Office 365. The Key to the Cloud

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Are you ready? I’m about to ask you the million dollar question… “Does your company have Office 365?” Is that your final answer? Dramatics aside, you can’t integrate CRM On-Premise as seamlessly with Office 365 as you can with CRM Online. Therefore, if you answered yes to the question above, you need to seriously considering CRM Online.

A Tale of Two Deployments

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With the rise of CRM Online, businesses looking to take advantage of customer relationship management are no longer restricted by physical servers or large IT hardware budgets. That being said, CRM On-Premise still plays a large part for many of our new and existing customers. That is the true beauty of Microsoft Dynamics CRM, you always have a choice.

Who Takes the Lead? CRM Online vs CRM On-Premise

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One of the most obvious, yet complicated decisions to make when considering CRM online vs. on premise is, “who will manage the system?” Yes, there are distinct advantages to having your CRM system maintained outside your own four walls. That being said, there are also a number of reasons why you would want to do the opposite.

Cloud Based Technology: More For Less

It’s no doubt that cloud based technology is the future of software. Microsoft has definitely taken notice to this trend. In response, they have offered some key, industry leading platforms to CRM online users at NO additional cost. Those with CRM on premise can still take advantage of these tools, but will have to pay extra to do so.

Reporting in the Cloud

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Making the choice of what CRM offering to go with is similar to buying a car. You want both to last, you want them each to help you with your daily activities, and ultimately you may tend to pull the trigger a little too quickly when purchasing. After all, both will end up being the “shiny new toy” you can’t wait to test drive. Recently I’ve been asked by numerous clients regarding the differences in reporting between CRM online and on premise.

Do What You Do Best

It’s often said that time is the more irreplaceable thing in life. You can earn more money, get a new car, or whatever your passion may be. Time, however is not for sale. To be blunt, your sales people and the processes they follow may be costing you time (and money). Let’s start from the ground up. Implementing a CRM system provides your sales team with the keys to unlocking customer data.

Haven’t Tried Office Groups? You Should!

Last week we talked about Office Delve inside of CRM and why you and the colleagues you collaborate with should take notice. However, Delve isn’t the only Office 365 tool that will help take your CRM to the next level. This “other” tool is known as Office Groups and it has been a part of CRM Online since this May. If you have yet to take advantage of this wonderful product here’s why you should.

CRM and Cortana - The Perfect Team

What’s the deal? At some point in your day you probably wish you had your own personal assistant. Well, with Microsoft’s CRM and Cortana you can have just that! Cortana was first introduced in Windows 8.1 and helped Windows mobile users manage their calendar, track packages, find files, and tell jokes. Perhaps most impressive is the fact that the more you used Cortana, the more personalized your experience was.

Why You Need CRM: It’s Time to Get Proactive

Deliver Amazing Customer Experiences These days Microsoft is really pushing to deliver solutions to create amazing customer experiences. This includes not only winning a customer, a donor, or business partner over, but also includes what happens after the spot light is off and the audience leaves the theater. It is at this time that customer service takes over and customer relationships can be strengthened or ruined.

Dive into “Delve”

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According to the folks in Redmond, the Microsoft Dynamics CRM 2016 release introduces Delve functionality built into the application. For those not familiar with it, Delve helps you discover the information that's likely to be most interesting to you right now - across Office 365.