Microsoft Dynamics cloudSmall and medium-sized businesses (SMBs) do not remain that way for long if  their goals are to expand, and they’ve assembled the right talent to take them them. And, as Gartner notes, such business have different IT requirements—and challenges—that may or may not address immediate needs for a sales organization.

Generally, the reliance on a productive sales team is at the core of ongoing success, but many businesses are fine with things as they are, particularly when sales are showing long-term potential.

Mistakenly, owners and decision-makers may not see a reason to embrace today’s CRM software; this, because the old methods of storing customer data (Excel? Word? Outlook?) “seem to be working.”

At issue for stakeholders, though, is how best to communicate with others in the company to support and act on successful outcomes.

For sales teams spending time outside the office, it’s a priority issue if leads turn ‘cold’ because of the lack real-time support, the kind that requires collaboration among others on the road, or in the home office.

As such, Microsoft Dynamics cloud should be at the core of any future customer-building strategies. For the sales rep on-the road, their tablet or Iphone keeps them in touch with all departmental issues to keep the sales pipeline flowing uninterrupted. Companies using CRM built upon a proprietary design give up a lot by not using one with open-source capabilities offers both a proprietary and  the SQL: modifications may not be possible; hence, the need for costly upgrades, or starting over with a more scalable platform.

Using Dynamics SaaS (software as a service) option, sales teams become instantly more productive, allowing them to view their hot leads with accompanying data that goes beyond the traditional customer profile information. What’s more, the C-level suite, for example, can follow field successes, and even assign sales reps with developing leads.

Legacy methods of tracking sales, researching leads and generating financial reports falter immensely due to the numerous silos of information residing in folders scatter among sales-reps desktops. The result is stagnant growth due to inabilities to communicate in real-time, and making decisions based on accurate—and complete—information.

Contact us to learn more about our partnership with Microsoft Dynamics and how it’s cloud solutions can benefit your businesses or organization.