Why CRM?
Empower your business with Microsoft Cloud CRM
Streamlining sales workflows
Eliminate unnecessary steps and automate repetitive tasks, so your sales team can focus more on high-value activities like engaging with leads and closing deals
Seamless integration with Office 365
A centralized platform for managing customer data, seamless communication and enhanced collaboration.
Shortening sales cycles
A streamlined workflow reduces bottlenecks, enabling your team to move leads through the sales pipeline more efficiently, ultimately resulting in quicker deal closures.
We offer
Onboarding you to Microsoft Dynamics Sales
Connect SharePoint
Connect to SharePoint so your team can upload files directly from Dynamics 365 and manage them on SharePoint.
Set up SharePoint to make it easier for your sales team to store documents related to accounts or opportunities and share out with the team.
Manage users
Add new users and assign security roles, so your team can start selling.
Add the people in your organization as users. A user will be created in Office 365 and a Sales Professional license will be assigned to them. Once the users are created, assign the right roles to them.
Import data
Upload your company data, or explore the product with sample data instead.
If you don't have past data but want to try out the app, we have that covered! The out-of-the-box-example data can help you get started.
Set up email
Connect Exchange mailboxes, so your team can send and receive emails seamlessly, directly from Dynamics 365
All you need to do is approve and enable the email addresses associated with the users
Import leads
Import leads or accounts from Excel or Exchange with ease, so your team has all the right data to start selling.
Advanced settings
You can customize items, such as theming, branding and forms.
