Dynamics 365 CRM

Knowing your market requires a 360-view of every customer and lead. Microsoft Dynamics 365 Customer Engagement goes beyond a CRM. D365 CE connects processes and a single source of data ensuring your teams have the latest info about the people and activities that transform your business.

Better Communication

Build relationships with authentic communication and self-service portals

Proactive Management

Use data and intelligence to transform how you provide service & resolve issues

Agile Automation

Automate processes and allocate resources with precision

Dynamics 365 for Marketing

Guide the journey from suspect to customer. D365 for Marketing gives you planning, content, and tracking tools to help you guide your buyer’s journey and analyze return on investment.

  • Create emails and online content to support marketing programs
  • Nurture and prioritize leads with personalized experiences
  • Analyze and document your marketing ROI

Dynamics 365 for Customer Service

Give your agents the tools they need to ensure quick and accurate assistance. Dynamics 365 for Customer Service helps transform how you use data and intelligence to provide service

  • Resolve issues proactively with predictive care
  • Optimize staffing levels and allocate resources
  • Leverage intelligent, adaptable virtual agents

Want to learn more about D365 for Customer Engagement?

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Dynamics 365 for Sales

Accelerate your sales performance and win more deals. Dynamics 365 for Sales goes beyond a traditional CRM and gives your team the data they need to improve win rates with a dynamic, event driven sales process.

  • Increase conversion and win rates with lead and opportunity scoring
  • Support work on the go with mobile applications
  • Accelerate deals with an end-to-end opportunity management

Dynamics 365 for Field Service

Delight customers with a seamless service experience with Dynamics 365 for Field Service. D365 for Field Services helps your infield team be more effective while optimizing resources so you can improve profitability.

  • Give customers a self-service portal, proactive updates, and resource tracking
  • Automate work orders, scheduling & dispatching
  • Enable on-site techs to share what they see with remote experts

Dynamics 365 for Project Service Automation

Plan and deliver successful projects using a predictable and customer-centric service delivery model. Dynamics 365 for Project Service Automation helps you manage projections with precision including scheduling, time & expense management, and more.

  • Ensure project deliverables reflect the terms of the contract
  • Engage with customers through a secure portal
  • Assign team members based on skills and availability

Which CRM solutions is right for you?

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