CRM: Customer Relationship Management

Microsoft Dynamics 365

One of the 7 fields of action of digitalization is “customer orientation”. This involves being able to continuously offer new and better services to customers as a company. Nicht nur Ihre Kunden sollen erfolgreich bleiben, sondern auch Ihr Unternehmen wird dadurch attraktiver. 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, even with existing systems, to provide a comprehensive solution. With the cloud solution from Microsoft, all unstructured processes can be networked.

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 deploy technologies when they are needed to improve business outcomes.

Only those who understand their customers’ needs and know the 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 follow the 3E approach: Simplicity in the system with the Microsoft D365 applications, simplicity in operation through integration in Office/Teams, simplicity in the extension 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

Enables 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, maintain your sales from lead to order, create sales documents and 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

Enables you to attract customers for life. Build great customer relationships by focusing on excellent customer satisfaction with the Customer Service App. Customer Service offers many features and tools to help you manage the services you provide to your customers.

Dynamics 365 Field Service

Assists you in providing on-site services to customers. The application combines workflow automation, scheduling algorithms, and mobility to help you successfully deploy your mobile workforce as they troubleshoot issues at the customer site.

Dynamics 365 Marketing

A marketing automation application that helps convert prospects into business. A marketing automation application that helps convert prospects into business. With Marketing, you can 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 retrieve all customer interactions at the push 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 traceable?
  • Can your customers access selected data directly (self-service)?

Questions around CRM

For all those who have their customers at the center

The goal of “putting the customer at the center” is included in every corporate vision. To achieve this goal, a 360-degree customer view, modern customer relationship management (CRM) and a corresponding corporate culture are needed. With our 3E approach (simplicity in the system, simplicity in operation, simplicity in expansion), we support management and employees in achieving the goals.

Target group Customer Relationship Management

With the 3E approach to a 360-degree customer view

Our CRM offering:

ACTUAL-/TARGET analysis incl Framework

Clarification of technical requirements

Vorgeschlagene Lösung

Implementation of the requirements or the solution

Training of the employees

CRM by redIT – System Overview

CRM

Carole Renggli
CRM Solution Consultant
+41 79 831 31 16
E-Mail
Termin online buchen

Gerhard Nigg

Gerhard Nigg
Leiter Business Solutions
+41 79 651 07 49
E-Mail

Termin online buchen

Microsoft Dynamics 365
Microsoft D365, CRM redIT

CRM

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

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 deploy technologies when they are needed to improve business outcomes.

Only those who understand their customers’ needs and know the 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 follow the 3E approach: Simplicity in the system with the Microsoft D365 applications, simplicity in operation through integration in Office/Teams, simplicity in the extension with “Low-Code/No-Code” (PowerApps, Power Automate, Power BI).

Areas of application

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

Enables 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, maintain your sales from lead to order, create sales documents and 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

Enables you to attract customers for life. Build great customer relationships by focusing on excellent customer satisfaction with the Customer Service App. Customer Service offers many features and tools to help you manage the services you provide to your customers.

Dynamics 365 Field Service

Assists you in providing on-site services to customers. The application combines workflow automation, scheduling algorithms, and mobility to help you successfully deploy your mobile workforce as they troubleshoot issues at the customer site.

Dynamics 365 Marketing

A marketing automation application that helps convert prospects into business. A marketing automation application that helps convert prospects into business. With Marketing, you can create graphical email messages, share information between sales and marketing teams, and more.

CRM, D365

Questions

Questions you should answer

  • Do you have a central customer and contact database?
  • Can you retrieve all customer interactions at the push 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 traceable?
  • Can your customers access selected data directly (self-service)?

Questions around CRM

For whom

For all those who have their customers at the center

The goal of “putting the customer at the center” is included in every corporate vision. To achieve this goal, a 360-degree customer view, modern customer relationship management (CRM) and a corresponding corporate culture are needed. With our 3E approach (simplicity in the system, simplicity in operation, simplicity in expansion), we support management and employees in achieving the goals.

Target group Customer Relationship Management

Your benefit

With the 3E approach to a 360-degree customer view

Our offer

Our CRM offering:

ACTUAL-/TARGET analysis incl Framework

Clarification of technical requirements

Vorgeschlagene Lösung

Implementation of the requirements or the solution

Training of the employees

CRM by redIT – System Overview

CRM
Your contact persons

Carole Renggli
CRM Solution Consultant
+41 79 831 31 16
E-Mail
Termin online buchen

Gerhard Nigg

Gerhard Nigg
Leiter Business Solutions
+41 79 651 07 49
E-Mail

Termin online buchen

CRM from redIT – 360 degree customer view

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