How can my CRM streamline my business processes?

A properly configured CRM can help in building and strengthening your connection with, not only your leadsbut with existing clients too – opening and keeping communication channels live. By giving your team a 360-degree view of the client and automating action points, processes will be more streamlined. Your automation action points can trigger alerts, email tasks to your team, and complete actions, for example, monthly audits, based on configurable rules that your business defines.  

Customers expect more than ever before, as they have become used to personalisation, even if they don’t realise this is automated. So, building and retaining the right customers can only be achieved by information gathering on the customer journey, using for example, surveys which are ‘buyer behavior’ focused; with the results directly updating in your CRM. The data insights gathered and viewed in chronological order, will enhance your team response for targeting, winning and retaining customers. 


With Dynamics 365, your employees can be proactive using the CRM environment as a functional tool, with AI data insights at their fingertips and the suite of Office 365 programs enabling file sharing directly from D365 CRM to your colleagues and with clients too – so both communication and workflows are immediately streamlined. 


When your team is connected using your Dynamics 365 platform to sit as a hub overall, including legacy platforms, not only does your company work collaboratively, but the knock-on effect to customers is a more joined up experience. 

When we think about automation, the more obvious aspects are: 

  • Sales force automation. 
  • Marketing automation. 
  • Contact or customer support automation. 
  • Geo-location technology.  


But every business has bottlenecks and pinch points which can be automated too. Efficiency can be enhanced across the board, by taking a strategic look at all your processes, including: 

  • Workflow – interdepartmental document sharing can be automated, so departments can complete tasks and then it is routed to the next. 
  • Human error – by automating data entry, human error is avoided and spreadsheets redundant. 
  • Repetitive office tasks – Can be automated saving hours of time. 


With better data insights displayed in chronological order on your Power BI dashboard, your business can accurately respond and foresee the buying needs of customers in the different stages of a sales cycle. 


Microsoft have developed verticals for all sectors, so the elements you need for your business are available and Inturi will work with you to capture all the nuances of your business, so the final configuration of the platform makes it tailor-made to your specifications. With a precisely configured CRM the connections you make with your customers will be catalogued and streamlined, and your employees work an enabling environment, with all departments collaborating seamlessly. 


For more information on automating processes check out our: Business Process Automation page which has real examples of what you can achieve.


Book at 10 minute no-obligation chat: 01299 382 957

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We have been working with Clare Kay, CEO of Inturi, for many years. We find communication is easy with Clare as she can explain things that are highly technical in a clear and concise way.
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The Licences I have presently are at manageable costs and I know I can scale up over the years by buying more. The advice I have had from Inturi has been invaluable and I will consult further with them as my business scales.

The Dynamics 365 healthcare vertical and has everything we need, meaning that it can be configured to a bespoke structure for us. In addition, all system updates from Microsoft will automatically transfer to our cloud-based CRM
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Receiving both positive and negative feedback from our customers has always been really important in helping us to minimise client churn and in providing us with testimonials and reviews.

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Close contact with the development team, listening to their explanations, meant that I acquired a deeper understanding of the platform and was thus able to help my employees move seamlessly from the old to the new Dynamics 365 CRM. My team took to it immediately and the feedback from them was duly fed back to Inturi, who used it to further enhance the user experience.
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