Author: congruentX

Why Businesses Should Opt for Dynamics CRM Managed Services  

The managed services market is expanding at a rapid pace for good reasons. Organizations are undergoing transformations though growth or structural changes and need to streamline their processes and workflows accordingly. They are increasingly relying on cloud-based solutions, for example, Microsoft Dynamics 365. But enterprises typically don’t have the needed in-house resources or skills to develop or support the platform. 

 

Traditionally, companies use the break/fix model but this method fails to align a firm’s objectives with customer goals. As result, the CRM systems of businesses get neglected and their use declines leading to failed projects.

 

A CRM platform can deliver great benefits but it should be maintained, fed, and nurtured in the right manner. More than just implementation, the CRM system’s lifecycle needs to be handled properly which has given rise to solutions like Dynamics CRM managed services. 

 

What are Managed Services?

Managed services can be defined as the process of outsourcing certain functions and processes to help reduce costs and improve operations. For Dynamics 365, a partner can deliver the needed consultancy, preventive maintenance, support, and expertise on a contract. 

 

Core Microsoft Dynamics CRM support and managed services features include frequent check-ins, top-notch customer support, performance of administration tasks, tracking and reporting of Dynamics 365 use, advice on license compliance, execution of security audits, delivery of needed training, liaison with Microsoft and third-party providers where needed, evaluating and planning service updates, and more. 

 

Advantages of Dynamics CRM Managed Services

Businesses can avail managed services for their Dynamics CRM implementation to use and gain the following benefits:

 

Minimized Risk  

The increasing reliance on cloud-based platforms exposes organizations to risks such as data leaks, uncertainty about disaster recovery and data loss, and security concerns. A managed services partner can advise businesses on these risks and manage them on their behalf. Thus, enterprises need not worry about granting the right role-based permissions for users or performing backups.

 

Dynamics 365 deployment can lead to risks about user adoption. Managed services can reduce this risk by supporting users and ensuring they are not abandoned. 

 

Predictable and Controlled Costs  

Each company has a budget that it needs to stay within. A managed services vendor can inform clients the amount they wish to pay and help them stay inside their budget. The managed services expenses are operational and not capital expenditure. This makes it simpler for businesses to predict their budgets for maintaining and developing their CRM platform. 

 

Positive Support  

The managed services provider can help organizations implement industry best practices and deliver core services as well as preventive measures. In this way, the partner can assist companies to avoid roadblocks and problems, and save the costs of expensive fixes to the issues. 

 

Scalability and Flexibility

As your business grows and evolves, your CRM requirements will also change. Dynamics CRM managed service providers offer scalability and flexibility to accommodate your evolving needs. Whether you need to add new users, integrate third-party applications, or expand the functionalities of your CRM system, managed service providers can help you scale up or down as required. This flexibility allows you to adapt to changing market dynamics and business demands without the hassle of managing infrastructure and technical complexities.

 

Customization and Optimization

Every business has unique requirements when it comes to CRM implementation. Dynamics CRM managed service providers understand this and can help tailor the system to meet your specific needs. They work closely with your organization to understand your workflows, processes, and goals, and then customize the CRM system accordingly. This level of customization ensures that the Dynamics CRM solution aligns perfectly with your business processes, allowing for seamless integration and increased productivity. Additionally, managed service providers can continually optimize your CRM system by leveraging their expertise and industry knowledge, ensuring that you are utilizing the platform to its full potential.

 

License Compliance

Licensing for Microsoft Dynamics is complex and the product range of this platform keeps increasing by the day. Enterprises don’t have the time to analyze and decide which license categories they require and how to remain compliant. The managed services provider can offer the needed expertise to help clients stay compliant with the licensing regulations and get full value from their licensing investments. 

 

Managed Services for Microsoft Dynamics 365 is good. Why a CXSuccess Subscription from congruentX is great!

Managed services help IT departments and RevOps teams maintain their Microsoft Dynamics solution.  The good news is there is an even better way!  A lot of folks would say Managed services is a very fancy way to “keep the lights on” and reactively respond to issues when they arise. Companies that invest in RevOps focused software like CRM are keen to also drive adoption, optimize the solution and ultimately drive business outcomes.  

Just like an airplane is actually off course 98% of the time – a RevOps application like CRM needs a plan with outcomes documented, check regular monitoring and course corrections planned through the journey.

 

By partnering with a reliable Dynamics CRM managed service provider like CongruentX, businesses can focus on their core competencies, while leaving the complexities of CRM system management to the experts. With streamlined customer interactions, improved sales processes, and enhanced business performance, opting for Dynamics CRM managed services becomes a strategic decision for businesses looking to gain a competitive edge in today’s dynamic market.

 

 

To learn more – please visit https://congruentx.com/offerings/cxservices/cx-success-subscription/