CRM - Microsoft Dynamics 365

Sales

Go beyond sales force automation with the solution that allows you to better understand your customers’ needs, interact more efficiently and win more business.

Dynamics 365 Sales allows you to:

• Have full visibility of your opportunities, communications and resources and access
statistical data;

• Have information and auxiliary content on a common platform, shared by all members of
your team;

• Monitor and verify the results of your work in real time;

• Leverage social networks in the sales process by sharing information relevant
to your audience;

• Work with apps that provide information, tasks and results at any time and
wherever you are;

• Boost cross-selling and increase your sales, using data from Power BI.

Customer Service

Have your company empowered with an intelligent customer service that enhances the loyalty and loyalty of your customers and guarantees companies an effective service in direct or online sales.

Dynamics 365 Customer Service allows you to:

• Access information online and on time, through a portal;

• Ensure the crossing of multi-channel information, allowing the introduction of relevant insights into the sales process;

• Provide access to a mobile information platform, which allows them to improve and complete the sales process;

• Provide an Onsite service that automates operations, making sales a quick process;

• Use reporting and analytics tools to predict behavior, anticipate market needs and
increase sales.

Field Service

Resolve service issues before they occur, reduce operating costs, and deliver positive facility experiences through built-in information analysis.

Dynamics 365 Field Service allows you to:

• Get insights and information;

• Optimize the management of your resources and inventory;

• Increase efficiency and share relevant information to better respond to customer needs;

• Interact proactively with your customers, creating reliable and user-friendly
service experiences;

• Innovate with an adaptable platform, easy to customize, expand and interconnect with other applications and services you currently use;

• Provide modern tools such as mixed reality video calling, annotations and file sharing to get the information you need to troubleshoot.

Project Service Automation

Build trusting relationships with customers by delivering amazing design experiences. Deliver profitable projects on time and on budget.

Dynamics 365 Project Service Automation allows you to:

• Plan projects and schedule your team’s work;

• Establish opportunities through dashboards that project open opportunities and measure the percentage of profitability and viability of closing the deal;

• Deliver efficient and easy-to-use Office 365 mobile productivity tools;

• Simplify the link between vendors, project managers and resources, to respond to demand and manage the allocation of resources;

• Automate the generation, approval and distribution of invoices, allowing for a correct integration with the finance department;

• Simplify the management of estimated time and time billed in the project, integrating tasks and delivery of work/product or service in calendars provided by Dynamics 365;

• Ensure integration with the financial back-office system, to obtain a complete analysis of profitability, income and expenses between organizations, allowing a solid basis for reporting.

Marketing

Identify and promote more sales-ready leads. Link sales and marketing, automate processes and make more informed decisions to maximize marketing ROI.

Dynamics 365 Marketing allows you to:

• Interconnect all sales channels, whether email marketing, SMS, social network, events or direct sales, and streamline the creation of campaigns, segmenting customers and prospects to improve results;

• Integrate planning with the investment made in each of the channels used in
the sales strategy;

• Qualify and segment leads, enabling you to provide the right content of interest to your future customer;

• Inform your teams about the scheduling of actions, campaigns and goals, creating a solid relationship between Marketing and Sales;

• Get the reports you need to quickly assess your activity with Power BI features.