Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Wednesday, 20 December 2017

Soluzione’s Activity Timeline- An Interactive Vertical Timeline View

You cannot imagine CRM without activities, activities play a vital part in managing customer relationships. Dynamics CRM provides an activity pane which is an amazing placeholder to display all customer interactions in one place. But it has its own limitations, so many times, we want the users to view activities but while adding we want to capture some more fields, for example, adding a custom follow-up field on task or showcasing the activities in more interactive manner.

Dynamics CRM 365 July update in future releases promises to address the latter part which is revamped activity timeline view. But the original part still remains a challenge and Soluzione’s activity timeline tries to overcome those. Key design parameters with which we started the activity timeline are below:
  • Single contextual view: In the default activity tabs we are unable to view activities and notes in a single pane. There are different tabs for viewing the same and does not give the complete timeline context.
  • Visually appealing and Interactive: You will have to agree that default activity timeline is a bit mundane and CRM is all about engaging. So, we wanted to attract and encourage users to engage & contribute to a more visually appealing view.
  • Customizable: Above all, the most important feature is that we can be able to customize the way it behaves, the form it opens etc. We have had so many customer requests.
Soluzione’s activity timeline is a vertical timeline view which enables you to see activities and notes in a single pane. We have provided different colours for different activity types which are eye-catching and users are able to differentiate activities very easily. Being a web resource, we are able to customize the behaviour and add additional fields.
So, without any further ado, below is the screenshot of our activity timeline view.



As you can see above we have removed the CRM default activity timeline view and added our own view. It can be enabled on any entity and similar to associated activity grid, it will show all activities either from related (regarding) or (to, from, cc, bcc) activity party fields.



At the top of activity, the timeline is the activity toolbar (1) where one can add a new activity. It opens the default CRM form for activity.

On the left (2) is the set of activities that have occurred with clearly marked icons and grouped by month and year.

Each activity has the contextual menu (3) from where the activity can be edited. Clicking on edit opens the default CRM form which provides the entire activity view and the same can be edited.
Each activity has a status identifier (4) which indicates what is the current status of the activity such as the draft, completed etc.

A note is a special type of activity that has inline actions i.e. users can create, delete and edit notes directly within the activity view. Below diagram depicts the inline operations for notes.




Similar to create on editing the notes can be edited in an inline view. Notes can be directly deleted by clicking the delete (X) icon. File attachment to notes can be downloaded or deleted as depicted from an inline view.

Now coming to the extension part which is the real strength and why we developed this. We had a requirement wherein selective notes needed to be displayed on the customer portal (trainer). We extended the notes entity and our vertical timeline to include an additional field (Is Visible to Trainer?). This field could be set the by the end user while creating the notes directly.


Figure: Extended timeline view with additional field capture while creating notes.

We hope that in future releases Dynamics 365 would allow for such customization but for now, our activity timeline is working well for us and our customers. In future releases, we are planning to enhance this by adding more contextual options like marking an activity complete and so on (hopefully next year now).

Till then Happy CRMing… Wish you all Merry Christmas and Prosperous New Year from Team Soluzione.

Monday, 18 December 2017

CRM IS NOT JUST FOR SALESPEOPLE

Gone are the times when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the only liaison between the customer and the business. Those days are over.
CRM is not just for salespeople

Meeting customers’ expectations and beating the competion today requires input from all functions in an Organization. The New customer expects to have a deeper relationship with you. Whether you are a small and medium business (SMB) or a giant conglomerate agility is a supreme requiment.
Irrespective of the size of your business, leveraging data and technology to make deeper relationships, customers’ needs are at the centre of your business. Every business today is interested in collecting more and more data and leveraging it to do better. When that data is organized and focused to serve the customer, it also improves productivity. Employees go one place to and the answers they need—no matter where their work takes them.

A good CRM like Dynamics 365 enables you to build an excellent customer experience and provide capabilities beyond lead and opportunity management. Here are 10 value adds beyond sales that a custom Dynamics 365 implementation can deliver
  1. Enable cross-sell and upsell and increase customer value
  2. Bridge disconnected applications and drive real-time Business Intelligence
  3. Streamline Asset and Facility management
  4. Improve real-time coordination across departments
  5. Automate processes and workflows to increase productivity
  6. Ensure compliance with consistent processes
  7. Provide unparalleled customer service & Field Service Automation
  8. Deliver highly personalized customer experiences
  9. Automate Project Services and Delivery
Soluzione IT service can be a partner in your endeavour to get more out of a Dynamics 365 implementation. Reach out to us for an obligation free demo and consultation - mail us at info@solzit.com and visit us at www.solzit.com

Friday, 8 December 2017

Business Management Solution for Small Businesses

Running a small business is not a cake walk and we all agree with this fact. The SMB owners and managers suffer from lots of challenges and the biggest one is sustaining in this competitive world and creating their own unique identity. Every business faces lots of challenges but the fact is that there is no problem without a solution and every problem can be fixed, it may be difficulty in finding customers, gathering leads or balancing quality and growth in the products or services.

Business Management solutions For Small Businesses,CRM for small Business


In this Advanced Digital Era, everything is fast paced and so every business needs a solution that assists them with their Management of Business. They need a solution for the easy flow of the processes and that we provide with the comprehensive solution for the small businesses. Everybody is looking for life hacks.
Solz Biz is the solution which can easily tackle your day to day work complications and can make your life and business smooth and be running. Here are a few issues that you might be facing in your daily work:
  • Managing and Retaining Customers: It is not about the small businesses, even for the big enterprises, lead generation is the most important issue. Managing and retaining the customers is the basic milestone for retaining any business.In SolzBiz you get to store every fact and communication that you made with any customer. You can take the sales lifecycle right from the Lead to a full-fledged Order and can store and retrieve every bit with a single click.
  • Stock Management: Another important concern for the small businesses is the stock management, as there are a variety of products, the trackability and performance calculation of the product is not a one-man job. It needs lots of effort and consistency.If you are facing a similar problem then Solz Biz is the best match for you, as it regularly calculates the availability and performance of the product it shows that which one is the best performing product of the month or a week accordingly.
  • GST Readiness: With the continuous evolving government policies, it has become a very difficult to maintain a consistency in billing and invoicing.SolzBiz provides the consistency in billing, invoicing with complete tax calculations scheme which includes CGST, SGST, and IGST.
  • Ease of Accessibility: You will find many Business Management Solutions overloaded with features but they just leave you managing the management solution. SolzBiz is the solution specially designed for the small businesses to enable them with the features focused on the people who are looking for a new era solution present with them anytime and anywhere.
With foresight and persistence, there is no such problem that can’t be resolved. Being an entrepreneur, you already have all the skills in abundance, the only way is applying them in the accurate direction to boost your business.

Monday, 4 December 2017

Dynamics CRM for Financial Advisors

Personal connect is at the core of any financial advisory practice and directly impact the growth of your firm. The flip side is that as you grow it also becomes extremely difficult to maintain personal relationships with each client. This is where CRM comes to rescue and can address these issues while empowering financial advisors to scale their business. CRM system is one of the best ways to improve a firms' ability to connect with customers.

Dynamics CRM for Financial Advisors


Microsoft Dynamics CRM is one of the leading industry CRM solutions that can truly help individual advisors, and advisory firms to take the customer engagement and automation to the next level while increasing the productivity and efficiency.
Microsoft Dynamics CRM system can assist you and your organization in multiple ways by:
  • Account and Contact Management: Manage customer’s (account) and contact information in a single place with the easy-to-view layout. Data can be viewed at the right places enhancing the productivity multiple folds. Multiple staff members can collaborate and track information for the customer effectively.
  • Activity Management: Dynamics CRM provides you with comprehensive activity management capabilities. Activities are used to record a specific type of communication, as well as the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, appointments etc. Using activities helps you and your organization understand all of the communication your organization has had with each customer or prospective customer.
  • Sales Management: Dynamics CRM allows you to manage leads and opportunities with ease. You can capture and define your lead stages, qualify them for opportunities, auto assign leads to your team, track activities and close more deals. CRM allows you to use multiple criteria to segment clients and work with them accordingly.
  • Financial Planning Questionnaire: You can Send financial planning questionnaire (FPQ) as a link to your new or existing customers. Customers can fill the data on any device in a simple wizard-like form. They can save & exit the FPQ at any point and come back to the same step to continue providing the data.
  • Financial Data: Dynamics CRM is one of the very few CRM platforms that can be extended to suit your requirements. Being a CRM at heart you could easily extend Dynamics CRM based solution to capture financial such as Assets and Liabilities, Cash Flow, Existing and Recommended Insurance, Existing and Recommended Investments etc.
  • Task Management: Many processes are routine and have well-defined tasks. Dynamics CRM allows you to create or automate such regular tasks by assigning tasks with deadlines to an individual or team owners e.g. Customer On-Boarding etc.
  • Automated Workflows: Automate background processes to gain efficiencies. When a certain event occurs, you can set up an automated workflow like send birthday greetings to existing customers on their birthday or send a reminder email to the prospective new client with details of the meeting etc.
  • Document Management: Manage all your documents, note and any other attachments with ease in Dynamics CRM using the native notes attachment capability. Documents can also be stored in industry-leading document management systems like SharePoint or OneDrive.
  • Advanced Security: Being into financial industry security is of utmost importance, Dynamics CRM provides role-based, hierarchy-based and even field level security. When you start using a solution that your organization is going to heavily depend on then you also need a way to track what happened with the data and who changed it and when. The CRM can allow you to track these changes for analysis, reporting and data audit purposes.
  • Dashboard and Adhoc Reporting: BI and Analytics is the future of CRM. Microsoft Dynamics 365 offers you customizable dashboards, powerful reports, and support for Power BI. It delivers comprehensive business information and user-friendly visualizations. Dynamics CRM enables people with various business functions to have dashboards and reports customized to their roles. Mid-level managers can have transaction reports and dashboards while the top management can have dashboards providing an overall view of the system.
A key to successful reporting is “Adhoc Reports/Queries” that will enable the user to generate data and reports based on their own criteria.
  • Mobile Access: All of the above is useful when all (or most of the above) features are available to associates on a mobile device while on the field. Microsoft Dynamics CRM can be accessed over the web, tablets and on mobile (iPhone, Android) giving user complete flexibility.
Microsoft Dynamics CRM 365 can boost advisor productivity, improve customer engagement and help you grow in a cost-effective manner.
Soluzione has a specific solution for financial advisor/ planners to transform their business processes using Microsoft Dynamics CRM 365.  Feel free to have to reach out to us at info@solzit.com to know we can help you accomplish a simple yet comprehensive CRM solution.

Wednesday, 15 November 2017

CRM for Lawyers & Legal Firms

Customer relationship management (CRM) is a term that refers to practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

CRM, crm for legal , lawyers, dynamics365, CRM services


To be competitive today, Lawyers and legal firms must meet the expectations of both their customers and their shareholders, who expect constantly improving levels of service & engagement. The client relationship is key to any law firm and CRM provides you with a single place to manage your client relationship. CRM system is one of the best ways to improve a firms' ability to connect with customers.

Microsoft Dynamics CRM is one of the leading industry CRM solutions that can truly help individual lawyers & solicitors, and legal firms to take the customer engagement and automation to the next level while increasing your productivity and efficiency too.
Microsoft Dynamics CRM system can assist your organization in multiple ways by:
  • Lead Tracking: Capture and define your Lead stages, qualify them, Auto assign leads to your team, track activities and close more deals. CRM allows you to use multiple criteria to segment clients and work with them accordingly.
  • Client Intake: Improve and streamline client intake process making it simple and easy process that your clients will love.
  • Comprehensive Account Management: Manage customers and contacts information in a single place. Multiple staff members can collaborate and track information for the accounts effectively.
  • Activity Management: Dynamics CRM provides you with comprehensive activity management capabilities. Activities are used to record a specific type of communication, as well as the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, appointments etc. Using activities helps you and your organization understand all of the communication your organization has had with each customer or prospective customer
  • Time tracking and Invoicing: Most of the lawyers lose legitimate billing hours because of the proper billable time tracking system. Dynamics CRM system can help you track customer time and expense categorize them into billable and non-billable, eventually allowing you to generate invoices for billable time to end customer.
  • Automate Case Management: Manage all your case data in a single place. Assign case ownership and track case progress with SLA and have reminders for important dates and events
  • Document Management: Legal out of all the industry has a lot of paperwork and documents. Microsoft Dynamics CRM provides you with a native document management capability and is able to seamlessly extend to a dedicated document management tools like Microsoft SharePoint Online.
  • Mobile Access: All of the above is useful when all (or most of the above) features are available to associates on a mobile device while on the field. Microsoft Dynamics CRM can be accessed over the web, tablets and on mobile (iPhone, Android) giving user complete flexibility.
  • Dashboard and Adhoc Reporting: BI and Analytics is the future of CRM. Microsoft Dynamics 365 offers you customizable dashboards, powerful reports, and support for Power BI. It delivers comprehensive business information and user-friendly visualizations. Dynamics CRM enables people with various business functions to have dashboards and reports customized to their roles. Mid-level managers can have transaction reports and dashboards while the top management can have dashboards providing an overall view of the system.A key to successful reporting is “Adhoc Reports/Queries” that will enable the user to generate data and reports based on their own criteria.
  • Data Audits: When you start using a solution that your organization is going to heavily depend on then you also need a way to track what happened with the data and who changed it and when. The CRM can allow you to track these changes for analysis, reporting and data audit purposes.
  • Works the way you work: Getting everyone in your company on board to use CRM can be a challenge, but having something easy and the solution works with what your associates know can be icing on the cake. CRM solutions can work and integrate deep into Microsoft Office and Outlook which your associates can easily adapt.
Microsoft Dynamics CRM 365 can boost legal productivity, improve customer engagement and help you grow in a cost-effective manner.

Soluzione has enabled customers to transform their business processes using Microsoft Dynamics CRM 365. Feel free to have to reach out to us at info@solzit.com to know we can help you accomplish a simple yet comprehensive CRM solution.

Friday, 28 July 2017

Dynamics 365 Platform Overview-Soluzione IT Services

Dynamics 365 is an umbrella that unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Key components of Dynamics 365 are depicted below.




Dynamics 365 for Sales
Sales force automation by bringing digital intelligence into each deal to better predict your customer’s needs—and deliver the personal attention that builds relationships and revenue.
Dynamics 365 for Customer Service 
Improve customer service through a single, unified experience that delivers end-to-end service across every channel—earning customer loyalty and empowering agents.
Dynamics 365 for Marketing
Unify sales and marketing to connect customer experiences. Bring your marketing content, data, and processes together with Dynamics 365 and Adobe Marketing Cloud—to deliver engaging customer experiences across all touchpoints.
Dynamics 365 for Customer Insight
Engage your customers with intelligent insights. Understand your customers to better engage them through intelligent insights. Using Dynamics 365 with Microsoft Azure, transform your data into timely and relevant information, inferences, and predictions that help your business succeed.
Dynamics 365 for Project Service
Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.
Dynamics 365 for Field Service
Increase customer satisfaction with intelligent scheduling, native mobile support, and remote asset monitoring to help you get the job done right the first time.
Dynamics 365 for Finance and Operations
Optimize your financials and operations to drive growth and make real-time, data-driven decisions at global scale—all with an intelligent, modern enterprise business application.
Dynamics 365 for Talent
Bring your human capital management to the cloud for a mobile, employee-focused, strategic HR approach that helps you find and hire the right people, nurture success, and deliver high-impact, sustainable results.

 For More info please visit @ http://www.solzit.com/soluzione-blog/

Friday, 30 June 2017

Terminologies in Dynamics 365 For Sales



Dynamics365,CRM,Microsoftdyamics365,

Sales professionals often use the word Prospect as part of their sales cycle and others use the term Deal for the same. Getting this right for your business, understanding how Microsoft CRM views these record types as Leads and Opportunity, and connecting the two is an important part of setting up your Sales CRM correctly. 

Many companies classify a lead as a potential business. They relate it someone they have not had any previous business dealings. For example, a Home insurance business could purchase a list of new homeowners in the local area and this would be a list of leads. In most organizations the sales cycle or process followed would mandate that the one would market to the business and thereafter qualify or disqualify the lead. 

How does a lead become an opportunity?
In Dynamics CRM 365 qualified lead becomes an opportunity, which in turn can be won or lost. This is usually based on qualification. It is generally accepted to be the stage at which there is some chance however small it may be, of winning the business.

Also a lead is usually disqualified when there is absolutely no chance of closing a deal or doing a business. Yet if there is a longer-term possibility, example 12 months or more, should the lead be disqualified et all? Also in the interest of tracking the lead should a follow up be setup. Also can a long term opportunity be tracked in the CRM system? There are
advantages and disadvantages of these scenarios, relating to reporting.

There is always a possibility that a long term potential is forgotten, with staff getting engaged in day-to-day activities.

Using “lead nurturing” can also be quite helpful, where long term leads or opportunities are separately maintained and the system will comes up with alerts and reminders in 3 or 6 months whatever time its likely to mature into an opportunity.


When a lead is converted to an opportunity in the CRM, it also carries this data of the originating lead and therefore the source campaign. Over time, one will be able to view the value of these customers based on the source campaign.

 Also in case you don’t set up a lead and start the sales process at opportunity stage, you can potentially lose some of the reporting metrics related to the lead and campaigns.

The term prospect is also used by many organizations. If this is the case, it is possible to modify the naming conventions in your new Dynamics CRM system to reflect this, just as one could change customer to client if this is the terminology you use.
How to Classify existing customers in the CRM? 
Marketing wisdom says that “it is easier and less expensive to sell to existing customers than generate new ones.” An important question: what about potential to sell new products to existing customers? So if you sell office, and introduce a new range of Chairs, should you be creating leads or opportunities for each of your existing customers? The moment you split this up you are also more than likely going to be looking at two sets of reporting metrics across your new range.
Can an existing customer also be a lead?
Microsoft Dynamics 365 for Sales is set up to accommodate this capability, the question is more, and does this actually meet your business requirements? The lead functionality in CRM is very powerful, however, and if you elect to use this, when you create a lead for an existing customer, and then qualify this lead, the opportunity inherits the “originating lead” field and this will allow for deep analysis on campaigns and the leads created. 

You need to decide on a process and stick to it. If your rule is leads are only ever companies that you never deal with, then during configuration the Existing Customer and Existing Contact fields should be removed from the sales process so that users do not link these to existing customers. There is no right or wrong way to do this, and in Microsoft Dynamics CRM both options are available.

There have been instances where Dynamics implementations have changed the term opportunity to deal for a few customers, where they felt they were chasing a deal and not an opportunity. There is no right or wrong, but take a minute, pause for a while and consider what is best for your organization, and whether, if you change, will this change be easily accepted across the business.

If you have been calling something “Prospects and Suspects” for many years and this in inculcated into the corporate culture, then making modifications to your CRM may well be a small price to pay to keep it this way.

Contact us on info@solzit.com or visit www..solzit.com











Sunday, 12 February 2017

Soluzione now offers Adxstudio Website development for Dynamics 365

Soluzione now offers Adxstudio Website development for Dynamics 365

Microsoft made the acquisition of Adxstudio in 2015 and Soluzione IT services is now poised to offer the solution to Dynamics 365 users moving forward for developing public facing solutions on the Microsoft Dynamics CRM platform.

Adxstudio is a portal application that interfaces seamlessly to Dynamics CRM. The Adxstudio solution enables a public facing environment to customers and provides secure portal access to CRM Data. Adxstudio Portals supercharges Dynamics CRM into an interactive web engagement platform with dozens of features, apps and starter portals to get your implementation off the ground in record time. Soluzione can leverage Adxstudio capabilities to integrate your corporate website with Microsoft Dynamics CRM and bring all the features of CRM to the forefront of your site.
Dynamic CRM,Soluzione,Dynamic 365,Soluzion IT services
Adxstudio is loaded with features and is tightly configured to work with Microsoft Dynamics CRM seamlessly with out additional development cost.



•   Traditional website deployment using IIS server or Azure
•    Link to Microsoft Dynamics CRM directly
•    Provide portal access to your customers
 •    Multiple authentication methods for your customers
 •     Create custom forms in CRM to publish to websites
 •      Create customs views with the abilities of create, update                                  and delete
 •       Create custom action buttons that will trigger workflows                                  in CRM
 •        Create multi-step forms with multiple entities and publish                               to your website
  •       Use the popular bootstrap.css to update site skin.
Pre-Configured Portal Starter Scenarios - Get started quickly with Community, Government, Retail, Partner Channel, Conference and Corporate starter portals in the box.
Mobile ready Page Layouts - Your CRM portal is ready to use on mobile, tablet and PC devices - thanks to our implementation of the Bootstrap responsive HTML5 & CSS3 framework, your portal is ready for the devices of today, and tomorrow!Liquid Templates to reuse content on site and Manage content using the Content Snippets.
 Built for Social Engagement - Get your community buzzing with interactive discussion forums, blogs, ideas, issues, events, surveys and polls. Use ratings and comments to generate deeper BI and identify brand advocates.
Self Service Portals for Customer Support - New Customer Help Desk applications feature self-service, knowledgebase, case-deflection, ticket ecommerce, entitlement and case management.
Enablement for Non-Technical Site Editors and Managers - With the new Entity Form and Entity List features, non-technical users can build and configure fully functional web apps, without engaging IT or writing a single line of code.
Keep Track and Take Advantage - Every portal interaction is instantly available from within Dynamics CRM, use them to trigger workflows and activities, customize visitor displays dynamically in real time, personalize marketing and enhance self service activities.
 Multiple Deployment Options - Adxstudio Portals supports all deployment models, including CRM Online and Windows Azure. Work from the cloud, a hosted facility or on-premise.
Soluzione is offering free consultations to discuss ways to style Dynamics CRM to empower your employees to be productive, empowered and to capture valuable business data to grow your business. Just drop us a line at info@solzit.com








Tuesday, 7 February 2017

Dynamics 365: Success Powered by the Soluzione Approach

Dynamics 365

10 things & more about Soluzione Dynamics 365 practice

The Soluzione approach to developing, Customization and Implementing CRM systems has evolved over 10 years and over hundreds of projects. Our approach to requirement gathering, communication, project management, development and implementation ensure - we deliver spot on, on time and on budget.








We manage the implementation of Dynamics CRM based on recognized industry standards for project management and software development.We recognize that stability, usability and flexibility of enterprise applications are critical for any sized business. Dynamics 365 ticks all of these boxes of ensuring critical success factors and benchmarks are met.We are committed to doing everything within our power right from day one to ensure that our customer engagements are successful. The following are the cornerstones of our Customer Success.

#1 Keeping Customers First Always-Team Soluzione will take the time to understand your business and your project.We initiate with a disciplined discussion your objectives, processes, skills and strengths and goals you want to achieve. We ensure we understand what the project and business is all about. This helps us identify and deploy the most appropriate implementation approach for your business objectives, in complete consultation and synchronization at all times.

#2 Ensuring the Critical Success Factors-Our experience has proven that taking the effort & time to define the critical success factors and specific success criteria can makes all the difference between success and failure. . You can use these to easily identify that we have met your objectives and expectations. These CSF criteria are what we use to evaluate our delivery - every step of the way.

#3 Pursuing Project Management Excellence -Powered by Microsoft Dynamics Sure-Step methodology, the official software development process methodology for Dynamics CRM our implementations are planned to fit the project based on size, complexity and budget. All projects is executed by an experienced and certified project manager.

#4 Making it Fail-proof?-Implementing a CRM is an important business decision; we ensure we thoroughly understand the project and use industry standard software development techniques and frameworks to achieve a successful implementation on time and every time. Our Endeavour is to help you focus on your business, while we ensure that you are engaged transparently every step along the way.

#5 Eliminate Uncertainty-When implementing new systems to your business it can be tempting to seek cost savings by doing it yourself or seeking help only when problems arise. Our Microsoft Dynamics 365 CRM practice has built a wealth of experience in how to maximize the benefits as well as eliminate some of the pitfalls. Working with a partner like Soluzione helps you ensure your journey to Dynamics CRM is smooth, and that you achieve the outcomes you seek. Whether you just need a little help with the tough stuff, or would prefer someone to just make it happen, partnering with an expert helps you ensure your CRM journey is a positive one.

#6 Microsoft Gold Certified-Soluzione is Microsoft Gold Certified in CRM. That means our customers gets the confidence that we have invested in the training to ensure our team are leaders in their fields, and that we have a track record of CRM success upon which we can draw.

#7 Deeper Integration-We’ve built up a wealth of knowledge over hundreds of CRM projects that really comes into its own when it comes to connecting systems. Whether that be integrating CRM with proprietary line-of-business applications, financial systems, SharePoint, or to Microsoft Exchange our integration experts can help you unlock the full power of your business systems

#8 Out-Of-The-Box Accelerators & Connectors-We create add-on’s and connectors that can quickly be deployed to new or existing Dynamics CRM implementations to extend the solution across the organizations systems and create additional value.

#9 Support-We frequently provide first level support or back up inhouse teams. Our access to Microsoft technical support and product teams, and you can be assured that your Dynamics 365 application will be available when you need it.

#10 Expertise- Our qualified Dynamics CRM resources provide the advantage eliminating risk at all stages and maximizing the potential of the solution as per industry best practices and innovations.