CRM is a very delicate and integral part in any business success. When performing well, it drives the long run profits skywards – due to customer retention and satisfaction. When it comes to small businesses, CRM is a great tool. It provides the company with the authority of a big business, levels the playing field and allows for the agility advantages of being a small business.
Many companies struggle to define points of emphasis when utilizing Dynamics CRM. Therefore, this infographic by Rconnect provides 7 Small Business Best Practices in Microsoft Dynamics CRM in order to prioritize the areas we should be dedicating our efforts. For instance, one of Small Business Best Practices in Dynamics CRM is to connect outlook with CRM in order to track correspondence. This allows for anyone to see how a particular account is doing without having to track down the account manager.