Do any of the following statements describe your current CRM situation?
Our CRM system is really antiquated and lacks modern features.
We don't touch the system because we're afraid we'll break it.
The system is non-intuitive and our team won't use it.
It takes a long time to train new users on the system.
We've created manual workarounds for functionality gaps.
The system doesn't help us make faster or better business decisions.
Our CRM system is no longer supported by the vendor.
It costs a lot of money just to keep the lights on.
Modern CRM Solutions That Drive Efficiency
Many of our clients say that their current CRM systems don't really work for their business. Although these systems may log numerous transactions, the real work is happening outside the system (e.g., phone calls, emails, Excel, or just jotting things down on paper). Our goal is to fix that. We take a holistic approach to CRM solution design that focuses on enhancing both the aesthetic and functional aspects of the system to modernize, refresh, and optimize user experiences so that your CRM system plays an active role in improving customer relations.
Harness the power of modern AI technology to streamline processes, get insights quickly, and react faster.
Delight users with an intuitive, mobile-friendly user experience that's tailored to support a mobile workforce.
Utilize cloud technology to extend the reach of your CRM system, improve flexibility, and reduce operating costs.
Put your CRM system to work managing repetitive tasks and free your team up to focus on their highest value work.
Building on Microsoft Dynamics 365
Customer Insights
With Dynamics 365 Customer Insights, we can help you unlock deep customer understanding through advanced analytics, empowering you to personlize experiences and make data-driven decisions.
Sales Automation
Dynamics 365 Sales enhances sales performance by providing advanced AI-based tools for customer management, sales automation, and insightful analytics to drive effective strategies and close deals faster.
Marketing
Dynamics 365 Marketing enables targeted, effective campaigns and customer journeys through automation, insights, and seamless integration with sales and customer demographic data.
Customer Service
Dynamics 365 Customer Service streamlines support operations, delivering efficient case management, personalized service, and insights to enhance customer satisfaction and loyalty.
Field Service
Dynamics 365 Field Service optimizes on-site service delivery through advanced scheduling, real-time mobility solutions, and predictive maintenance, improving efficiency and customer satisfaction.
Project Operations
Dynamics 365 Project Operations integrates the project management capabilities of Project Online with resource optimization, and financials, providing visibility and control to deliver projects on time and within budget.
Our Delivery Approach
Step 1 Design
Our team of business analysts, solution architects, and designers conduct process analysis workshops to collect system requirements. Then, the team constructs a comprehensive project plan to build/renovate your CRM system.
Step 2 Implement
Our project implementation team leads the charge to install, configure, and customize your CRM system. In parallel, our change management team designs and executes a detailed cutover plan that ensures a smooth handoff to the business.
Step 3 Support
Once your new CRM system is up and running, we provide continued support to ensure uninterrupted business value. Our unique approach results in dependable solutions that can grow with your business and reduce your TCO.
Next-Level CRM Solutions
UX Modernization
Customer Insights
Unify and make sense of customer data to provide personalized experiences.
Omnichannel Access
Seamlessly connect with customers across phone, email, text and chat.
Mobile Workforce
Empower frontline workers with the tools and knowledge needed to succeed.