How Microsoft 365 Can Help Your SMB Grow

The users with restricted access to use Business Central are considered as Additional Users. They can be the ones who perform tasks, like consuming reports, feeding data, doing basic or recurring tasks, and much more. Furthermore, such users may be required to perform a specific SMB AI Support Platform task only with complexities. Tracking and calculating employee expenses is a cumbersome process, but businesses still have to deal with it. It might be that you belong to an organisation where there is a need for advanced expense management to streamline all complex expenses.

Then, it can suggest personalized learning pathways or prompt micro-moment learning for individual agents. If you use social media or third-party messaging apps to communicate with customers, a chatbot API can provide virtual assistance and self-service on those channels, as well. This way, you’re always open for business, even when your team is off the clock or busy helping other customers. Most telephone-based customer service queries start with a phone tree, where customers get passed from one agent to another until they finally reach the person or department they need. After a customer has been put on hold several times and forced to repeat themselves, you don’t even need sentiment analysis to know they’re frustrated.

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A tool like TimeHero, for instance, can help you track and manage all your tasks, automatically planning when’s the best time to work on specific tasks. The project management software ClickUp also offers a range of AI-powered features including an AI writing assistant. Artificial Intelligence (AI) is a broad term for computer processes that are capable of performing complex SMB AI Support Platform tasks that usually require human intelligence. AI is integral to many business apps and online tools, allowing users to easily create content, analyse data and make quick work of repetitive tasks. For example, % of small businesses

are concerned about security issues and 30-33% lack IT skills and can’t decide on the right software that supports the integrations they need.

The onus falls on small businesses to create a security-first culture, which employees then have a responsibility to uphold. Working together over the last 12+ months, we have managed to drastically reduce logistics spend, improve supply chain visibility, and create a better end experience for our customers. With the new tool, entrepreneurs can focus on driving sales at lower costs and radically reduce the effort needed to manage their entire supply chain, freeing up precious resources to focus on their customers. Worktivity’s AI assesses employee performance and provides valuable feedback to enhance efficiency. AI-based performance evaluations identify strengths and areas for improvement, offering employees insights into how they can be more efficient. The AI system provides timely reminders for important tasks and integrates with calendars to help employees plan their work more effectively.

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This makes territory planning and white space analysis easier as well.A complete CRM solution also helps companies run and track marketing campaigns, including marketing communications and delivery automation. And for those leads that are not sales ready, you can even automatically put them in a nurture track so that when you do call, they are more likely to buy. You need customer service software when you want to offer your customers the best customer service while your business continues to grow. Investing in customer service software is like hiring another pair of hands that provides your agents with the tools they need to deliver great customer experiences. Sprinklr offers AI-powered customer service software to help teams provide a fast, unified customer experience. The platform, called Unified-CXM, analyses conversations from across customer-preferred channels, understanding sentiment and intent.

If only a few of them match, you need to consider migrating to another ERP solution. Our Copilot for Microsoft 365 Readiness Assessment is an evaluation of your organisation’s readiness to adopt Microsoft’s new AI solution for 365, Copilot for Microsoft 365. This will enable you to take full advantage of Copilot’s capabilities when it becomes fully available in 2024. If you require further information, please speak to us or contact your Air IT Account Manager. In addition to common financial applications, SMBs should expect their ERP system to include basic administrative and functional applications.

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For example, most secure data can be accessed in-house, whereas data required for global operations can be hosted on the cloud. Also, the hybrid deployment option allows the users to try out both deployments so that they can determine which is the best option as per their needs and later move the entire data to a specific deployment option. A lot of ERPs are available on the market right now that claim to be SMB-oriented solutions. Among those, Microsoft Dynamics 365 Business Central is the most popular, efficient, cost-effective, and powerful ERP built specifically to deal with SMBs and their core processes. Before getting more into Business Central, let’s understand the top issues a SMB has to face without a proper ERP solution. As markets become saturated and digital companies look to produce additional revenue streams, using social media to allow for transactions is a no-brainer.

You can use this data to prevent problems in real time and generate more ROI as expected. Microsoft understands both the business and its customers, and it offers solutions to meet all needs. You can choose any deployment option based on your business requirements, available resources, complexity of business operations, and much more. With cloud-based ERP, SMBs can gain an integrated business system that provides a complete and auditable system of record for the organization and establish one version of the truth. Cloud ERP solutions facilitate communication and collaboration by eliminating data silos and disconnected processes. A central repository for performance metrics and KPIs—available on-demand—reinforces this approach.

How can I check if my business is ready for Microsoft 365 Copilot?

Here are a few of the top customer service trends to remember when switching to new software. Routing can help your team streamline workflows by automatically directing support tickets to the agent best suited to handle a request. Admins can configure the skills of individual agents and assign those agents to ticket types. When a created ticket matches an agent’s skill set, it will automatically route to that agent. By working within our centralised workspace, you’ll have all the tools necessary to keep track of customer questions and share the information they need, right when they need it. With AI-powered automations, your team can work smarter, faster, and reach more customers.