Have You Wondered How You Can Get More Out of Your CRM System?

Is it best to have your team do it all in your CRM system or to “delegate” some tasks to other systems? Is CRM integration good or bad?

It’s no secret that efficiency is key to increasing profit and staying ahead of competitors. But maintaining efficiency is easier said than done.  In fact, 69% of workers waste up to 60 minutes a day navigating between apps. That’s certainly not the best way to be productive.  

To avoid wasting time navigating between different applications, many companies try to force their users to stay only in Dynamics 365. This results in Dynamics being used for tasks it is not meant to tackle. Is there a better option?  

 

Going for CRM Integration to Improve Efficiency 

Here at Connecting Software, we encourage our clients to do it differently by focusing on CRM integration.

Using different apps is not a problem, as long as they are integrated in a way that users can navigate between them quickly or better yet, access them without needing to navigate at all. 

A Practical Example: Document Storage 

Let’s use storing documents that relate to prospects and customers as an example. Rather than utilizing an outside system for storage, use SharePoint by getting the Dynamics 365 integration with SharePoint provided by Microsoft.  

Set-up is straightforward, and locating documents is seamless. No more wasted time navigating storage apps. Guarantee document protection and automate permission replication with CB Dynamics 365 to SharePoint Permissions Replicator.  

 

CRM Integration for Digital Transformation Success 

Digital transformation projects always look good on paper. But many quickly find trying to make these projects work in the real world is not that simple. Recently our team faced such a case with a supermarket chain that wanted to move to Dynamics online.  

 

• The challenge: Iperal Supermercati S.p.A. owns and operates over 40 supermarkets and hypermarkets in Italy. They faced a real problem trying to get data into Microsoft Dynamics 365 automatically.  They no longer could use the data in their on-premises SQL Server once they moved Dynamics from on-premises to the cloud. This lack of integration presented a problem, that ultimately, was a deal-breaker for them. 

 

• The solution: After a long quest for the perfect solution, they eventually landed on Connecting Software’s web site and found Connect Bridge. Filippo Besana, Business Intelligence Specialist & Data Manager at Iperal Supermercati said:

‘We immediately knew Connect Bridge was what we were looking for’ 

They found D365 Online Database Sync allowed them to keep their existing integration with an on-premise database even when using Dynamics online. They now have the data they need in Dynamics 365 automatically and in real-time.  You can read all about this case study at the Dynamics Success Stories.

Takeaway 

Keeping your team on task and productive should be a top priority.

Rather than wasting time navigating between apps, take advantage of the tools that can help you get the most out of your CRM system. With proper CRM integration, you can seamlessly access the information you need and spearhead efficiency across your company.  

 

Would you like more information on how you can get the most out of your CRM system? Do you want professional solutions to your software integration challenges? Contact us at https://www.connecting-software.com/contact/. Our experienced team will be happy to assist you.  

By Ana Neto

Software engineer since 1997, she is now a technical advisor for Connecting Software.

Connecting Software is a producer of integration and synchronization software solutions since 2004.

We operate globally and we are also a proud “Top Member” and “Top Blogger” at CRMSoftwareBlog.