Forsta CRM Connector for Microsoft Dynamics
Optimizing customer interactions throughout the customer lifecycle
Each and every customer interaction is important to your business, and you know how critical it is to listen to, and act on, the Voice of the Customer. With Forsta CRM Connector for Microsoft Dynamics, you can optimize all your customer interactions throughout the customer lifecycle, by integrating Forsta directly with your Microsoft Dynamics environment
Solutions for sales and services
Whether you sell to businesses, consumers or both, you have multiple customer touchpoints throughout the customer lifecycle. Integrating your VoC program with your CRM system enables you to optimize all these different touchpoints, from both your customers’ and your business perspectives.
As part of your initial customer on-boarding process, and with every significant Microsoft Dynamics transaction that follows, initiate a VoC transactional survey to capture feedback on the customer experience. Also build workflows to ensure you close the loop for issues that are unresolved.
Select customers from Microsoft Dynamics for regular relationship feedback, and use Forsta to manage the business rules for distributing the surveys
Trigger surveys after each service interaction, and use business rules in Forsta to generate activities for sales or cases for services to follow up.
Leverage key customer data from Microsoft Dynamics to deliver contextual information about your customers into your business reporting and executive dashboard.
Employee experience and insight in challenging times How do we support team members? Top challenge: Employee relationships are complex All experiences – both good and bad – are magnified during a period of crisis and uncertainty. It is impossible to over communicate with team members during such times, provided communications are meaningful, valuable and empathetic, […]
10 steps to conduct an online focus group What is an online focus group? An online focus group, also known as a virtual focus group, is an online panel with multiple participants and a moderator, aimed at discovering rich insights that can’t be found with static surveys. The group, along with the moderator, might share […]
The ultimate guide to Customer Experience strategy 7 secrets at a glance Build executive support Strategize and plan Get organized Lose the silos Communicate Add Voice of the Employee Act fast and innovate How to optimise your customer experience strategy – the 7 secrets What is a customer experience strategy? It’s where you lay out […]
Get industry insights that matter,
delivered direct to your inbox