Microsoft Dynamics CRM Online

Dynamics CRM Online provides all this functionality as well, all delivered online from the Microsoft Cloud. Businesses of all sizes can leverage CRM Online, either on a departmental basis or enterprise-wide. The merits of Dynamics CRM are well documented on this website, including:

• The benefits of the solution to your sales, marketing and customer service teams
• The flexibility of the application to allow consultants to build out custom entities, rules and workflows
• How you can generate insightful reports and dashboards for executives and CRM power users to track trends and make insightful decisions
• Deliver customer information to users on mobile devices, and capture conversations from e-mail and about phone calls

Advantages of the Microsoft Cloud

Some of the key advantages for small and medium businesses of using CRM Online vs CRM on Premise include:

• Elimination of costs including server hardware, data center power and cooling costs
• Streamline human resources associated with on premises software, and/or allocate personnel to more strategic projects
• Flexibility for customer facing personnel to access CRM from home, customer locations, and while travelling, without the need for exposing on premises software to the internet
• Avoidance of loss of productivity while upgrading software

Beyond Dynamics CRM’s core functionality, there are a number of xRM (any Relationship Management) customizations which can be made for CRM Online to address other functions of your business, such as:

• Human Resources
• Event Management
• Membership Management
• Financial data functions
• Training Management
• Asset Management
• Project Management

CRM Online provides a unique opportunity for Miami area small businesses to deploy a common application across their company, which can be used for many different functional use cases. There are also a number of Independent Software Vendors (ISV’s) who offer complementary solutions for Dynamics CRM Online, such as:

• K-ecommerce
• Adxstudio
• Rockton Software for Accounting
• DocuSign digital signatures

By extending the core functionality of CRM Online, you can create additional productivity improvements in your business, as data from multiple customer touch points is captured into a central information repository. ISV applications provide solution plug-ins which can be installed quickly, in preparation for the configuration of third party applications to interface with CRM Online.

The Surucas LLC consulting team can help your business to:

• Migrate your data into CRM Online
• Develop custom entities which are unique to your business
• Set up workflows and rules in context to your small enterprise
• Provide remote or onsite training, configuration and/or customization of the service for desktop, laptop, tablet and/or smartphone users.

Microsoft Dynamics CRM Online is a very powerful solution which, when deployed and configured correctly, can help to improve productivity, contain costs and improve customer satisfaction. If you try to implement the solution alone, you run the risk of:

• Having your employees get frustrated with trying to use a “vanilla” deployment without proper workflows, custom fields or rules
• Missing out on the ability to extend CRM into strategic areas of your business, and the productivity gains which go with them
• Poorly executed data migration could cause loss or corruption of valuable client data
• Delaying the delivery of the key value propositions of Dynamics CRM, which could lose executive support of the project

If you have already been trying to deploy Dynamics CRM Online in your organization, or if you have been considering doing so but are concerned about the repercussions, contact Surucas for an assessment of your needs.