CRM Implementation

CRM Implementation

Microsoft continues to emphasize its cloud-based CRM applications. Microsoft Dynamics 365 Customer Engagement is one beneficiary of that focus. We understand the trade-offs between an on-premises CRM solution and one that is cloud-based. Clients often ask, "Should I stay with my current on-premises CRM system or implement a cloud-based solution like Microsoft Dynamics 365 Customer Engagement". As in many things, it depends. We can help you to make an informed decision. We've found that selling the Dynamics 365 Customer Engagement licenses to clients is the easy part. Choosing the right subsystems and 3rd party applications is where we can add value in the sales process. The implementation of Dynamics 365 Customer Engagement entails putting the solution in place to facilitate the efficient and effective execution of your organization's business processes.

Microsoft Dynamics 365 Sales

Dynamics 365 Sales enables your sales team to build strong relationships with your customers, take actions based on business intelligence, and quickly close sales. Use Dynamics 365 Sales to track your accounts and contacts and nurture your leads to opportunities and closed sales.

Microsoft Dynamics 365 Customer Service

Dynamics 365 Customer Service offers you a suite of capabilities to ensure your business can deliver the best customer service experience possible. The agent experience is the core of Dynamics 365 Customer Service. The key to improving satisfaction in service delivery is enabling agents to take customer requests from any channel, knowing about your customers' interactions with your Sales, Finance, and Operations teams, having access to tools to reduce their workload.

Microsoft Dynamics 365 Marketing

Microsoft Dynamics 365 Marketing is an integrated digital marketing solution that consolidates customer information, provides lead scoring and customizable email templates, and allows your Marketing team to create personalized customer experiences.

The discovery and analysis process is a key step in any implementation. It is extraordinarily important to know the current state of your CRM capabilities. It is also critical to understand the objectives of the implementation and where there are opportunities to enhance your current sales and customer service processes. We assist clients capture the answer to these questions and others to paint a picture of where they are today and where they'd like to be tomorrow.