Features

Our CRM Features

The service capabilities for Microsoft Dynamics CRM empower companies to deliver end-to-end, self, assisted and onsite service. Our industry leading technologies, including machine learning, IoT and analytics, give our purpose-built solution the breadth and depth necessary for your organisation to meet the challenges of an evolving customer service landscape – and position your brand to capitalise on an everything-as-a-service economy.

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Sales CRM Features

 Sales Opportunities & Funnel

 Send Proposals from within the CRM

 Cloud Telephony Integration

 Email, SMS Communications

 Configurable Workflow Alerts

Manage Contacts

Complete history of your relationship with leads and customers.

 

Email Marketing

Email share new information and insights with your prospects and customers.

 

Track Opportunities

Visualize and act on the sales pipeline.


 

Sales Forecasting

See pre-built forecasts, or create custom ones.


 

Sales Reporting

See pre-built sales insights, or create and schedule periodic reports and charts.

 

Pre-Built Insights

Dive deep into your sales team, activity, and pipeline performance.

 

Sales Automation

Build if-then rules to automate record creation, field updates, and notifications.

 

Calendar

Manage personal and team tasks and calendars, and sync with third party calendars.

 

Documents

Upload docs, add them to contacts, or integrate them into email.

 

Collaborate

The Converse on records with the @mentions of colleagues.


 

Mobile Apps

A more portable view of your upcoming events and CRM data.

 

Integrations

Integrate with third party software, like Quickbooks, Twilio, and Google Contacts.

 

Earn loyalty, Empower agents... Stay 2M TOUCH

Service organizations are at the epicenter of a company’s ability to deliver differentiated and consistent engagement experiences. Organizations empowered by our intelligent customer service solution increase advocacy and loyalty to their brands by creating effortless experiences across self, assisted and field service channels. The service capabilities for Microsoft Dynamics CRM can help you earn customers for life through personalized omni-channel service, increased productivity, actionable insights and adaptive service models.