditional electronic spreadsheets (Excel) employed for data handling

  • Customer relationship management is an important factor that plays a vital role, in enhancing the sales figure through effective customer service management that minimizes all the manual data entry done via Excel spreadsheet.
  • There are two main primary causes of software origin, one is well-known as everything is gone paperless and another one is the swift and effortless completion of the task. The same thing goes well with the sales automation software, as the wide scale CRM implementations at the enterprise and corporate work process simplifies the entire sales, marketing campaign
  • Tracking customers in Excel data is a thing of the past, as cutting-edge Microsoft Dynamics CRM software solution is a feature-rich innovation, to directly upload Excel sheet in the CRM database.
  • Sophisticated calculation is possible in CRM as compared to MDynamics CRM
  • The MS Dynamics CRM application facilitates Status record calculation in the form of percentages and statistical analysis
  • Data is exported in the form of reports for end-user
  • Since Excel is very much familiar to almost all the users, so it is easy for CRM users to export and import CRM data.
  • In addition, now the communication benefit of mobile CRM is superb for MS Dynamics CRM Consultant, as it is independent of the office environment.
  • Apart from this CRM is a cloud-based application that is easily accessible from any internet connected device

Moreover, when CRM is employed, customized and implemented in the proper way, it is the refined centralized database of all the relevant information consisting of marketing, sales, service, and operations. In fact, it’s now easier to implement Dynamics CRM at enterprise and corporate level with companies already having seamless Microsoft resources and infrastructure.


Here’s, how we can capture lead using MS Dynamics CRM

Effective ways to Capture lead in MS Dynamics CRM

A lead is any potential contact that has shown interest in your company, product or service and initiated interest in by inquiring about the products. This can be seen as the new customer who has shown interest in availing your B2B Company’s product or services and made contact with you. This lead can be in the form of visitors browsing your website and filling out details as part of the call to action on your website through inbound online marketing or making contact via the contact details provided on the website. Ideally, the lead management process and strategies are transformed in follow -up call or meeting.

MS Dynamics CRM

Dynamics CRM customization services

What are the different ways we can capture lead in CRM?

Lead generation Methods: The process of finding complete new prospects and capturing the newer lead start from the already existing customer or account when the sales representative focus on the same regular customer by working  on multiple opportunities for the same Contact or Account.


This traditional approach prompts the sales rep to ask the right questions from prospect to identify and qualify new sales opportunity. In this way, the lead database is added into the centralized MS dynamics CRM database as part of Dynamics CRM integration services.

Website inbound marketing or online lead generation

All new Lead capturing forms that employ Gravity Forms is another way to generate lead via Blog engagements of WordPress. In addition, Gravity Forms facilitates tracking the contact details of the organic website visitor’s by downloading any of the case studies, white papers, and newsletter published by the company and opts in for email communication

Event management

This way the sales person have multiple options to show that they have attended the event or made contact with the prospect as this Campaign Responses enables them to convert contact into the lead and directing the regular customer to follow-up and placed in the contact history. Only the refined lead goes into the CRM centralized database, whereas the junk ones are filtered out.

Email marketing

Sales professionals send email messages to clients and prospects to generate lead and convert into opportunity and update database records in real time. Based on relevant CRM data from MS dynamics CRM automated, centralized database, the sales person can send more personalized emails to the prospect by including details such as demographics, the latest promotions, newsletter subscription, and previous purchase. The CRM automated sales software facilitates effective sales and marketing campaign via Dynamics CRM support services by increasing efficiency, ROI, and reach of the targeted user – base.

Social listening

All new methodology of adhering to social insights, data, and figures that effectively determines the buying behavior of the customer with their active social media interaction. Customers rely on various social media platforms to study the product through descriptions, reviews, and testimonials that can be traced with Social CRM integrated into the Dynamics CRM customization services. Read further on this here

Role of MS Dynamics CRM in lead capturing

In addition to this, another effective effort to lead capturing depends on Campaign Responses. Whenever a sales professional is attending a conference or an event or leverage on the website for lead and receives surplus inquiries then the Campaign Responses comes into the picture.

Moreover, the Campaign Responses take four modes for conversion of lead into the opportunity. A Sales rep can effectively manage this straight from the dashboard or from the functional area of the CRM.

The Campaign Responses can be said to be the filter funnel of the entire lead database and works consisting Dynamics CRM customization in the below-mentioned ways.

  • The best part of this updated database is that it facilitates easy tracking of the information related to the inquiries from the source and data from the conversion of all the lead into opportunity over a given specified period.
  • This links the follow-up activity with already existing Contact or Lead
  • The Campaign Responses effectively convert the follow-up to an Opportunity for a regular customer
  • This utilizes the contact information and converts them into subsequent follow-up activity to Lead
  • The Campaign Responses ends the follow-up activity without the person interference into your database.

Consequently, all the above methods initiate successful lead capturing endeavors of a sales rep by the fair use of automated MS dynamics CRM sales software in entirety.


Cynoteck Technology Solutions Pvt. Ltd Becomes A NASSCOM Member

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Cynoteck Technologies Dynamics CRM Consulting Becomes A NASSCOM Member

Dehradun, UK, India August 2016 – Cynoteck Technology Solutions Pvt. Ltd has recently announced its membership with NASSCOM.

Cynoteck Technology Solutions Pvt. Ltd is an ISO 9001:2008 Certified leading IT Company facilitating Web, Mobile, Cloud Computing, CRM Application Development, Consulting Services, and Solutions. Based in India since 2008 the company is focused towards improvements and subsequent developments of a broad spectrum of services to its clients. NASSCOM is a globally recognized industry body that offers a flexible platform to globally connect and collaborate with other leading IT/ITES service players. Nasscom members are active participants in the growing global economy, known for the innovative approach for comprehensive business practices and laying the path for emerging opportunities.

Udit Handa, Cynoteck Technology Solutions Pvt. Ltd CEO expressed his delight on the recent achievements and stated, “Staying focused and target oriented plays vital role in company’s overall growth. The recent membership with NASSCOM will prove beneficial in growing our business endeavor. The company incorporates the innovative practices in vast Dynamics CRM Consulting that multiply its ability to offer comprehensive solutions to global clients in their respective market niches. It also provides new avenues facilitating growth and inviting new opportunities for the progress in the organization”.

The company’s success is credited to the united efforts of its tech-savvy best brains of the organization committed towards hard labor and progressive endeavor. With its impressive list of accomplishments in the Dynamics CRM Consulting and onshore projects the clientele response had been excellent with client contacts, expanding from UK, US, and India across different industry verticals, the company stands as one of the leading IT services solution companies in pan India. Comprehensive, effective implementation of solutions and a team of software consultant experts have ensured the progressive growth in achieving the big in minimum time span.[/wee][wee animation=”zoomIn” duration=”3″ repeats=”1″ delay=”0″ offset=”0″]

About Nasscom

Established in the year 1988, Nasscom i.e. National Association of Software and Service Companies expedites the growth and expansion of software industry in India. This is the premiere global trade body association of The Information Technology organization in India that encourages business and trade in software and services, to facilitate research in software technology. Nasscom member’s associates are mainly in the business of IT services and software development with the membership that has grown over the years to 1400 members, constituting around 95 percent of the IT software export revenue in India.

About Cynoteck Technology Solutions Pvt. Ltd

Cynoteck Technology Solutions Pvt. Ltd is a web agency providing a wide spectrum of IT services and solutions including Web, Mobile, Cloud Computing, Dynamics CRM Consulting Services, and Solutions. Consequently, with several globally recognized software implementations and the innovative technology solutions, the team of consultants has grown by leaps and bounds with enriched experience in Salesforce, MS Dynamics and Resco Cloud and  Mobile CRM platforms. Moreover, the company aims to align the best brain on board with diverse offshore development services in San Francisco tailored to offer application enhancement and management facilitating the highest level of customer service.

For additional information, please contact:

Cynoteck Technology Solutions Pvt. Ltd




The 6 Biggest Benefits of CRM

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The 6 Biggest Benefits of Dynamics CRM service

Happy customers are good for business: That’s a fact. But do you have the tools in place to fully manage those relationships? Customer Relationship Management (CRM) software can help. Before you say you don’t need anything to assist with the basics of negotiating customer demands, know that CRM offers distinct benefits. You’ll keep your customers coming back, again and again, for starters via Dynamics CRM service. And customers who have a positive experience with your company tend to spend more than those that don’t. In addition, CRM tools can help you better understand your customers and identify patterns that may help you make future improvements to your business model. Want to learn more about CRM and why you need to invest in it, you can read more by Clicking here ? Use this graphic to get started.




The Two Big Rivals- Microsoft Dynamics CRM And Salesforce

The Two Big Rivals- Microsoft Dynamics CRM And Salesforce

Microsoft Dynamics CRM is an integral part of any company and due to its extensive demand, market is full of many alternatives. SalesForce is also one of its form  that is much in demand, but there are few difference between them.

For a company, customer relationship management acts as a cornerstone that helps in the effectiveness of its operations and enables better understanding of the needs of the customers.

Not all CRM systems are created equally and leave companies with a question, that which system actually makes sense in their technology, budget & staffing environments.

While, there are many companies entering the market place with different prices and capabilities. In this article we will discuss about the two major players: Microsoft Dynamics CRM and Salesforce that are held responsible for the relationship with the customer.

Both of these CRM systems dominate the market and are constantly coming up with new releases to create a differentiating factor.


For Salesforce, one doesn’t require any technical know-how, as it is built with a user-friendly interface. The main purpose of its use is for funnel management & reporting. A highly dedicated administrator can take great advantages of it and can even enhance its use in multiple departments through “clicks not code”. This aspect of Salesforce permits you to make changes and for this you don’t even needs to be a developer.

And, in case of Microsoft Dynamics CRM, configuration by an administrator is allowed, it is more labour intensive and also coding is required to perform even a simple like creating a workflow. In Salesforce ironically, an admin or developer costs much higher as compared to a Dynamics CRM resource. This price varies due to the development features of both the softwares.

Available Resources

Large community of Salesforce has been established that expands its app store to its Sales Success Community, where multiple independent blogs & YouTube channels are updated at regular intervals. And the app store alone has a number of add-on applications that are necessary for the improvement of the platform for the specific industry needs. Microsoft Dynamics, may reach to this level someday, but is not there yet! Its YouTube channel is not an intuitive or well-stocked one. For this, your employee will need to get involved in GitHub and some of the other online resources for the improvement packages.

New Releases

Salesforce, comes up with the improvements and new features at regular intervals, three times a year with greater advancements. It remains attentive when a question is posted on its community, where the new ideas are posted and voted by the people. Microsoft Dynamics, releases are not upto the level of that.

But there are reasons for which it is recommended to buy Microsoft: The coding language used is a familiar one and companies can also bring the systems on the premises rather than keeping the customer data on the cloud.

In case, you want your employees to keep their concentration on the other projects and the data should remain in the cloud only, then Salesforce is strongly recommended. It is always looking forward for ways of improvement at both the ends: front and back. Whereas Microsoft Dynamics is much focused on other larger number of products rather than this. But now, Microsoft has come up with certain improvements and have allowed Salesforce to work on Microsoft 365 platform.


9 Steps to Effectively Implement Dynamics CRM

9 Steps to Effectively Implement  Microsoft Dynamics CRM

Do, you think that running a business is easy? No, it’s not at all an easy task! Even, if you have the best workforce, team members with ample knowledge & the most effective skills, but still it takes a lot of time & effort in putting everything in place.

An effectively implemented Microsoft Dynamics CRM instance can help a business in handling most of the problems.

Buying this software is an easy task, you can consider on-premises deployment if you have an IT team or you can go with the much flexible online cloud version of Microsoft Dynamics CRM, but the bigger challenge is its implementation in the right way so that it aligns with your business towards the right perspective under the expert guidance.

Here are 9 simple steps using which you can implement Microsoft Dynamics CRM effectively in your organization:

  • Qualify

  • This is the foremost stage that defines all the benchmarking of all the processes & their responsibilities towards your organization. At this stage, major business concepts along with the issues are brought forward, so that an effective solution can be achieved. In short, a proper understanding of the business is done at this stage.

  • Commence

  •  And, next comes the second stage where the most efficient team for the project is created along with the framework of the overall plan. This is considered as a most crucial stage because in this outline and understanding of the project is done for achieving the desired goals. Also, during this strategy, three elements are considered:

         1. Development processes are defined

         2. Roles & responsibilities are clarified

         3. For all customer information, one common source is ensured

  • Definition

  • This step usually carries the organization’s current business & IT strategies with proper analysis and understanding.

  • Designing

  • The design phase of the whole process is held responsible for the overall look of the process. In this, all the business processes are re-designed in order to ensure the efficient working in accordance with the project objectives. All the requirements of the business plan are taken into consideration from various other departments by taking appropriate actions by the Microsoft Dynamics CRM.

  • Assemble

  •  In this phase, the conceptual design of the solutions starts to take an appropriate shape. All the customer specifications like reports, interfaces and programs/ applications can easily be viewed here.

  • Preparation 

  • Here, all the solutions being discussed during the definition & designing phase are compared. Whatever changes required can be easily viewed here.

  • Transfer

  •  Being the key stage, companies carry out a workshop with the employee to ensure they are trained enough to work with the Dynamics CRM Software. Also, at this stage, it is ensured that the work is carried out efficiently or not.

  • Help 

  • For the smooth flow of the activities along with the whole business cycle, a business company provides additional help.

  • Analysis 

  • During this stage, a complete analysis is carried out to know about the smooth running of the business and how trained staff is managing the software from the organization’s point of view.


What Are The Affordable CRM Solutions For Small Business?

What are the Affordable CRM For Small Business

An idea of implementing CRM (Customer Relationship Management) for the small business owners, can be an incredibly overwhelming. Firstly, there is a misconception that, having this is probably going to be a cost of arm and two legs. And the next challenge would be, finding the time to add even more things to this ever going list of the tasks of the business.

Though, it is a powerful tool, only if used in the correct manner. For using it in a real manner, place it somewhere making it centralized, from where management of all the touch points, including current and prospective customers, along with the process of capturing preferences & later use the same to generate customer loyalty and generate even more business.

Best of all, that you can do without spending hours of time in figuring out how to set up everything. So, here are some of the affordable CRM for small business (CRM Solutions) that will benefit you greatly:

crm for small business


Insightly: One of the most popular and widely used CRM, is simple & extremely powerful solution designed. With the help of this, you can access all the information like contact number, e-mail history with their background easily.

Also, another advantage of using this is that, it offers seamless integration with the Gmail, Google Drive, Outlook 2103 and Office 365 & even social media accounts. This feature of integration with the social media accounts helps you capture the screenshots of the conversation with the customers.

crm for small business

Nimble: Nimble, as its name implies, helps in finding the current and prospective customer information in a smart & simple way. Like all others, it also provides you the functionality for managing information and relationships. One of the main merit of this solution of CRM is that, it automatically identifies social media profiles, so, you don’t have to go through the profiles of the people and make a thorough search.

crm for small business

Batch Book: This is the one that provides most efficient & easy ways for the CRM for small business. By the use of this, you can import & organize contacts and can even track your communication along with the managing tasks & events, all at one place.

crm for small business

Zoho CRM: Whatever is required for generating leads for your website is provided by the Zoho CRM. From tracking sales activities, managing email marketing & accessing information of the customers without any scrolling or search.

Drag and drop customization means you can easily make changes which is huge if you’re not tech savvy or don’t have a dedicated IT person on staff.

Whatever, you are looking to grow, whether a team or business, the right choice of CRM for small business will definitely help you out and will lead you towards the perfect solution.


A Quick CRM Software Guide for Beginners

A Quick CRM Software Guide on what is CRM, for Beginners

very person who has his own business will be aware of the term CRM. You will be surprised that, it is great for people who are not even aware of what is CRM, and how to best utilize it.

Backbone of every business is its customers, without which business will fail. For every business, there is a great need to organize, manage, track & nurture current and existing customers. This is the way where CRM system enters the picture.

What is CRM?

CRM stands for customer relationship management and is the name given to the system that helps in proper management of the relationships between the business and customers. The customers may include the existing one, new ones or the one of future. Everyone who wants to keep their customer relationship well organized and in place needs a CRM. With the help of a CRM, one can quickly customize the leads, sales, marketing and case management by making few clicks only. A CRM is all about people.

Is It Easy To Use CRM?

A well organized CRM software is really easy to use. Its a thing to play! Basically, it is a software that helps in proper management of the customers and also helps in sending mails and resolve cases with ease.

How CRM Works?

A CRM relies on the information gathered about the customers. For example, a discount card of the superstore, whenever the purchase is made by the customers having a discount card, then the whole information of the purchase being made by that customer is stored in the database. In this ways, business get to know which customer buys what. This record, helps a business in making informative decisions. After analyzing the data collected, businesses can adjust their marketing campaigns and increase sales. In this way, CRM brings business closer to the customers. It also helps business in making improvements by which their clients can earn more benefits.

On the top of this, CRM can help business to analyze customer complaints and suggestions, and make changes accordingly. CRM applications and practices are used to make businesses more efficient and improve customer satisfaction.

How CRM Benefits Businesses?

There are numerous targets which companies might want to achieve by implementing a CRM. A business enterprise might like to strengthen its customer care. A business might also like to improve earnings simply by promoting the right merchandise to the right people.Companies want to know exactly what clients need. Once a business detects what is crm and what a consumer wants through CRM software, the organization will then provide the consumers what he / she wishes. This will result in return of the clients, and increase in new clients. Maintaining a positive relationship with the clients is definitely a necessity for a business. Well-rounded CRM is effective to make sure, whether this kind of element is available.

What Are The applications Of CRM?

Just like, other applications like Microsoft word and excel, CRM applications run in the similar way. In this, values are filled in & when these values have been filled, the data is analyzed and interpreted in the required manner. One of the major advancement of CRM application is collecting data & analyze it at the same point of time.


Successful, CRM implementation is really important for every business in this competitive world today. With the increasing expectations of customers, business needs to expand its wings to a greater extend in order to meet the needs of the people. CRM is the only way to get connected with the customers and serve their needs with better business.