Why Dynamics?

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Microsoft Dynamics

Microsoft Dynamics CRM is a fully integrated Customer Relationship Management (CRM) system. Dynamics CRM gives you the capability to easily create and maintain a 360 degree view of the customer relationship. Dynamics CRM provides a rich set of tools to manage your company's Sales, Marketing, Customer Service, and the ability to integrate with other Partner Integration Systems, seamless integration with SharePoint, Office UI Look & Feel, Outlook. Dynamics CRM delivers a fast, flexible, and easy to implement affordable solution.

Dynamics CRM 2013 OnPrem / Online

Microsoft Dynamics CRM enables you to

Improve sales planning, sales pipeline, forecast management and many other powerful sales force automation tools.

Project Delivery

Sales Force Automation (SFA)

  • Capture & track from lead to Opportunities into CRM System.

  • Automatically associate activities with corresponding leads/opportunities.

  • Automate lead, opportunity business process to qualify the leads based on conversions.

  • Ability to import the leads from external systems, segment data to generate leads from marketing campaigns.

Technical Consulting

Automate Opportunity Management

  • Track and view opportunities by Customers.

  • Track and position against competitors in the market.

  • Create Invoices, Orders to track the actual revenue.

  • Establish consistent sales processes across the organization wide.

  • Create forecast and predict the sales. ​


Streamline Account Management

  • Know your customer, customer base, and how important or critical to your business.

  • Track all email and customer interactions for each account.

  • Quickly identify your customer and identify the opportunity.

  • Define parent-child relationships based on the organization hierarchy

Data Migration

Top Sales Features from Dynamics CRM 2013/2016

  • Enables to set up Territories and team for optimal organizational Efficiency model.

  • Uses strong user, group, team and business unit based permissions for easy information distribution.

  • Capture and track all lead details right from your Outlook client.

  • Automatically associate e-mail messages with relevant leads and opportunities using Activities.

  • Assign leads and tasks using business workflow process.

  • Easily segment data to generate leads from your customer base.

  • Create and monitor customized offers and pricing for each opportunity.

  • Better track and position against competitors.

  • Promote Office Outlook contacts to CRM with a single mouse click.

  • Reduce wasted cycles with robust data-cleansing features.

  • Track revenue goals by dates, fiscal periods or other predefined criteria using powerful Dashboard features.

Data Migration

Customer Service

  • Improve Account, Contract & Agreement handling experience.

  • Boost agent productivity with rich user interfaces.

  • Improve support resolution time with access to customer account, contract and agreements.

  • Create, manage and resolve cases by phone, email, web, & fax.

  • Give agents reports, views, dashboard of the overall current status of each service ticket.

  • Create queues, tier model to manage the support queues.

  • Identify and address issues and refine the Service KPIs and business process.

What Next?

Microsoft Dynamics CRM 2016 online is offered as S+S over the Cloud. Microsoft will take care the IT hosting and Adisys consultants can help you design your Sales process and can provide a lot of valuable services. As mentioned earlier, Dynamics CRM 2016 Online is available as a service over the Cloud. This solution can be purchased on the web using their simple licensing per-seat model.

Adisys Team (sales@adisys.com) can help you to get a business quote to enables Sales Automation for your Business Model.

As part of our service, we will work closely with you to understand your business processes. Our Business Analyst team will map the manual or existing processes to CRM and our engineering team will enable CRM Sales force automation for your business. From day one you will enjoy the CRM Sales Automation benefits.

The good news is that we are not developing solutions from scratch. We will leverage the reusable product offering features and Adisys reusable tools to speed up the development process and reduce the overall development cost to your company.

We hope this article will help you to choose Adisys & Microsoft Dynamics CRM 2016 Online as your Sales Force Automation Product!