Frequently Asked Questions

The most commonly asked questions relating to CRM, data and marketing software from the friendly CRM experts at Rocket CRM.

Popular questions

What are the benefits of CRM?

CRM technology is incredibly beneficial in today's data-driven world, as it gives companies the power to manage and leverage their lead and customer data more effectively.

It can often be the key to unlocking a business's untapped growth potential and giving it that all-important competitive edge.

In short, it helps sales function better manage their sales pipeline. It helps sales teams prioritise work and focus on activities that will deliver greater sales results.

CRM marketing tech assists the sales team by attracting, nurturing and converting leads better, and customer service platforms can transform the customer experience.

Modern CRMs help businesses keep pace with customer demand and expectations as today's consumers are accustomed to and expectant digital interaction with their suppliers and retailers.

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Benefits of CRM software for SMBs

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What is CRM and how does it work?

CRM stands for customer relationship management and that is what a CRM system is about, managing customer data and communications, certainly in its early days, that is what a basic system achieved.

CRM now has a far broader reach than being a place to log customer details and log the odd communication. In today’s hyper-digital world, the smartest CRM software solutions take customer communication and lead management to a new level and can be the missing piece to business growth.

Modern CRMS help businesses leverage their customer data and marketing CRMs are all about intelligent data analyses, smarter comms and better sales pipeline management.

What is Dynamics 365?

Microsoft Dynamics 365 is a cloud-based CRM system offering CE (customer engagement) functionality which includes sales, marketing, and service modules.

These modules can be used alone and also seamlessly integrate with each other and other Microsoft products. The Microsoft Dynamics 365 ecosystems also include broader ERP applications too.

Read this article to find out more about Dynamics 365:

<a href="">Things you should know about Microsoft Dynamics 365</a>

What is marketing automation?

Marketing automation is the use of technology, skills and tools to manage marketing processes and multichannel campaigns by automating actions and communications and tailoring these communications to the exact needs of the audience.

This hyper-personalised approach helps nurture and convert leads as well as strengthen existing customer relationships. Marketing automation activity can include email marketing, surveys, lead magnets and social media automation. There are countless marketing automation software solutions on the market, but when it comes to users of Dynamics 365, we feel ClickDimensions offers the best-in-class software with powerful analytics and expert support.

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What is marketing automation and how could it help grow your business?

Marketing Automation;


How does CRM help manage data better?

CRM software helps businesses manage and leverage data for better sales, marketing and customer service activity.

Leading CRM software such as Dynamics 365 helps businesses to manage, access and utilize the data quickly and accurately and it’s unified data interface means that individuals across the organization can gain better insight into the customer or leads needs and where they are in their buyer journey.

This insight and customer knowledge can place a business at a distinct advantage over those who aren’t as close to their customers. Real-time data and 360 view of the customer means that sales, marketing and customer service activity can be aligned, and marketing communications can be tailored and timely.

When combined with powerful marketing automation software, CRM systems can leverage data to another level and deliver highly personalised and efficient digital marketing communications by streamlining, automating and tailoring email communications.

In summary, CRM software helps businesses operate more effectively and operate in a more flexible and agile manner.

Useful links:

Tips on good data management

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Is Dynamics 365 easy to learn?

It is possible to learn how to use and configure Dynamics 365 in a relatively short period of time.

As it is intuitively built and designed around the needs of a business, its employees and processes and its customers, learning your way around the CRM is easy.

Dynamics 365's simple and intuitive interface aids user adoption and as any business knows a CRM can only drive value and business growth if it is used correctly by the workforce.

You should expect your Dynamics 365 partner to offer off-the-shelf or custom training to you and your workforce to ensure that whichever business area will be using and benefiting from Dynamics 365, they are competent in its use.

Rocket CRM offer off-the-shelf or bespoke training for individuals, teams or organisations.

Useful links:

Dynamics 365 training

Is CRM managed service expensive?

When you consider the benefits of engaging a managed service provider; reduced downtime, maximized use of the CRM software, improved operational efficiency due to maximizing the features of the CRM, managed service is very cost-effective.

Costs can vary from supplier to supplier and larger IT consultancies will charge higher rates.

Your monthly cost may also be dependent on the level of support you require in your subscription, the number of users and sometimes managed service pricing can also be calculated based on the number of devices.

Useful links:

Dynamics 365 support

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View questions by topic

Dynamics 365 & power Apps

We've got the answers to the most popular Dynamics 365 and Power Apps questions. As Dynamics  365 specialists, there isn't much we don't know about Microsoft's powerful CRM offering.

Marketing Automation software

For modern marketers marketing automation is a must-have tool. We cover the basics and also answer software specific questions relating to ClickDimensions and Dynamics 365 Marketing.

Data Management

Anyone who is responsible for sales, marketing or data knows just how important managing and leveraging data well, is to business success and compliance.

Dynamics 365 Training

We answer your CRM training questions here, with plenty of tips and advice on training staff and achieving success when implementing a new CRM.


A managed service provider can be an invaluable addition to any business, small or large when launching a new CRM. We answer your managed service questions here.

Dynamics 365 Licensing

Dynamics 365 and Power Apps licensing are both flexible and cost-effective but can seem a little complicated at first glance. Get the simple answers you need here.

CRM software

CRM is a broad topic and we address some of the most common problems and answer the most popular CRM related questions here.

Data Migration

Data migration is a vital component of any CRM project. Get the answer to the most regularly asked question relating to this data topic.

Speak to an expert

If you need more advice,  drop us a message and we'll be happy to help.

Rocket CRM are your friendly CRM experts, who specialise in Dynamics 365 software but hold a wealth of knowledge in data and CRM and marketing software.