How to Use Power Apps to Create a CRM

Posted by Bernie Thibeault on 11.29.21
Bernie Thibeault

Have your sales or account management teams ever heard the following statements from a current or prospective customer?

  • “I thought you forgot all about us. Is our account not important to you?”
  • “I already heard back from someone else in your office earlier this week.”
  • “Enough with the automated emails! I told you three times I don’t want them.”
  • “I like your team a lot, but it seems like your company doesn’t have its act together.”

This kind of unfortunate customer interaction is deadly for B2B enterprises whose success requires the development of a healthy client relationships—and they should be avoided at all costs. If it feels like the left hand doesn’t know what the right hand is doing at your company in terms of lead tracking, sales generation, and client relations, then it may be time to reassess your customer relationship management (CRM) system.

What is a CRM?

Business is getting increasingly complicated and competitive, and the relationships your team develops with customers from the first point of contact are critical to growing your bottom line. Put simply, a CRM system is data technology used to maintain and develop customers or potential customers for the purpose of growing your business. 

Got questions about Microsoft tools like this one? Talk to our experts. 

As a tool for your company, a CRM should possess the features you need to maintain healthy, timely, and appropriate interactions with customers throughout the sales funnel. Depending on your company’s needs, key features could include anything from a history or timeline of interactions and up-to-date contact information to sales pipeline management and AI-powered forecasting. Finding the CRM that meets your company where it is and stays with you as it grows is critical to maintaining and boosting revenue in a competitive landscape.

Microsoft offers several CRM options using PowerApps—their suite of apps, services, and connectors—which provide rich business logic and workflow capabilities. Let’s dive deeper into some of these options so you can find the CRM functionality that would be most appropriate for your team’s optimal growth and success.

Microsoft Dataverse

For small businesses just getting started with customer relationship management, Microsoft’s Dataverse is an out-of-the-box, cloud-based Power App database that is essentially its own mini-CRM system.

With Dataverse, you can keep track of accounts, contacts, and activities like phone calls, emails, and notes in tables that are easily accessible and searchable with Power Query functionality. With a base set of standard tables covering typical scenarios, Dataverse can also be customized to address your company’s specific needs.

Level Up with Aerie’s Microaccelerator

If you’ve already formalized the basics of customer relationship management and your company is ready to grow to the next level of CRM systems, we suggest investigating Microaccelerator, a Power App-based CRM developed by Aerie for small-to-midsize businesses that need a more robust system for tracking sales. Microaccelerator contains all the basic features found in Dataverse. Additionally, Microaccelerator takes the CRM interface one step further by managing the sales pipeline and tracking leads and opportunities.

Using some basic dashboards, Microaccelerator provides sales and management information that communicates seamlessly with Power BI to provide an overview for C-suite management. While its features provide a complete CRM experience, Aerie’s Microaccelerator is still a lightweight and cost-effective option.

Dynamics 365 for Sales

For companies who require an even more in-depth CRM, we suggest Microsoft’s Dynamic 365 for Sales. This comprehensive CRM platform allows for company sales teams to not only manage their relationships, but to strategize what might improve sales throughout the funnel and develop targeted responses to customers. 

Related Article: Benefits of the Dynamics 365 Integrations with Office 365

By using artificial intelligence functionality, Dynamic 365 for Sales suggests the best sequence of actions to streamline your sales cycle. Dynamic 365 can predict revenue fluctuations and highlight areas for improvement. As a result, sales teams can get up-to-date insights about customer sentiment, market competition, and sales priorities. While it may be excessive for some small-to-midsize companies, this CRM provides a lot of power under the hood and is the ideal fit for large, more complex companies.

Final Thoughts

Every company has different needs when it comes to a customer relationship management system. At Aerie, we partner with our clients to provide the functionality and power they need to grow their business, without overwhelming them with unnecessary features and outsized costs. Most importantly, since all three of these options are built on the Microsoft Power Platform, your CRM system can adapt as your company grows—and we can increase functionality without painful transitions or changes in service.

Microsoft Power Apps

Topics: CRM, Power Apps

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