Microsoft CRM Solution

Microsoft CRM Solution consists of four tools - sales, marketing, customer service, and field service. Each of these four can be owned independently but is designed to work with each other. 

CRM Sales gives salespeople a single view of the customer, all sales activities, marketing campaigns, and customer insights. It automates sales processes and empowers salespeople to drive personal engagement with customers. 

CRM Marketing enables your marketing team to deepen customer loyalty by providing personalised, proactive and predictive experiences across all channels. 

CRM Customer Service is a module for customer service automation that streamlines case and knowledge management, enables personalized customer service with a 360-degree customer view, and provides visibility into customer service department performance with dashboards and reports.

CRM Field Service offers a full cycle of work with customer assets maintenance: from optimized planning to proactive maintenance.

HubSpot CRM Solution

HubSpot CRM Solution consists of five tools – Sales, Marketing, Customer Service, Content Management, and Operations.

CRM Sales offers your sales team the tools they need to book more meetings and close more deals, with a whole lot less work. 

CRM Marketing enables you to run successful inbound marketing campaigns that make people interested in your business and happy to be your customer.

CRM Customer Service offers your customer service team the tools to connect with customers and provide them with an exceptional customer service experience.

CRM Content Management offers your marketing team the tools to easily create, update, and optimize website pages on their own.

CRM Operations offers you the tools to connect your apps, sync and clean customer data, and automate every process for an efficient business and a friction-free customer experience. 

Features Comparison Summary

Microsoft’s CRM Solution comes out of traditional sales techniques such as B2B and outbound sales and marketing. For the wholesale sector, Microsoft’s feature set is more suitable. It has highly customizable reports and dashboards, sales goalposts, rich drill-down capabilities, and plenty of ways to organize sales information.

In the next blog post, we will delve into the pros and cons of adopting Microsoft’s CRM Solution versus HubSpot’s.

Microsoft’s CRM Solution has done a lot to change how CRM is used and redefined a lot of what we knew, so make the decision now before your competition gets ahead of you. Contact us at sales@zooloo.asia and take your first step towards the digital transformation of your business. 

• Next blog on Which cloud-based CRM Solution is better? Part 2  
• Read about The Digital Transformation Journey
• Learn more about our “Digital Backbones”
• Learn more from our eBook series on Digital Transformation for Wholesale Trade

Tags: #CRM #MicrosoftDynamics #Dynamics365CRM #digitaltransformation #B2B #digitaladoption #digitalintegration #digitalsolutions #wholesaletradesector #wholesaletrade