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One of the tasks of automation of sales department is organization of work of managers with clients, when routine tasks of the company are carried out automatically with the help of CRM system. Customer communication, SMS distribution, tasking of employees, data entry, reporting, incoming and outgoing calls, and other duties are performed by sales managers every day.
Integration of CRM with telephony (mobile phones) simplifies the manager’s work.
The integration with mobile phones allows employees not to spend time on the same type of work more time on clients. In addition, the use of integration minimizes errors in work (human factor), structures data, improves efficiency and data quality, promotes sales growth.
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CRM stores the call history with the call record
Saving data on your servers
Ability to initiate a call directly from the card
Monitor lost calls and call back on time
Get the conversation text directly into the call card
Built-in statistics and reports for all calls
We chose Misrosoft Dynamics 365 based on the platform's capabilities to solve our current tasks, but not limited to them. We started with sales automation and plan to expand the system with new modules, respectively, to automate other processes within our company
When choosing a solution, we were extremely interested in such indicators as the modernity and flexibility of the platform, openness to integration, scalability and quick launch of the system. The adaptation of our specialists to work in Dynamics 365 Sales and to the functionality of the system was quite easy, the solution turned out to be quite ergonomic and convenient for end users.
With the implementation of Dynamics 365, interaction with customers has been greatly simplified: we respond to their requests much faster and more efficiently, which helps maintain a high level of service and constantly increase customer satisfaction with our company.
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