A CRM system that links all business areas is the ultimate booster in terms of sales and customer satisfaction. We adapt Microsoft Dynamics 365 to the individual needs and requirements of your company and extend the CRM with services from the Microsoft Cloud, such as process automations, workflows and AI integrations.
How sales uses Microsoft CRM
Good master data forms the basis for the entire sales process. All activities, sales opportunities and orders should be visible at a glance. Built-in AI capabilities help prioritize sales opportunities.
Leads & Offers
We adapt the lead and offer management to your individual sales process. Thanks to our many years of experience in the B2B sector, we are familiar with our customers’ needs and implement best practice approaches.
Seamless integration of M365 tools
Intelligent links with Microsoft 365 tools such as Teams, Excel and SharePoint ensure maximum efficiency in sales processing. Recurring tasks and workflows can be automated. Specific dashboards and custom developed apps for your sales support the whole process.
360º Overview for Customer Service
Master data management
Complete documentation and a good overview of all customer data is essential, especially for customer service. This includes not only standard documents such as invoices, quotations and inquiries, but also contracts, machine data, spare parts, cross-selling opportunities and a complete history.
Service and support handling
The quality of service processes is a decisive factor for customer satisfaction. A seamless process from ticket creation to problem resolution is match critical. We ensure a smooth process from customer service to the service technician.
In the Knowledge Base module we can map a complete knowledge database. By integrating AI functions, automatic searches for common problems and the appropriate solution approaches can be performed in the database.
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The power of AI for marketing
Use customer insights
With Dynamics 365 Copilot, personalized and targeted customer segments can be created and actions along the customer journey can be individualized accordingly.
Automatic communication with workflows
Many marketing actions, such as making contact via a website, can be automated. With a workflow, the contact data is transferred directly to the CRM and a new lead record is generated. The prospect receives an automatically generated response and further lead actions are scheduled in Dynamics.
Orchestrate marketing processes across all channels
From multi-channel marketing campaigns to newsletter distribution and event organization – we intelligently link all tools together and seamlessly integrate them into your existing Microsoft 365 environment.