{"id":15,"date":"2025-09-22T14:29:31","date_gmt":"2025-09-22T12:29:31","guid":{"rendered":"http:\/\/nabsolutions.com\/us\/?page_id=15"},"modified":"2026-04-09T07:07:24","modified_gmt":"2026-04-09T11:07:24","slug":"crm","status":"publish","type":"page","link":"https:\/\/nabsolutions.com\/us\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"\r\n\r\n
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\r\n Discover Microsoft\u2019s AI-powered CRM for the entire customer journey <\/h1>\r\n

\r\n CRM brings customer data, interactions, and deals together in one place\u2014so 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\u2019s time to take the next step. <\/p>\r\n \r\n \r\n \r\n Explore CRM <\/a>\r\n \r\n <\/header>\r\n\r\n \r\n

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\r\n \"Microsoft\r\n <\/div>\r\n
\r\n \r\n 215 <\/span>\r\n \r\n % <\/span>\r\n <\/div>\r\n

\r\n ROI on the investment in Microsoft\u2019s sales solution over a three-year period <\/p>\r\n <\/div>\r\n

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\r\n ALL IN ONE PLATFORM <\/p>\r\n

\r\n A CRM for the entire customer journey\u2014from marketing to customer success! <\/h2>\r\n <\/div>\r\n
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\r\n Create tailored customer journeys to reach your customers <\/h5>\r\n \r\n Explore Insights <\/a>\r\n <\/div>\r\n
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\r\n Sales support <\/p>\r\n

\r\n Stay on top of your sales and close more deals with Sales <\/h2>\r\n \r\n <\/span>\r\n arrow_right_alt<\/i>\r\n <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\r\n
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\r\n Why is everyone talking about CRM right now? <\/h2>\r\n <\/header>\r\n \r\n
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\r\n The customer journey is fragmented <\/h4>\r\n \r\n

\r\n Email, meetings, Teams, the web, and events\u2014everything happens at once. Without a shared view, it becomes difficult to prioritize the right opportunities. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n storage<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n The data exists\u2014but not where it\u2019s needed <\/h4>\r\n \r\n

\r\n Spreadsheets and personal notes don\u2019t scale well and aren\u2019t ideal for collaboration. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Growth requires process <\/h4>\r\n \r\n

\r\n Forecasting, pipeline management, and follow-up must be based on facts\u2014not gut feeling. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\n

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\n Are you ready for a CRM system? <\/h2>\n \n

\n A CRM (Customer Relationship Management) brings together contacts, accounts, opportunities, activities, and cases. This allows teams to work from the same view of reality, automate recurring steps, and track what actually drives revenue and customer satisfaction. <\/p>\n \n <\/header>\n\n

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\n You\u2019re not consistent <\/h4>\n \n

\n You lack a consistent pipeline, and forecasts vary significantly between sales reps. <\/p>\n <\/header>\n <\/div>\n

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\n Duplicate work <\/h4>\n \n

\n The same leads are worked on in parallel\u2014or get lost due to a lack of proper system support. <\/p>\n <\/header>\n <\/div>\n

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\n Poor collaboration <\/h4>\n \n

\n Unnecessary friction between sales, marketing, and service. <\/p>\n <\/header>\n <\/div>\n

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\n Lack of follow-up <\/h4>\n \n

\n It\u2019s difficult to measure what actually works (channel, message, campaign). <\/p>\n <\/header>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\r\n

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\r\n What value does CRM provide in everyday work? <\/h2>\r\n <\/header>\r\n \r\n
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\r\n \"Microsofts\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n\r\n
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\r\n Focus on the right deals arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
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\r\n Scoring, views, and alerts help the team focus their time on what actually converts. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Better customer experience arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"Nyhet:\r\n <\/div>\r\n\r\n

\r\n All history in one place = relevant conversations, every time. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Forecasts you can stand behind arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"CRM\r\n <\/div>\r\n\r\n

\r\n Make decisions based on data\u2014not guesses or gut feeling. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Foundation for automation & AI arrow_circle_down<\/i>\r\n <\/h4>\r\n \r\n
\r\n \"Microsofts\r\n <\/div>\r\n\r\n

\r\n When your data is structured, you can start automating tasks and gain insights in real time. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\n

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\n Explore our CRM solutions <\/h2>\n \n <\/header>\n <\/div>\n<\/section>\n\n\n\n\n
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\n D365 CUSTOMER INSIGHTS <\/p>\n

\n Create engaging experiences by bringing your customer data together. Create campaigns, smart segments, and events with real-time journeys and Copilot in Customer Insights. <\/h3>\n \n \n <\/span>\n \n Explore Insights <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n
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\n D365 SALES <\/p>\n

\n Close more deals and increase efficiency with an AI-powered sales solution <\/h3>\n \n \n <\/span>\n \n Explore Sales <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n
\n \"Microsft\n <\/div>\n \n <\/div>\n <\/div>\n
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\n CUSTOMER STORY <\/p>\n

\n Taxi Stockholm took the next step with Sales and Customer Insights <\/h3>\n \n <\/header>\n\n \n <\/div>\n <\/div>\n <\/div>\n \n \n \n
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\n D365 CUSTOMER SERVICE <\/p>\n

\n Exceed customer expectations and deliver outstanding service across all channels with generative AI and automation. <\/h3>\n \n \n <\/span>\n \n Explore Customer Service <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n
\n \"Microsft\n <\/div>\n \n <\/div>\n <\/div>\n
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\n D365 Field Service <\/p>\n

\n Give your field staff all the tools they need <\/h3>\n \n \n <\/span>\n \n Explore Field Service <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n
\n \"Microsoft\n <\/div>\n \n <\/div>\n <\/div>\n <\/div>\n \n <\/div>\n <\/section>\n\n\n\r\n
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\r\n Why NAB & Microsoft <\/p>\r\n \r\n

\r\n NAB & Microsoft are the trusted choice for companies that want a secure and scalable business solution. <\/h2>\r\n <\/div>\r\n
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\r\n \"NAB\r\n <\/div>\r\n \r\n

\r\n NAB \u2014 Dynamics 365 CRM experts with extensive experience. <\/h3>\r\n \r\n

\r\n At NAB, we\u2019ve been immersed in Microsoft technologies for nearly 25 years. That\u2019s why we\u2019re confident in saying we know Microsoft and Dynamics 365 CRM inside and out \u2014 in 2020, Microsoft named us the best in the world at what we do. Over the years, we\u2019ve had the privilege of helping countless companies implement new systems and continue to grow. Is it your turn next? <\/p>\r\n \r\n \r\n Learn more <\/a>\r\n <\/div>\r\n <\/div>\r\n

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\r\n A world-class CRM from Microsoft <\/h3>\r\n \r\n

\r\n Microsoft Dynamics 365 CRM helps you build stronger customer relationships, increase sales, and work smarter. All customer data is brought together in one platform, giving you a 360-degree view of every customer\u2014from first contact to long-term partnership. <\/p>\r\n \r\n \r\n Learn more <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n

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\r\n Indukta future-proofs its business with Dynamics 365 CRM <\/h2>\r\n <\/header>\r\n \r\n
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\r\n It was a smooth implementation where the sync between Business Central and Sales worked\u2014and continues to work\u2014very 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. <\/p>\r\n \r\n \r\n Read the full story <\/a>\r\n \r\n \"Indukta\r\n \r\n

\r\n Christian Stj\u00e4rnerud <\/p>\r\n \r\n

\r\n CEO and Head of Sales at Indukta. <\/p>\r\n <\/header>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\n

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\n The next step in your journey <\/h2>\n \n <\/header>\n <\/div>\n<\/section>\n\n\n
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\n What CRM solutions exist and how do I choose? <\/h2>\n\n \n arrow_right_alt\n <\/i>\n <\/div>\n <\/a>\n \n \n
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\n How to evaluate CRM\u2014features, integrations, and security <\/h2>\n\n \n arrow_right_alt\n <\/i>\n <\/div>\n <\/a>\n \n \n
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\n Get started with CRM together with NAB <\/h2>\n\n \n arrow_right_alt\n <\/i>\n <\/div>\n <\/a>\n <\/div>\n <\/div>\n <\/section>\n\n\n\r\n\r\n
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\r\n Learn more about CRM <\/h2>\r\n <\/header>\r\n\r\n \r\n
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\r\n What\u2019s important from the start when implementing Microsoft\u2019s CRM platform <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n CRM isn\u2019t just about technology \u2014 it\u2019s about how you work with your customers. Discover how the right focus, clear… <\/p>\r\n \r\n <\/header>\r\n \r\n

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\r\n Microsoft\u2019s CRM platform \u2014 how the pieces fit together <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n When you start looking more closely at Microsoft\u2019s CRM platform, a common question is what it actually consists of. Is… <\/p>\r\n \r\n <\/header>\r\n \r\n

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\r\n When is Microsoft\u2019s CRM platform the right fit \u2014 and what needs does it solve best? <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n Is customer information scattered and processes different across teams? Microsoft\u2019s CRM platform helps growing organizations create structure, bring customer data… <\/p>\r\n \r\n <\/header>\r\n \r\n

\r\n Read more <\/p>\r\n <\/a> \r\n <\/div>\r\n <\/div>\r\n <\/section>\r\n\n\n\n

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\n Questions & answers <\/h2>\n <\/header>\n \n
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\n What is a CRM system? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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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.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n Does my company need a CRM system? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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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\u2014whether you\u2019re a small or mid-sized business.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n Do small teams need a CRM? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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Yes\u2014especially when more than one person interacts with the customer. A lightweight CRM reduces lost leads and duplicate work.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n Is CRM only for sales? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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No\u2014marketing, sales, and service all benefit from sharing the same customer view.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n What is the difference between a CRM system and an ERP system? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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A CRM system (Customer Relationship Management) focuses on customers, sales, and relationships\u2014it helps you manage contacts, leads, deals, marketing, and customer service.<\/p>\n

Ett ERP-system (Enterprise Resource Planning) fokuserar p\u00e5 verksamhetens interna processer \u2013 som ekonomi, lager, ink\u00f6p, produktion och projektledning \u2013 och samlar dessa i ett gemensamt system f\u00f6r b\u00e4ttre kontroll och effektivitet.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\n\n

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\n Want to learn more about CRM, or are you ready to get started? <\/h2>\n \n

\n NAB Solutions are specialists in Microsoft Dynamics 365 CRM \u2014 combining deep expertise with proven, results-driven approaches that quickly create business value. Get in touch if you\u2019d like to learn more! <\/p>\n \n \n Contact us <\/a>\n \n <\/header>\n\n <\/div>\n<\/section>\n\n\r\n

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\r\n Get more information <\/h3>\r\n

\r\n Fill out the form below to get more information about our solutions. <\/p>\r\n <\/header>\r\n\r\n

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