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New AI features connect and extend insights across the organization

Microsoft Dynamics CRM / Trident Information Systems

Today we’re unveiling new and enhanced artificial intelligence (AI) capabilities across Dynamics 365 applications, as well as a new solution to help project-centric services organizations transform their operations. Joining more than 400 new and updated features in the 2020 wave 1 release, these new capabilities expand a fast-growing set of applications powered by AI-driven insights, and further propel our vision to empower every organization to unify data across the business and use it to power personalized customer experiences and processes. Personalize customer experiences with unified data and unmatched time to insight Customers expect personalized and consistent experiences across every touchpoint. Many organizations, however, struggle to modernize the customer experience, often due to disconnected systems and data siloes that can’t deliver the full picture of the customer’s journey across websites, purchases, service calls, and mobile apps. Updates to Microsoft Dynamics 365 Customer Insights, Microsoft’s customer data platform (CDP), will help solve these issues. We’re introducing new first and third-party data connections to further enrich customer profiles that can be updated and activated in real-time, as well as enabling deeper insights with Microsoft Azure Synapse Analytics. Customer Insights will now uniquely enrich profiles with a combination of proprietary audience intelligence and 3rd party data sources such as demographics and interests, firmographics, market trends, and product and service usage data. Customers can also integrate Microsoft Forms Pro, the simple, powerful enterprise survey solution, to bring in the valuable voice of the customer across channels, allowing organizations to act on insights based on changing customer behavior and perception. All of this comes together to create a holistic, 360-degree view of a customer and to update those customer profiles and activities in real-time enabling organizations to know their customers and improve engagement. Customer Insights is built on a powerful and flexible platform that enables full extensibility. Organizations can derive deeper insights by using Azure Synapse Analytics, which combines customer data with enterprise and streaming data to improve data completeness, run high-speed analytical processing, and build custom machine learning models. This allows organizations to predict customer needs with insights and get guidance on the next best action to reduce churn and capitalize on revenue opportunities for the lifetime of a customer relationship. Organizations can act upon these insights in real-time across multiple destinations through prebuilt APIs to enable onsite clienteling, website personalization, dynamic marketing campaigns, and effective ad targeting. As part of the wave 1 release, we’re expanding the availability of Customer Insights to government cloud computing (GCC) environments helping to improve the citizen experiences essential to modern government. This means our government and public customers with higher compliance needs can now leverage Customer Insights to better understand and interact with citizens, empower employees, and transform cities at scale. Automate sales forecasting with predictive analytics In addition to expanded AI capabilities on our customer data platform, we’re extending the ability for sales professionals to forecast sales more accurately and introducing a new, unified engagement center for inside sales representatives. Available now for Dynamics 365 Sales and for Dynamics 365 Sales Insights, new manual and predictive forecasting capabilities empower sales organizations to have a better understanding of the pipeline, more accurately predict results, and gain visibility into future performance. The predictive forecasting capabilities enable the proactive decision-making needed to meet sales goals. Dynamics 365 does this by extracting patterns from customer relationship management (CRM) data, current and historical leads, won or lost opportunities, contacts, accounts, customer interactions such as emails and calls, and more data sources, and then projecting these patterns into the future. Best of all, anyone can access the insights, no data scientists or tech experts needed (a big change from some other forecasting systems). With a new engagement center designed to accelerate sales, we’re giving each inside seller a streamlined way to quickly triage, research, and engage new leads or opportunities. This provides them with their own prioritized work queue to take action on the highest priority leads and tasks based on built-in predictive scoring from Dynamics 365 Sales Insights and new, configurable sales cadences. The experience helps sellers stay in the context of Dynamics 365 and quickly move from one lead or opportunity to the next in an AI-prioritized work queue, without needing to switch views to take the next best action. Additional embedded AI capabilities offer sellers a path to a warm introduction, and guidance from the assistant. Transform the back office with AI-infused finance insights Not only are we expanding AI capabilities for customer and sales insights, we’re also bringing the power of AI to the finance department. Microsoft Dynamics 365 Finance Insights, coming to preview in May, accelerates your digital transformation by bringing the power of AI into your finance processes. As organizations look to make decisions rapidly, reduce risk, and focus on strategic initiatives, it’s critical to free finance from repetitive, time consuming and low value daily activities. Leveraging the power of AI, Finance Insights enables you to not only quickly understand and act on your company’s cash position, but also to take proactive action to improve it. Menial tasks are automated or removed, the barrier of developing or hiring AI-expertise is bypassed, and you’re left with insights to move your business forward. Our continued investment in expanding AI capabilities across Dynamics 365 helps your organization accelerate digital transformation initiatives while empowering employees with insights to drive better business outcomes every day. Optimize project success and profitability with the ability to drive operational excellence across service-centric organizations How people work today has changed, as has the way organizations run their business operations. Companies across all industries are innovating business models to support project-centric service offerings. And while business optimization has gotten easier with the rise of mobile and cloud technology, organizations continue to stitch together systems and struggle with managing data across disparate systems. These data silos within project-centric businesses and teams are negatively impacting business model transformation, customer acquisition, employee retention, project delivery, and business profitability. Today we’re announcing a new Dynamics 365 application that connects cross-functional project teams, providing the visibility, collaboration, and insight needed to drive the success of project-centric organizations. Microsoft Dynamics 365 Project Operations, which will be generally available on October 1,

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Turn prospects into engaged customers with intelligent sales and marketing

Microsoft Dynamics CRM / Trident Information Systems

[vc_row][vc_column][vc_column_text] The selling landscape is undergoing fundamental changes, many of them driven by the effects of B2B customers’ experience as everyday consumers. Many retailers have created personalized, nearly immersive, online experiences for each customer. Consumers shopping for goods and services continually experience fresh and delightful interactions, from highly customized offers and recommendations to frictionless channels to 24/7 interactions. Using Microsoft Dynamics 365 for Marketing and Microsoft Dynamics 365 for Sales organisations are improving their profit margins. The impact of B2C on B2B Today’s B2B buyers have high expectations, and those expectations will not be met if B2B buyers are accustomed to sophisticated consumer interactions in their personal lives. Executive B2B buyers are not impressed by marketing driven by large, relatively impersonal data analysis that leads to inconsistent and conflicting interactions or sales outreach that doesn’t cater specifically to their needs at the right time. The source of the problem may be largely invisible to the companies perpetuating this issue. Many organizations believe themselves to be customer-centric, while their buyers may not agree. That’s a significant disconnect. Clearly, B2B has much to learn from B2C companies. Customer experience – the rewards for getting it right Many B2C organizations have strategically embraced modern technologies like customer data platforms (CDP) and artificial intelligence (AI) to gain a 360-degree view of their customers and follow through on those insights to optimize customer engagement. The rewards for getting this engagement right are substantial. Many buyers are willing to pay more for a better customer experience. In terms of the potential benefits a great experience can have on sales success, a McKinsey study reported that organizations can expect: 10-15 percent lower customer churn 20-40 percent increase in the win rate of offers Up to 50 percent lower service costs Take a new approach B2B companies must move away from their legacy approaches based on large, relatively impersonal data analysis and move to solutions that unify relationship data across the full customer lifecycle. That way, they can gain insights that help build credibility and trust with buyers. They can run multi-channel campaigns to increase sales-ready leads, create personal experiences, and use guided process and AI to anticipate and respond faster to customer needs. They can build the ongoing, high-quality relationships that are necessary for long-term success. Four principal goals Turning prospects into engaged customers is a process. In order to achieve these goals, organizations must focus on 4 key priorities: Nurture more demand Personalize buyer experiences Build relationships at scale Make insight-driven decisions Each of these drives results by using deep reservoirs of data in making technology feel more human. Nurture more demand Relying only on conventional, basic email marketing as the primary source of leads is simply not effective enough. In fact, the more focused and demanding the customer universe is, the more essential it is to gain deep insights into what those customers expect. Northrop & Johnson, a leading global yacht brokerage, competes for multi-million dollar customers using technology its industry has been slow to adopt. Using Microsoft Dynamics 365 for Marketing has created a decided competitive advantage: Vital insights into their customer base have helped to drive a 70 percent increase in charter sales. In any industry, companies need to generate leads across multiple channels, nurture large numbers of leads while prioritizing each one, and use data-driven insights to deliver leads that are sales-ready. Nurturing more demand is critical to growth. Personalize buyer experiences It’s time to end friction, inconsistencies, and the “do you know who I am?” part of the customer experience. Companies can acquire a holistic view of buyers, predict buyer intent, and orchestrate a connected, personalized journey for customers. In an era where guests have more choices than ever for leisure and entertainment, Tivoli delights its guests by using Dynamics 365 Customer Insights to stay one step ahead of expectations and transform the guest experience. With its deeper understanding of guests, it can add new chapters to its long tradition of imagination and innovation. Build relationships at scale Mutually beneficial relationships don’t simply happen with more data. Companies need to build credibility to establish and grow relationships with customers. Together, Dynamics 365 and LinkedIn enable the company to have increased information about, and impact on the sales relationships that are added to its sales pipeline, even as that pipeline experiences exponential growth month over month. Make insight-driven decisions Here’s where sales and marketing can truly align: utilizing data to uncover insights that lead to better-informed decisions throughout the sales process. This can improve performance, empower employees, and enable the company to gain increasingly effective strategic insights. With more than 1,500 pubs serving guests throughout the UK, Marston’s launched a business transition by bringing together guest data that was scattered across multiple systems into Dynamics 365. With their locations’ guest data now unified, Marston’s will gain a complete view of guests, which can be harnessed to generate customer satisfaction and strategic insights. This approach helps drive improved performance throughout the company, including the opportunity to empower employees – an often-overlooked aspect of a company’s success. Aligning sales and marketing: The intelligent way to succeed It’s possible to create exceptional experiences, drive more qualified leads, and increase revenue if an organization has the vision, process, and technology to harness all the data available. This requires high-level technology with well-defined business goals and sales and marketing applications fueled by keen intelligence. We have a compelling offering to accomplish just that with Microsoft Dynamics 365. Get in touch with our representative to request a demo for Microsoft Dynamics 365 for Sales & Microsoft Dynamics 365 for Marketing Blog Reference : https://cloudblogs.microsoft.com/dynamics365/bdm/2019/09/19/turn-prospects-into-engaged-customers-with-intelligent-sales-and-marketing/[/vc_column_text][/vc_column][/vc_row]

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5 ways to find appropriate CRM solution for your organisation

Microsoft Dynamics CRM / Trident Information Systems

A quality CRM is created to efficiently handle data across various customer profiles, while also providing you the courage to relate to each in an organized and professional manner. It is the number one device for the sales team and will facilitate building and sustaining long-term relationships with customers. It assures higher lead generation, and boost overall sales. When a business does choose to invest in a CRM system, it needs to invest in the right one. It is very crucial to examine that it gives a perfect match with your daily business practices. That’s why in this context, we will discuss the 5 ways to examine before investing in the CRM software. 1) Impeccable Approachability and Scalability Aside from various platform approachability, the top CRM should be cloud-friendly, providing passage anywhere and whenever you want, and less overhead expenses compared to on-premise solutions. The various famous CRM companies facilitate access to the cloud when needed apart from the phone, desktop, and any smart device. Not only does this improve connectivity and comfort of use, but also performance and productivity; users can then have the liberty to pick the platform which they find most beneficial at any given time. Another thing to consider is scalability; will you be able to simply add users as your organization develops? Market-leading CRM that is Trident’s Microsoft Dynamics 365 offers the most relevant features, vital to businesses with multi-platform accessibility. 2) Not Restricted to only Sales There are several CRM’s in the marketplace, however, the one that is an ideal fit for you is the one that complements how you work. Your team will be benefitted in every step of the sales process through it, from taking a lead to closing a deal. It should update itself automatically if any changes that may happen in the future through its built-in flexibility. And most importantly, it should not only restricted to sales but also flatter every aspect of the business process like customer accounts, marketing, or customer service. A strong CRM solution should create solid inbound tactics to transform any leads to potential clients. Connecting smart features and functionality, it will connect several departments, and increase productivity. 3) Customization and Reporting Departmental procedures of different businesses can vary greatly. Therefore a good CRM should be customizable to match each company’s needs. Customization right down to the level of every user can be very beneficial for any organization. You do require software that can provide you penetrations into your data through reporting that occurs across the board, enabling you to boost your profitability. 4) Past Record of the Provider There are a lot of CRM choices obtainable in the market today which makes it difficult to opt for the best. Research and reviews indicate that price can’t be the reliability factor for selecting CRM, then what should be the reliability factor?? The answer is the track record of an organization. Picking a firm with a demonstrated track record vs. a fresher one always serves to benefit by ensuring all your data is secure in the present and the future. 5) Cost of the CRM Small, and medium-sized firms need to consider the pros and cons of pricing when picking a CRM. Firms must thoroughly review what features the cost will cover, and what may need additional investment. The budget must take into account training, after-sales service, future upgrades along with the initial payment. Any important integration, customization or any new equipment that may be required, and come with a price tag. There are many cost-effective CRM solutions accessible to suit every budget need. All you need to do is some research, and look for feedback from the listings, user databases or forums, so you can narrow down the right choice at your given budget. Other options include Trident’s Microsoft Dynamics CRM that combine the best for both functionality and pricing. If you are looking to improve customer satisfaction levels through Microsoft Dynamics CRM? Talk to Trident’s CRM experts to know what features you can use according to your organization (big or small) to make your CRM process more efficient and productive. Trident’s Microsoft Dynamic CRM is a great example of remarkably flexible software that is fairly effortless to use for small and medium businesses, as well as large-scale, multi-stage operations. Aside from customization, it also blends smoothly with third-party products to provide you total command over your sales.

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Microsoft Dynamics 365 for Customer Service

dynamics 365 business central, Microsoft Dynamics 365, Microsoft Dynamics CRM, Microsoft Dynamics Partner / Trident Information Systems

Learn how Singapore’s biggest transportation network operator doubled their productivity and delivers faster, friendlier service. Providing over one billion rail and bus journeys per year, SMRT is Singapore’s biggest transport network operator. In end 2016, the company started using cloud-based Dynamics 365 CRM service management features across its train, bus and taxi services to power new service innovations, and help staff members deliver better customer service. With Dynamics’ inbuilt automation features, SMRT employees are managing 2.3 times more cases than before. And with a cloud-based approach, SMRT can bring innovation projects to life in less than 3 months. Today, SMRT is powerfully equipped to deliver on its core responsibility: world-class transport that is safe, reliable and customer-centric. Every transport network has its challenges, but Singapore‘s SMRT has enormous responsibilities. As provider of the principal public-transport network in Singapore, it is SMRT’s job to sustain Singapore’s world-class reputation for efficiency and customer service. “We have 102 train stations and over 1,400 buses, and deliver over one billion journeys per year,“ says Dave Ong, Head, Passenger Service Department, SMRT. “Our mission is to enhance the lives of Singapore citizens with a transport system that is safe, reliable and customer-centric.“ The Cloud Journey to Better Customer Service and Innovations SMRT is always looking for ways to enhance customer interactions, and in 2016, decided that the Cloud could help. On any given day, more than 1,000 employees are involved in the process of managing customer enquiries, compliments, complaints and feedback. These busy staff also have to pursue hundreds of ‘lost and found‘ cases each month. SMRT wanted to help these employees deliver a faster and friendlier service. “Today, customers contact us through many different ways — emails, calls, faxes, letters, Whatsapp, Facebook and SMS,“ says Mr. Ong. “We need a case-handling system that helps us manage new processes for handling all these interactions, and a reporting system that helps us visualise our performance in real time.“ SMRT also wanted to make it easier to engage and manage external stakeholders on a succession of new initiatives known as innovation projects. Cloud technologies had the potential to help SMRT create, share and secure new business applications without having to purchase additional servers. “When setting up an innovation project, we want a system that would allow us to adapt and be more creative,“ says Mr. Ong. One-Stop Customer Service and Engagement In 2016, SMRT selected the cloud-based customer-relationship management solution, Dynamics CRM Online – which is now part of Dynamics 365 – to manage SMRT customer service and engagements at the enterprise level. The cloud-based solution provided convenience and flexibility to more than 1,000 employees, reduced capital costs and accelerated rollouts. With the help of Customer Capital Consulting, SMRT used Dynamics 365 to create a single, integrated system for managing all customer interactions. The new solution aggregates all feedbacks, regardless of which channel the feedback arrives at and uses automatic workflows to assign the case to the relevant team. SMRT Customer Relations employees use inbuilt features to track progress and turnaround times. System aids, such as reminders, help prompt everyone involved to take action when it‘s required. Checkpoints help employees manage the different types of cases, and see that they are on track. Meanwhile, reporting tools provide accurate updates to managers and external stakeholders. A Force Driving Enterprise Innovations SMRT has also used Dynamics 365 to create new business applications to support their new ‘Adopt-a-Station‘ initiative for school student ambassadors. With cloud-based workflows and document repositories, SMRT staff can centrally manage applications, correspondence, approvals and activities-tracking. Mr. Ong says that moving to the cloud presented no problem for the project, and the new application was put to use according to the planned schedule. “The Customer Capital Consulting team was flexible and accommodated our concerns to the best of their ability,” says Mr. Ong. “They were willing to go the extra mile, including conducting training so that our staff were comfortable with the new systems. They worked collaboratively and closely with the SMRT team to meet deadlines and completed the project on time.” Productivity is More than Doubled with Dynamics 365 With the help of Cloud technologies, SMRT is achieving Enterprise Digital Transformation where it’s vital — Customer Service. Today, more than 1,000 SMRT employees across different locations in Singapore use Dynamics 365 to ensure that customer enquiries and interactions are handled quickly and professionally. With its principal, public-facing systems in the cloud, SMRT can bring new initiatives to life without the cost and delays of investing in new infrastructure. As a result, the service-oriented staff at SMRT are better able to handle more cases. Automated workflows reduce the manual effort of sorting and directing interactions. Meanwhile, dashboard reporting helps the team and the management of SMRT to ensure that customer cases are resolved within prescribed timelines. “Our ability to handle public feedback volume has increased 2.3 times,“ says Mr. Ong. “Dynamics 365 reduces manual effort and frees up customer-service staff to handle cases with a personal touch. This helps us achieve our strategic goal of making all interactions with our contact centre more personal.” Innovations Made Simple With Dynamics 365, SMRT can accelerate the pace of innovation within the organisation. With customer-ready tools – such as workflow engine, standard user-interface design and dashboard tools – SMRT does not have to source, buy, learn and deploy different solutions to get new capabilities up and running. Managers can now build, test and use new applications fast. “Dynamics 365 effectively reduces the time it takes us to evaluate, implement and roll out new innovations,” says Mr Ong. “This means we have a faster time-to-market for new projects. In addition, we save money by leveraging our existing investments.” Innovation Projects Up and Running in Three Months Today, SMRT can quickly build the systems it needs to support a new innovation project. rolling them out in just a few months, which is far faster than before. These new applications are cloud-based, so SMRT does not need to invest in new infrastructure.

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Microsoft Dynamics 365 for Customer Service

Microsoft Dynamics CRM / Trident Information Systems

Every interaction matters in customer service. We help brands build advocacy and loyalty by creating effortless service experiences. Key Benefits EARN LOYALTY: Provide personalized, contextual interactions on any device through the self or assisted channel of choice and convenience. EMPOWER AGENTS: Provide agents with intuitive access to everything they need to deliver fast, effective service – with tools that are at their fingertips on a single application. STAY AGILE: Adjust at the pace of business through actionable insights that anticipate the rapidly changing needs of customers and your brand Key Capabilities OMNI-CHANNEL ENGAGEMENT Enable end-to-end customer service engagements across self and assisted service channels, including field service when there is a need for onsite help. A unified platform ensures context across channels and engagements, delivering personalized and consistent service with minimal customer effort. SELF-SERVICE & COMMUNITIES Empower the increasing majority who prefer to find answers on their own through self-service and community options. Provide branded self-service options that deliver consistent, up-to-date answers and personalized information, and a community experience to connect with peers and subject matter experts AGENT ENABLEMENT Empower agents with a single, unified experience to speed resolution and provide differentiated levels of support. A role-tailored experience delivered through a single dynamic interface contextually serves up the tools, guidance and data agents need to provide a more personalized, effective standard of service UNIFIED KNOWLEDGE Equip customers and frontline staff with a definitive single source of truth through unified knowledge. Ensure knowledge is relevant by capturing and publishing across your content channels while measuring impact and opportunities to grow your knowledge base through rich analytics SERVICE INTELLIGENCE Identify trends, anticipate opportunities and gain insights using rich analytics. Explore what-if scenario’s and forecast outcomes through interactive charts and powerful data visualization capabilities. Our solution empowers employees at every level of the organization to have a positive and meaningful impact on business outcomes.

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