Customer Relationship Management and Marketing Automation

Customer Relationship Management (CRM) is an approach to managing a your interaction with current and prospective customers. It uses historical information, ideally stored in a cloud-based platform, about customers interaction with your company to improve business relationships, focusing on customer retention and sales growth.

Marketing Automation (MA) is a process in which technology is used to automate repetitive, periodic tasks in a marketing campaign. A full-functioned MA platform, ideally integrated with your CRM system, enables you to design, execute and automate a series of timed marketing actions to generate leads for your Sales team.

Customer Relationship Management & Marketing Automation

Master Planning

Software Development & Customization

Often, software development is not included in a Microsoft Dynamics Customer Engagement implementation as it’s perceived to increase the cost of managing future upgrades. We recommend custom software development in situations where data must be transferred from one system to another and where the benefits clearly outweigh the costs.

Financial and Operational Reporting

Customer Service

If you are going to be a customer-focused organization, you need to invest in the right tools for customer service. Effective customer service is a critical component in creating positive long- term customer experiences.

Manufacturing System Implementation

Sales and

Microsoft Dynamics CRM platform was released in 2011 for use on-premises running on customer provided hardware and operating system software. Microsoft Dynamics 365 Customer Engagement, released in 2016, is a cloud-based CRM solution designed to help you drive sales productivity and improve the value of your marketing efforts.

Business Processes

On-Premises to Cloud Transformation

Microsoft cloud-based Dynamics 365 Customer Engagement solution has several distinct advantages over on-premises deployment. For example, access is available from anywhere Internet service is available.

Software Development

Click Dimensions Setup
& Training

ClickDimensions is a leading MA platform designed specifically Microsoft Dynamics 365 Customer Engagement. It brings together email marketing, campaign automation, landing pages, and social media marketing to help you attract more leads and close more sales seemingly from within the CRM system.

Cloud Migration

Integration for Company-Wide Productivity

The integration of frequently used applications has proven to be key in improving productivity company-wide. Your organization will experience new competitive advantage by integrating Microsoft Dynamics 365.