top of page

What is CRM?

A beginner's guide to customer relationship management

Where do you keep your customer information these days? On a piece of paper? In your phone? On a spreadsheet somewhere? If you are trying to manage existing accounts, sales, marketing, opportunities, quotes, and proposals by relying on emails, and post-it-notes, you’re missing out on strategies you can’t execute without a centralized platform.

So, what is CRM?

CRM, which stands for Customer Relationship Management, has been a business buzzword for years. It's a category of integrated, data-driven software that improves how you interact with your customers, as well as prospects, vendors, and partners. CRM systems help you manage and maintain relationships, track sales leads, execute marketing campaigns, manage your pipeline, deliver actionable data, and so much more.

A CRM database provides a single source of information. Because all team members will track their interactions, the most recent customer information is always at the ready, reducing internal confusion, while improving the customer experience, and preventing missed deadlines and miscommunication.

Why implement a CRM?

Businesses of all sizes use customer relationship management software these days, and almost any department can benefit, including sales and marketing, as well as customer service and executive leadership. Good CRM software provides a better way to manage external relationships. But, with visibility and easy access to data, it's also easier to collaborate and increase productivity internally. Everyone in your company can see customer interactions, history, activities, purchases, dollars spent, previous complaints or problems… and that’s just the tip of the iceberg. CRM helps companies drive business growth, especially for a small business, where teams often need to find ways to do more with less.

Why use Microsoft Dynamics 365?

With Microsoft Dynamics 365, you get CRM software that works as a customizable, flexible solution designed to suit your business requirements. It truly harnesses the power of “One Microsoft.” It is an all-in-one business management solution that integrates with Microsoft 365 (previously Office 365) & other Microsoft tools like never before, bringing insight and efficiency to daily tasks. This solution is the next generation of intelligent business applications, helping organizations engage customers, empower employees, optimize operations and find new ways to provide value to customers. Unlike other CRMs on the market, Microsoft Dynamics 365 is scalable as you grow.

Why partner with SYNACT?

If you want to maximize your overall business efficiency and productivity, then hiring a partner is a smart move. A partner’s aptitude and experience will help you leverage ever-evolving best-in-class software. SYNACT’s all-inclusive pricing model brings a new approach to the industry’s bill-by-the-hour paradigm. In short, we charge a fixed fee per user, per month, with no investment upfront to design and build your system, and no investment afterwards for the subsequent changes, training, and support that are always part of a successful launch and application.

We don’t just sell software; we sell a mutually beneficial technology partnership, tying our own success directly to yours. If you’re looking to learn more about our unique all-inclusive model, click here.


bottom of page