Crowe Metals Accelerator for Microsoft Dynamics 365

Sales and Marketing

Dynamics 365 provides a comprehensive set of relationship management features that CMA and the Customer Service Workbench further enhance. 

Here is how they work together to streamline customer relationship management:

• Leads/Opportunity Management: Dynamics 365 allows for efficient tracking and management of leads and opportunities, helping businesses to convert prospects into customers.
• Activity Tracking: The system offers robust activity-tracking features, enabling businesses to monitor interactions with prospects and customers.
• Data Conversion: It facilitates the conversion of data related to leads and activities into customer records, ensuring a seamless transition from prospecting to customer management.
• Customer Service Workbench: Users can manage all customer-related activities, including sales orders, shipments, and invoices, from a single screen, which enhances productivity and ensures that all customer information is current.
• Campaign Creation and Tracking: Dynamics 365 also includes features for creating marketing campaigns and tracking their details, allowing businesses to measure the effectiveness of their marketing efforts and make data-driven decisions. 

These features are designed to give businesses the tools they need to manage customer relationships effectively, from initial contact to sales and ongoing service.