Businesses in Toronto need to be on the cutting edge in order to be successful, which is why streamlining your CRM and ERP solutions is so important. Microsoft Dynamics 365, when properly implemented by the right Microsoft partner, can give your company the advantage you’ve been looking for by optimizing every facet of your customer engagement, from first contact to close.
Dynamics 365 for Customer Engagement
Here is just some of what you can do to move your business forward when you implement Microsoft Dynamics 365 Customer Engagement:
- Anticipate and satisfy customer needs using Dynamics 365 Customer Insights
- Optimize each customer touchpoint to provide value to your target demographic
- Create a unified customer experience that remains consistent
- Connect to customers on WhatsApp, WeChat, Line, and more all on one channel
- Evaluate the effectiveness of your agents’ customer service procedures to improve client interaction effectiveness
Working with a Microsoft 365 partner gives your company the benefit of high-level customization and support. At Catapult, our experts will tailor the right solution for you using a variety of applications for Microsoft CRM, including:
Increase customer acquisition, engagement, and retention and optimize the entire sales process from prospect to close. Ensure that prospective clients never fall by the wayside again with Microsoft Dynamics 365 sales’s intuitive interface.
Optimize management of customer updates, requests, cases, and returns to provide a better holistic customer experience. Use Microsoft’s virtual agent framework to provide customers with better resources.
Discover your most qualified prospects, implement automated workflows, drive leads more effectively, and track marketing performance with better accuracy than ever. Manage everything easily from custom marketing dashboards.
Dynamics 365 Customer Insights
Microsoft Dynamics 365’s Customer Insights is an intuitive, easy-to-use data platform that allows users to unify all customer data from one single view in order to track customers in real time. Here’s just some of what Dynamics 365 Customer Insights can do for you:
Create holistic profiles for individual accounts that show transactional, behavioural, and observational data on your customers. View reports that illustrate your customer data to make it easy to interpret and utilize.
Get AI-driven suggestions for more effective email marketing.
Automatically trigger custom workflows that are responsive to your customers’ signals using Power Automate for marketing automation.
Ensure stringent adherence to General Data Protection Regulation (GDPR) using built-in security, privacy, and governance tools.
Virtual Agent for Customer Service
Microsoft Dynamics 365’s Virtual Agent allows you to create automated customer support for common client issues and use automated chatbots to help your customers through their issues. Virtual Agent gives your agents more time and allows them to focus on more complex tasks, while automation takes care of the basics.
Microsoft Customer Engagement Implementation
Collaborating with a Microsoft Dynamics CRM partner in order to implement a Dynamics 365 Customer Engagement plan is essential to ensure that your business gets all of the benefits of D365 Customer Engagement, and choosing the right partner to custom tailor Dynamics 365 solutions to your company makes all the difference. Catapult is the Microsoft CRM partner that will help you use Customer Engagement to empower every member of your team to be more productive, efficient, and effective.
Improve cross-company collaboration by using Microsoft Teams to connect your agents to third-party experts.
Optimize agent interactions with Dynamic 365’s Customer Service Insights, which analyze customer/agent interactions to come up with suggestions to improve procedure.
Implement agent-facing bots to save on your agents’ time and let them focus on other important tasks.
Match individual agents to the cases best suited to them according to their unique skill set using intelligent custom entity routing.
Automatically send surveys after each customer service interaction to collect, measure, and implement customer feedback.
Use collected customer feedback to make better business decisions using Microsoft Forms Pro’s combined customer data and survey insights.
What Sets Catapult Apart from Any Other Microsoft Dynamics CRM Company?
In addition to implementing Microsoft Dynamics 365 Customer Engagement so that it is customized to the benefit of your individual business, we collaborate with you every step of the way and offer ongoing support. We provide our expert advice on the best way to use Microsoft Dynamics 365’s CRM and ERP solutions to help your business thrive, grow, and move forward.
We make customer service a priority and are always there to provide Microsoft Dynamics CRM support, answer your questions, provide training, and make sure that you are equipped to get the most out of Microsoft Dynamics 365 Customer Engagement and Business Central.