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Customer Relationship Management
360 degree customer view – anytime-anywhere – simple
A primary goal of digitization is to offer new, better customer services so that your customers remain successful. This is only possible if you have a 360-degree customer view and support the customer with the best solution at the right time. The basis for this is a modern Customer Relationship Management (CRM) system that can be easily integrated into your platform and your customer processes. With the redIT CRM solution we offer you a complete package consisting of tools from the Microsoft D365 platform (Sales, Marketing, Customer and Field Service) and a broad portfolio of services so that you can focus on your customers.
Customer Relationship Management
360 Degree Customer View – Better Customer Services
Only those who understand their customers’ needs 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 because of the complexity of the systems, but also because of the lack of acceptance by the users. With redIT’s CRM we consistently follow the 3E approach: Simplicity in the system with the Microsoft D365 applications, simplicity in the operation through integration in Office/Teams, simplicity in the extension with “Low-Code/No-Code”. (PowerApps, Power Automate, Power BI).
Questions you should answer
- Do you have a central customer and contact database?
- Can you retrieve all current customer interactions at the push of a button?
- Do you know which support requests from your customers are currently open?
- 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)?
For those who have your customers at the center
The goal of “putting the customer at the center” is included in every corporate vision. Achieving this goal requires a 360-degree customer view, modern customer relationship management (CRM) and a corresponding corporate culture. With our 3E approach (simplicity in the system, simplicity in the operation, simplicity in the extension) we support management and employees in the implementation of the goals.
With the 3E approach to a 360-degree customer view
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 easy 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 available at a glance. 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. By using Power Automate for process customizations, Power Apps for UI enhancements and Power BI for analytics and reports, a comprehensive toolbox is available to cover any need.
CRM by redIT – System Overview
Digitization at redIT – Field Report Introduction CRM
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CRM from redIT – 360 degree customer view
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.
You decide which emails 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
The 360-degree customer overview enables you to serve your customers better and proactively. This increases your profitability and also achieves higher customer satisfaction.