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.

Professional Services Blueprint is suitable for the following industries: Engineering, Architecture, Health, Wellness, Management Consulting, Legal, Financial Services such as Insurance or Tax Firms.

Professional Services Blueprint offers you:

1. Configured for Professional Services - This solution is configured to support a 360-degree view of your business.

2. Team enablement - This solution provides your team members with a common platform for sharing information.

3. A platform for the future -Think of the blueprint as laying the foundation for the future, with options that you can add over time including Project Management, Marketing, Artificial Intelligence, Telephony and ERP.

Professional Services Blueprint features include:

Core Features:

360-degree view of the customer
Customer Service
House Holding
Project Oversight
Reporting & Analytics
Demographic and Segmentation
Cloud Telephony
Training

Advanced features include:

Marketing Communications
Event Management
Project Management
LinkedIn Integration
Account Management
Web Chat
Virtual Chat Agent
Booking portal
Customer Self Service Portal
Customer Segment Modeling
ERP

Professional Services Blueprint

de CRM Dynamics Limited