Microsoft Dynamics CRM Services and Solutions

Customer Service CRM - Overlooked Requirement

6/10/2021

Bob,

We have been so focused on getting Dynamics right for our sales process that we have neglected our service side. What is the best way to bring their calls, request for returns and quality issues, tracked in a separate system, into a company-wide view of the customer?

Gabrielle

Dear Gabrielle,

It’s good you are thinking along the lines that there is value in having one-view of your relationship with a customer. Too often I see account managers needing to chase down customer services issues before a client call, or that service is fixing an old product, or worse yet, a competitive product, that if sales knew they would want to replace

Dynamics 365 Service Enhanced with Smarter Chatbots

6/25/2020

Bob,
I just lost 45-minutes of my life, that I can’t get back, dealing with a dumb chatbot and then waiting for real person online to resolve a simple issue. What can I do not to put my customers through the same pain? -- Frustrated Bill

Dear Bill,
We have all encountered service bots that are not as smart as we would like. Well Microsoft's newest member of the Power Platform, Power Virtual Agents, looks like to be heading in right the direction for smarter Chatbots.

These bots feed off Dynamics CRM and the Common Data Platform, which opens up a whole lot more connections to other data sources. In addition, with the power of Microsoft’s AI behind the bots, these chatbots can learn how to improve.

Some examples of smarter bots that might apply to your business:

An interface to a knowledge library of product sales and/or specification sheets that has an option to schedule a call with an account rep or service technician.
Managing the whole RAM process
Submitting a support ticket request, where based on the product a selection of specific product, questions are presented or knowledge articles linked
Checking on shipping status
Making and confirming an appointment time
Finding product parts, spec sheets and placing the order
Let your imagination direct you

How Lead Tracking Creates Stronger Customer Engagement

4/3/2020

Generating leads and acquiring new customers is the lifeblood of every organization. Many organizations believe that satisfied customers and referrals are their best sources of leads. That’s certainly a sound principle and something to strive for but unless you’re measuring and tracking where your leads are coming from, this belief is anecdotal and little more than company lore.

Customer Sentiment: A New Impetrative

6/13/2018

The growth of Artificial Intelligence (AI) in the Internet of Things (IOT) world is steadily moving into the sales, marketing and customer service applications. Sentiment and emotion analytics market is set to explode, from $123 million currently to $3.8 billion by 2025 according to a report from the research firm Tractica. (Customer Relationship Management, May 2018).

The report states that the top three use cases for sentiment and emotion analysis will be customer experience, product and market research, and customer service. An example offered of affecting the customer experience would changing the in-store LDC displays in response to the emotions detected on the faces of shoppers walking the aisles.