What is a CRM?

CRM stands for customer relationship management. It’s a category of integrated, data-driven solutions that improve how you interact and do business with your customers. CRM systems and applications are designed to manage and maintain customer relationships, track engagements and sales, and deliver actionable data—all in one place.

What does a CRM Solution do?

CRM solutions streamline processes and increase profitability in your sales, marketing, and service divisions. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not maximizing your business relationships.

Imagine misplacing customer contact information, only to learn that your delay pushed your client into the arms of a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized program where your people can log and track customer interactions, your business falls behind schedule and out of touch.

The fundamentals of customer relationship management

CRM tools make the customer-facing functions of business easier. They help you:

  • Centralize customer information
  • Automate marketing interactions
  • Provide business intelligence
  • Facilitate communications
  • Track sales opportunities
  • Analyse data
  • Enable responsive customer service

Running a successful business is no simple task. When marketing campaigns, data analysis, meetings, customer care, and more all happen simultaneously, you need a powerful CRM solution to bring all these functions together in one place.

Dynamics 365 delivers the full spectrum of CRM through five individual apps— Sales, Customer Service, Field Service, Project Service Automation, and Marketing —that work seamlessly together. So you can buy just what your business needs now, and add others as those needs grow.

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Our CRM Solutions

Stakeholder Relationship Management

Stakeholder Relationship Management (SRM) is understanding your businesses key stakeholders to better engage them through intelligent actionable insights. SRM allows you to transform your data into timely and relevant information, inferences, and predictions that help your business turn it’s relationships into revenue. Read More →

Membership Management

Spanish Point design and build SMART Membership Management solutions that provide organisations an engaging, tailored solution, bringing together member management, engagement, and self-service on one platform. Based on Microsoft Dynamics 365, with the features member-based organizations require to develop and nurture constituent relationships and achieve their mission. Read More →

Agile Business Processes

Spanish Point combines Microsoft best practice with our own experience with customers across a wide range of commercial and public sector organisations to provide customers with a proven methodology to design and implement apps based on Microsoft Power Apps, Power Automate and Power BI – the Power Platform. Read More →

Portals/ Power Apps

Create a powerful new type of experience: external-facing websites that allow users outside you organization to sign in with a wide variety of identities, create and view data, or even browse content anonymously. SMART Portals are effectively websites, so to embed them within a Microsoft Teams channel, you can simply add them as a website tab. Read More →