Dynamics 365 Customer Relationship Management

Transform customer experience and cultivate enduring relationships with Microsoft Dynamics 365 CRM.

In today's rapidly evolving business landscape, redefining customer relationships through technology disruption is a crucial part of any successful transformation journey.
Service Offers

Microsoft Dynamics 365 CRM serves as a versatile solution that orchestrates every essential element of the customer's journey, enabling a seamless progression from initial acquisition to long-term loyalty.

With VTS as your trusted partner, organizations can fully harness the limitless potential of Dynamics 365 Customer Relationship Management, effectively engaging customers and cultivating lasting connections that stand the test of time.

OFFERINGS

Marketing

Multi-channel campaign management: Seamlessly execute campaigns across online and offline channels.

Social media marketing intelligence: Leverage insights from social media to enhance marketing strategies.

Lead nurturing: Generate and nurture leads through a streamlined process.

Sales and marketing alignment: Prioritize leads with automated hand-off and track their progress through connected processes.

Intelligent marketing decisions: Leverage embedded intelligence to make informed and strategic marketing decisions.

Modern, agile, and adaptable platform: Utilize a flexible and innovative marketing approach on a modern platform.

Integrated event management, reporting, and surveys: Streamline event management, reporting, and survey activities with seamless integration.

Sales

Microsoft Dynamics CRM Sales: Leverage the comprehensive 360-degree solution that encompasses invoicing, selling, and administration.

Enhanced selling with embedded insights: Enable smarter selling by leveraging embedded insights within the CRM system.

Authentic and personal engagement: Empower sellers to build strong and genuine relationships through personalized engagement.

AI-driven insights: Gain additional insights powered by artificial intelligence to drive sales growth.

Performance monitoring through reports and dashboards: Track performance and gain valuable insights through detailed reports and intuitive dashboards.

Cost control predictions: Utilize predictive analytics to make accurate cost projections and effectively manage projects.

Integration with LinkedIn and Power BI: Seamlessly integrate with LinkedIn and Power BI for enhanced sales and networking capabilities.

Customer Service

Deliver value at every touchpoint and personalize interactions with Microsoft Dynamics 365 for Customer Service.

Connect with customers through their preferred channels, such as chat, SMS, email, phone, or Messenger.

Create a seamless service experience with a threaded view of the customer journey, ensuring consistent and unified interactions even if cases are transferred between agents and channels.

Design a comprehensive customer service solution that enhances conversions and fosters customer loyalty.

Optimize agent performance and improve customer engagement by analysing operations and agent communications with Dynamics 365 Customer Service Insights, sentiment intelligence, and supervisor experiences.

Gather valuable insights from user feedback through surveys and effectively implement customer suggestions after each service interaction by integrating consumer data with survey insights.

Field Service

Efficiently plan and allocate resources, either manually or automatically, based on work requirements.

Match work requirements with the skill sets of available field technicians to ensure the right technician is assigned to each task.

Manage frequent service appointments with flexible billing options to streamline the billing process.

Proactively engage leads throughout the entire customer journey, from initial contact to contract, to secure more service contracts.

Effectively track inventory details for various transactions, including return material authorizations, stock adjustments, and stock transfers.

Provide your field service team with unlimited access to customer and case history to enhance service quality.

Enable a mobile workforce by offering a comprehensive calendar of work order details that can be easily managed and updated.

Connect work orders to customer and case history, service contracts, product configuration installations, parts information, and pricing for a holistic view of each job.

Share real-time updates on field technicians' positions, including arrival times, photos, and vehicle details, with customers.

Keep customers informed throughout the process with automated text messages and phone calls.

Automatically capture and share customer feedback for follow-up actions when necessary.

Project Service Automation

Create new project records efficiently using reusable Project Templates that include required roles and estimated work schedules.

Collaborate on project tasks, identify resource requirements, and establish timeframes for completion.

Match available resources with project tasks and find suitable support to ensure successful project execution.

Automatically build project teams based on the defined resource structure within a project.

Accurately track and record time and expenses for each project, enabling precise billing and proper credit for completed work.

Configure billing frequencies for invoicing periods, whether monthly, weekly, or on specific days.

Invoice project work using billing milestones that divide the total costs into fixed instalments.

Access real-time updates on each project through built-in Microsoft Dynamics dashboards and reports.

Gain a consolidated view of costs, gross margin, and role utilization for effective project management and decision-making.

WHY VTS

VTS has demonstrated its exceptional proficiency in delivering cutting-edge Customer Relationship Management (CRM) Solutions on the Microsoft Dynamics 365 platform, revolutionizing the way businesses interact with their customers.

Our team consists of highly skilled Dynamics 365 resources, industry enthusiasts, and technology experts who have successfully assisted global customers in transforming their CRM with Dynamics 365.

Our approach involves thoroughly understanding the unique requirements of each customer's business, aligning with their values, and devising a comprehensive plan that is tailored and customizable for the digitalization of their CRM processes. To maximize the value of our customers' investments in Dynamics 365, our dedicated Dynamics 365 CoE diligently works on developing PoCs, solution accelerators, templates, and other resources. These offerings enable our customers to unlock the full potential of Dynamics 365 and derive optimum value from their CRM investments.

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