Microsoft Dynamics CRM

Focus on your customers

Provide your business with customer visibility that drives long-lasting business relationships. Understand how to best engage each client, track your relationships and increase revenue.

Grow your business profitably

Sell more by staying focused

Work smarter to win faster

Marketing

Generate more leads and drive more revenue for your business. Manage your digital marketing efforts with a single view of your prospects. You will have the ability to target the right audience through segmentation, deploy nurture campaigns, and insights into your marketing ROI.

Sales

Close more business by selling smarter. Utilize the Sales Navigator integration to gain insights about your prospects and for warm introductions. Strategize and prioritize on the deals in your pipeline. Efficiently manage your pipeline and see increased response rates and win rates. Automate routine tasks and processes so that salespeople can focus on selling.

Customer Service

Everyone in your organization has a 360 degree view of your customers so that you are delivering excellent service during every interaction. Enable your customer service team to be effective and efficient. Insights provides context and the ability to proactively solve issues. Take advantage of the ability to send out surveys and track NPS.

Field Service

Efficiently manage and schedule your resources including optimized routes and assignments and enable techs to update and access data from mobile devices.

Talent

Integrates with Customer Engagement and Dynamics 365 Finance and Supply Chain to manage HR processes. Use the Attract feature to manage candidates, the interview process and an integration to LinkedIn Recruiter. Use Onboard functionality to improve the new hire experience from day 1 and help new team members ramp up quickly and efficiently. Use Core HR to centralize employee data and simplify processes around career paths, retention planning, performance and feedback.

Power Platform

Provide tailored and specific interfaces based on the user’s role by deploying Power Apps. Automate routine tasks using Power Automate (Flow) and RPA (Robotic Process Automation). Gain actionable insights from your data from all systems by using Insights and Power BI.