Dynamics 365 CRM
Years of experience
Number of realized projects
Dynamics CRM customization and Implementation provider since 2011. We are Microsoft certified Gold partners .
Dynamics 365 CE / CRM installation and configuration
CRM customization and Sales Process creation
We work with small and medium enterprises to give a CRM that you (and your team) WANT to use.
We want to make it easy as possible to use your MS DYNAMICS CRM to track what is working in your prospecting marketing efforts, help you track sales conversations and follow up, and help you gain clear insights about where you want to improve.
Common Scope Items
Setup and Initial Configuration
-Data importing to d365
-Consulting/customizing the CRM for your process
- User Training/documentation about usage
-Weekly accountability for CRM habits and best practices
-Support for changes and enhancements
-Website integration and MS Portal implementation
-Create automations using Powerplatform and UI path to make sales process as effortless as possible, integrate outlook and share point . Sync Quickbooks or Xero to CRM, PowerBI
-Shift sales culture to be data and results oriented, based on KPI/process/activities