Customer Engagement (CE): CRM
We are passionate about business software. Our focus is the Microsoft Dynamics 365 suite of products. Doesn’t matter if you are focused on ERP or CRM software, from business process definition to the realization of your solution and beyond, you have found your partner and advocate for your business software needs.
Microsoft Dynamics 365 CE Sales
Dynamics 365 helps businesses, and their salespeople build better stronger relationships with customers and close deals faster. With Dynamics 365 Sales you can keep track of your accounts and contacts and use the sales pipeline to nurture your sales from lead to order.
Use Dynamics 365 Sales to:
- Build stronger relationships with customers
- Track and Manage Accounts and Contacts
- Track and Manage Leads and Opportunities
- Track sales opportunities through your Sales Pipeline from Lead to Order
- Manage Orders
- Manage Products
- Maintain and Manage Business Processes
Microsoft Dynamics 365 CE Customer Service
Dynamics 365 Customer Service The agent experience is the heart of Dynamics 365 Customer Service. The key to improving satisfaction in service delivery is enabling agents to take customer requests from any channel, handle multiple sessions at a time, interact with multiple apps without losing context, and enhance their workflow with productivity tools.
Use Dynamics 365 Customer Service to:
- Track customer issues through cases
- Record all interactions related to a case
- Share information in the knowledge base
- Use unified routing to efficiently route work items
- Manage conversations across channels, including voice
- Use AI-driven embedded insights and analytics to improve customer satisfaction
- Collaborate with experts in Microsoft Teams
- Create and track service levels through service-level agreements (SLAs)
- Define service terms through entitlements
- Manage performance and productivity through reports and dashboards
- Create and schedule services
- Participate in chats
Microsoft Dynamics 365 CE Field Service
The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.
The Field Service application enables you to:
- Improve first-time fix rate
- Complete more service calls per technician per week
- Manage follow-up work and take advantage of upsell and cross sell opportunities
- Reduce travel time, mileage, and vehicle wear and tear
- Organize and track resolution of customer issues
- Communicate an accurate arrival time to customers
- Provide accurate account and equipment history to the field technician
- Keep customers updated with the status of their service call and when it’s resolved
- Schedule onsite visits when it’s convenient for the customer
- Avoid equipment downtime through preventative maintenance
Dynamics 365 Field service can be used for multiple organizations including Manufacturing, Utilities, Health Care, and Equipment Maintenance.
Microsoft Dynamics 365 CE Marketing
Dynamics 365 Marketing consists of two primary modules, along with event management. Both modules include capabilities to create graphical email and design interactive customer journeys to support marketing initiatives.
Dynamics 365 Marketing Enables you to:
- Create email campaigns
- Create Marketing pages and forms
- Create customer journeys
- Plan and manage Events
- Utilize Lead Scoring to Improve lead generation
- Use analytics to assist with marketing decisions
