Customer Relationship Management (CRM)

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Customer Relationship Management Solutions

Microsoft Dynamics 365

for Customer Relationship Management (CRM)

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, & client services teams can collaborate on each account. Microsoft Dynamics 365 implements Customer Relationship Management (CRM) software tools to connect people on any device, from anywhere, & will enhance your organization’s productivity, your team’s collaboration, your communication with clients & empower your employees with relevant, real-time information. A solution from Microsoft can be designed just for you, to get you to your company’s number one goal: customer happiness.


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


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


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


The Service module within Microsoft Dynamics 365 can help you earn customers for life by delivering exceptional customer experiences using self-service options, or by giving your agents access to content and resources to help answer questions more effectively, and seamlessly incorporate field solutions when there is a need for onsite help.


It’s not a secret that business-to-consumer interactions has had a major shift and are now heavily communicating via social mediums. Today’s customer, is looking towards social media for reviews and online discussions to influence their purchasing decisions. Having a social presence allows the customer to get information in new ways and from different 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 giving you 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 Power BI Desktop & access your data on the go with native Power BI Mobile apps.

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