Dynamics 365 CRM
All information about Microsoft Dynamics 365 for Customer Engagement
What counts is having a 360° view of your customers, so you can improve the quality and efficiency of your ties with them. Every single member of your staff can take part in the customer acquisition process: In the customer services or sales offices, marketing and also service technicians’ departments (field service). Relationship management allows you to maintain the overview over activities and provides you, thanks to state-of-the-art reporting, with the necessary basis for decison-making at all times. This is the basis for raising productivity, simultaneously lowering costs.
By concentrating on all customer processes, CRM strategies will, in future, include not only sales and marketing, but also customer service, field service, project service automation and much more.
Is “CRM” (Customer Relationship Management) a tool focussing mainly on field services? Yes, but not just for that! Ambit knows that it means a whole lot more. It involves all customer relations and participating stakeholders. This concept includes all conceivable communication channels and the processes linked to them.
A competitive market environment, complex evaluation processes, global economic factors and dynamic relationship networks render customer acquisition a multi-dimensional challenge. Facing up to this challenge requires a targeted pooling of employee talents with intelligent customer acquisition and customer loyalty instruments. Analytical 360° visuals help to guide the right instruments to the right talents. This all-round view results in a vision focussed on success, far-sighted marketing concepts and, ultimately, a CRM solution that’s perfect for you.
Full-service CRM consultancy and CRM implementation are Ambit Group’s established strengths. We will assist you in a variety of areas, including structuring your sales processes, making your marketing campaigns controllable and increasing the efficiency of your service processes. The goal: More profit thanks to satisfied customers.
Ambit Group is a “Microsoft Certified Trainer”, authorised to hold official Microsoft training sessions.
Microsoft Dynamics 365 for Sales supports your sales activities with precise information, insight, instructions and tools to promote customer service of a more individual nature that is profitable in the long term.
ClickDimensions is a powerful solution natively built inside Microsoft Dynamics 365. That means there are no integration costs and no hassles synchronizing data between systems – just a complete picture of leads and customers for greater marketing, sales and customer experience success.
Establish a joint perspective for sales and marketing, ensuring steady implementation rates in all channels and at all touchpoints – with centralised data in Dynamics 365.
Social selling – acquire new customers in targeted ways using direct links from CRM and social media!
Engaging with customers is crucial to good customer service. We help companies to raise levels of brand and customer loyalty, with the aid of seamless customer experiences.
Field service functions empower companies to improve customer satisfaction, solve problems fast and enhance the productivity of resource deployment.
Project service automation functions – such as sales, planning, resource management, implementation and invoicing – can be utilised by teams working on specific projects to provide on-schedule services within budget, as well as personal customer experiences.
Wealth Relationship Management (WRM) is the new industry standard for asset managers. WRM covers the needs in the area of data management of client data and enables a 360-degree view of client and asset data.
Since 2013, Swiss asset managers have been facing stricter regulations, increasing the need for professional infrastructure. In order to fulfil FINMA stipulations, in the medium and long-term, asset managers will have to cease using a customised approach.
Together with vwd PortfolioNet Service AG, Ambit Group has the right answer – the integrated standard solution “Wealth Relationship Management” (WRM).
Microsoft Dynamics 365 is used as a basis for WRM, enabling standard integration into the existing Microsoft environment (Office, Outlook). WRM features defined interfaces to “PortfolioNet”, but can be operated separately or combined with other portfolio management systems.
CRM for asset managers provides support in:
Only rarely do one bandage resemble another. For this reason, we offer you a comprehensive basic product, which you can extend as you wish.
With Verband360 you get a 360 degree view of the memberships in your association.
With Verband360 you get a 360 degree view of the memberships in your association. Quickly and easily you will receive information on: