No matter what industry you work in, your clients are the most essential resource for your business. Managing those relationships with your clients is the foundation of your success. Many organizations use CRM to manage their sales, customer service, and marketing. CRM software (Client Relations Management) can gather, sort, and contain most client information. It is integrated with finance and operations.
Microsoft Dynamics is one such CRM. It’s a popular tool on the market. It meets the budgets and needs of small, medium, and large companies and helps you get more from your customer relationship. Microsoft Dynamics CRM is available in both an on-demand and on-premises deployment. The powerful CRM program also offers unmatched integration with Microsoft Office Suite, Microsoft SQL Server, and Microsoft Exchange Server. These are some of the most popular applications in the world.
Are you looking for software that’s a step ahead?
The term ‘eXtreme relationship management’ is often used with CRM. CRM, a CRM extension, is a must if you deal with property taxes, building assets, policies, etc. With CRM, you can manage any relationship within your organization. XRM stands for ‘extended relationship management’ and is an extension of CRM platforms that allows organizations to flourish by managing employees, processes, suppliers, assets, etc.
A unified system connecting all aspects of a company can be built with an XRM. It has several key components. The XRM includes the following components:
Entities & Records
Fields
Forms
Web Resources
Workflow Processes
Plugins
Web Services
You can see that the components above are necessary to manage CRM. But the question is: Is it worth deploying a solution such as xRM to your organization? Are there any benefits for organizations? Is it a fad, or is there more to it? If you have a CRM in your company, then xRM will be necessary. It offers several advantages that are important for both developers and organizations.
What is in it for Developers/Organizations
There is no longer time to write many custom codes to deliver solutions. Developers can develop applications quickly with xRM. xRM provides a framework to meet the requirements of business applications. It also allows flexibility and agility to adapt to change and gain user acceptance.
When you use Dynamics 365 as a platform for an XRM, you can build a solid foundation for a ‘line of business solutions. All can be customized to meet your business’s needs and integrated seamlessly with other systems.
xRM offers flexibility and customization for almost any organization or business need. Microsoft Dynamics CRM and an xRM integration will give you several advantages.
Automation in its finest form – Microsoft Dynamics integration with xRM allows employees to automate essential tasks they would otherwise need to perform manually.
Rapid deployment – Developers don’t have to worry about creating a LOB system from scratch as software plugins expand the functionality of Microsoft Dynamics CRM.
Robust security – xRM offers powerful security features. It provides security roles that limit access to sensitive information for users and objects, SSL connections for data transfers, and much more.
Native integration xRM can connect to existing systems and free data from outdated systems. Microsoft Dynamics CRM offers native integration for Microsoft Office (r) applications such as Outlook(r), Excel, and Word.
Nitor Infotech is proud of its CRM solutions. We are experts in xRM plugin development, OOTB customizations, and creating customized workflows for your organization.