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.
Microsoft Dynamics CRM for Marketing & Sales
Contact management
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.
Quotation management
We adapt the 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 the M365 Office 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.
Automate lead communication
Leads via the website can also be automated with Dynamics 365. Using a workflow, the contact data is transferred directly to Microsoft CRM and a new lead record is generated. The prospective customer receives an automatically generated response and further lead measures are scheduled in Dynamics 365.
Multi-channel marketing
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.
360º overview for customer service thanks to Microsoft Dynamics CRM
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.
Knowledge management
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.
Now even more Microsoft solutions – we are an official Microsoft Solutions Partner.
Our webiar on the topic of AI and Copilot in Microsoft Dynamics 365
Harnessing the power of AI in Microsoft Dynamics CRM
Copilot for Sales - your AI assistant
This video uses an example scenario to show how the “Copilot for Sales” supports sales in lead management, consultations, meetings and presentations.
These customers work with Microsoft Dynamics CRM
And now it's your turn!
