Why implement a CRM solution?

CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.

Imagine misplacing customer contact information, only to learn that your delay resulted in losing your client to a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized and automated CRM system, your people can lose track of customer interactions and miss business opportunities.

We have developed more than 30 CRM applications for many customers.

Small businesses looking to grow.

If you want a competitive edge in your marketplace, a CRM solution might be it. CRM can take the burden of IT management off your employees by automating your business processes so you can focus on what’s important: leading your business to succeed.

Kelly Roofing, a second-generation family-owned company in Florida, had taken the first steps toward digital data management with software solutions that weren’t quite making the grade. Adopting a cloud-based CRM solution has helped transform their business operations, centralizing their customer information and more than doubling their employee revenue. A combination of Microsoft Dynamics 365 services offers them the comprehensive insight they need to stay on track for growth.

Industry leaders wanting large-scale solutions.

Simplify and improve even the most complex customer engagements with an array of CRM tools that scale to fit your needs.

Gallup, a global leader in research and analytics, needed a better way to connect with customers around the world and capitalize on sales leads across international markets. Their existing CRM solution didn’t offer the sales-friendly insight their employees needed. When they launched Microsoft Dynamics 365 Sales, the benefit was almost immediate. Communication with customers has improved, sales leads can now be tracked more efficiently, and ultimately, the Gallup sales team has grown by approximately 30 percent.

Why use Dynamics 365 for CRM?

With Dynamics 365, you get CRM software that works as a customizable, flexible solution designed to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution.)

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.

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.