YOUR CRMClient Focused
Results Driven
FLEXIBLE SOLUTIONMicrosoft Dynamics CRM
Microsoft Dynamics Customer Relationship Management (CRM) helps you improve how you do business with your customers. It lets your teams efficiently track sales leads, marketing initiatives and deliver outstanding customer services so you can focus on leading your business to succeed.
Designed for small to large companies from all types of industries, this flexible solution is highly customizable to suit your business requirements. Microsoft Dynamics CRM is divided in multiple modules that can either be purchased as stand-alone applications or used together as an integrated solutions.
Designed for small to large companies from all types of industries, this flexible solution is highly customizable to suit your business requirements. Microsoft Dynamics CRM is divided in multiple modules that can either be purchased as stand-alone applications or used together as an integrated solutions.
Sales
• Win more deals by understanding your customer needs.
• Create a unified customer experience.
• Streamline sales process.
• Easily keep track of contracts.
• Collaborate and personalize sales documents.
• Create a unified customer experience.
• Streamline sales process.
• Easily keep track of contracts.
• Collaborate and personalize sales documents.
Marketing
• Generate multi-channel marketing campaigns.
• Personalize each customer’s journey.
• Align sales and marketing by creating a single view of prospects.
• Personalize each customer’s journey.
• Align sales and marketing by creating a single view of prospects.
Customer Service
• Deliver value and personalize every interaction.
• Resolve cases faster by assigning each case to the right agent.
• Create a consistent service experience.
• Resolve cases faster by assigning each case to the right agent.
• Create a consistent service experience.
Field Service
• Use Internet of Things to detect and solve problems faster.
• Automate work orders, scheduling, and dispatching.
• Let customers self-schedule appointments.
• Technicians can easily view their assignments from any platform.
• Automate work orders, scheduling, and dispatching.
• Let customers self-schedule appointments.
• Technicians can easily view their assignments from any platform.
Project Service Automation
• Deliver outstanding project experience.
• Optimize resources and prioritize project-based sales opportunities.
• Unified scheduling engine.
• Intuitive dashboards to monitor and visualize costs and revenues.
• Submit and approve time and expenses anytime, anywhere.
• Optimize resources and prioritize project-based sales opportunities.
• Unified scheduling engine.
• Intuitive dashboards to monitor and visualize costs and revenues.
• Submit and approve time and expenses anytime, anywhere.
YOUR CRMClient Focused
Results Driven
FLEXIBLE SOLUTIONMicrosoft Dynamics CRM
Microsoft Dynamics Customer Relationship Management (CRM) helps you improve how you do business with your customers. It lets your teams efficiently track sales leads, marketing initiatives and deliver outstanding customer services so you can focus on leading your business to succeed.
Designed for small to large companies from all types of industries, this flexible solution is highly customizable to suit your business requirements. Microsoft Dynamics CRM is divided in multiple modules that can either be purchased as stand-alone applications or used together as an integrated solutions.
Designed for small to large companies from all types of industries, this flexible solution is highly customizable to suit your business requirements. Microsoft Dynamics CRM is divided in multiple modules that can either be purchased as stand-alone applications or used together as an integrated solutions.
Sales
• Win more deals by understanding your customer needs.
• Create a unified customer experience.
• Streamline sales process.
• Easily keep track of contracts.
• Collaborate and personalize sales documents.
• Create a unified customer experience.
• Streamline sales process.
• Easily keep track of contracts.
• Collaborate and personalize sales documents.
Marketing
• Generate multi-channel marketing campaigns.
• Personalize each customer’s journey.
• Align sales and marketing by creating a single view of prospects.
• Personalize each customer’s journey.
• Align sales and marketing by creating a single view of prospects.
Customer Service
• Deliver value and personalize every interaction.
• Resolve cases faster by assigning each case to the right agent.
• Create a consistent service experience.
• Resolve cases faster by assigning each case to the right agent.
• Create a consistent service experience.
Field Service
• Use Internet of Things to detect and solve problems faster.
• Automate work orders, scheduling, and dispatching.
• Let customers self-schedule appointments.
• Technicians can easily view their assignments from any platform.
• Automate work orders, scheduling, and dispatching.
• Let customers self-schedule appointments.
• Technicians can easily view their assignments from any platform.
Project Service Automation
• Deliver outstanding project experience.
• Optimize resources and prioritize project-based sales opportunities.
• Unified scheduling engine.
• Intuitive dashboards to monitor and visualize costs and revenues.
• Submit and approve time and expenses anytime, anywhere.
• Optimize resources and prioritize project-based sales opportunities.
• Unified scheduling engine.
• Intuitive dashboards to monitor and visualize costs and revenues.
• Submit and approve time and expenses anytime, anywhere.
WHY CHOOSE TRELLISYS
Since 1987, we helped over 100 clients successfully implement their ERP solutions. We are an Acumatica Silver Certified Partner with a solid experience in manufacturing, distribution and service management industries. We believe in forging strong alliances with our clients, standing by them throughout their digital transformtation to stimulate a rapid return on investment and deliver exceptional client experience. Here at Trellisys, we thrive when you thrive.
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