Discover how to start implementing the CRM strategy in your company

Microsoft Dynamics 365 and its intelligent business applications will help you achieve your business goals. Manage the relationship with your clients comprehensively and do not miss any business opportunity

CRM educación cabecera

Dynamics 365 Business Applications

Dynamics 365 for Sales

Implement standardized sales process in your organization to help your salespeople focus on the sale of your products and services

Sales Icon

Dynamics 365 for Sales

Implement standardized sales process in your organization to help your salespeople focus on the sale of your products and services

Sales Icon
Customer services CRM

Dynamics 365 for Customer Service

Ensure that you provide personalized service to your clients so that each interaction with your organization will present an opportunity to earn their loyalty

Customer services icon

Dynamics 365 for Customer Service

Ensure that you provide personalized service to your clients so that each interaction with your organization will present an opportunity to earn their loyalty

Dynamics 365 for Marketing

Follow strategies for attracting customers based on loyalty and listening tools in social networks

Marketing Icon

Dynamics 365 for Marketing

Follow strategies for attracting customers based on loyalty and listening tools in social networks

Marketing for CRM
Field services icon

Dynamics 365 for Field Service

Optimize the management of your field services thanks to predictive maintenance and resource scheduling

Services Icon

Dynamics 365 for Field Service

Optimize the management of your field services thanks to predictive maintenance and resource scheduling

Dynamics 365 for Project Service Automation

Build strong relationships with your clients and offer them exceptional project experiences

Project Services Icon

Dynamics 365 for Project Services

Build strong relationships with your clients and offer them exceptional project experiences

Project services icon
Customer Insights for CRM

Dynamics 365 for Customer Insights

Offer your clients a personalized relationship using data that will help you get to know them and improve the attention that you give them

Customer insights icon

Dynamics 365 for Customer Insights

Offer your clients a personalized relationship using data that will help you get to know them and improve the attention that you give them

Characteristics of the Dynamics 365 Applications by business area

dynamics crm sales

Sales

  • Separation of potential clients and real clients
  • 360-degree vision with a single database of companies and people with whom your organization has a relationship
  • Management of your own sales cycle in its different stages
  • Automatic notifications to the commercial team
  • A single repository of information attaching documentation related to each sale opportunity
  • Assignment of sales objectives to different business lines or sales areas
  • Multi-device, access from any device and place
  • Updated information on real-time sales processes
  • CRM and ERP integration
dynamics crm sales
marketing dynamics crm
customer sales dynamics crm

Customer Service

  • Automates routine activities of customer service processes (auto-reply messages or deadline reminders/SLAs)
  • Creation and management of your own knowledge database with dialogues and scripts so that your agents may give a uniform response to your clients
  • Publics articles from the knowledge database directly on your website
  • Organizes and prioritizes activities through work queues
  • Includes alternative channels to the phone or email as incident tickets (Facebook, online chat, etc.)
  • Automatic control of SLAs according to different types of customers
  • Integration with your telephone switchboard system
  • Updated information on your real-time customer service processes
marketing dynamics crm

Marketing

  • Massive email marketing campaigns with lead traceability and potential contacts
  • Landing pages connected to CRM from your campaign emails
  • Management and control of the download of your digital assets from your websites
  • Design of ‘nurturing’ processes adapted to the ‘Customer journey’ of your clients
  • Scoring models to qualify clients and sales opportunities
  • Registration and organization of online or face-to-face events and webinars
  • Listens to what social media have to say about your products, brands or services and programs your interventions
marketing dynamics crm
field services dynamics crm

Field Services

  • Optimizes calendars and work shifts
  • Provides customer information to employees in real time
  • Processes work orders remotely from mobile applications
  • Improves maintenance, support and troubleshooting thanks to Microsoft IoT predictive services
  • Facilitates the visibility of the client’s service contracts and installed products to make faster billings
  • Improves inventory management and stock history so you have an accurate tracking at all times
PROJECT SERVICE dynamics crm

Project Management

  • Get accurate estimates about your customers, thanks to their smart services
  • Make quick and profitable decisions thanks to all the information you have in real time
  • Provide a unified sales experience to your Business Development team
  • Plan projects jointly with Project Managers, Sales Managers and the Sales Team
  • Assign the right consultants to each project, based on their expertise and availability
  • Increase the productivity of the commercial team through mobile applications
PROJECT SERVICE dynamics crm
CUSTOMER INSIGHTS dynamics crm

Customer Insights

  • Get to know your customers better in order to offer them the most personalized attention as possible
  • Connects in a single panel the Sales, Marketing and Customer Service teams
  • Creates fully customized views on each client to provide information to your team
  • Analyzes your interaction history with your customers to better connect with them
  • Detects opportunities that can serve the Marketing Department in future campaigns

Do you want to know more about Dynamics 365?

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