Give your sales team the winning edge. Download the eBook
Elevate customer experiences with Microsoft Dynamics 365 Marketing. Download the eBook
Microsoft Dynamics 365 CE (formerly known as Dynamics 365 CRM) is an integrated suite that brings together various CE capabilities – Microsoft Dynamics 365 Sales, Marketing, Customer Service, Field Service, and Project Operations – on a single platform. Having these systems connected enables you to connect your client data to help you build relationships, improve client engagement, and increase productivity. Having a holistic view of your client data allows you to know your clients better, anticipate their journey, personalize your engagements with them, and exceed their needs.
We, at sa.global, are a CRM implementation partner that can help you transform the way you do business and engage with clients. Our certified Dynamics 365 CE experts will ensure you have the CRM tools you need on one platform so you can provide the best client experience possible.
Equip your sales team with information to manage the sales cycle from lead capture to closing the opportunity. Microsoft Dynamics 365 Sales centralizes client data; complemented by business intelligence, it delivers actionable insights to create a seamless, responsive, personalized sales experience.
Navigate the realities of modern selling.
Align your marketing activities with your sales goals. With Microsoft Dynamics 365 Marketing, you can prioritize leads with lead scoring models, use AI-driven insights for targeted campaigns, and generate multi-channel marketing campaigns. Create personalized nurture journeys to engage and build long-term relationships with clients.
Deliver relevant content in the right channel.
Empower your teams to deliver omni-channel engagement and speedily resolve queries. Microsoft Dynamics 365 Customer Service enables businesses to deliver faster, client-centric support with visibility into operations and performance with access to easy-to-use dashboards and in-depth analysis reports.
Deliver always on customer service anytime, anywhere.
Accelerate your field service delivery with predictive maintenance and connected data insights. With Microsoft Dynamics 365 Field Service, you can respond quickly with full visibility into service history, assets, maintenance records, SLAs, etc. Empower your technicians with the right tools at the right time to drive proactive service.
Empower your teams to win more bids with better contract management, more accurate project quotes, forecasting, estimation, and scope. Microsoft Dynamics 365 Project Operations gives you visibility into key operations like opportunity management, resource optimization and utilization, project planning and billing, allowing for a seamless project flow.
Win more deals with better deal management.
If you are considering upgrading your Dynamics 365 CRM solution to a newer version, we understand that you may have apprehensions. What would the future deployment look like? What will happen to your existing customizations and integrations? What is the estimated time for the upgrade?
Evaluating exactly where you are starting from is a critical first step before determining how you want to move forward. Our CRM Scanner solution helps you take this first step with a systematic analysis of your current system, configurations, and customizations.
While this analysis and documentation is known to take weeks, the CRM Scanner reduces this assessment time by 75%, helping you save time and cost of your upgrade project.
Quicker system assessment in days, not weeks
Accurate audit that is automated and requires no manual intervention
Cost efficient with a clear upgrade plan
COOP, a life planning firm, expanded its business by 150% and brought products to market much more quickly, with an integrated Microsoft Dynamics 365 CRM system.
IT firm Logicalis connected people, information, and processes with Microsoft Dynamics 365 CRM. The firm can now better manage their sales pipeline and efficiently track client requests.
Explore how Microsoft Dynamics 365 Sales enables your sales team to respond quickly, effectively, and accurately to build close and lasting client relationships.
Discover how Microsoft Dynamics 365 Marketing helps you win clients and earn loyalty with messages and experiences you provide at just the right moment.
This eBook provides a blueprint for customer service leaders to achieve service excellence by focusing on omnichannel engagement, AI and data, and automation.
Read this playbook to understand the adaptive project delivery lifecycle management approach and how it can help project-based organizations.
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