5 Ways Dynamics 365 CRM Will Help Retain Your Employees

Learning company software is often seen as non-productive and non-revenue generating and naturally not viewed as a good time investment. We understand. It requires not only the person(s) to learn the software, but also a specialist to sit down and go through the application which, is an exhausting process. Management and software veterans tend to have a bias that new employees can simply pick it up along the way.

We propose a different perspective. What is the cost of not training your staff to use CRM?

At Serversys, we've delivered countless training sessions, demonstrating some of the excellent features to make employee's lives easier.

We're constantly given feedback such as:

'I didn't know we could do that.'

'I've never seen this before...'

'Wow, this chart will make things so much easier!'

Employees want to feel empowered, that they are learning and progressing in their career and making a valuable contribution to your organisation. CRM can help them achieve that, in turn, encouraging them to stay.

We've put together the top 5 ways your CRM can help to retain your employees.

1. A tool that motivates employees

A robust CRM system such as Dynamics 365 will breed confidence that the actions they take have an impact on contributing to business goals. Excellent sales facilities such as comprehensive, reliable forecasting features help sales teams feel confident they are on the right track and have goals they can look towards. Marketers like to understand their audience and want to be able to delve into reports and charts to know that they are reaching their intended market.

Without these tools, they will feel powerless and insecure about their performance leading to job dissatisfaction.

2. Easy on-boarding

New employee's with a history of working with your organisations CRM will find it easier to be integrated into business work processes if their solution is intuitive and aligns with their job role.

Joining a new organisation is a daunting prospect for many, and being tasked with learning an entirely new complicated system only adds to the problem. We know CRM's are complex, but they shouldn't be for non-tech users to do their job. A CRM implemented correctly for an organisation should have no issue on-boarding a new employee, this will help them to settle in with all their work tasks in the same place. This should remove some of the insecurities of joining a new organisation.

Better yet, bigger CRM's such as Dynamics 365 has millions of users, so new employee's may already have exposure, bringing transferable skills and cutting down on training.

3. Cut out the 'busy work'

Employees often spend significant time on non-revenue generating work tasks. CRMs can help eliminate parts of this with automated workflows.

Repetitive tasks make us feel that we're not making decisions or contributing to major goals of the business - getting in the way of the more interesting aspects of our job.

Are you manually creating marketing reports each month, costing you hours of work? Let CRM automate it. You can spend that time chasing leads or designing your next marketing campaign.

4. Improve communications and culture

Good CRM's foster excellent communication regardless of geographical location. The ability to share marketing lists, dashboards, sales data across offices, teams and departments gets everyone singing from the same hymn sheet. Decentralised data and reporting systems do the opposite. No one agrees on which data is correct, leading to political issues and poor decision making and encourages a toxic atmosphere.

Without CRM, communication with customers becomes increasingly difficult as your scale. Employees aren't always sure at what stage of the process the customer is in, and what prior communications had with other staff. Of course in Outlook you can copy people in, but this becomes quickly unorganised with communications forgotten, misunderstood and lost. This can lead to a blame game when, in reality, the culprit is the system itself.

5. Cloud CRM enables work flexibility

Using the Cloud, your employee's can work from home or using a mobile phone and tablet when visiting customers. HSo predicts that 50% of the UK workforce will be working remotely by 2020. CRM's such as Dynamics 365 are adapting to this work environment by operating in the Cloud. No longer will you be chained to a desk input a new customers details on your CRM. This provides more up-to-date CRM records and the ability to react faster as a business. Do you want to get a new email out but are waiting for your sales staff to provide new entries for your list? You can now update those new records and push out the email, delivering to a broader audience.

Remote working and flexibility will increase in the coming years as technology enables us to be just as productive outside of the office. Cloud CRM's that offer the possibility to work from home will undoubtedly lead to higher job satisfaction across your business and help you retain employees.

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