About Dynamics 365

What is Dynamics 365?

 

Dynamics 365, often called ‘Dynamics CRM’, is a business system with collaboration at its heart – it helps you run your business by letting you see your customer & business data in one place, giving you insights that will grow your business and streamline your day-to-day.

Making a successful CRM part of your company DNA will bring enormous benefits like process automation, sales pipeline management, streamlined customer service ticketing, intelligent reporting – these only scratch the surface of what can you can achieve

Why Dynamics?

It’s crucial to pick the best fit for you.

Dynamics 365 is our preferred solution for three key reasons:

It's familiar

If you’re already using Microsoft 365, Dynamics is just a ‘bolt on’ to that and will be familiar to your users and easy to get used to – meaning adoption is a breeze.

It's scalable

Want something completely bespoke to your business? You got it. It’s completely customisable and will integrate with pretty much any other systems you use.

Better yet, you can access it on the go via mobile phones and tablets.

It's built to automate

Leave your teams time to focus on the important stuff by having your CRM streamline your processes – automate emails, tasks and other actions based on triggers throughout the system.

What’s your flavour?

Marketing

Smart, targeted, integrated marketing.

Reach the right audience with tailored campaigns built in and sent from a single system, and track your ROI easily.

Sales

Make selling easier.

Identify your red hot leads, manage your pipeline & forecast, and monitor sales activities across your team no matter where they are working.

Customer Service

Efficient and organised response.

Keep customers happy by streamlining your support ticket process – unlock better SLA management, a single view of all customer comms, and let your team meet their KPIs every time.

Field Service

Organisation on-the-go.

Ensure your mobile staff and on-site technicians are in the right place at the right time, with access to the things they need to get their job done – all via a single app.

Get in touch.

Fill in the form

Give us a call on 01256 704518
Email us on contact@evorio.co.uk

“Overall, the Evorio team have expertly managed all aspects of the project in a comprehensive & professional manner. Our final product is even more powerful and sophisticated than AAG had originally envisaged, owing to Evorio’s highly trained team.”

Ashleigh Gibson

Head of Business and Development, AAG Wealth Management