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Importance Of CRM Systems And Cloud Based Intelligence Tools For Any Business

, October 10, 2017 2208 Views

CRM systems and cloud-based intelligence tools are really important for the businesses these days. Out of the numerous CRM software systems available these days, the Microsoft Dynamics CRM is one of the most popular choices. This CRM system offers both mid-market and growing companies a strong platform to manage the data and business relationships associated with them. This doesn’t only equip the Microsoft dynamics CRM consultants in India to be more educated and productive but also helps them to gain insights into the total client relationship across various business units. The marketing modules, client service, and sales automation align and streamline the ways through which we client with the prospects, clients and team members.

So, the Microsoft dynamics CRM is a lot more than just a tool for marketing, sales and client service. Besides, with this service, a business owner can manage, generate and convert more leads with simplified important sales tasks and less effort. This software system offers a suite of business solutions, which drive sales while delivering some great client experiences. Therefore, with the Microsoft dynamics CRM system, it is possible to improve decision-making, optimize business intelligence and to empower the customer engagement.

Some of the common features of Microsoft dynamics CRM are:

  • Rich marketing campaign and lead management capabilities
  • Strong automation of MS Dynamics CRM from the opportunities to the orders and quotes
  • Workflow automation and power-user customization tools
  • Insightful functionality of customer service for better case management
  • An open framework for more advanced integrations and customizations to extend the CRM across business units, departments and procedures
  • This CRM includes user-friendly and flexible dashboard and reporting tools

The main benefits of Microsoft dynamics CRM are:

  • This CRM system offers tight integration with Office 365
  • The customized workspaces of this system allows creating, reuse and save favorite views of the client data
  • This CRM system allows easy and quick access to the data through the context-sensitive information
  • It also offers great mobile support to get instant access to the client data from the mobile devices

Power BI is another business intelligence tool, which is capable of bringing all the company data together in a place so that the business owners can visualize it as the whole and gain valuable insights. Earlier, business owners used Excel for organizing data as well as for visualizing the data in a basic chart. But often this is time-consuming as here people need to pull all the data manually from different databases and applications.

With Power BI, it is possible to solve this issue by bringing the data automatically from different sources into a central system. So, by using this system, it is actually possible for the companies to organize data quickly and prepare beautiful charts so that they can understand what a data actually means.

As Power BI is mostly hosted in the cloud, therefore it is actually possible to access the charts and data from almost anywhere, anytime on any device. Besides, with this system, business owners can share and collaborate on the documents with their colleagues directly in real time.

Power BI comes with a handful of amazing features and these include:

  • Visibility
  • Customized visualizations
  • Power Q&A
  • Imported Excel Data

The main benefits offered by the Microsoft Power BI system include:

  • This system offers seamless links to the external data sources, compelling visualizations, automated report generation, interactive dashboards and great data support
  • This tool can present the business data in a visual way in the form of geography, retail report or as the three-dimensional balloon graph
  • After connecting this tool to the data, business owners can immediately start exploring new visualizations
  • This tool comes with a range of features to help you to get through the project fast.

So, the benefits of Power BI includes a number of benefits that can actually help to improve the business intelligence and the Microsoft Power BI consultants India can help you to maximize the effectiveness of your business. Besides, these professionals also get up the Power BI to run the business quickly while offering the necessary training to improve fast decision-making and clearing all the obstacles away.

Ankit Shah

Ankit has more than 13 years of experience in software design and development. He made it to the list of "Top 100 Most Influential People in Microsoft Dynamics for 2013" He is a Dynamics CRM Expert. Ankit believes, "Give the Best and Get the Best".

Motivated and experienced professional with a Bachelor’s degree in Information Technology, Ankit is very committed person with high moral values, positive thinking and integrity.

His expertise are in Microsoft technologies like: Microsoft Dynamics CRM 4.0 and above, Microsoft BI Development, SSIS, SSAS, and SSRS, Microsoft SQL Server version 2005 and above, C# 2.0 and above.

Presently, Ankit is working as a business development head at Inkey Solutions, Surat, India.

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