CRM brings customer data, interactions, and deals together in one place—so sales, marketing, and service can collaborate and deliver a better customer experience. Here we explain what CRM is, the problems it solves, and how to know when it’s time to take the next step.
Explore CRMROI on the investment in Microsoft’s sales solution over a three-year period
ALL IN ONE PLATFORM
Email, meetings, Teams, the web, and events—everything happens at once. Without a shared view, it becomes difficult to prioritize the right opportunities.
Spreadsheets and personal notes don’t scale well and aren’t ideal for collaboration.
Forecasting, pipeline management, and follow-up must be based on facts—not gut feeling.
Scoring, views, and alerts help the team focus their time on what actually converts.
All history in one place = relevant conversations, every time.
Make decisions based on data—not guesses or gut feeling.
When your data is structured, you can start automating tasks and gain insights in real time.
D365 CUSTOMER INSIGHTS
D365 SALES
CUSTOMER STORY
D365 CUSTOMER SERVICE
D365 Field Service
It was a smooth implementation where the sync between Business Central and Sales worked—and continues to work—very well. One reason we chose to move to Sales is the great potential we see in the system going forward, especially with AI. Investing in Sales is therefore a way to future-proof our solution.
Read the full storyChristian Stjärnerud
CEO and Head of Sales at Indukta.
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A CRM system (Customer Relationship Management) is a digital tool that helps companies collect, organize, and manage all information about customers and leads in one place. The system makes it easier to track sales, marketing, and customer service, keep track of contacts, history, and communication, and gain insights that improve customer relationships.
If you want better control over customer relationships, sales, and service, save time, and make smarter decisions, a CRM system is often a great choice. It helps companies bring all customer information together in one place, gain visibility into activities, and build more structured and long-term customer relationships—whether you’re a small or mid-sized business.
Yes—especially when more than one person interacts with the customer. A lightweight CRM reduces lost leads and duplicate work.
No—marketing, sales, and service all benefit from sharing the same customer view.
A CRM system (Customer Relationship Management) focuses on customers, sales, and relationships—it helps you manage contacts, leads, deals, marketing, and customer service.
Ett ERP-system (Enterprise Resource Planning) fokuserar på verksamhetens interna processer – som ekonomi, lager, inköp, produktion och projektledning – och samlar dessa i ett gemensamt system för bättre kontroll och effektivitet.
NAB Solutions are specialists in Microsoft Dynamics 365 CRM — combining deep expertise with proven, results-driven approaches that quickly create business value. Get in touch if you’d like to learn more!
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