Increase Your Sales Productivity through Better Customer Engagement

Our Solution: CRM for Dynamics 365, Office 365, and PowerBI

PowerObjects’ strategy for going after the goal of customer engagement is using the CRM workloads of Dynamics 365—sales, marketing, and customer service—to provide a 360 degree view of the customer. We can also help customers integrate Dynamics 365 solutions with Office 365 and PowerBI to complete the picture of back-office administration and provide an end-to-end solution. With these powerful business tools, you’ll see the following benefits:

  • Enable sales and services teams to skip repetitive tasks and focus on customer care and service.

    Dynamics 365 provides a process toolbar that streamlines tasks within a sales/business process, such as the qualification of sales leads, and the standardization of routine tasks like sales activities and service calls. It also leverages configurable dashboards and reports with customer activities, sales team activities, and service call statuses.

  • Use familiar Office tools in Dynamics 365 to easily organize and share information in real-time.

    For example, sales specialists can create leads, view customer information or open support cases in Dynamics 365 right from their inbox in Outlook, and update information using Excel.

  • Win new customers and build loyal, profitable relationships through customer data and actionable insights.

    Dynamics 365 enables you to get a full picture of your customers, including information such as buying history and preferences. Use this knowledge to help enhance engagement with customers, personalize interactions, and increase profit per transaction.

  • Get out of-the-box interactive visualizations with Power BI and dashboards with Dynamics 365 that make it easy to identify and act on opportunities.

    Dynamics 365 comes with built-in dashboards and charts to give leadership visual insights to the health of the business at a glance. PowerBI can also be integrated for further business intelligence.

  • Engage customers from anywhere, on a Windows 10, iOS, or Android device.

    If you choose to implement Office 365 in addition to Dynamics 365, users will experience a seamless integration between the two regardless of what type of device they are on. For example, users could set periodic reminders and connect with a single click using Office 365 and Dynamics 365 together.

  • Help ensure customer data is private and safe.

    Office 365 has built-in security and compliance features such as Data Loss Protection. It alerts you when sensitive information is about to be emailed. Additionally, Microsoft Cloud Services – Windows 10, Microsoft Azure and Office 365 – are independently verified for compliance with a range of standards such as ISO 27001, HIPAA, and EU Model Clauses.

Ready to Increase Your Sales Productivity through Better Customer Engagement?