CRM SERVICES

Engage your customers better leveraging the newest trends in CRM

We can help you build a CRM on Microsoft Dynamics CRM which differentiates itself from the competition as the best platform for your business with both on-premise and cloud-based options, tight integration with Microsoft Office and Outlook, and unlimited customization flexibility.

Typically our our engagements begin with evaluating your business needs through a discovery phase. Our services include business requirements analysis and consultation, system design, implementation and data migration.

Once deployed we will provide training, support, on-going management of your Microsoft Dynamics CRM platform.

Sales

Turn relationships into revenue

Go beyond sales force automation (SFA) with Dynamics 365 for Sales to better understand customer needs, engage more effectively, and win more deals. Sales module provides tools to successfully manage the sales process, access to potential contacts in real time, and to identify access potential customers.

Sales teams need tools that are familiar, intuitive, and easy to use, to help them be more effective and productive to achieve faster closing rates. We can develop a platform to launch your Sales organization to be able to close sales far quicker than today.

Create a single view of your customers with tools that streamline and automate everyday sales processes.
Promote shorter sales cycles, higher close rates and improve your customer retention.
Quickly access your customer data and history online, across mobile devices or offline to work smarter and spend more time selling.

Customer Service

Build lifelong customer bonds

Build a connection anywhere, anytime, Enable customers to find answers themselves, Offer a single user interface to your agents and help them succeed!

Build great customer relationships by focusing on optimum customer satisfaction with the Customer Service apps. Customer Service provides many features and tools that organizations can use to manage the services they provide to customers.

Use Dynamics 365 for Customer Service to:

Track customer issues through cases.
Record all interactions related to a case.
Share information in the knowledge base.
Create queues, and route cases to the right channels.
Create and track service levels through service level agreements (SLAs).
Easily set up sales territories, teams and price lists.
Define service terms through entitlements.
Manage performance and productivity through reports and dashboards.
Create and schedule services.

The Customer Service Hub app is built on the Unified Interface framework, which uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. Using Customer Service Hub on a desktop browser for tasks other than managing knowledge articles is not recommended.

Field Service

Boost customer satisfaction by performing the job right in the first go

Field Service capabilities extend Dynamics 365 to provide a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

Work order management

Quickly generate work orders, encompassing all of the information you need to dispatch field agents to service locations.

Schedule board and dispatch

A flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view.

Service locations and customer assets

Store and manage information about your customers’ service locations and serviceable customer assets.

Preventative maintenance

Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.

Inventory management

Extend the Dynamics 365 product catalog with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.

Mobile app

The mobile app gives field techs quick and easy access to everything they need to execute a work order, including schedule information, customer contact information, turn by directions, and more.

Resource management

Configure resource information to allow Field Service to efficiently match the best field agent to a work order based on availability, proximity to service location, and required skills.

Customer billing

Completed work orders can be turned into customer invoices for customer billing.

All these field service features can be made available anywhere, on any device

Talent

Bring out the best in your people

Microsoft Dynamics 365 for Talent streamlines many routine record keeping tasks and automates a number of processes related to staffing your organization. These processes include employee retention, benefits administration, training, performance reviews, and change management. It also provides a framework for human resources staff to manage areas of oversight.

Set up employees for success

Ensure new employees are productive and impactful throughout those first few critical months with a personalized onboarding experience.

Foster a culture of excellence

Inspire people to do their best work with continuous feedback, praise tools, and collaborative assessments that allow you to reward high performers.

Enable development and growth

Empower employees and create an environment of growth with a personalized career path, continuous learning, and development guides.

Drive operational excellence

Improve business impact and drive an agile, high-performance culture with automated HR tasks, people analytics, and connected strategic initiatives.

Finance & Operations

Manage your finances effortlessly and transform your business performance

Dynamics 365 for Finance and Operations will unify your Financial and Operations data resulting in real-time information that will assist in streamlining your day-to-day operations more effectively.

Manage your finances effortlessly, Simplify your supply chain, Manage your sales cycle more proficiently, Make your purchasing process automatic and safe, Get a 360-degree view of your business, Deliver projects on time and under budget!

Accounts Payable

Enter vendor invoices manually or receive them electronically. After the invoices are entered or received, review and approve the invoices via multiple avenues. Use invoice matching, vendor invoice policies, and workflow to automate the review process so that invoices that meet certain criteria are automatically approved.

Accounts Receivable

You can create customer invoices that are based on sales orders or packing slips. Receive payments by using several different payment types. These include bills of exchange, cash, checks, credit cards, and electronic payments. If your organisation includes multiple legal entities, you can use centralised payments to record payments in a single legal entity on behalf of the other legal entities.

Cash and Bank Management

You can use Cash and bank management to maintain the legal entity’s bank accounts and the financial instruments that are associated with those bank accounts. These instruments include deposit slips, checks, bills of exchange, and promissory notes. You can also reconcile bank statements and print bank data on standard reports.

Fixed Assets

You can set up and enter acquisition information for fixed assets, and then manage them by depreciating them and setting a capitalization threshold to determine depreciation. You can calculate adjustments to the fixed assets, and also dispose of them. When you use General ledger together with Fixed assets, you can view the current value of all fixed assets. The way in which fixed assets are handled must correspond to both international accounting standards and the accounting legislation in each country/region. Requirements might include rules for recording acquisition and disposal transactions, depreciation, lifetimes, and write-ups and write-downs of fixed assets. The Fixed assets functionality incorporates many of these standards and rules.

Cost Accounting

Cost accounting lets you collect data from various sources, such as the general ledger, sub-ledgers, budgets, and statistical information. You can then analyse, summarise, and evaluate cost data, so that management can make the best possible decisions for price updates, budgets, cost control, and so on. The source data that is used for cost analysis is treated independently in Cost accounting.

General Ledger

You can allocate, or distribute, monetary amounts to one or more accounts or account and dimension combinations based on allocation rules. Maintain fixed and variable assets. You can also settle transactions between ledger accounts and revalue currency amounts. At the end of a fiscal year, generate closing transactions and prepare your accounts for the next fiscal year. Consolidate and combine the financial results for several subsidiary legal entities into results for a single, consolidated organization.

Project Management

The project management and accounting functionality can be used in multiple industries to provide a service, produce a product, or achieve a result.
A project is a group of activities that is designed to provide a service, produce a product, or achieve a result. Projects consume resources and generate financial results in the form of revenues or assets.

Public Sector

Use the Public sector functionality to meet the rules, regulations, and reporting requirements for organisations that serve the public. The business processes affected include: Fund accounting, derived financial hierarchies, and posting definitions for accounts receivable and the general ledger Preliminary budgets, apportionment, and commitments Billing codes, billing classifications, trading partner codes, and custom fields for free text invoices General ledger year-end processing, which includes encumbrances and commitments on purchase orders Electronic payments to vendors, signature pages for payment reports, and invoice payment holds

Budgeting

In Finance and Operations, users can create budget plans either directly in the Finance and Operations client. Additional planning and budgeting capabilities are available across Finance and Operations and are integrated with ledger budgets. Workforce budgets – Workforce budgeting includes detailed budget cost component planning for positions, compensation groups, and so on Fixed assets budgets – Based on fixed asset information, you can calculate planned depreciation and record other planned transactions that are related to fixed assets Project budgets – In the projects module, you can create detailed project forecasts. The projects forecasts will include details about the planned hours, expenses, fees, and items Demand forecasting – Based on historical transaction data, you can estimate future inventory demand and create demand forecasts

Retail

Engage every shopper, everywhere

Unify digital, in-store, and back office operations to personalize customer engagement and increase employee productivity. Dynamics 365 for Retail empowers retailers to create exceptional, insightful shopping experiences.

Drive unified commerce

Increase revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience.

Create a modern store experience

Manage stores efficiently, increase sales, and instantly adapt to the changing needs of your customers.

Optimize operations through insights

Reduce fulfilment costs, improve inventory utilization, and efficiently manage your business by using customer and operational insights.

Effectively manage merchandising

Improve ROI and product demand by centrally managing merchandising—including product information, categories, assortment, and pricing.

Innovate with a modern and adaptable platform

Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services that you already use.

Project Service Automation

Engage customers and deliver billable projects on time and within budget

Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work.

Dynamics 365 for Project Service Automation capabilities in Dynamics 365 (online) provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service Automation automation helps you:

Project-based contracts

Project-based contracts relate quotes and orders to project plans, financial estimates, labor pricing, and billing arrangements, like time and materials or fixed price. The contract highlights key metrics, including profitability and feasibility.

Project planning

Visual project planning and estimation includes predecessors, automatic task scheduling, and views of sales and cost information for time and expenses. You can use the resulting plan in quotes and project contracts.

Resource management

Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics.

Time, expenses, and collaboration

Team members can use the web or mobile apps to record time and expenses for multiple projects. Managers can easily approve new entries while understanding the financial implications of the newly-approved items. All team members can collaborate with an Office 365 workspace created for their project.

Project billing

Project invoices reflect the terms of the contract and the approved work and expenses. The financial impact of project work, including costs, unbilled revenue, and invoices, are recorded for use in analytics and integration into financial systems.

Marketing

Unite all aspects of business campaign management

Microsoft Dynamics Marketing enables your marketing team to seamlessly go from planning, to execution, leveraging the power of Excel and Power BI to measure campaigns across channels from start to finish so you can bring your marketing vision to life. You can engage customers one-to-one across channels, build your sales pipeline and demonstrate the impact of your marketing investments in real-time.

Create graphical email messages and online content to support marketing initiatives

Customizable templates for emails and landing pages help amplify your digital voice. Intuitive drag-and-drop design tools simplify content creation—from personalizing the message to setting up lead scoring.

Design interactive customer journeys to nurture leads with personalized experiences

Use the drag-and-drop journey designer to create an automated, multichannel campaign that sends personalized email messages, generates follow-up activities, launches workflows, and more. Easily track campaigns and analyze results to build profitable long-term relationships.

Tap into LinkedIn's business prospects

Quickly target and connect with the right LinkedIn audiences by importing leads generated with LinkedIn's lead tools directly into Dynamics 365.

Share information across teams

Securely share information about leads and contacts across your business, and understand how every interaction affects your results. Connect sales and marketing processes to automate follow-ups and track the progress of every lead.

Know your leads better

Develop a deeper understanding of your market with a 360-degree view of every lead and customer. Connected processes and a single source of information ensure that both sales and marketing have the latest data, including key contacts, recent activities, past purchases, and open opportunities.

Organize and publicize events

Keep all the information about your event venues, logistics, ticketing, sessions, speakers, sponsors, and more in one place so your whole team can coordinate while working on them. Then generate an online event portal where attendees can review event information and register online.

Analyze and document your marketing return on investment (MROI)

Use dashboards and reports to track the performance of your marketing initiatives, and to identify your best lead sources and marketing activities. Bring together sales and marketing results to track and increase their impact on your business.

Prioritize leads for more wins

Set up automated lead-scoring rules that automatically identify your hottest leads based on how they interact with your events and customer journeys.

Make survey results more actionable

Easy-to-create surveys make it simple to gather actionable feedback from customers. Understand individual customer needs and expectations so you can grow relationships and revenue.

Configure and expand the application

Customize the application to fit your specific business needs. Make basic customizations by using tools built right into the app. Expand its capabilities and add new features by installing third-party packages from our thriving marketplace—Microsoft AppSource.

Customer Insights

Consolidate data from disparate sources

Achieve a central repository of your customers and their interactions with your brand. We can help configured to link to data from an extremely wide variety of sources. thereby a “360 degree” view of your customers.

If your customer data is scattered between different systems or you have a CRM system, a web analytics platform, an email marketing automation solution, and a customer rewards program – each managed by software from different vendors, you could use our capability in consolidating these systems.

Understand customers better

Get a 360-degree view of the customer journey to reveal interactions, make inferences, and anticipate customer needs.

Forecast business results

Generate data-driven predictions across your business, such as predicting customer attrition or sales conversion.

Focus more on the right customer audience

Create more effective campaigns through granular customer segmentation based on known and predicted customer journeys.

Connect to all your data

Uncover insights by bringing all your customer data together – including Dynamics 365, Office 365, and third-party data sources – with the security and privacy you require.

Access data with out-of-the-box connectors or custom integrations.
Easily compose data flows using Azure services.
Integrate profiles, KPIs, and predicted outputs with a Power BI desktop connector.

Match customers with activity

Fully understand the customer journey across channels by using contextual information and artificial intelligence that matches customers with activities and profiles.

Improve segmentation and predictions using inferences.
Infer high-confidence links and relationships between your data and known individual or organizational customers.

Make smarter decisions

Guide your decisions and processes by applying artificial intelligence to predict outcomes across your business.

Automatically create and deploy highly effective machine learning models for your specific needs.
Identify positive and negative influencers on business predictions to plan follow-ups and help anticipate risks.
Grade business predictions for better process integration and automation.

Create rich visualizations

Better understand the customer journey – individually or in the aggregate – by composing role-specific visualizations that bring together customer profiles, interactions, metrics, inferences, and predictions.

IDefine the metrics that matter to you and keep them up to date.
Easily build visualisations and embed them into existing tools and business processes.