Is it Time to Get Serious About CRM And Sales Growth?

Perhaps you’ve trialled a CRM solution or made limited use of the CRM capabilities within Business Central. If so, now could be the perfect time to unlock the full potential of a modern CRM platform and accelerate your sales growth.

Define What You Need CRM to Deliver

Before choosing a CRM solution, It’s essential to understand what your sales and customer engagement processes need to achieve:

Ask yourself:

• What does your ideal sales process look like?
• Where are the current bottlenecks?
• What information does your team need to access and share?
• How can technology help improve efficiency and visibility

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At Qi, we help businesses scope their CRM requirements and identify the solution that best supports their goals.

Microsoft’s CRM Suite – Which Option Is Right for Your Business?

Have you:

• Outgrown your current CRM system?
• Experienced poor integration between your CRM and Business Central?
• Reached the limits of Business Central’s native CRM functionality?
• Increased your focus on sales and marketing campaigns?
• Wanted deeper insights into customer activity and campaign performance?
• Looked for opportunities to automate manual sales processes?
• Considered the advantages that AI-driven insights, relationship analytics, and forecasting can provide to keep deals moving? Dynamics 365 Sales offers a range of licensing options and functionality levels designed to meet different business needs.
• Realised that Dynamics 365 sales also integrates natively with tools your team already uses, like Teams and Outlook
• Explored how that native CRM integration with tools like Teams and Outlook will support your Sales team enabling them to keep track of their emails & opportunities and create records on the go, via the dedicated mobile app (at no extra charge!)
  

The challenge is understanding which option delivers the best value and functionality for your organisation.

Qi can help you navigate the details, ensuring you choose the most effective and cost- efficient route to CRM deployment.

Has CRM Cost Been Holding you Back?

As a Business Central user, you will be able to access powerful CRM functionality through Microsoft’s attractive licensing options.

Qi can provide clear, accurate pricing based on your requirements, including all avaliable discounts. We know Microsoft licensing can feel like a minefield, and we’re here to simplify it.

Are Your Current CRM Costs increasing as Usage Grows?

Some CRM solutions appear affordable at first but become increasingly expensive as usage, data volumes, or activity levels rise.

With Dynamics 365 sales, your licensing costs are not driven by the volume of activity your team generates. This means you can encourage CRM costs, speak to Qi to explore whether a move to Dynamics 365 Sales could reduce your expenditure while increasing capability.

Looking for Seamless Support?

Managing separate support providers for ERP and CRM can create unnecessary complexity.

By partnering with a single provider for both Business Central and CRM, you benefit from:

• A single point of contact
• Faster issue resolution
• Better System integration
• Greater accountability
• A more consistent user experience

At Qi, we’re about much more than implementation and licensing. We provide long-term support, strategic guidance, and a dedicated CRM team committed to helping your business succeed.

Speak to Qi

Whether you’re reviewing your current CRM, considering Dynamics 365 Sales, or looking for a cost-effective route to CRM, our team can help you identify the right path forward.