CRM

SmartCRM in Dynamics 365

A lead in your inbox. Appointments in your calendar. Notes in Excel. And nobody has the big picture. Sound familiar? Many organizations still work this way. But this leads to lost leads, forgotten follow-ups, and a lack of structure. With SmartCRM, you work from one central location. All customer and sales information together. Directly in Microsoft Dynamics 365.

What are the core functions?

Manage leads and customer data centrally.

Overview of all contact moments and appointments.

Understanding your sales process from lead to follow-up.

Orders and follow-ups directly linked to customers.

Fully integrated with Dynamics 365.

What are the core functions?

Manage leads and customer data centrally.

Overview of all contact moments and appointments.

Understanding your sales process from lead to follow-up.

Orders and follow-ups directly linked to customers.

Fully integrated with Dynamics 365.

Why CRM?

Everything in one place.

No more scattered Excel lists or notes. All customer information is centralized.

More control over your sales process.

From first contact to deal. Everything is transparent and structured.

Seamlessly integrated.

SmartCRM integrates directly with Dynamics 365. No separate systems or duplicate entries.

No missed follow-ups.

You see exactly what needs to be done. And when.

Better collaboration.

Everyone works with the same information. Always up-to-date.

Summary

SmartCRM brings structure to customer management and sales. You know who your customer is. What's going on. And what the next step is.

Schedule a demo

Wondering what we can do for your business? Then fill out this form and we will contact you soon.

Ready to optimize your IT landscape ?

Wondering how your organization can move from fragmented tools to one powerful platform? Our team is happy to think along, no strings attached.

Dennis Wolf

Senior Account Manager

+31 (0)85 303 86 60
dennis.wolf@d4b.nl