# Customer Relationship Management

_From strategy to implementation, Fusion5 delivers scalable CRM solutions that turn data into insights and customers into loyal advocates._

Gone are the days when a CRM was a ‘nice to have’. It’s now a critical business application you rely on to drive customer relationships, marketing and sales. And that’s before you even look at amplifying its impact through integration.

## Turn customers into advocates and salespeople into revenue hunters with CRM

Is your old CRM (Customer Relationship Management) solution falling short of today’s expectations? Or are you simply sick of trying to manage complex customer relationships with makeshift applications like spreadsheets? If you’re missing opportunities left, right, and centre, then you already know the time has come to do better. Much better.

You’re ready to harness the power of your customers to tell the world how great you are and convert your salespeople into laser-focused revenue hunters. So, where to from here?

### What does a great CRM look like?

#### A CRM implementation that overdelivers on opportunity
                
With personalised customer interactions, synchronised sales and marketing initiatives, and automated forecasting and pipeline tracking (and much more), you’ll drive and maintain loyalty and turn your sales department into a true powerhouse.

#### A CRM solution that leverages your data
                
Let us turn your wealth of dispersed data into a goldmine through intelligent integration between your CRM and other line of business applications.

#### A CRM partner that delivers an ROI
                
We are a multi-award-winning CRM partner. We’re recognised locally and internationally for amplifying the value of our customer’s solutions and generating measurable results.

## The what’s what of Dynamics 365 CRM modules

Through seamless integration with other Microsoft products and platforms, Dynamics 365 CRM boosts productivity and offers a comprehensive suite of tools. Its ability to scale makes it ideal as an enterprise CRM – right down to SME. And you can choose between cloud and on-premises deployment.

- **Proven performance:** We are a multi-award-winning CRM partner trusted by leading organisations.
- **Exceptional people, amazing outcomes:** Our talented and experienced team ‘get’ what’s important to you and your business.
- **Smarter, more innovative outcomes:** We’re forward-thinking; your future success and how we can enable it is always on our mind.

Want more bang for your buck? Integrate your CRM with your other apps.

When your CRM is integrated with other systems, you get a complete view of the customer journey, reduce manual work, and ensure your teams act on the most up-to-date information. It’s about streamlining processes and making data-driven decisions to build stronger relationships and drive growth.

### What is CRM software?

CRM stands for Customer Relationship Management. So, for a change in the world of technology, the name is reasonably self-explanatory! Although, to throw a spanner in the works, the term Customer Engagement (CE) is also commonly interchangeable with CRM.

A CRM solution holds all your customer data and provides you with insights into their behaviour, wants and needs. With this data, you can manage and improve your sales, support, and marketing interactions with both your existing and prospective customers. The result? Increased engagement and satisfaction, shorter sales cycles and improved profitability. You can further enhance the business value of your CRM when you segment and share data with a marketing automation tool.

As the CRM records each point of contact with individual customers, it makes relationships more personal, positive, and productive. Support is easier as your help desk or account manager can instantly see records of all previous communications. And as we all know, responsive support and service are the primary building blocks of customer loyalty. Managing and maintaining a sales pipeline and closing deals is easier. With accurate real-time data in front of your sales team, they’ll never again miss an opportunity to upsell, cross sell or renew.

Best of all, a CRM allows you to say goodbye to the risky and disjointed days of using Outlook or spreadsheets to hold your valuable customer data. Your lead, prospect and customer data is in one centralised and safe place, not on a salesperson’s laptop.

### What type of businesses need a CRM?

Any business or organisation that understands the concept of customer value needs a CRM. Whether your ‘customers’ are end consumers, online shoppers, students, patients, trainees, subscribers, ratepayers, or resellers, a CRM will help you manage their lifecycle and maximise the opportunity to extend the value of the relationship.

### Where does the CRM collect its data from?

All the customer data in a CRM, from every activity and source, is kept in one place, so you have a centralised database of information which is always up-to-date and accurate.

Modern CRM systems collect data from a wide variety of sources. Once upon a time, you may have relied on phone calls and mail to update and enrich customer data, but today’s CRMs are designed to collect data directly from your website, phone, email, live chat, eForms, SMS, marketing materials, social media and more.

### What are the advantages of cloud-based CRM solutions?

The business benefits of cloud CRM range from operational to financial.

It’s more affordable. With cloud CRM, there’s no need for costly IT infrastructure. All you need is an internet connection. Your operational costs go down, and monthly costs are predictable.

It’s more cost-effective and efficient. Cloud CRM automates processes and greatly enhances accessibility to information, so you minimise the resources and time needed to keep the sales funnel running smoothly. Your employees become more efficient and effective due to the easy-to-use tools designed to track customer communications and understand their unique desires.

You don’t need to maintain or monitor it. Your cloud CRM provider is responsible for monitoring the system, round-the-clock. They also automatically make any updates, upgrades, or fixes as needed, so you’re always using the latest, most powerful, and fully featured version of the application.

It’s secure. Your cloud CRM provider is also accountable for keeping the system current with the tightest security controls possible including applying redundant data policies, performing frequent data backups, encrypting your data, and defining user security roles.

It’s always on, and always accessible. Cloud CRM is available to your team 24/7, so it supports flexible working hours, and differing customer time zones. You no longer need to be closed to your customers outside of ‘normal’ business hours.

It supports your mobility strategy. Cloud CRM allows authorised employees to access the application from whatever device they have available at the time, from desktop computer, laptop, tablet, to smartphone.

Collaboration! By working together in cloud CRM’s common interface, your people can share data and updates that benefit the whole team. As you grow, so does your cloud CRM! Unlike a CRM application hosted on physical server, an increase in traffic on your cloud CRM doesn’t require additional hardware. All you need to do is purchase additional licenses, as needed.

### What are the benefits of combining ERP & CRM software?

It makes sense to integrate your CRM and ERP solutions. Why? Well, it’s to do with databases. When the two systems share or can access the same real-time data, it makes your people more efficient, as well as dramatically decreasing the problem of duplicated and error prone manual data entry. Your customers can be billed faster, and product returns can be automated between the two systems. You’ll gain 360° visibility of all stages of your business’ sales process, as well as a deeper understanding of your customers’ buying behaviour.

## Great outcomes start with great conversations.

## Let's talk.