CONTENTS

Why is “Customer Relationship Management” getting so much attention? It is important to continue to cultivate new customers, but it is said to be an era in which we aim to increase sales as a whole by taking more care of our current customers. We need a system that manages information about customer relationships by keeping a history of contact with customers by the system.

Purpose of CRM

  • Increase new customers
  • Increase repeat rate from existing customers
  • Increase service unit price
  • Lower costs

The customer relationship management system can centrally manage information about prospects, sales, and after-sales service. You can flexibly customize it to suit your business.

We will promptly launch the system with the Customer Relationship Management System Dynamics 365. Please contact our professionals to understand your current situation and plan a plan.

Case

Industry: Mid-level service industry

Number of licenses: 700

Request: We are using Salesforce, but the budget ratio of license fees is high and the cost to optimize CRM is insufficient.

Solution: A company that was worried about license fees and governor restrictions. Since Office 365 E3 was already introduced, we have proposed Dynamics 365. For data migration, we set up a real-time data migration pipeline from Salesforce with a three month parallel uptime. In the meantime, data registration was performed from Salesforce, data reference was performed on Dynamics side, and two CRMs were operated in parallel using the same data. We asked the Dynamics side to confirm that there were no operational problems, set a switching date, and implemented the transition to Dynamics. We have achieved a smooth transition.

EXAMPLE

Contract
  • Planning and design: Semi-delegation contract
  • Production: Contract contract
Deliverables

Basic set

  • Understanding the current situation and understanding your solution
  • Goal design, milestone formulation
  • Requirements definition document
  • Basic design document creation
  • Prototype/POC creation
  • Conducting a review meeting

Design

  • CRM design
  • Fit & gap
  • Security design

As your IT team

  • CRM consultant
  • Dynamics 365 engineer
  • C#/JavaScript programmer

Operation

  • System usage analysis
  • Planning of improvement measures
  • Support desk (phone/chat)
  • Functional description for administrators

MORE INFORMATION

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