In the current business environment that is saturated with competition, having customer relationships is no longer just a transaction but a component of having a meaningful relationship that continues. Companies that have a strong understanding of their customers and address their needs are the organizations that tend to be successful. This is where there is great value in ERP CRM consulting services—they are a strategic priority for improving customer interactions and managing customer data and information through the customer life cycle.
The Strategic Value of ERP CRM Consulting Services
ERP and CRM consulting services are not just about putting software in place, it is about strategically creating the processes and systems which improve the interactions and relationships a companies have with its customers. Consultants are business experts with the skill and talent to integrate into a company to pragmatically configure their CRM systems to be congruent with their business processes and business objectives.
What are the benefits?
Customer Experience
Consultants can configure CRM systems for a company to effectively capture and analyze customer data so companies can develop the best experience, marketing, and service strategies for their customers.
Reduce Customer Churn
With a better understanding of customer behavior and preferences, companies will be able to approach issues with customers proactively and strengthen their customer satisfaction.
Increase Revenue
A company can improve sales effectiveness and grow revenue with more streamlined processes and better insights and understanding of customer behavior.
Combining CRM with ERP Systems for a Comprehensive View
Having a comprehensive CRM and ERP will provide us with the complete view of opportunities and financial operations and will also ensure we are engaging with our customers in unison with our business functions, such as finance and customer service, in order to have consistency in customer data or profiles.
The Advantages of Integration
Unified Data Management
There is tremendous confidence and reach when everyone in the organization is using the same customer information.
Operational Efficiencies
You will be able to automate certain business functions with your new CRM and ERP integration, reducing the manual efforts you and your teams experienced previously and eliminating possible errors on the CRM side as well.
Enhanced Forecasting
When you can use a CRM that has data informed by your financial and operational data, the reporting will give you a better forecasting perspective while you are going through change.
Benefits of Working with a Consulting Firm to Implement a CRM/ERP System
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- 35% increase in lead conversion
- 45% further improvement in customer retention
- 50% response time improved
- 40% productivity boost across your whole team
- 30% more potential revenue
Process for a Modern CRM Implementation
Let’s dig into what an actual consulting-led CRM implementation looks like when working with Microsoft Dynamics 365 partner DynaTech.
Phase 1: Findings
- Tech stack mapping
- Workflow audits
- Stakeholder interviews
Phase 2: Strategy and Blueprint
- Journey mapping
- Data and KPI framework
- CRM-ERP alignment
Phase 3: Customization and Configuration
- Customer Service, Configure Sales, Marketing, Project Ops
- Create reports and build dashboards
- Set up integrations (PayPal, Shopify, SAP, etc.)
Phase 4: Change Management & Training
- Role-based training
- Power Platform integration for automation
- Playbooks and documentation
Phase 5: Go-Live & Continuous Improvement
- Managed-services support
- Testing & launch
- Quarterly optimization audits
DynaTech: A Reliable Microsoft Dynamics 365 Partner
As a leading Microsoft Dynamics 365 Partner, DynaTech offers custom CRM and ERP solutions that help ensure growth in businesses. Our team of over 350 professionals all have industry expertise and dedication to excellence in every project.
Our Unique Offerings
Custom Solutions
From survey and feedback management tools to e-commerce connectors, we offer different products and services to address particular business requirements.
Industry Expertise
We provide our services in different industries, such as healthcare, CRM for manufacturing, non-profit, and others. This is how we get to apply and implement our expertise, knowledge, and skills to craft customized solutions for our clients.
End-to-End Services
We offer D365 Managed Services, Implementation Services, Data & BI, IT Consulting, etc., to support our clients, all the way from consulting on required services to meeting DynaTech’s promise of success.
Conclusion
Investing in CRM ERP consulting services isn’t just upgrading a system of storage. It’s a strategic maneuver toward developing better and deeper relationships with customers. With the right partner, like DynaTech, companies can maximize the potential of their CRM system for growth and satisfaction.
Ready to change how you engage customers? Contact DynaTech Consultancy today to discover more about our products, services, and solutions.
Also Read: How To Use CRM To Stay Compliant With Mortgage Documentation Rules
