SERVICES
DYNAMICS 365 & ON-PREMISE CRM
We are Dynamics 365/CRM experts and will work to bring you up to speed and maximize the technology that you've purchased! Our offerings include:
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Business requirements gathering and project plan development
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Initial setup of production and sandbox environment with business profile management and all out-of-the-box functionality
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Configuration of fields, forms, views & dashboards
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Development of custom automated workflows using processes and PowerAutomate
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Integration to external data sources including ERP, Outlook, Gsuite, Quickbooks, Marketing Automation (such as ClickDimensions), and much more
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Configuration and implementation of Dynamics for mobile
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Data migration from a previous CRM or from existing spreadsheets
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In-depth review to ensure that the capabilities of the technology are being maximized according to the business processes
POWERBI DATA VISUALIZATION & ANALYTICS
Let us help you implement or improve your dynamic reporting and use of machine learning by developing PowerBI dashboards designed to provide you with action items to reach your business goals.
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Management of connections to external sources
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Dashboard & report development using dynamic visuals
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Integration to CRM and other platforms
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Implementation of Machine Learning to provide data-driven recommendations and predictive analytics
PROCESS DEVELOPMENT & IMPROVEMENT
Do you struggle with redundancies or inefficiencies in your business processes? We will take a deep dive to identify opportunities for improvement and provide you with targeted recommendations for next steps.
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Review of existing business processes including interviews with affected roles
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Recommendations for changes based on industry best practices, aimed at improving efficiency within your organization
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Detailed documentation of process flows
TRAINING & SUPPORT
We don't believe training should be a one-time meeting, but instead ongoing development to bring your users from completing the bare minimum of what's required in the system to maximizing the use of the technology. We will develop a plan for ongoing learning including custom written documentation, videos, and interactive labs designed just for your business.
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Creation of a long term training plan to progress end users from using basic functionality to advanced use in order to maximize the technology
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Individual administrator coaching sessions
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Development of custom written and video training material (including labs) specifically tailored to your system and business processes
CONSULTATION
Do you have confidence in your ability to implement, but would like advice for your CRM growth plan? We can provide:
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A deep dive into your existing architecture, development, and technical processes
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A review of your business processes and how they integrate into your system
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Targeted recommendations on how to improve the effectiveness and efficiency of your existing system
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Advice on incorporating best practices for easy scalability
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Detailed plan for future implementation of automation and integration capabilities with an outline including resources and work required
And much more!
