How Microsoft Dynamics 365 can support the growth of marketing firms

Like all professional services firms, marketing firms and advertising agencies have specific needs. This is why a cloud management platform like Microsoft Dynamics 365 is essential: much more than a CRM, it offers tools that meet your current needs while also supporting your long-term growth. Here are a few features that will benefit your marketing firm with the implementation of Dynamics 365.

Integrated view of clients and prospects

Marketing firms and advertising agencies often have large client portfolios to manage and must be able to track their prospects and opportunities. Build solid relationships with your clients and prospects with Dynamics 365. Indeed, this solution centralizes all the data and communications exchanged with your clients and prospects, allowing you to be proactive and ensure their loyalty. The integration to Outlook also facilitates access for all users, while letting you send documents, quotes, and emails without having to switch applications.

Pipeline management

Dynamics 365 offers increased visibility on opportunities so you can better plan your backlog and track your sales objectives. Moreover, by tracking your pipeline closely, you can optimize the workloads by avoiding benched employees or signing more projects than your operations can manage. Increased visibility on ongoing opportunities also lets you track them more efficiently and ensure you don’t miss out on any of them.

Dynamic dashboards

It can be difficult for members of the management team to obtain the data they’re looking for. This is why Dynamics 365 puts at your disposal dynamic and customizable dashboards that offer users access to the data they need. Directors can benefit from better visibility on sales performance and can make better business decisions.

Marketing automation

The cobbler’s children go barefoot, as the saying goes, but not anymore! Facilitate the management of your marketing lists, customize your communications and emails, and automate your marketing campaigns with a marketing automation tool fully integrated to Dynamics 365. You will be able to reach potential clients more easily while also projecting a professional image that will put them at ease.

And this is not counting scalability and customization capabilities, which let you adapt Dynamics 365 to your needs throughout your business growth. Interested in learning more? Click here to plan a demonstration with our advisor and see Dynamics 365 features in action!