Regardless of industry area, you can keep track of all the communication and interactions related to your connections with SwiftRM. SwiftRM provides the right amount of personalization to manage any relationship effectively. The Contacts and Accounts fields can be made to fit any vital data that you need to track to run your business. With the addition of a Custom Entity that contains 10 fields, something particular to your company can be tracked in a way that makes sense to you.
We’ve gathered a few examples from common industries like agriculture, financial services and hospitality to show the varying ways the Custom Entity can be used to a business’s advantage. For more inspiration on how a custom entity can be tailored for your organization, read our blog post: Dynamics CRM Custom Entity Examples.
Oil & Gas Industry
While the oil and gas industry is experiencing a downturn, now is the time for organizations in the industry to take a look at their large operational expenses and make some strategic decisions. Cloud and CRM are among the most scalable and cost-effective solutions available today that can assist with operational efficiency. SwiftRM’s mobile accessibility enables field staff to remain up to date while working on remote projects. Take a look at a few areas that SwiftRM can track in order to streamline processes:
- Proposals and Tenders
- Health and Safety
- Field Service
- Well Permits
- Site Visits
- Equipment Tracking
The relationship management possibilities are endless; check out this white paper on 24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers for more ways SwiftRM can work for your organization.
Dynamics 365 CE (CRM) How-To eGuide
41 pages of step-by-step instructions for 6 different key tasks in Dynamics 365 Customer Engagement (CRM). Includes interactions with PowerApps and Flow!Get the eGuide