Empowering Your Business Relationships with

Dynamics 365

Turn customers into advocates and sales
people into revenue hunters with CRM

The ultimate goal is a synchronized Sales and Marketing function. A suitable CRM allows seamless data flow between the teams, providing Sales with real-time buying signals and Marketing with insights into effective lead-generation activities.

Dynamics 365 Customer Engagement. Schedule a Demo today and let us guide you through the process.

Microsoft Dynamics Customer Engagement

Choose a single module to get you started, or implement an
end-to-end Sales & Marketing CRM

  • Don’t rely on guesswork, use accurate forecasting

    A great CRM sorts, cleans, and analyzes data, providing insights on your best sales opportunities, purchasing trends, and sales forecasting. This prepares you for success with confidence.

  • Automatically create personalized engagements.

    By capturing data on buying behaviors, website visits, and engagement levels with email and social media, your CRM can craft automated outreaches that are personalized to match the needs of your contacts.

  • Synchronise Sales & Marketing

    The ultimate goal is a synchronized Sales and Marketing function. A suitable CRM allows seamless data flow between the teams, providing Sales with real-time buying signals and Marketing with insights into effective lead-generation activities.

  • Customer Satisfaction leads to Loyalty

    To ensure customer loyalty, Marketing and Sales should have a comprehensive view of contacts’ online behavior, email and phone interactions, and purchase history. This information enables personalized engagements that make customers feel understood and valued.

  • Optimize workflows with Automation

    Build sales quotes, gather customer feedback, and send email campaigns with task automation, which helps streamline marketing, sales, and customer service. Thus, helping eliminate repetitive tasks so your team can focus on high-impact activities.

  • Improve customer engagement

    CRM solutions allow for seamless customer connections across multiple platforms such as live chat, calls, email, and social media. This approach builds trust and loyalty, ultimately encouraging repeat business. involvement.

Take a closer look at how a CRM system
helps benefit your individual business teams.

  • Marketing teams

    Multichannel marketing campaigns and targeted buyer experiences can improve the customer journey. Planning and real-time tracking tools align teams, allowing for curated strategies that resonate with customers. Customized dashboards and data analysis prioritize important leads and enable quick adaptation with targeted, automated processes.

  • Sales teams

    Embedded insights help build smarter selling strategies that foster relationships, boost productivity, and accelerate sales performance. Targeted sales strategies make it easier to find the right prospects and customers, resulting in successful pipeline progression. AI capabilities track customer relationships and automate sales execution with contextual prompts, delivering a personalized experience that aligns with the buyer’s journey.

  • Field service teams

    Service bots enable personalized services and improve engagement with every customer interaction. Agents can use relevant data to upsell or cross-sell, optimize resources based on real-time service trends, and provide a guided, intelligent service supported on all channels. This results in a first-class customer experience where customers can easily connect with agents and quickly resolve their issues.

  • Field service teams

    Implementing IoT enables faster problem detection, automated work orders, and streamlined scheduling and inventory management. This boosts onsite efficiency, delivers personalized service, and reduces costs. Real-time technician location tracking, appointment reminders, and transparent communication build trust between customers and field agents.

  • Project service automation teams

    Boost your profits with planning tools and analytics that prioritize customer needs. Anticipate demand, determine resource capacity, and forecast project profitability with transparent cost and revenue insights. Optimize resources and increase productivity by measuring utilization and empowering your service professionals with real-time dashboards.

Choose a single module to get you started, or implement an end-to-end Sales & Marketing CRM. Let’s get started