Platforms
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Dynamics CRM
Businesses thrives on customer relationship management. Many organizations have specialists in these roles to manage their ever-changing needs. As a service provider Datanetiix understands the importance of customer service. We will assist you in creating a CRM design that is user-friendly, which will allow your sales and customer service executives effortless customer communications.
Microsoft SharePoint integration
Since the 2011 version, it is possible to store and manage documents within the context of Dynamics CRM records on a server that is running Microsoft SharePoint. This feature allows the use of advanced SharePoint framework for the content management infrastructure inside Dynamics CRM. With SharePoint integration, external users can view documents without having to access Dynamics CRM.
Why Dynamics CRM?
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. You can engage customers one-on-one across channels, build your sales pipeline, and review the impact of your marketing investments in real-time.
- Marketing module enables
- Customer segmentation
- Campaign planning and execution
- Data extraction and cleansing
- Analytics and reporting
- Marketing/sales collaboration tools
- Information sharing portals
Sales +
The sales module provides tools to successfully manage the sales process, access potential contacts in real time, and identify potential customers.
- Lead and opportunity management
- Account and contact management
- Territory and sales quota management
- Forecasting and sales analytics
- Offline and mobile device access
- Sales literature management
- Sales pipeline and competitor analysis
- Quick access to products, pricing and quotes
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.
- Account and contact management
- Case and interaction management
- Incident routing and queuing
- Product and contract management
- Knowledge-based management
- Service scheduling
- Workflow across teams and groups
- Service reporting and analytics
Our Service offerings
Datanetiix can help you implement the Microsoft Dynamics CRM efficiently to store, retrieve, edit and maintain your customers data effectively. Further with the latest cloud technology we can help you access the customer information on the go.
Our end-to-end service offerings include
Consulting & Advisory
Architecture, Planning and Road Map
Maintenance, Upgrade and Failover or Disaster Recovery
Architecture, Planning and Road Map
We perform Fit-Gap Analysis, check Application, Customization and BI Aspect. We provide additional help with Advance Technology Integration, and Automation.
- Infrastructure Setup, Installation, Configuration & Data migration
- Module customization - Customizing NAV modules based on business flow / comforts of your business users
- Report development - Customized reports for your business processes and report automation
- Datanetiix is an integration savvy organization. We can integrate Dynamics NAV with Office 365 / CRM / EDI / ETL / Third-party portal / E-commerce website and your other key business systems
- Quality Assurance, Deployment & UAT Assistance
Solution Design & Delivery
Maintenance, Upgrade
Development (Customization & Enhancements)
Integration
24/7/365 Support
Our expert team provides 24/7 support with tailored SLAs to ensure your production systems run smoothly.
- Troubleshooting - Failure Recovery and Bug-Fixes
- Performance Tuning and Environment Monitoring
- Pro-Active Maintenance - Hotfixes, Service Pack, Tax and Regulatory Updates
- Module configuration, Month-end / Year-end closures
- End-user functional support
Technical Issues
Functional Issues
Let's Talk
If your teams are facing challenges with your CRM, Click here to connect with our Dynamics CRM experts for tailored solutions.