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Microsoft Dynamics 365
Improve lead management and optimize sales processes with the time-tested and fully customized Microsoft Dynamics 365 CRM solution.
Close coordination is required between marketing and sales to identify and seize new sales opportunities. But they cannot get on the same page if their inputs are coming from disjointed information systems. Microsoft Dynamics 365 provides a cross-accessible record of all your contacts, accounts, and transactions for both sets of executives to work in tandem.
- Reliable lead data for marketing and sales teams
- Better collaboration between marketing and sales
- Easy to create, assign, and monitor sales and marketing activities
The lead scoring feature in Microsoft Dynamics 365 automatically assigns scores to leads based on predefined attributes and helps identify your most promising leads. With this shared insight, your sales and marketing teams can enhance lead engagement, build a steady stream of qualified leads, and boost conversion.
- Generate scores for leads and identify new opportunities
- Automate lead engagement and nurturing
- Monitor the sales pipeline and resolve bottlenecks on time
Microsoft Dynamics 365 automates and simplifies the lead to opportunity sales process while providing end-to-end visibility into each lead, account, and opportunity. It makes it easier to add, view, assign, and follow up on your leads. Standardization and automation achieved through customized workflows improve productivity and shorten the sales cycle.
- Standardize sales processes and optimize results
- Eliminate redundancies and focus on high-value work
- Improve team productivity, conversion rate, and ROI
With a common platform for sales and customer service, your service team has access to the entire customer journey, enabling a more informed interaction and intervention. Microsoft Dynamics 365 makes it easy to organize, route, assign, prioritize, and track each case and speed up resolution.
- Get a holistic view of customer interactions
- Connect with customers on channels of their choice
- Resolve customer requests and complaints satisfactorily
Integrate Marketing and Sales
Close coordination is required between marketing and sales to identify and seize new sales opportunities. But they cannot get on the same page if their inputs are coming from disjointed information systems. Microsoft Dynamics 365 provides a cross-accessible record of all your contacts, accounts, and transactions for both sets of executives to work in tandem.
- Reliable lead data for marketing and sales teams
- Better collaboration between marketing and sales
- Easy to create, assign, and monitor sales and marketing activities
Build a Quality Lead Pipeline
The lead scoring feature in Microsoft Dynamics 365 automatically assigns scores to leads based on predefined attributes and helps identify your most promising leads. With this shared insight, your sales and marketing teams can enhance lead engagement, build a steady stream of qualified leads, and boost conversion.
- Generate scores for leads and identify new opportunities
- Automate lead engagement and nurturing
- Monitor the sales pipeline and resolve bottlenecks on time
Increase Sales Efficiency
Microsoft Dynamics 365 automates and simplifies the lead to opportunity sales process while providing end-to-end visibility into each lead, account, and opportunity. It makes it easier to add, view, assign, and follow up on your leads. Standardization and automation achieved through customized workflows improve productivity and shorten the sales cycle.
- Standardize sales processes and optimize results
- Eliminate redundancies and focus on high-value work
- Improve team productivity, conversion rate, and ROI
Provide Better Customer Service
With a common platform for sales and customer service, your service team has access to the entire customer journey, enabling a more informed interaction and intervention. Microsoft Dynamics 365 makes it easy to organize, route, assign, prioritize, and track each case and speed up resolution.
- Get a holistic view of customer interactions
- Connect with customers on channels of their choice
- Resolve customer requests and complaints satisfactorily
Microsoft Dynamics 365 CRM Modules
A comprehensive cloud-based solution, Dynamics 365 combines CRM and ERP capabilities with productivity applications to support end-to-end business operations.
Dynamics 365 Marketing
The marketing automation component of Dynamics 365 lets you build comprehensive profiles, segment customers, and automate and streamline interactive customer journeys across multiple channels. Customizable landing pages and email templates make it easy to launch personalized marketing campaigns based on customer interaction.
Dynamics 365 Sales
It provides a unified and personalized workspace for sales teams to attend to different sales activities, such as reviewing customer interactions, keeping track of high-value customers, forecasting risks and opportunities, and collaborating with team members. Managers can track sales progress and performance on interactive dashboards.
Dynamics 365 Customer Service
It gives customer service agents a 360° view of customers. With this insight, agents can provide a tailored experience for each customer. Virtual agents, cue-based suggestions for reference articles, Microsoft Teams to connect with subject matter experts, and other features allow them to resolve customer complaints efficiently.
Dynamics 365 Field Service
The field service module is perfect for service organizations responsible for installation and maintenance activities. It can automate scheduling and help optimize resource allocation. Users can identify opportunities to improve first-time fix rates, remotely detect issues through sensor data, and undertake predictive maintenance.
Dynamics 365 for Project Service Automation
It is an end-to-end project automation tool that is a value-add for users of Dynamics 365 Sales. It combines many of Microsoft’s project management software to create efficiencies in the entire business process, from identifying opportunities to planning, forecasting, scheduling, time tracking, project delivery, invoicing, and billing.
Dynamics 365 Marketing
The marketing automation component of Dynamics 365 lets you build comprehensive profiles, segment customers, and automate and streamline interactive customer journeys across multiple channels. Customizable landing pages and email templates make it easy to launch personalized marketing campaigns based on customer interaction.
Dynamics 365 Sales
It provides a unified and personalized workspace for sales teams to attend to different sales activities, such as reviewing customer interactions, keeping track of high-value customers, forecasting risks and opportunities, and collaborating with team members. Managers can track sales progress and performance on interactive dashboards.
Dynamics 365 Customer Service
It gives customer service agents a 360° view of customers. With this insight, agents can provide a tailored experience for each customer. Virtual agents, cue-based suggestions for reference articles, Microsoft Teams to connect with subject matter experts, and other features allow them to resolve customer complaints efficiently.
Dynamics 365 Field Service
The field service module is perfect for service organizations responsible for installation and maintenance activities. It can automate scheduling and help optimize resource allocation. Users can identify opportunities to improve first-time fix rates, remotely detect issues through sensor data, and undertake predictive maintenance.
Dynamics 365 for Project Service Automation
It is an end-to-end project automation tool that is a value-add for users of Dynamics 365 Sales. It combines many of Microsoft’s project management software to create efficiencies in the entire business process, from identifying opportunities to planning, forecasting, scheduling, time tracking, project delivery, invoicing, and billing.
Power Apps for Rapid Innovation
The low-code platform, Power Apps, can be used to add new functions to Dynamics 365 rapidly and without compromising on quality. You can create prototypes and deploy enterprise-grade applications faster, extending CRM functionalities as required. With Power Apps portal templates, access portals for customers, employees, etc., can be deployed rapidly. Similarly, other tools in the Power platform can be used to bring additional capabilities to CRM. Power BI can be integrated to generate insights from customer data, Power Automate to automate workflows, and Power Virtual Agents to create chatbots.
Platform Integration for Seamless Operations
Integration across various Microsoft solutions enables the CRM workforce to benefit from Microsoft products currently in use, such as Office 365. The CRM solution is integrated with Outlook for easy management of tasks and customer emails. Data can be imported to Word and Excel with ease. SharePoint provides all necessary calendaring services. Integration with LinkedIn offers a powerful new channel for business development.
Pay-as-You-Go Pricing
Dynamics 365 offers the provision to pay only for select modules. The payment is mainly on a per-user basis, which allows you to scale easily by purchasing additional user accounts as and when necessary. Some components such as Virtual Agents follow per tenant licensing or per-use licensing. Enterprise and professional licenses are also available, which vary based on the scale of customization required.
Our Dynamics 365 Services
Consulting
With our long experience in different verticals and technologies, our consultants are better-placed to transform your CRM experience. As a long-time Microsoft partner, we are fully qualified to advise you on Microsoft technologies and help you make informed investments.
Customization
Microsoft Dynamics 365 has many out-of-the-box capabilities, but it must be customized to become truly effective. Our team has a thorough understanding of entities, fields, and relationships to make this versatile CRM platform a highly productive solution for your enterprise.
Integration
Microsoft provides APIs for integrating Dynamics 365 with other tools in its platform as well as third-party applications. We can help you seamlessly integrate your CRM with other business applications for a holistic and accurate view of your customers and operations.
Training
We provide on-site and virtual training to improve CRM skill sets and maximize platform adoption. During our post-implementation support, we identify glitches and fine-tune the solution to suit your business processes.
Consulting
With our long experience in different verticals and technologies, our consultants are better-placed to transform your CRM experience. As a long-time Microsoft partner, we are fully qualified to advise you on Microsoft technologies and help you make informed investments.
Customization
Microsoft Dynamics 365 has many out-of-the-box capabilities, but it must be customized to become truly effective. Our team has a thorough understanding of entities, fields, and relationships to make this versatile CRM platform a highly productive solution for your enterprise.
Integration
Microsoft provides APIs for integrating Dynamics 365 with other tools in its platform as well as third-party applications. We can help you seamlessly integrate your CRM with other business applications for a holistic and accurate view of your customers and operations.
Training
We provide on-site and virtual training to improve CRM skill sets and maximize platform adoption. During our post-implementation support, we identify glitches and fine-tune the solution to suit your business processes.
We are a Microsoft Gold Certified Partner, the highest level of partnership with the tech giant. This recognition attests to our wide-ranging expertise in Microsoft-based solutions and technologies, including Azure Cloud Platform, Sharepoint Consulting and Customization, Power BI, .NET-based enterprise-grade app development, and application migration.