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.

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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.

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Grow your business profitably

Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.
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Sell more by staying focused

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

Work smarter to win faster

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

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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.

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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.

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Field Service

Efficiently manage and schedule your resources including optimized routes and assignments and enable techs to update and access data from mobile devices.

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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.

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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.

“Blown Away”

“I have worked with many consultants with ERP application in my past work lives and I have been blown away with what Stoneridge provides in skill, knowledge, and professionalism.”
Todd Maki, Director of Strategic Planning, GPM Inc.

“Always a Delight to Work With”

“Stoneridge Software has always been a delight to work with. They have always helped to steer our implementations towards best practice.”
Abby Wolverton, IT Manager, DecoPac, Inc.

“High Levels of Service”

“As a long-term client of Stoneridge Software I have always been impressed at the high levels of service provided by their team. Consultants and management are people of high integrity, skills and work ethic. They thrive in providing value, are humble and easy to work with and extremely committed to making sure we are successful.”
Sally Prinsen, Director of IT, Landscape Structures, Inc.

Dynamics 365 for Customer Engagement (CRM)

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