Microsoft Dynamics 365 Customer Engagement
Bring your customers and business together
Deliver unique experiences
to your customers
Enable your business to generate potential sales opportunities,
nurture leads, close deals, and build strong customer relations
Streamline business processes
Personalized approach to each client
Get really valuable insights about your customers at every stage of the pipeline. Insight into customer buying behaviours help your teams provide the right message at the right time via the right channel.
Loyalty leading to profit
The better you understand the client, the more he trusts you and the longer he stays with you. Microsoft Dynamics 365 Customer Engagement helps you to centralises data so your teams can gain a complete view of customers.
Top-notch team productivity
When marketing, sales, and support work as one, your business is destined for success. Microsoft Dynamics 365 Customer Engagement boosts productivity by bringing everything your teams need into a single workspace
Provide a great customer experience across all business units
Improve sales performanceMicrosoft Dynamics 365 Sales helps you to achieve more by defining goals, monitoring results, and providing real-time feedback and guidance. You can define objectives, monitor results, examine deviations from the plan, and alter the strategy by setting quotas and using analytical dashboards.
Increase your profitWith Microsoft Dynamics 365 Sales, you can streamline sales tasks through an integrated sales process based on best practices. Furthermore, you can simplify sales tasks with Office 365 features, where salespeople can use Excel and Outlook, without switching between applications. Get full mobility for your business: sell anytime, anywhere – even when you are offline.
Forecast potential deals
Microsoft Dynamics 365 Sales allows you to increase the conversion rate by finding and prioritizing the leads where the probability of purchase, according to the predictive data, is highest. You can prioritize customers with the help of artificial intelligence (AI) as well as machine learning from Office 365 and Dynamics 365, which shows health, risk, and the next optimal step for the relationship.
Get to know your customers better
With Microsoft Dynamics 365 Sales you can identify buyers and connect with them by using the benefits of the LinkedIn network. Build trust through your knowledge of specific customer needs and manage many relationships without problems using consistent data and processes.
Build long-term personalized customer relationshipsThe solution allows your marketing department to find and attract more new potential customers through an omnichannel approach to interacting with the market. Seamless integration with digital telephony processes, chat bots, social networks, various product and customer portals, corporate websites – allows you to easily qualify potential customers, build seamless communication with them, anticipate their expectations, and significantly increase the conversion rate of potential customers to real customers.
Receive information in real timeWith built-in, consolidated sales and marketing analytics, the system allows you to make decisions based on real-time data. Analytical reports for analyzing the effectiveness of marketing activities, concise, intuitive, and visual dashboards that track your marketing department’s actions, performance and results allow the company top managers to make considered, reasoned, data-driven management decisions.
Adapt your business to new realities
A flexible, innovative modern platform allows you to easily customize and expand the geography of sales, connect new employees, new teams, new offices, and countries to work in the system, add any marketing channels, if necessary, integrate the solution with other systems, easily create and deploy mobile and web applications anywhere in the world.
Significantly increase your conversion rate
The coordinated marketing and sales department work ensures the smooth exchange of information and data, helps to identify the most potentially promising channels and tools for communication with the market. This leads to a higher conversion rate, allows you to create an effective sales funnel, highlight the hottest leads among all, and first, work with them, keeping the rest of potential customers in a state of active expectation.
Get a 360* view of your customers
All customer service department communications will be transparent and organizationally concurrent with the sales and marketing departments.
Manage assets and equipment effectively
By connecting Dynamics 365 Field Service to your corporate ERP system, you can synchronize all financial and production data, get the ability to effectively track and manage assets, including warranty service, service, and technical support. Your specialists will be able to perform asset audits on time, will see the entire history of communications with the client, will have access to the entire history of requests, all costs associated with this client, and will be able to easily calculate the final cost of support for each asset of each client.
Diversify customer interactions
Portals dedicated to working with clients provide 24/7 communication. They allow clients to be more independent, make the work with the service department more modern and convenient. Using the portal, your customers will be able to independently monitor the service agreements accomplishment, will have access to answers to a number of questions related to the assets’ operation and maintenance, will be able to form a service request and track the status of its completion.
Use data base for a better decision-making
The system collects and stores all the information that allows your service department to do its job efficiently, namely: product manuals, technical support documentation, training videos on the maintenance of certain assets, a number of internal documents related to safety regulations, etc. The knowledge base can be accessed by both support representatives and field technicians.
Manage service orders
Dynamics 365 Field Service allows one-click creation of service orders received from a wide variety of communication channels: email, CRM systems, customer portals, social networks, etc. When forming an application, a specialist of the service department can easily and quickly track the compliance of the application with the SLA (Service Level Agreement), issue an invoice, check the components necessary to complete the ordered work availability in the warehouse, in real time receive feedback from a team of specialists who will perform this task: do they have all the resources to provide high quality services in the field.
Streamline your resources planning
The solution allows you to automatically plan the work of field specialists, considering skills, location, workload, etc. Convenient and visual planning panel with the ability to “drag and drop” and sort the received requests, taking into account their level of importance, right on the interactive map, makes it possible to visually track each field employee’s loading within the framework of a single workflow, and allows you to send the appropriate specialist to the location of the client’s asset on time. At the same time, the system will automatically develop and propose the optimal route, plan in advance the time allotted for the task, etc.
Purchase the necessary inventory and spare parts on time
The service team receives in real time all information about the spare parts that are in stock, and, if necessary, can easily and timely order the necessary parts directly from Dynamics 365, linking the purchase request to the customer service agreement.
Work from anywhere and anytime
All data in Dynamics 365 Field Service is deployed and stored in the cloud. The system can be accessed from anywhere in the world from any device that supports Android, iOS, and Windows.
Make strong decisions on real-time data
Built-in business intelligence provides basic review and monitoring of customer assets, including average work time and / or productivity, down to the final details. Allows you to track and analyze your customer service department key performance indicators in real time and enables you to make decisions based on real data.
Build personalized and long-term relationships with each client
The solution provides an omnichannel approach to customer service, thanks to seamless integration with digital telephony processes, chat bots, social networks, various client portals, and corporate websites. Allows you to easily communicate with customers by providing support services through the channels that customers most demanded.
Improve service level and responsiveness to requests
A unified, intuitive and flexible customer data platform (CDP) allows each employee to see the entire history of customer relationships, including information about needs and habits. Based on this data, the system automatically suggests possible scenarios for interacting with him.
All company specialists, including specialists of the first line of support, can quickly and competently respond to customer requests, thanks to automated access to a database of predictable and recurring customer requests.
Reduce the load on your support teamThe use of self-service portals allows you to bring communication with customers to a new, modern level, in which customers can independently find answers to their questions 24/7, use the knowledge base, search function, and, if necessary, use the portal as a platform for communicating with other customers, consultants and experts.
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For over 20 years, Innoware has been transforming enterprises around the globe, optimizing business processes, implementing and supporting ERP and CRM systems for business process management, AZURE cloud solutions, Microsoft 365 for business, and Microsoft Dynamics 365.
Thanks to our unique project methodology we know exactly how to manage complex projects while ensuring high-quality implementation services are delivered to all clients.
Innoware has fulfilled more than 400 ERP projects in the manufacturing, distribution, and retail business. Our implementation management methodology is a key to achieving defined business value depending on business size, operational processes, and business niche.