2019

Simple ways to improve after sales service with Dynamics CRM

July 16, 2019/in Pragmasys /by admin

There is no denying the importance of aftersales service. Every industry has a certain commitment level to their customers which they have to maintain. How do you ensure that your employees deliver a high quality after sales service? Monitoring the team’s performance is a great way. Microsoft Dynamics is CRM system which performs a wide variety of tasks. Services such as after sales service are not overlooked. With MS Dynamics you can ensure that your business provides customers with the ultimate experience of customer service.

MS Dynamics solutions

Microsoft Dynamics is more than just a Customer Relationship Management system. It offers a vast range of functions and solutions for your business. There are many features that business can leverage to improve the after sales service to their valued customers. Some solutions are:

Regular communication: Keeping in touch with customers is essential. There are numerous ways in which to keep in contact. Some of the more popular ways is though text messages, email, telephone call, letter etc. You can send customers information about your company – achievements and awards, new changes and policies, new products you are launching etc. This regular communication makes a customer feel valued and a part of the company.

Feedback forms: Asking the customer for a feedback is a great way to know how your customers feel and what they think. It makes a customer feel that their opinion and suggestions matter. Businesses that ask customers for improvement suggestions have a better relationship with their customers. The feedback and suggestions also help to improve services and provide the customers with the services that they actually want.

Response time frame: The amount of time taken to respond to a customer or fulfil a customer request should be as short as possible. It is crucial to ensure that customer requests are attended to as soon as possible. MS Dynamics CRM provides a detailed report with information regarding pending requests. It can also assign certain requests to particular people to ensure that they are all attended to. Dynamics CRM ensures that no customer is forgotten and it also ensure a quick response. Customer queries that require intervention of senior authority can be easily forwarded to the concerned person to ensure that the request is completed.

Workflow: After sales service may involve several processes and departments as well. MS Dynamics makes the workflow process easy by enabling the customer request to be forwarded for further processing. The status of the customer request can easily be tracked. If the request is delayed at a particular stage it can be checked to find out what the issue is. Microsoft Dynamics makes the after sales service process very simple. The Management team can also track the work flow and the team performance. If a particular customer request is forwarded to the wrong department it can easily be reassigned to avoid delay.

Microsoft Dynamics offers multiple options and solutions to improve after sales services of businesses. This can help a business grow its customer base and also improve its customer retention rate. For a customer based business customer retention is of prime importance. The cost and effort to retain existing customers is much lower than the cost of acquiring new customers. Therefore is it advisable for a company to give equal importance to after sales service and customer retention as it is does to marketing and acquiring new customers. Microsoft Dynamics CRM makes this process easier. Dynamics CRM also has powerful marketing tools which can help to generate leads and help in higher conversions.

Forecast your insurance sales with Dynamics CRM

June 30, 2019/in Pragmasys /by admin

Analysing sales performance is one of the most important activities carried out by a company. Sales performance tells the management and the team if they are performing as expected. Have they met the targets? Have they crossed the targets? Could they have performed better? Are there days that they performed better and days that the performance went down? What was the reason behind the good performance and poor performance? Can these factors be controlled? How to reach optimal sales performance?

Sales is analysed on a monthly basis and sometimes on a daily or a weekly basis. Sales figures are crucial for the growth of an insurance company. The sales reports generated from the CRM helps with the sales analysis.

Why are sales figures so important?

Every insurance company employee knows the importance of sales figures. No one needs to explain the reason. Every insurance company is geared towards driving sales. Sales are the basis on which an insurance company generates its revenue. Higher sales mean higher revenue. Poor sales mean lower revenue. There is a certain minimum sales level which has to be met for breakeven. It is a certain income level, which helps the business to stay afloat by covering the expenses and salaries.

Reporting sales

Daily, weekly and monthly sales reports can easily be calculated by the MS Dynamics CRM. You can have a variety of different types of reports. Sales is not just about the sale itself. A sale begins with seeking opportunity; this can be in the form of leads or referrals. The Microsoft Dynamics CRM can assimilate and sort data based on its importance and category. It can generate daily report of sales and leads.

Forecasting insurance sales

It is easy for a company to assimilate their performance and how much they have earned but this is not enough. A business needs to have a rough idea of how much they are going to earn. Forecasting sales is no child’s play. It involves studying the environment, setting targets, revamping the sales team and proceeding forward with a strategy. Marketing strategy greatly impacts the sales performance.

How does Dynamics CRM impact forecasting

Microsoft Dynamics can be used to generate a sales forecast based on previous sales performance. The sales expectations can be altered based on marketing strategy, sales team size, current market trends and various other influencing factors.

Capitalising on media and news highlighted events can help insurance sales. Natural disasters and other disasters can be used to promote insurance sales as a precautionary measure. The current wave of fear does make potential customers more vulnerable and help increase sale of insurance policies.

Acquiring Microsoft Dynamics

To get Microsoft Dynamics get in touch with Pragmasys, the Microsoft Gold Partner. Pragmasys has a pre-customised version of MS Dynamics called Pragmassurance. This software system has already been prepared to meet the needs of the insurance industry. The tables, entry forms and reports have been preformatted. With Pragmassurance you can start using the Dynamics system almost immediately. It eliminated the time delay usually taken for system customisation. You existing data can be migrated into the tables with minor changes and the system is ready to use.

The insurance success secret from Microsoft Dynamics

June 21, 2019/in Pragmasys /by admin

Every successful business has a success mantra. A successful insurance business has a secret which they are leveraging. It is not uncommon for an insurance business do well, but what is the secret of their success? Every competitor is eager to know. How is one insurance company getting such high sales and manage all their customers successfully?

The MS Dynamics difference

Can your mode of operation make a difference? The way a business operates largely defines its success ratio. A streamlined and organised business management is the road to success. This brings us to the next question. How do you streamline business operations?

To some extent we all know the answer. Having a good CRM in place will have a huge impact on the way the business runs. Every employee is assigned a daily, weekly and monthly goal. Their performance is monitored based on their target achievement. Incentives on exceeding targets can enhance productivity and encourage employees to work harder and achieve higher goals.

Can Dynamics CRM really impact your business success?

As unbelievable as it may sound, a good CRM system like Microsoft Dynamics can boost your insurance business success in numerous ways. Before we proceed any further, let us define what success means to an insurance company. A steady growth in the number of customers and a mounting incline in the sales graph is the crux.

Why Dynamics CRM

Wondering if MS Dynamics is the right choice of CRM? The dilemma always exists. But at some point it is the risks that lead to success. Choosing Microsoft Dynamics is a risk based on its success history.

How can Dynamics CRM influence your insurance business? To start with it prompts accountability. When employees become responsible for their actions they are more conscious to uphold moral astuteness.

To dispel all doubts about Dynamics CRM, consider the benefits of using it for your business. How can MS Dynamics help your business?

What benefits do you get with Dynamics CRM?

Microsoft Dynamics has a huge reservoir of benefits. So the question reverses, what are you hoping to get out of MS Dynamics CRM? This can be quite a long list. Big or small you will find that Dynamics CRM can help is some aspect or the other to ensure that the criteria is fulfilled. MS Dynamics helps you generate new high quality leads. It assists in conversion of these leads and it also helps to manage these leads with good customer service. Customer retention is a huge part of insurance success. These customer can be tapped for upselling and thereby increasing sales.

How to upgrade to MS Dynamics

Now that you are sure Microsoft Dynamics CRM is the perfect choice for your business, the next step is to install it. Pragmasys is the answer you seek. A Microsoft Gold Partner and Dynamics CRM distributor in India, Pragmasys is ready with Pragmassurance.

Pragmassurance is the customised Microsoft Dynamics. This system has been designed for the insurance industry keeping in mind the specific requirements of every insurance business. The Pragmassurance can be further customised to suit particular business requirements. Pragmmasys can help to integrate your existing data into the Pragmassurance database. There is no doubt that MS Dynamics is the perfect solution for your insurance business needs.

Customer management and retention for Realtors

June 21, 2019/in Pragmasys /by admin

Does a real estate business in India have a customer base? It may sound a bit strange that customer continue to require the services of a realtor. You are right in one aspect – a person does not need to buy or sell or rent a property every few months. Property is not a consumer product that has a quick rotation. It is a something that that is required on an annual or even less frequent basis. So where does the question of customer retention arise?

What are real estate customers?

Any person who wants to buy or sell or rent a property becomes a real estate customer. Real estate is not such a fast moving product and realtors are in the habit of waiting on customers for months and even years. In a span of 2 or 3 years a person does have some need for real estate services.

When a customer buys or sells or rents a property through you they become your customer. Most small time realtors close the chapter once the deal is done. But it doesn’t have to end there. You can continue to stay in touch with a customer. They might require your services again in the coming years.

Then there are those people who came to you wanting a particular type of property. You might not have been able to help them out at that time. They may have given the business to your competitor. You can still add them to your list of potential future customers.

How to build a customer database?

To build a database of a list of contacts you need a few personal and contact details of the customer. Update this information is the Dynamics CRM database. Customised entry forms can help you save the vital customer information in the required format.

What does a customer database do for you? It can help you remain in contact with all the customers. Sending greetings on special occasions and festivals is a great way to show a person that you haven’t forgotten them. When you continue to subtly remind your customers you exist, they will contact you when they or anyone in their circle has a need. It also helps you get referrals to potential customers.

Building a customer relationship

Instead of advertising or sitting around and waiting for customers to come to you, you can go after them. Start building a relationship with customers you once served. Create a database of contacts and potential customers. And let MS Dynamics help you to manage your customer relationship. Dynamics is a Customer Relationship Management System.

A real estate company can also have a customer database. You never know when some customer may need assistance with property matters. The relationship you have built up over the years serves as a bridge for reliability and trust.

Conclusion

To get Microsoft Dynamics get in touch with the Microsoft partners Pragmasys. You can take advantage of the PragmaRealty. It is a customised version of the MS Dynamics specially designed for the real estate industry. It enables you to not only manage a customer database but also helps you to store information regarding various property availability and current prices. It holds a store of valuable information. You can access it anytime and anywhere from a smart device.

Why Dynamics CRM is the best choice for real estate companies

May 30, 2019/in Pragmasys /by admin

It is no secret that real estate businesses are vying to get on top of their competitors. While competition is healthy it also means that you have to devise new methods to hold your position in the market place. Keeping pace with business demands can be tough.

Why it makes sense to use MS Dynamics

Keeping in line with the thought of beating the competition – what is your operational strategy? Your business success is outlined by your method of operation. So what defines your business working? Every business needs a central system which regulates operations and demands accountability.

MS Dynamics is a business CRM which has been customised by Pragmasys for the Real Estate sector under the name of PargmaReality. It focuses on the core issues pertaining to the real estate industry. Buying and selling has numerous other factors such as current market rate and price control. The type of property, whether it is commercial or residential defines the marketing strategy and the target audience.

What can MS Dynamics do for your real estate business?

Before adopting a new system it is obvious for a business to want to know how MS Dynamics CRM is going to contribute to its returns. Through Dynamics CRM you can define and implement marketing strategies. The regular real time reports help you to monitor the response. Based on the type of response you can modify your strategy to give customers exactly what they want and in return generate high quality leads.

At the end of the day the focus of every company is on more customers and higher business yields. Aligning your marketing strategy to keep pace with the demand shift is a huge benefit that you derive from MS Dynamics CRM.

Is MS Dynamics CRM the best choice for your business?

When you weigh the huge value that Dynamics CRM can add to your business, it eliminates all doubt. You’re probably wondering why Dynamics CRM and not any other? It is not just Dynamics CRM but PragmaReality which is a customised version of the MS Dynamics which has been designed especially for a real estate company. You don’t have to spend months to have the CRM system customised to your business needs.

What Dynamics CRM benefits can impact your business?

Microsoft Dynamics is no ordinary CRM system. Microsoft is a system that we have got used to for years. We are familiar with the way Microsoft software work. Very often we do not pay much heed to the fact that a new system can cause much personal disdain among employees. Giving your employees a system which they can easily understand and relate to ensures that productivity levels are maintained and slowly improved upon.

Upgrading to MS Dynamics in India

The one question that will invariably cross you mind is – where do get MS Dynamics CRM? To cut to the chase your solution provider is Pragmasys. You will get the latest version of PragmaReality, which has been customised and designed for your business needs. Get in touch with us and let us discuss your business requirement.

MS Dynamics: The step to better productivity

May 24, 2019/in Pragmasys /by admin

Productivity is the underlying driving force for every business. All business activity stems forth from productivity. Are you reaping the dividends from your current operational system? Is it giving you the kind of productivity you expect?

Every business is keen to upgrade and implement a system which will enable its employees to utilise their time in a more effective manner. Microsoft Dynamics is the right solution to this dilemma. The CRM system offers numerous features and functions which helps to boost productivity. It streamlines work modes allowing an employee to carry out all the required tasks in an efficient manner with the required assistance and supporting data.

What does productivity do for your business?

Productivity is the main element that drives every business. Productivity measures the value of the work your employees do in a given time frame. It also means your employees work smarter and are able to accomplish more in their current work hours. It adds value to the pay-out salary. All of this culminates in higher revenue generation. Every business wants a system that will increase productivity.

How Dynamics CRM can help drive productivity?

The Microsoft Dynamics CRM enables efficiency. It assists employees to carry out their tasks in a smooth manner. An employee may require various data input to perform the task at hand. Microsoft Dynamics smoothens out this process by giving the employee easy access to the required dada. In short the Dynamics CRM does what it takes to lighten the load and assists employees to complete tasks in a productive manner.

Is Dynamics CRM the solution to getting more customers?

Customers stick with a company where they get a good service. Good service is constituted from various factors. One of the main factors is the ability of the company to provide the service the customers demand. The turnaround time is also a vital criterion. How long does it take a company to resolves customer issues? The Microsoft Dynamics CRM ensures that the customer service department is greatly assisted. Scheduled reports help the team to keep track of pending issues and likewise they can be tackled. When the customer expectations are met your company will see a steady increase in customers. Customers got by recommendations are the most loyal and have a nil customer acquisition charge. Your business also gets good customer reviews and a good reputation.

The benefits of Dynamics CRM for your business productivity

Microsoft Dynamics CRM has numerous features which can be implemented to help increase productivity. Scheduled real time reports ensure that all pending tasks are completed and no tasks are left pending for more than the stipulated duration.

Upgrading to MS Dynamics for better business productivity

Pragmasys is your Microsoft Partner in India. We have a Microsoft certified team. Our team will work with your organisation to ensure that the CRM system is properly integrated and fully functional. The success of the system is our greatest concern. A CRM system which is serving its purpose and increasing productivity is what every business desires. This is success to a business. Pragmasys will work together with your team to ensure that the Dynamics CRM delivers the expected results and more.

Dynamics CRM: Giving Insurance companies a leading edge

May 23, 2019/in Pragmasys /by admin

Every business is looking for that small opening that can help them to get the leading edge over its competitors. Insurance is a service which everyone needs. It is just a matter of connecting to potential customers in the right manner. Customer retention and new customer acquisition are the main focus of service driven industries.

Why MS Dynamics for Insurance

When there are so many CRM systems, why choose Microsoft Dynamics for your insurance business? It’s a very good question, but the answer is not as simple as the question. Microsoft Dynamics provides your insurance company with solutions and benefits from all different angles. It becomes the heart of your business operations and drives productivity in multiple spheres.

What does an insurance company need from MS Dynamics CRM?

The primary focus of a business is growth and increase in turnover. All other matters are just a covering to disguise the basic intent. The fact of the matter is that it is no secret that a company is in business to make a profit. Consciously or subconsciously all employees are working towards this common goal. New business is money and new customers are what matter most.

What an organisation wants from its CRM system is a method which can help to increase profits. For an insurance company revenue is generated through new customers and upselling. Both are equally valuable and should be given similar importance. Microsoft dynamics streamlines your marketing strategy to ensure optimum customer retention while focusing on gaming new customers.

The dynamics of choosing Microsoft CRM for your business

Microsoft Dynamics is more than just a CRM system. It becomes the heart of your organisation. Marketing, communication, customer service and operations all revolve around it. Given the importance of the CRM system for your business it is imperative to choose a system that is capable to perform and deliver.

The benefits of MS Dynamics CRM for Insurance

Every business knows and understands the importance of customer service. Insurance is a service driven industry. The Dynamics CRM enables you to monitor the service requests and their completion. Daily reports can ensure that no service requests are forgotten. A high level of customer service is what all customers want. Dynamics CRM ensures improved customer satisfaction levels.

Dynamics CRM can help to create strategies to effectively market the launch of new products. The feedback from customer surveys can be used to modify existing products and services. Constantly upgrading to meet customer expectations is a sign that a business cares about its customers. Customers are happy when their suggestions are taken into account.

The right way of upgrading to MS Dynamics in India

Microsoft Dynamics CRM is a user friendly system. Pragmasys offers insurance companies a customised version of the Dynamics CRM. PragmaAssurance shortens the installation delay. Generally a new CRM system needs to be customised to the meet your business requirements. The PragmaAssurance is designed for insurance companies and hence only requires minor customisation. Time is money for a business and a pre-customised CRM option is a worthy investment for any business.

How does Dynamics CRM boost Insurance sales?

May 17, 2019/in Pragmasys /by admin

Microsoft Dynamics CRM is a system which has contributed immensely towards many industries by streamlining its operations. Insurance is an industry which thrives on marketing and gathering new customers. Customer retention and customer service are also integral to an insurance company.

Having been around for decades and watched the IT industry grow, Microsoft understands business needs better than any other industry. They have been instrumental in helping direct the flow of the information technology growth. Today no other company understands the people and their needs better than Microsoft

Why MS Dynamics for Insurance

Every business knows that growth is linked to a company’s method of operation. Insurance is largely customer driven. To continue growing there needs to be a steady increase in investments and new customers. Dynamics CRM provides an overall step by step process for a business to promote and market its products. Regular customer interaction helps to ensure customer satisfaction and retention. The updates about investments and new policies sent by the insurance companies to customers encourage them to make further investments. It also leads to recommendations.

Can MS Dynamics CRM help your business?

Every business is looking to progress further. The customer base is a crucial element for a business which depends on regular sales. Service providers like insurance companies need to ensure that their service level is superb. Microsoft Dynamics has several marketing tools built into the system. These tools can be leveraged to plan and execute marketing campaigns. Online marketing strategies can be devised and promoted for specific target audience categories. The Dynamics CRM database organises the data gathered during these campaigns. This data can be used as leads for future business prospects.

Is Dynamics CRM the right CRM for Insurance?

Pragmasys offers you Pragmassurance which is a customised version of the MS Dynamics CRM. When a business upgrades to Dynamics CRM there is a certain amount of customisation which is required. Customisation can be broadly divided into two stages. The first stage is customising the CRM for the insurance industry. The next stage is customising the CRM for a particular insurance company. Pragmassurance eliminates the first stage of customisation. This saves not just time but money as well.

How Dynamics CRM can benefit your business

Insurance is a business that needs customers to survive. Customers need high quality service or they leave you to seek the services of a competitor. Microsoft Dynamics Is customer service oriented. The Pragmassurance is specially designed to ensure that customers receive individualised service. The customer service agent can instantly retrieve the customer’s details and answer queries. They can put in service requests and send the customer the request code which allows them to track the execution.s1qa11wwwww3s22q1AaQ

Pragmasys your MS Dynamics partner

Pragmassurance is a CRM version which aims at helping the insurance companies to streamline their business standards and operations. Pragmasys will ensure smooth installation and integration of Pragmassurance. Issues such as customisation and data transfer will all be covered to ensure a very smooth transition. Get in touch with us to get indepth information of how we can work together to help your business growth.

What does Dynamics CRM do for banking?

May 17, 2019/in Pragmasys /by admin

It’s been a while since banking went online. But going online has not been an easy task. With each passing day there are new challenges and technological advances. Banks have to constantly keep up with the latest technological changes and security measures.

Pragmasys offers banks PragmaBanco which is based on the Microsoft Dynamics CRM. It has been customised for banks. This customised CRM is not just a regular CRM but has been outfitted with workflows and reports that are specific to the various segments of the banking industry. PragmaBanco also has high standards of security measures enforced at various levels.

Why Microsoft Dynamics?

There are numerous CRMs in the market place. Many CRMs are competing closely for the top spot and to get a larger market share. Microsoft Dynamics CRM stands apart. When it comes to service and quality standards, Microsoft does not have to brag. The previous experience with other products speaks for itself. Over the years Microsoft has worked on taking their expertise a step further. Today we can trust Microsoft products blindly. We know that Dynamics CRM will be a reflection of their other products.

How Dynamics CRM can help your bank?

Banking is a sector which relies heavily on data and security. Microsoft has ensured that it offers its customers an absolutely secure platform to operate on. PragmaBanco by Pragmasys simplifies the process of explaining the banking processes. It has been designed keeping in mind the various intricacies of the banking sector. It also minimises the time required for understanding the clients requirement and customising the CRM accordingly. The tables, queries and reports have been pre-designed and need minor changes to suit your banks need.

Is Dynamics CRM the right choice for you?

Many banks wonder if the MS Dynamics CRM is the correct choice for their business. This is a tough call and needs to be thought through in a detailed manner. It is important to assess the benefits of Microsoft Dynamics and how it is can contribute towards improving your banking process. Banking is a niche market space and Microsoft has targeted this sector with various special features.

Benefits of Dynamics CRM

Microsoft has numerous benefits and some of these are just taken for granted. When we think of Microsoft we know that the product will be user friendly irrespective of what its capability is. This is a very essential element for any system. Familiarity is another kept feature which Microsoft takes full advantage of. Having had a head start in the race it has made it difficult for other CRMs to infiltrate this space so easily. The Microsoft interface is one that you can easily comprehend and adapt to. There are no adjustment issues and employees easily learn how to operate the CRM.

MS Dynamics in India

Pragmasys is the Microsoft partner in India. You can join this partnership by partnering with Pragmasys. We will set you up with Pragmabanco and ensure that your systems are streamlined. Pragmasys will ensure that your CRM is totally in sync with your business. We are only a call away to solve problems and ensure that the MS Dynamics CRM operates without any glitches.

Microsoft Dynamics CRM: Enhancing customer satisfaction

April 28, 2019/in Pragmasys /by admin

Every business understands the importance of customer satisfaction. A satisfied customer is a one who is happy with your services. A happy and satisfied customer can be very beneficial to a business. They have the power to bring in new customer through word of mouth. A business that gets more customers through word of mouth is among the most successful businesses. These customers are usually long term customers.

The business can focus on keeping their customers happy while their customers in turn help to do their marketing. Publicity by word of mouth is the best type of marketing and does not entail any marketing investment. Marketing is the one area in which a business spends a large amount of its finances. Of course, one cannot cut back on marketing as it is the only technique for business growth. This investment does always see returns if the current marketing strategy is not right or appealing enough. This means more investment in formulating a new marketing strategy.

Stepping up customer satisfaction

So how does a business enhance customer satisfaction? Microsoft Dynamics CRM provides a comprehensive base to build a strong customer relationship. A good relationship with customers is the foundation to customer satisfaction. There are numerous factors involved in a customer relationship.

Basic customer relationship is simple. Regular communication to keep in touch with the customer is appropriate. Sending greetings on occasions is a thoughtful gesture and many customers really appreciate it. Wishing customer on special occasions such as birthdays and anniversaries goes down really well. Keeping track of dates can be quite tedious and requires a comprehensive database system. The Dynamics CRM simplifies this process by providing an organisation with complete automation. Emails for communication can be sent automatically at regular intervals.

When it comes to gathering personal information such as important dates, you do not need to worry. The Dynamics CRM emails customers with forms which help to add the relevant data directly to the CRM information database.

Occasional surveys forms helps to get customer feedback on areas where customers need more attention. It helps to revaluate your customer services level and improve on it. The Dynamics CRM will sort the information on the survey forms into related categories. Studying and acting on this information becomes easier when the information is assimilated together. Each category of concern can be addressed separately.

You can keep customers abreast of changes in the organisation as well as update them about new products or services being launched. This kind of pre-launch information has a very beneficial impact and makes customers feel valued by your company.

Keeping customers happy is not an easy task, but the Dynamics CRM makes it simple. CRM integration with email solutions such as Microsoft Outlook simplifies the process of emailing customers. Predefined templates can be used for emails. Personalised emails using the mail merge system by linking it to the customer database is a wonderful feature offered by the MS Dynamics CRM.

MS Dynamics makes provision for logging customer complaints and assigning completion deadlines. Complaints which are not closed within the specified time frame are brought to light. This enables an employee to look into the matter bring about a quick resolution.

The MS Dynamics CRM simplifies the process of customer satisfaction and thereby results in higher customer retention. It also serves as a great way to gain new customers.