Customer Relationship Management (CRM)

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Customer Relationship Management Solutions

Microsoft Dynamics 365

for Customer Relationship Management

Imagine having one tool that houses all of your client information. One platform that tracks the management of your projects. One place where your sales, marketing, and client services teams can collaborate on each account. Microsoft Dynamics 365 implements CRM software tools to connect people on any device, from anywhere. This software will enhance your organization’s productivity, your team’s collaboration, your communication with clients, and empower your employees with relevant, real-time information. A solution from Microsoft can be designed just for you, to get your company’s number one goal: customer satisfaction.

Functionality

Our Microsoft Dynamics 365 consultants can provide you with all of the following out of the box functionality:


Sales

Sales teams need to learn to adapt to today's customer. People are researching products via their mobile devices, through their social networks, and gathering their own information to make purchasing decisions. Microsoft Dynamyics 365 will give your sales department the power to effectively manage selling processes across devices, channels, locations, and departments — driving higher productivity, more targeted sales, and faster close rates. Give your team the tools they need to zero in and focus on the most impactful activities. Using social and team selling, sales representatives can make every conversation more relevant, valuable and productive. Real-time sales analytics provides your team with better insights, understanding, and pipeline confidence.


Marketing

Microsoft Dynamics Marketing is a CRM marketing solution that enables your team to plan, execute, and measure campaigns across multiple channels. From start to finish, the goal of this program is to bring your marketing vision to life. You can engage customers one-to-one across your channels, build your sales pipeline, and demonstrate the impact of your marketing investments — in real-time.


Service

The Service module within Microsoft Dynamics 365 can help you create a loyal customer base by delivering exceptional customer experiences using self-service options; and by giving your agents free access to content and resources that will help them answer questions more effectively, while seamlessly incorporating field solutions when there is a need for onsite help.


Social

It's not a secret that business-to-consumer interaction has taken a major shift.We now rely heavily on communicating via social mediums. Today's consumer is looking to social media platforms for reviews and online discussions to help make their purchasing decisions. Having a social presence allows the customer to get information in new ways and from a variety of sources. With Microsoft Social Engagement, you can listen, analyze, and drive engagement all within Microsoft Dynamics 365.


Power BI for Microsoft Dynamics 365

Power BI

Power BI is a cloud-based business analytics service that transforms your company's most critical data. It provides you with a single view to collect, organize, and focus on what matters most. Monitor the health of your business using a live dashboard, create rich interactive reports with the Power BI Desktop, and access your data on the go with native Power BI Mobile Apps.


Quick CRM Survey

Does your company currently use Microsoft Dynamics 365?*
YesNo
Is your company happy with Dynamics 365? Is it what you expected?*
YesNo
What CRM does your company currently use?*
Is your company happy with your current CRM?*
YesNo
Why are you unhappy with the product? Why is it not working as expected?*
It's hard to get people to use itMissing certain functionalityOur company has outgrown itIt's too complicatedOther Reason
Do you currently work with a consulting agency or solutions provider that helps with training, upgrades, and additional implementation?*
YesNo
Would you be interested in a free consultation with one of our specialists to discuss your current issues?*
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Would your company be interested in learning more about Microsoft Dynamics 365?*
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