Microsoft Dynamics CRM
Focus on Your Customers
Dynamics 365 Meets all your CRM and ERP needs in One Platform
CRM tools centralize customer information, automate marketing interactions, provide business intelligence, and facilitate communications for increased productivity. A CRM product tracks sales opportunities, analyzes data, and allows you access to the information you need to deliver the best results for your customers.
Customer relationship management solutions make the client-related functions of business streamlined and more manageable. Juggling marketing campaigns, data analysis, meetings, customer service, and more is a tall order. Microsoft Dynamics CRM unites these functions into one solution.
- A flexible solution, that’s easy to customize
- Integrated to your Microsoft applications like Outlook, Office and Excel and your
- Dynamics ERP System
- Frequent releases bring new functionality – available on any device, anywhere
- Many other add-on products available that integrate out of the box.
Focus on your customers
Grow your business profitably
Sell more by staying focused
Work smarter to win faster
How Does a CRM System Help You?
Marketing
Generate more leads and drive more revenue for your business. Manage your digital marketing efforts with a single view of your prospects. You will have the ability to target the right audience through segmentation, deploy nurture campaigns, and insights into your marketing ROI.
Sales
Close more business by selling smarter. Utilize the Sales Navigator integration to gain insights about your prospects and for warm introductions. Strategize and prioritize on the deals in your pipeline. Efficiently manage your pipeline and see increased response rates and win rates. Automate routine tasks and processes so that salespeople can focus on selling.
Customer Service
Everyone in your organization has a 360 degree view of your customers so that you are delivering excellent service during every interaction. Enable your customer service team to be effective and efficient. Insights provides context and the ability to proactively solve issues. Take advantage of the ability to send out surveys and track NPS.
Field Service
Efficiently manage and schedule your resources including optimized routes and assignments and enable techs to update and access data from mobile devices.
Talent
Integrates with Customer Engagement and Dynamics 365 Finance and Supply Chain to manage HR processes. Use the Attract feature to manage candidates, the interview process and an integration to LinkedIn Recruiter. Use Onboard functionality to improve the new hire experience from day 1 and help new team members ramp up quickly and efficiently. Use Core HR to centralize employee data and simplify processes around career paths, retention planning, performance and feedback.
Power Platform
Provide tailored and specific interfaces based on the user’s role by deploying Power Apps. Automate routine tasks using Power Automate (Flow) and RPA (Robotic Process Automation). Gain actionable insights from your data from all systems by using Insights and Power BI.
Dynamics 365 for Customer Engagement (CRM)
Learn More About What Dynamics CRM Has to Offer
Dynamics 365 CRM Unified Interface
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About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.