Dynamics 365 Sales CRM Implementation & Optimization

Win More Customers And Increase Your Profits With Complete Sales Funnel Visibility Using Microsoft Dynamics 365 Sales CRM

CONNECTED SALES & MARKETING

Boost Productivity With Integrated Systems

Complete Touchpoint Visibility

Get complete visibility of all your points of contact to convert more leads into customers

Personalized Client Interactions

Connect with customers by speaking to them with individualized communication

Aligned Sales & Marketing

Effectively track leads across your sales and marketing to increase conversions

All The Benefits Without The Headaches

Increase Profits With AI Driven Sales And Marketing Campaigns

OUR SERVICES

How We Increase Your Profits

Demonstration and Scoping

Evaluate your current processes and show you the value of deploying Dynamics 365 Sales CRM in your organization.

Implementation and Optimization

Implement and/or optimize Dynamics 365 Sales CRM to improve your sales and marketing functions.

Migration to Business Central

Migrate your entire on-premise, cloud, or legacy system to a fully integrated, and optimized cloud-based CRM.

Integrate Systems With 365

Integrate your business transactions and data using the free tools available on the Microsoft Platform.

Analytics Reporting

Get a better overview of your business and ROI with real-time data reporting, including Jet Reports and Power BI.

Business Automation

Automate your sales and marketing processes using the best of the Microsoft Platform, including the Power Platform. 

STEP-BY-STEP

Our Deployment Method

Step 1:
Diagnostic

Meet the team on a discovery call to uncover your basic needs.

Step 2:
Analysis

Review your business processes and detail requirements for a new solution.

Step 3:
Solution Modeling

We specify the details of your configuration and execute one business process at a time.

Step 4:
Deployment

Activities leading up to the rollout of your new system. Extra training, migrations, and testing.

Step 5:
Operation

Enter and post live transactions, do reconciliations, and hold a project review diagnostics meeting.

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SPEAK TO AN EXPERT

Evaluate Your Legacy, Cloud, or On-Prem Systems To See If Dynamics 365 Sales CRM Is The Best Fit For You

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