SharePoint
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. Not only should your customers remain successful, but it will also make your company 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).
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).
The following Dynamics 365 apps are based on the Microsoft Power Platform and aim to actively engage with your customers.
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.
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.
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.
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.
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.
Simplicity in the system
Our CRM is based on the Microsoft Dynamics 365 ecosystem (D365 applications, Dataverse, Power Platform) and offers all the advantages of a cloud solution, such as simple management, comprehensive security concept, regular update or cost-effective operation. The 100% integration with M365 is another important factor that offers many possibilities.
Simplicity in operation
With our CRM solution, employees have all the customer data they need for customer interaction at their fingertips. Integration with Microsoft Teams / Office 365 allows users to work in their familiar environment, which increases employee adoption and satisfaction.
Simplicity in the extension
With the “low-code/no-code” approach, extensions and customizations can be made easily. Using Power Automate for process customization, Power Apps for UI enhancements, and Power BI for analytics and reporting, a comprehensive toolbox is available to cover any need.
ACTUAL-/TARGET analysis incl Framework
Clarification of technical requirements
Vorgeschlagene Lösung
Implementation of the requirements or the solution
Training of the employees
Carole Renggli
CRM Solution Consultant
+41 79 831 31 16
E-Mail
Book appointment online
Gerhard Nigg
Head of Business Solutions
+41 79 651 07 49
E-Mail
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).
The following Dynamics 365 apps are based on the Microsoft Power Platform and aim to actively engage with your customers.
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.
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.
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.
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.
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.
Simplicity in the system
Our CRM is based on the Microsoft Dynamics 365 ecosystem (D365 applications, Dataverse, Power Platform) and offers all the advantages of a cloud solution, such as simple management, comprehensive security concept, regular update or cost-effective operation. The 100% integration with M365 is another important factor that offers many possibilities.
Simplicity in operation
With our CRM solution, employees have all the customer data they need for customer interaction at their fingertips. Integration with Microsoft Teams / Office 365 allows users to work in their familiar environment, which increases employee adoption and satisfaction.
Simplicity in the extension
With the “low-code/no-code” approach, extensions and customizations can be made easily. Using Power Automate for process customization, Power Apps for UI enhancements, and Power BI for analytics and reporting, a comprehensive toolbox is available to cover any need.
ACTUAL-/TARGET analysis incl Framework
Clarification of technical requirements
Vorgeschlagene Lösung
Implementation of the requirements or the solution
Training of the employees
Carole Renggli
CRM Solution Consultant
+41 79 831 31 16
E-Mail
Book appointment online
Gerhard Nigg
Head of Business Solutions
+41 79 651 07 49
E-Mail
Customer data at the push of a button
You have access to all customer data at any time, at any place and via any device.
Customer history in context
All customer interactions are recorded chronologically in a timeline and are accessible to all employees.
Outlook-Synchronisierung
You decide which e-mails are synchronized with D365 and stay there.
Management of the entire life cycle
From lead to sale, installation to maintenance – they can easily manage the entire lifecycle.
Better customer services, higher customer satisfaction
You can better and proactively serve your customers via the 360-degree customer overview. This will increase your profitability and also achieve higher customer satisfaction.
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