Sometimes you hear about an interesting thing, but aren’t quite sure how to get started. Hopefully you have heard of Microsoft Dynamics CRM. It is one of the most innovative CRM applications in the market place. With a similar look and feel to Microsoft Outlook, CRM’s ease of use lends greatly to user adoption. Even though it is called CRM, don’t get too hung up on how you might use a customer relationship management application. Microsoft Dynamics CRM is really leveraged for ‘anything relationship management’. Microsoft uses the acronym xRM, including a great framework, to emphasize that it is built to be configured to suit any business needs.
Do you need to manage hundreds of thousands of applicants, applications and licenses? Yep, it can handle it. Do you need to manage a fleet of cars with history of mechanical issues and fixes, per car? Yep, it can handle it. Do you need reports and automation specific to your industry and your business processes in order to increase visibility and efficiency? Yep, it can handle it.
I could go on and on, but the point is that every business has relationships. Every business also wants to find ways to improve efficiency. Microsoft CRM is simply an application that allows you to define those relationships and find ways to become more efficient. This can be done with point-click configurable changes allowing you to grow your business and processes over time.
If any of this sounds enticing, Microsoft makes taking Dynamics CRM for a test drive as easy as a couple clicks. Don’t worry, you aren’t going to get pestered with phone calls asking you to buy the product. Microsoft wants to open the door of possibilities. If Microsoft CRM doesn’t meet your needs, maybe it gives you some ideas of what you do want in a product.
The sign up process is automated. Once you complete the sign up, you will have your very own 30 day trial instance in the cloud. You can import data, customize forms, create customized entities, create automation and much more.
I hope you enjoy exploring just as much as I have.