Streamline, synchronise and share your systems

26th June 2020

If you’re a busy industry like construction with lots of processes to stay on top of, the last thing you want to be doing is worrying about all your technical processes too. Trying to manage several programmes at once can quickly become messy. But don’t worry, it doesn’t have to be this way. Now is the perfect time to integrate your software into a single easy-to-use system; keeping all your important data, accounts and processes under one roof. 

Manage your customer journey

When juggling a lot of projects simultaneously, the customer journey can start to become blurred. Enquiries can start to slip through the net if not followed up and on completion, things can quickly start to fall behind. When you integrate your CRM system with as many of your external systems as possible, you may firstly find you needn’t be paying for some of the additional software (more on that later), but you will also be able to see a clear picture of each customer’s position in their journey with you. 

Take advantage of the automation of your CRM. Use it to automatically programme follow up reminders after your preferred length of time. Use it to identify clear customer statuses. Use it to log your important transactions with your customers. The possibilities are endless. 

Reduce your costs and improve efficiency. 

We touched on this earlier, but consider how fully utilising the functionality of your CRM could actually reduce your costs down the line. While investment in automation may be a larger initial outlay, the benefits and reduced costs that follow more than make up for it. 

In addition to this, you’ll dramatically reduce your risk of human error, particularly if you’re juggling multiple projects at once. Rest assured that your accounts will be kept up to date with the latest information, meaning less important enquiries will fall through the cracks. Once you’ve streamlined all your processes in this way, watch your efficiency and bottom line grow. 

Create synergy. 

One of the biggest advantages of integration is knowing there’s a certain level of synergy between all your software. Offer your customers something different; a unique and smooth journey with you from the minute they enquire on your website through to speaking to your customer service team through to paying their invoice after a project is complete. These processes may all be housed in different programmes but by amalgamating them through the power of your CRM, you’ll be able to build a comprehensive profile of each and every one of your customers. 

Your customers expect more. Provide them with a streamline and efficient service by making sure your technology is in place and ready to receive those enquiries. At ixRM, we help you get the most out of Dynamics 365. Just as you’ll create a linear journey for your customers, we’ll make the installation and maintenance process as smooth for you. If you’re a busy construction business with the need for a faultless process through the power of Microsoft, contact ixRM today.

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