TCG Power CRM Sales Lite
par Technology Consulting Group
CRM for small business, Power Platform, Sales automation, Opportunity Management
This is a Microsoft PowerApps solution for Customer Relationship Management (CRM), for streamlining customer management of their accounts, customers, activities, and their opportunities. Key features include integration with third-party marketing solutions and case management for customer consultation and support.
TCG Power CRM Sales Lite is a fast, affordable CRM solution built on Microsoft Dynamics 365 and Power Platform. It helps small and mid-sized businesses manage opportunities, track sales, and improve customer relationships with seamless integration into Outlook, Teams, SharePoint, and Power Automate. Easy to deploy and customize, it streamlines operations, enhances visibility, and supports growth — all within the trusted Microsoft ecosystem.
Top use cases are Opportunity Management: (track prospects, manage sales pipelines, and convert leads into customers with structured workflows), Customer and Account Management (maintain organized records of customer interactions, preferences, and history for better relationship building), Sales Activity Tracking (monitor tasks, meetings, and communications to ensure timely follow-ups and improved conversion rates), Case Management (handle customer service issues efficiently with built-in support tracking and resolution tools) and Reporting and Forecasting (generate accurate sales reports and forecasts to support strategic decision-making). The type of users that could benefit from this solution are sales representatives, sales managers, customer service agents, executives and business owners, and more. Some pain points that this CRM solution addresses are disorganized customer data, lack of sales process visibility, missed follow-up and lost deals, poor collaboration between sales agents and sales managers, and inaccurate forecasting and reporting.
Free tier1 support (first line support) for the first ninety days of a paid subscription, with at least 20 user licenses.
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