Microsoft Dynamics CRM

Focus on your customers.

Provide your business with customer visibility that drives long-lasting business relationships. Understand how to best engage each client, track your relationships and increase revenue.

Grow your business profitably

Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.

Sell more by staying focused

Maximize your sales team’s performance by reducing distractions and helping them focus on the priorities.

Work smarter to win faster

Close deals faster by working efficiently, collaborating, and applying contextual insights from your sales management software.

Microsoft Dynamics CRM is now a part of Dynamics 365.

Find out the exciting, seamless way Microsoft has packaged your CRM and ERP needs into one business platform with Dynamics 365. Check it out!

What is CRM?

Customer relationship management (CRM) is the electronic visibility and maintenance of relationships, and the tracking of information, sales, and communications – all in one place. CRM systems provide a channel for categorization, organization and company-wide accessibility to data at your fingertips across all devices.

Key Functionality Components

Leads

Creation, tracking, and management through entire sales cycle

Accounts/Contacts

Relationships, participation in activities and hierarchy

Opportunities/Products

Creation, tracking, visibility, and monitoring

Activities

Calls, emails, appointments, tasks and surveys

Cases

Service Management, tracking, and visibility

Workflow

Automation of process and handoff of activity responsibility

How does a CRM system help you?

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.

Example of role center dashboard for Microsoft Dynamics CRM.

Talk to us about CRM Implementation

Why Microsoft Dynamics CRM?

A flexible solution, that’s easy to customize
Integrated to your Microsoft applications like Outlook, Office and Excel and your Dynamics ERP System
Your choice of online (SaaS) or on-premise
Online Saas (Software as a Service) model has frequent releases bringing new functionality – available on any device, anywhere
Many other add-on products available that integrate out of the box.

Learn more about what Dynamics CRM has to offer.

Talk to us

“CRM gives businesses so much flexibility in tracking customer data. The ability to customize the system to fit your needs, automate processes and integrate with many other business products makes it a very powerful tool.”

Kim Johnson, CRM Architect
“We needed a partner that could come up to speed quickly and put out a number of fires, then work with us on the bigger picture. Stoneridge has proven to be the perfect partner for us.”

- Jamie Loken, Director, Information and Communications Technology, National Joint Powers Alliance

Our CRM Partners

ClickDimensions

ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing email marketing, web intelligence, lead scoring, social discovery, web forms, surveys, landing pages, nurture marketing, subscription management, campaign tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Experlogix

Experlogix has more than a decade of experience implementing successful Configure Price Quote (CPQ) solutions in a vast array of industries. Their flexible modeling architecture adapts to virtually all products and processes, meaning implementations go smoothly and quickly.

KingswaySoft

With components that work with all applications found within Dynamics 365, the SSIS Integration Toolkit for Microsoft Dynamics 365 offers the greatest flexibility for your Microsoft Dynamics 365, CRM, AX, or NAV integration projects.

Peak Engagement

Peak Engagement provides customer and end user engagement solutions for Microsoft Dynamics customers. Peak Engagement puts a strong emphasis on providing affordable and easy to use products that simplify complex business processes.

Scribe

Give your users what they want: Everything. Help drive excellent customer engagement with Microsoft Dynamics CRM by integrating it with your enterprise’s sales, marketing, service and financial systems. By leveraging integration across your enterprise’s business applications, you can give your Sales teams the most up-to-date information about their customer possible, when and where they want it. By deeply integrating CRM with the rest of your business you can present your teams with the best solution possible, where they will have the right data at the right time in order to perform their daily tasks quickly, easily and without interruption.