xRM is defined at a strategy that takes CRM (customer relationship management) one step further, focusing on managing all relationships – not just those with customers. The “x” in xRM stands for “all” or “anything” and provides a comprehensive, unified system for all aspects of business. xRM leverages Microsoft CRM as a platform and takes business practices far beyond traditional customer-centric CRM functionality. Our approach with xRM is to understand what makes your business thrive, what information needs to be tracked, by whom, and how it needs to be displayed and leveraged to facilitate better business decisions.
Here are a few examples of how some of our customers have embraced xRM:
|Investment Banking||We have a couple investment banking firms (local & national) utilizing CRM to manage the relationship between buyers, sellers, and projects. Microsoft CRM is being used to manage and market projects to potential buyers across the US.|
|Non-Profit||One of our national (non-profit) customers utilizes CRM to coordinate the activities of all child referral agencies and vision care providers in The Children’s Eye Care Network. This includes coordination among eye screening agencies, schools, parents, optometrists, ophthalmologists, hospitals, eye clinics, optical shops, and transportation services.|
|Education||A statewide (education) customer of ours is using CRM to manage an education program by tracking math & science kits that are being “loaned” to schools around the state. They use CRM to manage the relationship between schools, teachers, products, vendors, etc. We have also written a custom mobile application that integrates with and updates MSCRM.|
|Public Sector||CRM is being used by another one of our (public sector) customers to manage the relationship between City departments and Citizens. MSCRM issues service requests with departments and follows up to ensure the request is resolved in a timely manner. Custom entities and workflows were created to accommodate the citizen services system.|
Learn more about xRM and what it can do for your business and be sure to check out 24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers