Managing Customers Efficiently: 1-Hr Assessment

This offer is valid for professionals in the field of Insurance, Finance, wealth management, accountants, lawyers, tax consultants, accounting companies and other small teams. Meet today’s challenges by bringing your customers and business together with the next generation of applications. Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights. We bring 16+ years of technology industry experience to the process.

True Cloud will empower personalize customer interactions across channels, speedy resolutions with automated workflows which will help you earn customers for life. Build brand affinity and customer loyalty with Dynamics 365 Customer Service. Deliver the tailored service customers expect across channels with AI-enabled experiences and insights to proactively resolve problems and ensure peace of mind.

Dynamics 365 CRM solution delivers value at every touchpoint and personalize every interaction. It helps you to better anticipate customer needs by using Dynamics 365 Customer Insights for a 360-degree view of each customer’s journey. Interact with customers on their preferred channel—including chat, SMS, Facebook Messenger, WhatsApp, WeChat, Line, and more—using Customer Service omnichannel capabilities.

Agenda for the discussion

1. Understanding your current business processes
2. Identification of current pain areas in your day-to-day process
3. Analysis of goals and objectives of your organization
4. Demonstrate key functionalities of Dynamics 365 CRM
5. Showcase Dynamics 365 CRM

Deliverables

1. Recommendation whether Dynamics 365 CRM is right for your business
2. Suggesting which modules/features are right for your business
3. Overall fit-gap analysis
4. Estimate Plan for Dynamics 365 CRM (Extend development if required)