Running a business requires a great deal of focus, dedication and hard work. Even when times are good and things are running smoothly, a business demands of its owners and senior leadership team their complete and undivided attention. Like a swan that’s gliding beautifully across the water, the legs of a business are always working.
Unlike the big players in the market, however, small and medium-sized businesses (SMEs) often lack the resources and time required to meet the ever-changing yet always pressing demands of corporate life. In order to achieve sustainable success, SMEs need the help of smart, productive and easy-to-use technology; without it, the demands of running a business will overwhelm even the most industrious of workers.
Getting the most out of every interaction
When you’re an SME, finding new customers can be one of the biggest challenges your business faces. Digital transformation has opened up the competitive landscape, and even those playing in what were traditionally considered niche fields, are now seeing greater difficulty in successfully converting new customers. As a result, customer retention and customer relationship management have become mission-critical pillars of any business’s growth strategy.
Two questions need to be on every SMEs’ mind:
When you don’t have the people-power to track these questions effortlessly and you’ve got a small number of account managers looking after multiple high-stakes accounts, a product like Dynamics 365 App for Outlook can truly be the tool that makes or breaks your business’s chances of success.
Do it all from the comfort of your Outlook
Being able to track your interaction with customers gives you and your staff the insights needed to successfully navigate customer relationships in ways that benefit both your business and your customers.
With the Dynamics 365 App for Outlook, you can work within Dynamics 365 straight from the comfort of your Outlook. Take, for example, the acquisition of a new customer. When you first start engaging with a customer, your email communication with them is vital. Dynamics 365 App for Outlook gives users the power to immediately create a contact record straight from Outlook and into Dynamics 365, adding that individual as either a contact or a lead.
Once there, you can start linking important email communications, meetings, updating the lead with various actions, etc. and start developing a relationship map for that customer. Over time, your ongoing communication with customers will start to produce invaluable insights by virtue of the types of interactions your business has with them.
The relationship assistant functionality of Dynamics 365 App for Outlook helps anyone talking to a customer or lead by serving all salient and relevant information related to particular actions that should be performed on that customer. For instance, the relationship assistant might remind you of an upcoming event or webinar a particular customer has signed up for – a perfect opportunity for you to engage with that customer and get their thoughts on what they’re most looking forward to getting out of that event – or it may remind you of an action with that customer that’s still outstanding – say, perhaps a service delivery order which has yet to be dispatched.
By breaking down silos between your communications and your Dynamics 365 app you’re able to make customers feel valued, listened to and most importantly unique: you know their specific requirements and the specific journey they’re undertaking with your business.
There are countless reasons why we at Advantage recommend the Dynamics 365 App for Outlook, but to get the conversation started, we thought we’d focus on our top 5:
Words by Camilo Lascano Tribin
To find out how Advantage can help you build meaningful and commercially relevant relationships with your customers, talk to us today.
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