CRM: Customer Relationship Management

Microsoft Dynamics 365

One of the 7 areas of action for digitalization is “customer orientation”. This means that as a company you can continually offer new and better services to customers. Not only should your customers remain successful, but your company will also become more attractive. This is only possible if you have a 360° customer view and put the customer at the center. The basis for this is a modern CRM system that can be easily integrated into your platform and your customer processes. Our CRM solution consists of tools from the Microsoft D365 platform (sales, marketing, customer and field service).

Microsoft D365, CRM redIT

CRM

Choose one, some or all Dynamics 365 applications. These are designed to work together, including with existing systems, to provide a comprehensive solution. With Microsoft's cloud solution, all unstructured processes can be networked with one another.

Dynamics 365 business applications enable companies to digitally transform their organization. The applications eliminate the complexity of separate customer relationship management (CRM) and enterprise resource management (ERP) systems by creating modern, modular business applications that work together on a single platform. The applications give companies the flexibility to use technology when needed to improve business outcomes.

Only those who understand the needs of their customers and know their current activities can act proactively and provide the right solutions in a timely manner. The prerequisite for this is a 360 degree customer view. Many CRM projects have failed in recent years due to the complexity of the systems, but also because of a lack of acceptance among users. With redIT's CRM we consistently pursue this 3E approach: Simplicity in the system with the Microsoft D365 applications, simplicity in operation through integration into Office/Teams, simplicity in expansion with “low-code/no-code” (PowerApps, Power Automate, Power BI).

CRM – Microsoft Dynamics 365: Apps

The following Dynamics 365 apps are based on the Microsoft Power Platform and aim to actively engage with your customers.

Dynamics 365 Sales

Allows you to build strong relationships with your customers, take action based on insights, and close sales faster. With Sales you keep track of your accounts and contacts, manage your sales from lead to order, create sales documents as well as marketing lists and campaigns - all from this model-driven app. You can even track service cases associated with specific accounts or opportunities.

Dynamics 365 Customer Service

Allows you to gain customers for life. Build great customer relationships by focusing on outstanding customer satisfaction with the Customer Service App. Customer Service offers many features and tools to help you manage the services you offer to your customers.

Dynamics 365 Field Service

Assists in providing on-site customer service. The application combines workflow automation, scheduling algorithms and mobility to enable you to successfully deploy your mobile workforce when troubleshooting customer on-site issues.

Dynamics 365 Marketing

A marketing automation application that helps convert prospects into business relationships. The application is user-friendly, works seamlessly with Dynamics 365 Sales and has built-in business intelligence. Marketing lets you create graphical email messages, share information between sales and marketing teams, and more.

CRM, D365

Questions you should answer

  • Do you have a central customer and contact database?
  • Can you access all customer interactions at the click of a button?
  • Do you know which support requests from your customers are currently open or closed?
  • Do you have an overview of which products and services your customers use?
  • Are your field service processes consistent and understandable?
  • Can your customers directly access selected data (self-service)?

Questions about CRM

For everyone who puts their customers first

The goal of “putting the customer at the center” is included in every company vision. In order to achieve this goal, a 360-degree customer view, modern customer relationship management (CRM) and an appropriate company culture are required. With our 3E approach (Simplicity in the system, simplicity in operation, simplicity in expansion) we support management and employees in implementing the goals.

Target group customer relationship management

With the 3E approach to a 360 degree customer view

Our CRM offer:

ACTUAL/TARGET analysis including framework conditions

Clarification of technical requirements 

suggested solution

Implementation of the requirements or the solution

Training of employees

CRM from redIT – system overview

CRM

Carole Renggli
CRM Solution Consultant
+41 79 831 31 16
e-mail
Book an appointment online

Gerhard Nigg

Gerhard Nigg
Head of Business Solutions
+41 79 651 07 49
e-mail

Book an appointment online

Microsoft Dynamics 365
Microsoft D365, CRM redIT

CRM

Choose one, some or all Dynamics 365 applications. These are designed to work together, including with existing systems, to provide a comprehensive solution. With Microsoft's cloud solution, all unstructured processes can be networked with one another.

Dynamics 365 business applications enable companies to digitally transform their organization. The applications eliminate the complexity of separate customer relationship management (CRM) and enterprise resource management (ERP) systems by creating modern, modular business applications that work together on a single platform. The applications give companies the flexibility to use technology when needed to improve business outcomes.

Only those who understand the needs of their customers and know their current activities can act proactively and provide the right solutions in a timely manner. The prerequisite for this is a 360 degree customer view. Many CRM projects have failed in recent years due to the complexity of the systems, but also because of a lack of acceptance among users. With redIT's CRM we consistently pursue this 3E approach: Simplicity in the system with the Microsoft D365 applications, simplicity in operation through integration into Office/Teams, simplicity in expansion with “low-code/no-code” (PowerApps, Power Automate, Power BI).

Applications

CRM – Microsoft Dynamics 365: Apps

The following Dynamics 365 apps are based on the Microsoft Power Platform and aim to actively engage with your customers.

Dynamics 365 Sales

Allows you to build strong relationships with your customers, take action based on insights, and close sales faster. With Sales you keep track of your accounts and contacts, manage your sales from lead to order, create sales documents as well as marketing lists and campaigns - all from this model-driven app. You can even track service cases associated with specific accounts or opportunities.

Dynamics 365 Customer Service

Allows you to gain customers for life. Build great customer relationships by focusing on outstanding customer satisfaction with the Customer Service App. Customer Service offers many features and tools to help you manage the services you offer to your customers.

Dynamics 365 Field Service

Assists in providing on-site customer service. The application combines workflow automation, scheduling algorithms and mobility to enable you to successfully deploy your mobile workforce when troubleshooting customer on-site issues.

Dynamics 365 Marketing

A marketing automation application that helps convert prospects into business relationships. The application is user-friendly, works seamlessly with Dynamics 365 Sales and has built-in business intelligence. Marketing lets you create graphical email messages, share information between sales and marketing teams, and more.

CRM, D365

Ask

Questions you should answer

  • Do you have a central customer and contact database?
  • Can you access all customer interactions at the click of a button?
  • Do you know which support requests from your customers are currently open or closed?
  • Do you have an overview of which products and services your customers use?
  • Are your field service processes consistent and understandable?
  • Can your customers directly access selected data (self-service)?

Questions about CRM

For who

For everyone who puts their customers first

The goal of “putting the customer at the center” is included in every company vision. In order to achieve this goal, a 360-degree customer view, modern customer relationship management (CRM) and an appropriate company culture are required. With our 3E approach (Simplicity in the system, simplicity in operation, simplicity in expansion) we support management and employees in implementing the goals.

Target group customer relationship management

Your benefits

With the 3E approach to a 360 degree customer view

Our offer

Our CRM offer:

ACTUAL/TARGET analysis including framework conditions

Clarification of technical requirements 

suggested solution

Implementation of the requirements or the solution

Training of employees

CRM from redIT – system overview

CRM
Your contact persons

Carole Renggli
CRM Solution Consultant
+41 79 831 31 16
e-mail
Book an appointment online

Gerhard Nigg

Gerhard Nigg
Head of Business Solutions
+41 79 651 07 49
e-mail

Book an appointment online

CRM from redIT – 360 degree customer view

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