PRODUCTS
DYNAMICS 365 SALES
- Facilitate communication between sellers and customers through their preferred channels using Microsoft Teams and Dynamics 365 Sales.
- Efficiently manage sales cycles by suggesting next best actions and prioritizing activities with the highest likelihood of closing.
- Forecast changes in revenue and identify key areas to focus on throughout the sales funnel.
- Obtain real-time insights into customer emotions, market trends, sentiment, and priorities during phone calls to enhance the sales process.
DYNAMICS 365 CUSTOMER SERVICE
- Assist agents in resolving cases quickly by providing them with AI-powered productivity tools that give them the necessary information at the appropriate time.
- Assist customers by providing them with virtual agents and knowledge base portals for self-service.
- Reduce expenses by using a single, all-inclusive platform that delivers insights and can adapt to future requirements.
- Engage with customers through their preferred communication method and ensure a consistent experience.
- Identify and promptly interact with customers to provide personalized and secure interactions.
DYNAMICS 365 MARKETING
- Create, forecast, and deliver content through the appropriate channels during interactions, to personalize the customer journey.
- Transform insights into relevant action using AI-based suggestions for content, channels, customer grouping, and analytics.
- Collaborate and interact throughout the entire customer journey using built-in features across different departments.
- Create a seamless customer journey by coordinating activities of marketing, sales, commerce, and service teams to deliver an all-around customer experience.
THESE COMPANIES USE DYNAMICS 365
Top 5 things we like about Dynamics 365
Along with the usual CRM for sales, marketing and services, it is surrounded by other D365 products such as field service, operations, finance and project service automation.
Microsoft Dynamics 365 connects with all Microsoft products seamlessly; for example Teams, Outlook, Power BI, SharePoint, One Note, LinkedIn, Windows, Exchange, etc.
The possibility to create apps to manage different sets of users and their core functions. For example, the Sales module of Dynamics comes with an OOB app called Sales Hub. The Customer service module comes up with a Customer service Hub. Businesses can create as many custom module apps as required to set tailored experiences for all D365 users.
The core of this concept is the Microsoft Common Data Model, which is a shared business database. It is the glue that connects all data and processes so that you can say goodbye to multiple silos of information.
Power Apps: Anyone who isn’t familiar with IT can build a PowerApp for a specific use, like for collaborators that don’t need to be CRM users. This makes it simple for users and very cost-effective. It is also supported by the MDM, which has all the required data elements.
Power BI: Make informed, confident business decisions by putting data-driven insights into everyone’s hands.
Power Automate: Boost business productivity to get more done by giving everyone the ability to automate organizational processes.
Power virtual agents: Easily build chatbots to engage conversationally with your customers and employees with no coding required.
YOUR JOURNEY WITH US
To outline a strategy for success, our inception process aims at understanding your CRM project goals, overarching vision, and current ecosystem. Rely on our business consultants to ensure the right platform is selected for your needs and plan a roadmap that respects your budget and timeline.
With User Adoption at the center of our CRM Implementation methodology, we ensure your employees feel motivated, supported, and engaged as they take on change. While we sprint together towards goal lines on your roadmap, our Integration specialists will be hard at work building world-class system connections for you.
Your CRM journey doesn’t end with a go live. From regular updates and technical support to training on best practices and process optimization, we provide the tools and expertise to keep your business thriving in an ever-evolving competitive landscape.
CUSTOM APPS AND CONNECTORS
Shopify connector
Shopify is one of the most popular commerce platforms for online stores. Creatio Shopify Connector is a bidirectional connector to upload contacts, products and orders from Creatio to Shopify and back, providing validity of the links between entities.
