Solid Tips To Drive Customer Engagement With Microsoft Dynamics 365

Solid Tips To Drive Customer Engagement With Microsoft Dynamics 365

Your customers are the heart and soul of your business. Could your company be doing more to build brand loyalty and increase customer satisfaction? Microsoft Dynamics 365 is a powerful way to drive customer engagement with advanced efficiency and communication tools.
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How to Drive Customer Engagement With Microsoft Dynamics 365

Your customers are the heart and soul of your business. Could your company be doing more to build brand loyalty and increase customer satisfaction? Microsoft Dynamics 365 is a powerful way to drive customer engagement with advanced efficiency and communication tools.

Here’s how.

Customer Relationship Management

A CRM can improve business relationships and help you grow your business by connecting to customers, streamlining processes, and improving profitability. Microsoft Dynamics 365 is a tool that manages customer relationships across the buyer’s journey, from marketing to sales and customer service.

Self-Service Portals

The Dynamics CRM empowers your business by providing excellent customer service, with virtual agents that offer self-serve solutions and improve workflow. Whether on the website or other platforms, your customers can interact with your business via their computer or mobile device and get their questions answered without wasting time on hold.

Gain Insights

Microsoft 365 Dynamics is more than a standard CRM. With advanced technology that enables real-time customer engagement insights, Dynamics delivers a comprehensive view of your customers’ engagement with insights into what products they buy, if they have any problems with the transaction, and how customer service performs, among other things.

Maybe you’re wondering how to get started.

Establish a Custom Workflow

Microsoft Dynamics workflow elements are customizable, with a drag and drop interface. To get started, establish a custom workflow to configure manual tasks, automate tasks in a workflow, configure approval processes, configure line-item workflows, and more.

Create a Distribution List

Targeted distribution improves audience engagement. And, according to HubSpot marketing statistics, email marketing has the highest ROI for small businesses. You can build a targeted distribution list informed by data you’ve collected from customer insights. Microsoft Dynamics CRM allows you to segment customers, prospects, and partner data to personalize communication.

Automate Campaigns With Perfectly Timed Targeted Messages

The ability to anticipate your customers’ needs without overwhelming them with needless messaging builds brand loyalty. Timing and frequency are an essential consideration for all marketing campaigns, especially email. Dynamics CRM insights reveal the buyer’s journey and give you usable data to help you determine when to recommend upgrades, send surveys, and how often to connect on various platforms.

Can You Integrate Sales vs. Marketing Processes in Dynamics?

Regardless of the route you choose, you can use Dynamics CRM to inform posts, articles, and emails that create value for your prospects and customers and improve engagement. Additionally, Microsoft Dynamics CRM can ingest data from any source to activate insights on multiple platforms, including: Facebook, Marketo, Google Ads, Mailchimp, and HubSpot, to name a few.

Add survey responses to customer profiles to drive detailed intelligence on brand affinity and user interests. Drive meaningful actions across the customer journey, from marketing to sales with integrations that make it easy to share insights with any application or platform.

Marketing and Sales Segments

Create campaigns, emails, or landing pages with an intuitive interface to increase audience engagement. Configure and personalize templates and manage events that gather data and keep leads engaged throughout your sales cycle.

Generate Contacts for Orphaned Leads

Generally, marketing requires contact information for leads. That’s not always the case for sales leads. Dynamics 365 custom workflow generates a contact record for each new or existing unmatched lead record automatically.

Are You Looking for More Information?

If you want to build better audience engagement, and you’re wondering how to leverage technology to provide higher levels of customer satisfaction, consider Microsoft Dynamics 365. Get in touch with Uprite today for a technology consultation.

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Stephen Sweeney President/Owner

I'm passionate about business. I'm passionate about technology and cybersecurity. I'm positively thrilled when all work together to create value. Uprite Services helps its clients Accomplish More with technology. We implement and manage their infrastructure so that it is secure, stable, and fault-tolerant. We support their employees so that they remain productive. We help them plan and select the right technologies so that they can grow their business, and reduce risk.