CRM - MS Dynamics
Specialists in CRM for Flexible Workspaces
CRM stands for Customer Relationship Management and is a data driven software solution that improve, track and monitor how your business interacts with it potential and existing customers. Designed to track sales leads, convert to opportunities, market to prospective and existing customers, manage and track customer service levels and deliver actionable data.
Microsoft Dynamics has a suite of services that encompass sales, service and marketing. In one place, customers are able to effectively manage their relationships with prospects, clients and ex-clients. This in turn, enables staff to use intelligent processes to drive business results.
How we can help
Opstech How we can help:
We have developed a sales workflow for flexible workspace management that can be customised and tailored to your business. Our out of the box solution includes Sales Flow Process for Leads and Opportunities, Dashboards, Reports, Customer Service Case management, a Leadadi and Companies plug in as well as other system integrations.
We have customised Dynamics to create fields forms and views relevant to flexible workspaces. Within these elements there are still some options for your own customisations, such as auto assigning leads by location, accepting and rejecting leads with brokers. Once we understand your business processes, we can develop further workflows and customisation for you.
Sales Management Processes | Opportunity Pipeline Stages | Accept & Reject enquiries | Manage duplicates and overturns | Template email responses | Dashboards | Reporting
Email to Case creation | Track customer requests and issues | Auto assign to teams and individuals | Escalation process by type | Dashboards | Reporting
LeadDADI plugin | Website Integration | Companies House plug in | Power BI Reporting