Every business has unique challenges. We listen to our clients to understand their pain points and then utilize our decades of experience to deliver solutions to solve those problems. We are professionals that deliver results.
Sampling of Common CRM Solutions
SALES LIFECYCLE MANAGEMENT
The Sales Lifecycle includes a number of stages and we can help you manage them. From lead generation, to assessing your marketing efforts to sales for existing customers, all of these processes require collaborative efforts within an organization.
FIELD SERVICES
If you have workers in the field then field services might be beneficial for your organization. Using Dynamics 365 we can help your field based team members better manage: cases, work orders, sales transactions in the field, inventory on trucks, scheduling, time tracking and many other functions needed to effectively delivery services in the field.
CUSTOMER SERVICE
Keep a customer for life. Utilizing the service management solutions within Dynamics 365 includes resource management, tracking mechanisms and other leading technologies to make that customer service a win-win proposition. Make your customers happy with an enriched customer experience.
Power Apps SOLUTIONS
With Microsoft Power Platform we can create an application using the Dataverse that meets a business need and is a customized application. Examples of Power Apps solutions we have developed include medical case management, equipment service management along with a multitude of customized sales and service applications. With Dynamics 365 we have a platform that helps us deliver a custom application much faster than traditional methods.
BUSINESS INTELLIGENCE
The collection and management of data is important, but being able to view critical KPIs and take action on the data requires proper reporting and analysis of the data. We can provide everything from basic Dashboards that provide a quick overview to reports that can be sorted, filtered, charted, graphed and assessed in a very granular manor to properly evaluate the data.
Dynamics 365/CRM AdministrATION
Do you have a Dynamics 365/CRM that needs an administrator? Someone to add users, modify permissions, assist users with questions and generate dashboards as needed. Maybe your application doesn’t need modifications just someone to maintain it. If this is the case we can help. We can work with you to setup a program to manage your Dynamics 365/CRM environment.