Customer relationship management doesn’t roll off the tongue. That’s why it didn’t take long for the acronym CRM to take hold. CRMs are all about managing customer interactions – and almost as fast as it is to say the three simple letters C-R-M.
By combining spreadsheets, databases, and various apps, CRMs offer an accessibly human way to manage (a lot of!) data.
With happy clientele, the perks of a CRM system stretch well beyond your company’s in-house practices. Consider the benefits that are:
- Real-time lead data capture across channels.
- Visual oversight that helps identify and forecast revenue changes.
- More time for sales teams to nurture leads thanks to backend automation.
- More hands-on customer experience that lends itself to user retention.
If you're looking to streamline lead management and automate internal workflows, using a CRM for your business makes for good business. But how do you know which is the best fit for you? In that spirit, let's take a closer look at popular CRMs Microsoft Dynamics CRM and Airtable to help you find your CRM diamond in the rough.
Kicking things off, Microsoft Dynamics CRM and Airtable both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, affording CRM users the flexibility to experiment with management styles.
What is Microsoft Dynamics CRM?
Microsoft Dynamics CRM comes as a cloud offering or on-premise installation, making it an immediate standout in the crowded CRM space. Companies of any size can benefit from its automation advantages and Microsoft’s in-tool flexibility.
Available in many languages, the Dynamics CRM is uniquely offered in a 365 package that corresponds to the team(s) using it. For example, Dynamics 365 is sold in Marketing, Sales, Small and Medium Business, Supply Chain, and Service versions. Back by Microsoft’s comprehensive analytics, Dynamics users will be garnering valuable insights into customer support metrics to then pinpoint areas for improvement.
What is Airtable?
Airtable has staked their CRM success on their background in relational databases that centralise all the moving parts of the sales funnel. Their CRM template offers the flexibility of a personalised view so salespeople can focus on only their calendar one moment and the next, select for accounts only in closing stages.
Suitable for different goals from those of a freelancer to enterprise, Airtable’s all about bending and adapting to whatever your company needs and however your salespeople want to work. One of our favourite aspects is Airtable’s custom scripting block that checks account contact info for discrepancies or errors so you can ensure everything you have for customer data is accurate.
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