Professional Services Blueprint is part of the Dynamics Blueprint series from CRM Dynamics powered by Microsoft Dynamics 365.
In today’s digital age, building a trusted relationship and maintaining a solid reputation on project delivery, while exceeding customer expectations is the new standard. You engage in a highly personalized experience with your customers and the Professional Services Blueprint will allow you to better manage your sales pipeline, manage customer relationships and have better oversight of your projects.
Provide insights into your customer data that includes 360-degree views on your customer’s journey including lead generation, opportunity management, proposals, and implementation services.
Connect to your customers and work from anywhere with an internet connection.
Group a series of contacts under one household: show information related to the household such as past sales and projects.
Project oversight capabilities including key project attributes, team activities and document management. Projects can include those with set start and end dates in addition to ongoing service contracts.
The solution includes robust queries, charts, dashboards, and Excel reporting integration. It optionally works with PowerBI to provide best of class analytics.
Provides you with the opportunity to segment your customer base to allow for business planning and targeted messaging.
Optional: Extend CRM to include VoIP telephony, Chat and Chat Bot functionality.
The solution includes training assistance on solution functionality. It also includes a Gap process and core platform how-to documentation.
Our solution has a proven track-record of helping Professional Services firm meet their goals.
Give us a call today to see how Professional Services Blueprint can benefit you.
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UNITED STATES Office
GC Investments LLC
30 4th Avenue, office 204 (33009)
Hallandale Beach, FL, USA
Global Comarca S.R.L.
Av. Cabildo 2847, Oficina 1309 (1428)
Ciudad Autónoma de BuenosAires,
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