CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Microsoft Dynamics 365 CRM - Brilliant Directories integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Brilliant Directories lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When someone completes your Brilliant Directories, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the form and turn them into a customer!
Plus, all of the information from the Brilliant Directories is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Brilliant Directories - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
You Can Also Connect Brilliant Directories or Microsoft Dynamics 365 CRM With 1400+ Other Apps
Brilliant Directories
BrilliantDirectories helps you create Membership Sites & Business Directories in just a few minutes. You can manage members, accept payments, run email campaigns, generate content, perform SEO, and generate leads all in one place!
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.