• Automate your sales, marketing & service teams

    Microsoft Dynamics

Improve communication and allow your organization to expand and scale 

Microsoft Dynamics is a Customer Relationship Management (CRM) system provides organizations with the tools to spark sales, reduce costs and increase profitability by creating new ways to organize and automate business processes that build customer relationships and satisfaction. By delivering a comprehensive view into each customer, Microsoft Dynamics CRM enables teams to make quick and educated decisions about customers, providing an intuitive way to connect and build relationships.


Because customers drive business success:


SALES WITH CRM

Microsoft Dynamics CRM provides an exceptional user experience and equips your team with the tools they need to drives sales, helping them become more prepared, insightful, collaborative and productive. Actionable intelligence and process guidance provides a roadmap for sales teams to be more productive. Since each stage of the process is clearly defined, teams always know where they are and what steps need to be taken next to close more leads faster.

  • Simplify internal processes
  • Easily leverage data with interactive business intelligence tools for more strategic decision-making
  • Connect with customers through a variety of communication channels including web conferencing and IM
  • Be quick and mobile through increased adaptability in a browser or on a mobile device


CUSTOMER SERVICE WITH CRM

Effectively managing the customer lifecycle—from marketing to sales to service—is critical to every company’s profitability and growth. Social integration provides customer service representatives with the tools they need to monitor conversations, manage cases more effectively and provide exceptional customer service.
 

  • Centralized location to monitor documents, contacts, conversations and follow-ups
  • Access schedules and communications through any mobile device
  • Create an exceptional customer experience


MARKETING WITH CRM

Great businesses revolve around relationships. Microsoft Dynamics CRM is easily customizable to enhance relationships, drive operational excellence and increase business insights.

  • Easily plan and execute campaigns
  • Gain insight into the effectiveness of your marketing investments
  • Drive business agility through real time social media analytics and monitoring tools
  • Use Yammer to engage, collaborate and connect to your team


WHY CHOOSE MICROSOFT DYNAMICS CRM

  • Built-in connections to Microsoft Office 365, SharePoint, Azure, Skype for Business, Yammer and more Leverage the power of Microsoft SQL Server, Windows Server and the .NET Framework for maximum performance
  • Familiar user experience provide a consistent experience across devices
  • Work seamlessly online or offline
  • Secure cloud with managed upgrades, security and privacy
  • On-premises option
  • Flexible, scalable and extensible

 

Is your current CRM system working for you?

BDO Digital's CRM Quickstart is designed to help gauge your current CRM tools and processes to help you develop a plan to better enable your customer acquisition and retention strategy. Funding may be available for qualified organizations.
 

Learn more

Investment consulting firm leverages Microsoft Dynamics 365 to improve client experience.

End users at the firm were being held back by obstacles to accessing important data, investment information, and research assets easily from within a single platform, limiting their ability to service clients efficiently. This manual process needed to be replaced with a CRM that could drive automation, efficiency, accuracy, and management visibility.
 

A client success story

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