Ambit Group: Investing in a CRM: Why now is the right time for Swiss companies!

CRM – Valuable investment in your competitiveness

A blog post by Marcel Fürst, Ambit Group

December 2023

CRM investments: Why swiss companies should start now to secure comptetitiveness

The importance of making the right investment at the right time

In economically uncertain times, it is even more important to invest in technologies that not only reduce costs, but also strengthen customer relationships and enable target-oriented marketing and sales strategies. Increased performance enables competitiveness and growth! Companies that invest in CRM systems now are strategically positioning themselves favourably for the future. According to the Forrester survey "The State of Customer Obsession", companies with a customer-centric approach report a 2.5-fold increase in sales growth - a fact that you shouldn't ignore.

 

CRM as strategic initiative

CRM projects are more than just the introduction of software; they are a comprehensive approach that influences a company's data, processes and organisation and act as a game changer for the business model and the company's success. They are primarily change projects that break down silos, develop an end-to-end customer experience and enable new business models through data and automation. CRM focuses on the systematic organisation of customer relationship processes and the consistent orientation of a company towards its customers.

The importance of the right investment at the right time

In economically uncertain times, it is even more important to invest in technologies that not only reduce costs, but also strengthen customer relationships and enable target-oriented marketing and sales strategies. Increased performance enables competitiveness and growth! Companies that invest in CRM systems now are strategically positioning themselves favourably for the future. According to the Forrester survey "The State of Customer Obsession", companies with a customer-centric approach report a 2.5-fold increase in sales growth - a fact that simply cannot be ignored.

The role of CRM in competitiveness

Companies that do not invest in CRM risk falling behind in terms of competitiveness, customer loyalty and sales growth. The Forrester "Software 1 Survey" emphasises this: 84% of decision-makers in large companies and 77% in SMEs are planning to use CRM. Those who do not take action now will increasingly face challenges in maintaining their competitive position.

Managing customer relationships

The centralisation of customer information enables faster responses and personalised services, which increases customer satisfaction and loyalty.

Data analysis and decision-making

Integrated real-time analyses and reports create a basis for decision-making, enabling risks to be kept to a minimum and new business opportunities to be identified.

Automation of business processes

The automation of routine tasks increases productivity and efficiency and eliminates human error, resulting in significant cost reductions and massively improved process quality

Integration and cooperation

Seamless integration with Microsoft ecosystems maximises team performance and communication, increasing productivity and efficiency.

Microsoft Dynamics 365 - Advantages of integration on the Microsoft platform

The integration of Microsoft Dynamics 365 is natively embedded in the Microsoft platform. This reduces complexity and costs, increases security and data protection and enables the use of AI. The holistic integration with Azure, Power Platform and Microsoft 365 ensures the central administration of the solutions and the use of state-of-the-art standards for user roles and authorisation concepts. The following key elements make Microsoft Dynamics 365 the strongest option for companies looking for an integrated, customisable and future-proof CRM solution.

1. Seamless integration with Microsoft products

Microsoft 365 tools such as Office 365, Teams and SharePoint are directly integrated into Microsoft Dynamics 365 CE, making workflows more efficient and seamless. At the heart of the leading no/low-code application landscape is the Microsoft Power Platform, which consists of Power Apps, Power Automate, Power BI, Power Pages and Power Virtual Agents.

3. Use of artificial intelligence

 With Azure AI, the possibilities of machine learning, cognitive services and open AI are used to perform advanced analyses, predictions and automation. Microsoft Copilot is available in all applications as a personal AI-based assistant, providing support and transforming the way work is done by automating tasks, preparing in-depth data analyses for better decisions and providing information.

2. Extended analysis functions

 Integration with Power BI, Customer Insights or Azure services such as Synapse Analytics enables comprehensive and customisable data analysis and reporting capabilities that provide deep insights into customer relationships and business performance.

4. Scalability and adaptability

 Dynamics 365 is known for its flexibility and can be easily adapted to the specific needs of a company and scaled as it grows.

5. Security and compliance

As part of the Azure Cloud, Dynamics 365 offers the highest possible data security and reliability as well as compliance with global and regional data protection standards from Swiss or EU data centres.

Let's talk about this!

At Ambit, we specialise in helping companies with 100-2000 employees to effectively take advantage of the Microsoft platform for business applications. We can also offer flexible financing options as required, enabling companies to take advantage of the benefits of digitalisation without overstretching your current finances.

Find out more about our approach or the technology layer.

Contact Marcel Fürst directly.

 

 

 

Ambit Group – Your partner for your CX project with the Microsoft platform

Our promise is: we make your ambition work. As a leading Microsoft partner for business applications, we have specialized in the process areas of CX projects with our Marketing & Sales business unit. We provide consulting and implementation services from the initial idea to the implemented project and support customers during ongoing operations.

Our drive is to powerfully support your company in becoming the best possible version of itself. Learn more about us

Our offer: Microsoft Dynamics 365 Customer Insights 4h-Experience Workshop

If you are interested in learning more about Ambit Group, the Microsoft platform for marketing / CX, we recommend our half-day workshop. This will give you all the relevant information to decide for you and your company about the implementation of a project like this. 

Details about the workshop

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