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Microsoft CRM Integration

Microsoft Dynamics CRM Integration

For a business that wants to grow and succeed, few things matter more than connecting with customers. But adopting CRM (customer relationship management) software has been difficult for many organisations. CRM software can be complex and difficult to learn. And employees might require time to gain proficiency. Employees can sometimes even resist adopting CRM software because it forces change in their work routines.

 

 

Microsoft has brought CRM software into a new era with Microsoft Dynamics CRM. It is a flexible CRM solution that works the way a company works, adapting to each business culture with its unique way of responding to customers. Microsoft Dynamics CRM integrates well with Microsoft Office programs, including Microsoft Office Outlook, Microsoft Office Word, Microsoft Office Excel, and powerful data-sharing tools such as Microsoft SharePoint and Microsoft SQL Server Reporting Services.

Here's a quick look at how Microsoft Dynamics CRM works with familiar Microsoft products to give any business a new way to stay connected with customers.

Customer Relationship Management (CRM) systems and accounting systems are often running as separate systems in most companies where important customer information is not shared.  Key customer data is likely to be held across finance and sales pipeline databases. With separate software, a 360-degree view of a customer is difficult or impossible.

Pythagoras has integrated Microsoft Dynamics CRM into many different accounting or ERP solutions so the entire business can share valuable data. The business benefits are numerous. Integrating CRM with your back-office solutions gives your employees greater customer insight by enabling them to:

  • Quickly identify cross-sell and up-sell opportunities
  • Easily access payment history information
  • Identify additional purchasing power - or lack of
  • Identify availability of products for sales
  • Quickly assist customers with order status
  • Generate more accurate quotes and proposals

Pythagoras has successfully integrated Microsoft CRM to the following BackOffice solutions.

  • Sage
  • SAP
  • Access
  • Exchequer
  • Microsoft Dynamics (GP) Great Plains
  • Microsoft Dynamics (NAV) Navision

Call us on 0845 850 1550 if you would like to discuss how we can help you integrate Microsoft CRM to your backoffice system, or email us info@pythagoras.co.uk.

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