Core Dynamics 365 CRM Benefits and Cobalt Products for Small and Midsize Businesses

Sales

  • Win more deals through a CRM that helps you find and build stronger relationships 
  • Improve productivity, performance, and your team’s overall satisfaction with the software they depend on every day
  • Get a single view of customers, no matter where they are in the buying or renewal cycle

Marketing

  • Increase customer demand and member appeal when you find and nurture the right leads
  • Create connected customer experiences that enhance your organization’s value  
  • Stay on top of the market trends that will fuel your continuous improvement

Service

  • Exceed customer expectations with faster response times and sophisticated user interfaces your whole team can customize
  • Optimize resources and help your technicians be more efficient 
  • Do more for your customers, members, and team when you reduce overall operational costs

Engagment Tracking

  • Data and insights to identify your strongest sales leads
  • Flexible control to align meaningful engagements with your business goals
  • Use preset or custom weighting formulas to track engagement based on any customer action

eCommerce

  • Process credit card payments and refunds directly in Dynamics 365
  • Allow customers to review their order history and pay open orders online
  • Build a complete and attractive online store for your customers

Portals

  • Create and quickly deploy interactive forms and other elements anywhere on your website
  • Manage customer or member access to content based on customized roles and permissions
  • Allow your customers to create and manage online profiles

Accounting

  • Tight integration with commercial accounting software
  • Manage deferred revenue recognition, discounts, and more in one place
  • Create the reports you need for revenue and accounts receivable

Meetings and Events

  • Plan and manage events of all sizes and levels of complexity
  • Offer one-click registration and a seamless user experience for participants
  • Process group registrations in one transaction and variable pricing

Certification

  • The most flexible certification software for complex requirements and fee structures
  • Integrates with our events module to tie completion of courses with certification and continuing education requirements
  • Streamline annual renewals, recertifications, and more for your team and customers

How Cobalt Defines a Small to Midsized Business

The size and expertise of your business are advantages: your team is agile and fast enough to provide service and value quickly. That’s Cobalt’s story, too, and we have the software you need at a price point you can afford.

There is some debate about who qualifies as a “small or midsized business.” Gartner’s rule of thumb is the most helpful we have found. Small businesses generally have fewer than 100 employees and/or less than $50 million in annual revenue. Midsized businesses have 100-999 employees and annual revenues between $50 million and $1 billion.

The Unique CRM Challenges for Smaller Businesses

A handful of Cobalt customers have fewer than 50 employees, but our products are generally suited and priced for the organizations in Gartner’s small and midsized business definitions. We recognize the need (and difficulties) a smaller or growing business faces when they try to find a workable CRM or AMS solution. For many years the CRM options for small or midsized businesses have forced companies like yours to choose between three terrible options:

Do It Yourself

With a limited budget and stretched staff, you’re already doing a lot of other things in-house, so you might as well add implementing a CRM to the list!

Baseline CRM Installation Vendors

Many vendors can sell you a CRM license and cram your contacts into a CRM platform. They might also be able and willing (for a fee) to set up a basic configuration. However, as soon as you need a customized workflow, additional functionality, or flexibility to fit your team’s needs or business goals, they can’t help you. They either don’t have the expertise, or they’ll have to build it from scratch, and it will cost a fortune and take forever.

Enterprise-Level CRM Experience

Specialized vendors can offer you a highly customizable CRM with every feature imaginable, configurations built for the most complex multinational corporations, and deep support for your team, but it almost always has a price tag a business your size can’t afford.

Cobalt’s Unique Ability to Serve Small and Midsize Businesses

Cobalt is able to offer small and midsized businesses an affordable, powerful, flexible CRM option when other vendors cannot. We’ve spent over 15 years building our platform and modules with seamless integration for Microsoft Dynamics 365 CRM users. That means we already have refined, tested solutions and processes to offer you which we can implement and tailor to your exact needs in a fraction of the time and cost of other custom options. 

Beyond the logistics of making highly sophisticated software work for smaller teams and unique workflows, Cobalt brings something else to the table for you. We’re in the small or midsized business camp, too. We get your needs, the realities of budget and time constraints, and the tremendous value of reliable vendor partnerships. We’ve helped many organizations get more from their CRM, and we can help you, too.

Delivery Express needed a cost-effective, no-code solution to automate our carrier application process and Cobalt came through with a great solution built on Microsoft Dynamics 365. Cobalt’s expertise saved us a lot of time and money. If you’re looking for a Dynamics 365 partner you can trust, Cobalt should be at the top of your list.

Mike Moraski, Chief Information Officer, Delivery Express, Inc.