Customer Relationship Management (CRM)

Manage your customer relationships with the best system and support for the job 

What is a CRM system? 

A Customer Relationship Management (CRM) system helps you to strengthen your customer relationships by centralising everything you need to know about them in one place and making this information easily accessible to those in your organisation who need it. 

A CRM system can provide sales force automation tools to help you meet buyers where they are by connecting with them across channels and communicating more effectively with them through AI-powered sales insights.  It can also include tools to make your customer service agents more productive, remove guesswork from case resolution, equip agents with the right information at the right time, and allow for analysis and action on case data and customer feedback. 


Do I need a CRM platform to manage customer relationships?

Short answer – yes. Having a CRM helps you to manage these important relationships, with tools and capabilities such as customer and prospect management to enable your team to follow up on customers and leads faster. For example, if a member of your sales staff leaves and is replaced, that employee can find out the last point of contact you had with a customer and pick right up from where they left off. 

The benefits of having a CRM system

One centralised location for customer data that's secure & compliant

Less time searching for customer data

More time spent fostering customer relationships

Smooth customer experience as data can be shared across teams

Simplify and shorten the sales process and your sale cycles

Better acquisition and retention of customers

Gain insights into how customers respond to targeted marketing campaigns


Which CRM platform is best? 

At TSG, we encourage our customers to use Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Customer Service apps.  These form scalable solutions, with built in AI that can improve decision making and help you learn more about your customers.  

As it is built on Microsoft, it integrates with other Microsoft applications such as the Power Platform and the entire M365 stack, meaning you get seamless collaboration between Microsoft’s best in class tools. 

Learn more about Dynamics 365

A cloud-based CRM system will give your customers an even better experience

Moving to the cloud will give you a variety of benefits, including automatic updates, scalability while removing costs, remote working benefits, and better collaboration between teams. Take a deep dive into the world of the cloud in the link below. 

Cloud Services

Can a CRM manage other backend operations such as accounting and managing supply chains?

No – for that, you should be looking at an Enterprise Resource Management solution. However, having both a CRM and ERP system is an ideal partnership when managing all aspects of your business.  

Dynamics 365 Business Central does just that; bringing together two solutions to give you the whole package.  

Why TSG? 

We are Microsoft experts, with team of accredited Microsoft specialists who have the passion, knowledge and skillset to build a solution that fits your requirements. 

Find out more about our people