Microsoft Dynamics 365 CRM

EFFORTLESS CUSTOMER ENGAGEMENT CRM SERVICES

MS Dynamics CRM is a hybrid business solution that can increase sales and marketing efficiency. Think of it as a powerful set of tools, apps, and platforms that in combination drive optimization of business intelligence, social insights, campaign management, and many other key customer relationship matters.

Microsoft Dynamics 365 Customer Engagement formerly Dynamics CRM is a leading cloud-based customer relationship management enterprise solution that can help you connect with clients effortlessly, drive sales productivity and improve the value of your marketing efforts through social insights, business intelligence, and campaign management.

MARKETING: IMPROVE YOUR CUSTOMER’ JOURNEY

Foster leads

Run multichannel campaigns featuring email marketing, web content, and events. Target matched audiences based on LinkedIn interactions using Dynamics 365 Connector for LinkedIn Lead Gen Forms. Personalize the buyer experience by customizing customer journeys based on user engagement.

Make better decisions

Gain insights into your brand reputation and market through real-time data analysis. Prioritize leads using multiple lead scoring models. Build custom dashboards to analyze the data that matters most to your business.

Adapt quickly

Automate processes for better service engagement experiences. Use artificial intelligence (AI) to guide your business decisions and drive innovation. Rely on the Microsoft cloud platform to reduce operating costs and simplify deployment across your infrastructure.
  • Multi-channel campaigns.
  • Web landing pages.
  • Email marketing.
  • Forms and surveys.
  • Event management.
  • Lead nurturing.
  • Lead scoring.
  • Campaign reporting.

EMPOWER SELLERS TO DRIVE

Grow business

Improve win rate with a dynamic, event-driven sales process. Build pipeline with high-quality leads and prospects from a variety of sources. Measure the past and identify leading indicators for the future.

Stay focused

Find the right prospects and customers. Always know the next best action to move relationships forward. Build a high-performing sales team.

Win faster

Engage and collaborate around strategic deals. Align to the buyer’s journey to deliver personalized engagement. Work anytime, anywhere.
  • Relationship analytics.
  • Predictive lead scoring.
  • Predictive opportunity scoring.
  • Notes analysis.
  • Talking points.
  • Who knows whom.
  • Business report.
  • Team report.
  • Call intelligence.

EFFORTLESS SERVICE

Improve engagement

Let customers connect quickly and easily through multi-channel service options. Use the AI of service bots to increase service availability and free your agents for more high-value interactions. Resolve issues quickly using data analysis and predictive care.

Personalize your service

Deliver value with every interaction with a complete customer view. Guide agents’ actions toward optimal outcomes using intelligent automation. Create upsell or cross-sell opportunities using contextual customer data.

Streamline your customer

Improve service based on survey feedback, discussion forums, and social listening. Onboard new agents quickly with in-app learning options. Optimize your service staff by allocating resources based on service trends that you can monitor in real time.
  • Product Management.
  • Inventory Management.
  • Procurement and Sourcing.
  • Production Control.
  • Warehouse Management.
  • Fleet Management.
  • Transportation Management.
  • Master Planning.
  • Vendor Portal.

EMPOWER YOUR AGENTS

Improve operational efficiency

Use the Internet of Things (IoT) to detect and solve problems faster. Reduce costs using predictive maintenance. Automate work orders, scheduling, and dispatching.

Empower field agents

Boost on-site efficiency by providing technicians with mobile access to home office data. Understand customer preferences and history to deliver more personalized service. Enable technicians to work hands-free by using innovative technology like mixed reality headsets.

Build trust

Provide customers with real-time technician location tracking and appointment reminders. Share quotes, contracts, and scheduling information quickly and easily. Let customers self-schedule appointments and monitor service with a customer portal.
  • Upcoming Service Appointments
  • Integration with Glympse
  • Automate Escalations.
  • Track Asset Location.
  • Track Warranties.
  • Track Asset Visibility.
  • Automate Service Report.
  • Maintain Consistency Work.
  • Capture Client Signatures.

PROJECT SERVICE AUTOMATION

Improve project management

Visualize costs and revenue using robust project planning capabilities and intuitive dashboards. Anticipate resource demands and forecast project profitability. Build customer trust using a customer-centric service delivery model.

Optimize resources

Make the most out of billable resources using real-time dashboards to measure utilization. Improve skill-based assignments with a unified scheduling engine. Empower service professionals to apply directly to relevant projects..

Increase productivity

Foster collaboration across teams by integrating with Office 365 applications. Simplify the contracts process and collaborate seamlessly with customers through a secure portal. Submit, process, and approve time and expenses anytime, anywhere for faster customer billing..
  • Upcoming Service Appointments
  • Integration with Glympse
  • Automate Escalations.
  • Track Asset Location.
  • Track Warranties.
  • Track Asset Visibility.
  • Automate Service Report.
  • Maintain Consistency Work.
  • Capture Client Signatures.