When choosing a
Customer Engagement solution:

Ask yourself if the CRM:

  • Boosts efficiency
  • Improves customer satisfaction, service, and loyalty
  • Reduces costs
  • Improves profits.

Consider:

  • Price– not only upfront costs, but long term costs, benefits.
  • Objectives– have clearly defined goals and build your CRM around them. .
  • Employee buy-in/ User Friendliness
  • Multi-platform support
  • Scalability– A CRM should grow with your business.

Make sure your CRM has these basic functionalities:

  • Lead management and sales
  • Marketing
  • Reports and dashboards
  • Call center
  • Workflows and approvals

Salesforce may not be the right choice. Read our infographic to learn about 13 reasons Dynamics 365 is a better choice.

If you are looking to purchase Salesforce or are already using Salesforce, please download our infographic.

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