Frequently Asked Questions

CRM software

From general queries about the CRM basics to specific questions about Dynamics 365 and Power Apps software. We've got the answers to the most popular CRM related questions.

What is CRM and how does it work?

CRM stands for customer relationship management and is software specifically designed to better manage customer data and communications.

CRM now has a far broader function than merely 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 sustainable 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.

Useful links:

Benefits of CRM software for SMBs

Simple CRM solutions built with small businesses in mind

Do I need a CRM for my business?

All businesses, regardless of size, sector or whether they're B2B or B2C can benefit from CRM.

A business can function without a CRM of course, but its growth potential will be stunted and it may find it hard to compete against competitors who invest in CRM technology to leverage their data to drive sales growth.

The question should really be 'What type of CRM does my business need?". Every business is unique and had differing needs. For some, a simple sales CRM will suffice. For larger more complex operations a more complex sophisticated CRM system is required.

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Benefits of CRM software for SMBs

How we keep CRM simple

Things you should know about Dynamics 365

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.

Useful links:

Benefits of CRM software for SMBs

CRM software grants for SMEs and charities

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 have wealth of knowledge in data and CRM systems.