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Dynamics CRM for Professional Services Firms

Why Us

Free White Paper - The ROI of CRMBy implementing Microsoft Dynamics CRM, professional service firms set themselves apart with outstanding customer service and sales effectiveness.  Increased repeat business and client success will contribute to achieve greater profitability for firms in the consulting, accounting, construction, architecture, legal or real estate industries.

Armanino and Microsoft Dynamics CRM help you deliver timely bids and project estimates, clear client communication and responsive customer service. Our professional services solutions also help your team to automate tasks and provide a smooth, seamless experience for your customers, team members and vendors.  Firms who have implemented Microsoft Dynamics CRM have seen a return on investment (ROI) in as little as four months.

Microsoft Dynamics CRM can help you grow your organization by providing:

Customer Success
  • Customer service cases and customer portal to ensure rapid response time
  • Track customer service cases and resolutions
  • Identify your most important clients and vendors with ease
  • Create marketing lists and measure campaign effectiveness
Document Management
  • Document sharing and version control through portal (SharePoint) with team members, clients and vendors
  • Extensive workflow and automation capabilities
  • Boost customer service with Microsoft CRM’s KnowledgeBase
Seamless Integration
  • Integration with products such as SharePoint, Outlook, Office and Lync
  • Seamlessly connect your front-office and back-office business processes for a single source of truth
  • Mobile device compatibility – access your CRM database and customers anytime, anywhere

Resources

Microsoft Dynamics Support Services

When your organization faces technical problems, our team of Microsoft Dynamics Certified consultants is here to help.

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