Dynamics CRM

Sales

The sales module provides tools to successfully manage the sales process, access potential contacts in real time, and identify potential customers.

1. Lead and opportunity management
2. Account and contact management
3. Territory and sales quota management
4. Forecasting and sales analytics
5. Offline and mobile device access
6. Sales literature management
7. Sales pipeline and competitor analysis
8. Quick access to products, pricing and quotes

Marketing

It unites all aspects of campaign marketing management. Microsoft Dynamics Marketing enables your marketing team a seamless flow, from planning to execution, leveraging the power of Excel and Power BI to measure campaigns across channels from start to finish, bringing your marketing vision to life.

1. Marketing module enables
2. Customer segmentation
3. Campaign planning and execution
4. Data extraction and cleansing
5. Analytics and reporting
6. Marketing/sales collaboration tools
7. Information sharing portals

Service

The service module allows management and monitoring services that are provided to the businesses clients, giving customer service representatives the tools to maintain a continuous system of support.

1. Account and contact management
2. Case and interaction management
3. Incident routing and queuing
4. Product and contract management
5. Knowledge-based management
6. Service scheduling
7. Workflow across teams and groups
8. Service reporting and analytics