BDO Digital_color-1

 

Microsoft Dynamics 365
CRM Quickstart

Meet today’s challenges by bringing your customers and business
together with the next generation of CRM and ERP applications.

Is your current CRM system working for you?

BDO Digital's Microsoft Dynamics 365 Quickstart is designed to help gauge your current CRM tools and processes to help you develop a plan to better enable your customer acquisition and retention strategy. Funding may be available for qualified organizations.

BDO Digital will review your environment and current investments and provide you with options to evaluate the modern tools in the marketplace to put you on the path to improved customer relationships. We'll also help you identify use cases where Microsoft Dynamics 365 can help improve your organizations ability to enhance new and existing customer relationships.

Microsoft Dynamics 365 Use Cases:

  • CUSTOMER EXPERIENCE ENHANCEMENT - Build and strengthen relationships leading to increased revenue
  • MARKETING - Develop and manage campaigns, leads and engagement
  • SALES - Manage accounts, opportunities, pipeline analytics and process integration
  • SERVICE - Improve efficiency with case (ticket) management, SLA management, service scheduling and knowledge base
FREE Consultation

 

STEPS

 

Consultation

Consultation

Meet with key stakeholders to review current CRM tools and processes, identify business goals and challenges

plan-1

Plan

Define success criteria for proof-of-concept and align right-fit tools and enablement plan to your specific needs

report-1

Report

Deliver customized Microsoft Dynamics 365 Report and Proof-of-Concept and suggested next steps

 

BDO Digital will consult with you to review your current environment and performance details. We will provide you with a customized Microsoft Dynamics 365 Quickstart Assessment and Proof-of-Concept report and recommend targeted next steps.

Adopting the right CRM tools and strategy will empower your team to strengthen prospect relationships, enhance customer loyalty, and increase revenue.

Funding may be available for qualified organizations.

To learn more, contact BDO Digital and a member of our team will connect with you. 

Questions? Get In Touch