Microsoft Dynamics Sales and
Customer Service (CRM)
Driving customer's digital transformation passionately by improving the internal efficiency and reinventing the way you engage with customers.
Dynamics 365 for Sales empowers salespeople with predictive analytics, digital intelligence, and automated lead scoring. It enables personal engagement within the team with shared meeting notes, events, and custom sales documents created with real-time co-authoring. It provides the sales team with social insights, up-to-date company information, and an embedded sales process, so that they know how and when to engage. Easy-to use dashboards and gamification significantly improve sales performance, thus giving the true CRM capabilities.
Dynamics 365 Sales is designed to help your sales and customer management teams achieve more.
- Manage your customers and accounts by tracking every email, meeting, and phone call.
- Streamline lead management and identify cross-selling opportunities by tracking all of your leads in one centralized system.
- Monitor individual, group, and company sales performance. Forecast revenue and identify the gaps your pipeline.
Dynamics 365 for Field Service provides everything service team needs - from optimized scheduling to predictive maintenance. It includes tools for service representatives and dispatchers and an additional automated tool that schedules appointments for them, making it easy to fit more appointments into the day. Managing service agreements including recurring service calls and contracts, installed products, and warranties - across customers and locations becomes effortless. Dynamics 365 for Field Service improves productivity of technicians by providing native mobile applications with real-time and offline data.
Dynamics 365 Project Service Automation (PSA) provides you with everything you need to quote, forecast, schedule, and deliver the services that drive your business. It is often used by organizations providing professional services, like engineering and consultative services.
Create tailored prospect and customer journeys with targeted messages and activities that dynamically roll out at various points. To ensure that these journeys involve all possible channels, it handles the creation, management, tracking (including financials) of multichannel campaigns. It manages and reports on online and in-person events, and it has a brandable portal management system that allows visitors to manage their own system information and participation.