DRIVE YOUR DIGITAL TRANSFORMATION with BroadPoint’s DYnamics 365 CRM experts
Microsoft Dynamics 365 CRM is the foundation for a suite of productivity applications for your business. This innovative solution breaks down the silos between CRM, ERP and productivity to offer one system for everyone. With purpose-built applications for Sales, Customer Service, Field Service and Project Service Automation, you can empower all of your teams to do more, every day, in concert. Now, it’s truly possible to run your entire business in the Cloud.
Considering taking your on-premise CRM to the Cloud? Explore our Microsoft Dynamics 365 CRM on-premise vs. online comparison matrix.
Get Started with Dynamics 365 CRM
START WITH A PROVEN PARTNER
Since 2001, BroadPoint has helped over 600 organizations deploy Microsoft Dynamics.
We're a Microsoft certified Cloud Solution Provider and our team has the experience and skills to support you.
Get Started Quickly
Our proven methodology rapidly moves your project from Design to Done.
We have the expertise, tools and experience to handle integrations, data migration, custom workflows and sophisticated reports.
Work Smarter Together
Get started with Dynamics 365 for Sales then easily add other Microsoft Dynamics 365 apps.
They all work brilliantly on their own or together—so you can tailor a solution to your unique business needs.
We understand that ease of use and training are key to high user adoption. We can provide individual, classroom or self-paced training for your staff.
Once the solution is live, we'll support you with cloud management, help desk and other add-ons.
Experience, Trust & Proven Results
One team - Client and BroadPoint
COMMITTED TO CLIENT SUCCESS
Get started with Dynamics 365 for:
TURN RELATIONSHIPS INTO REVENUE AND INCREASE STAFF PRODUCTIVITY
Empower your salespeople with predictive analytics, digital intelligence and automated lead scoring. Both the Sales app and Office365 assist with assessing customer relationships and provide all the tools necessary to choose the next step.
Tap into the wisdom and experience of your team with shared meeting notes, events, and custom sales documents created with real-time coauthoring. Use OneNote within the Sales management software to take notes and share your work.
Help your salespeople zero in on the right leads, contacts, and opportunities as they build out your pipeline. Dynamics 365 for Sales provides social insights, up-to-date company information, and an embedded sales process—so your reps know how and when to engage.
Motivate your sales team with the perfect mix of information and collaboration. Easy-to-use dashboards help you set smart goals and monitor results. Built-in Help helps you align your team’s actions with best practices. And gamification encourages healthy competition.
OFFER WORLD-CLASS SERVICE AND EARN CUSTOMERS FOR LIFE
Consistent, omni-channel engagement
Give your agents what they need to serve your customers anytime, on any channel. Customer Service provides a unified platform that makes information available across engagements—so your agents offer the consistency and personalization your customers expect.
Customer self-service and peer-to-peer service
Make it easy for your customers to find answers on their own. With Customer Service, you can provide a self-service portal with a searchable knowledge base and an online community space where peers respond. Then, transition them seamlessly to assisted support when they need it.
Equip your agents to handle service interactions in one place on their desktop or mobile device. Unlike other help-desk software, Customer Service provides a single view into all information—from scripting to entitlements to recommendations—so agents can provide personalized service fast.
Built-in digital intelligence
Move to predictive and proactive customer service, using the data analytics in Customer Service. It provides interactive dashboards and data visualizations that help you pull insights from your metrics, making it easier to identify trends and anticipate opportunities.
MASTER THE SERVICE CALL
Provide tools to help your team schedule appointments and dispatch the right resources. Field Service includes tools for service representatives and dispatchers—plus an automated tool that schedules appointments for them—so it’s easy to fit more appointments into the day.
Give your team everything it needs to manage your inventory across locations, including warehouses, depots, and trucks. Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.
Improve your technicians’ productivity by providing native mobile applications with real-time and offline data. No matter which device they use, they have the customer information and guidance they need right there. And, administrators can manage all users and devices centrally.
Put your customers at the center of every interaction. Using the customer portal, plus interoperability with Glympse and Twilio APIs, you can give them a complete view of their cases, a live map and photo of their technician en route, and updates by text message and phone call.
INCREASE PROFITS AND PRODUCTIVITY
Make it easy for your sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.
Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction.
Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere for higher productivity.
Time & expenses
Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.
Drive your Digital transformation
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