Dynamics CRM Consulting & Training

Microsoft Dynamics CRM helps deliver marketing effectiveness, sales productivity, customer care and extended CRM applications—all accessible through Outlook®, the browser or mobile devices.

All of these Dynamics CRM benefits are delivered through a technology called the xRM Framework. As the foundation on which your Dynamics CRM solution operates, the xRM Framework provides a robust set of extensibility capabilities for customizing relationships and data entities. This functionality enables you to customize and tailor interactions across a number of different channels to fit the ways that different people, processes and systems work together.



TrueTandem leverages the xRM Framework to bring you Dynamics workflow and process automation in addition to business intelligence capabilities.

The xRM Framework is designed to run in all versions of Microsoft Dynamics CRM:

• On-premises
• In the cloud

What Can Dynamics CRM Do for You?

Microsoft Dynamics CRM can help you and your employees leverage relationships, interactions, process and insights across your organization:

• Optimize the value of relationships for greater sales productivity
• Maximize customer loyalty and lifetime relationship value for customer care
• Achieve greater marketing effectiveness
• Manage any kind of business relationship with extended CRM solutions
• Integrate SharePoint into your Dynamics CRM solution

Our Process for Dynamics CRM Development, Deployment & Integration

We are truly consultative in our identification and utilization of the right technology in the right situation. We also have created a process that ensures a seamless client experience.

The TrueTandem approach to Dynamics, led by a team of seasoned project and program managers, is comprised of four core building blocks:

• Engage the client in a unique “Day in the Life” (DIL) Session (Learn more about our process to capture requirements and approach)
• Deliver proven software infrastructure from Microsoft: email, Outlook®, SharePoint, CRM and more
• Provide clients with value-add access to our proprietary tools and solutions for unique capabilities and rapid deployment
• Create a culture of delivery with our Make It Real methodology

TrueTandem’s Proprietary Tools for Dynamics

We bring a unique set of proprietary Dynamics tools to every client engagement.

Find out how much value our tools can offer

TrueTandem’s Dynamics CRM Solution Areas

• Dynamics CRM Consulting & Training
• Grants Management
• Case Management
• Enterprise Data Aggregation
• Opportunity Management
• Sales Pipeline Management
• Learning Management / Resource Tracking Systems
• Customer Care

Sales Productivity

With the right tools and processes, you can get as much benefit from the customers you have as from searching out new ones. This is the goal for sales productivity—to maximize the value of relationships with the power of Microsoft CRM.

Use Microsoft CRM to improve your Sales Productivity:

• Grow and cultivate your existing relationships (or build new ones)
• Track sales and interactions across multiple channels, such as phone, SMS and email, to create a 360-degree view of each customer (you’ll understand what they want and need and how to provide them world-class customer experiences)
• Automate your sales process to help your teams be more productive
• Predict when money's going to come in, through better sales pipeline visibility and insights

Features

• Microsoft Office Productivity: Excel®® export/import, mail-merge, contextual ribbons and more
• Centralized Document Management: Streamline management of quotes, proposals and contracts
• Intelligent Lead Management: Score leads and automatically route them
• Lead to Cash Visibility: Track interactions, communications, offers, orders and contracts
• More Effective Selling: Identify optimal pricing, track deal details, instantly create quotes and orders
• Native Outlook® Experience: Manage email, appointments, tasks, contacts and customer information
• Real-Time Forecasts: Real-time sales forecasts and pipeline reports
• Comprehensive Auditing: Track sales activities to improve visibility into the sales process
• Insightful Connections: Track influencers and key roles in the sales process with Role Connections
• Streamlined Goal Management: Track sales quotas by individual, team, territory or organization
• Online Data Sources: Pre-built integration with Hoovers, InsideView, ZoomInfo and many more

Customer Care

You can improve customer satisfaction and long-term loyalty with customer care tools delivered through Dynamics CRM—and you can do it while keeping costs under control.

Use Microsoft CRM to enhance your Customer Care:

• Maximize customer loyalty and lifetime relationship value by responding to issues and questions with fast, accurate service
• Manage and service interactions across channels in a unified fashion so the customer always gets the service they want
• Expedite the customer care with efficient and consistent process execution
• Reward loyalty by focusing and tailoring your resources to your most profitable and important customers

Features

• Centralized Document Management: Manage cases, service contracts, FAQs and more
• Knowledge Management: Create, retrieve, and share knowledge through a shared repository
• Web Self-Service: Provide Web-based self-service to customers
• Unified Desktop: Deliver a unified service desktop based on CRM
• Streamlined Case Management: Streamline case creation, tracking, resolution and escalation
• Native Outlook® Client: Centrally manage contacts, calendaring, service tasks and email
• Full Interaction History: Track the details including offers, orders, contracts and cases
• Service Scheduling: Manage field service appointments, facilities and resources
• Service Analytics: Out-of-the-box or configurable dashboards and inline data visualization
• Queue Management: Build queues against any entity, user or team
• Record Auditing: Improve visibility and effectively meet service level agreements (SLAs)
• Guided Processes: Streamline service with guided dialogs and automated processes
• Goal Management: Track first call resolution, average call time and more

Marketing Effectiveness

Manage your entire campaign’s lifecycle and the performance of your marketing so you can concentrate on your best channels. Dynamics CRM makes it possible.
Use Microsoft CRM to maximize your Marketing Effectiveness:

• Target the right campaigns to the right audiences
• Leverage unified tools to coordinate your efforts across channels
• Automate lead qualification, approvals and campaign management to help marketing personnel be more effective
• Track impact to figure out where you’re doing well and where you need improvement

Features

• Centralized Document Management: Comprehensive document management capabilities
• Microsoft Office Productivity: Excel® export/import, real-time data filtering, contextual ribbons
• Data Management: Easy-to-use Data Import Wizard and embedded data cleansing capabilities
• Pinpoint Segmentation: Identify prospects and create targeted marketing lists
• Quick Campaigns: Pre-built campaign templates and guided Quick Campaign feature
• Simplified Communications: Mail-merge, email templates, bulk actions, one-click email conversion
• Campaign Life Cycle Management: Define and track campaign budgets, tasks, activities, collateral
• Intelligent Lead Management: Score and route leads and promote qualified leads with a single click
• Holistic Response Tracking: Drive closed-loop campaign execution by easily tracking responses
• Real-Time Insight: Track key performance indicators (KPIs) and better articulate marketing ROI
• Goal Management: Track key goals like lead generation, lead conversion, response rates and others
• Permission Marketing: Tracking of opt-in/opt-out preferences and integrated Internet Lead Capture
• Seamless Event Management: Event management capabilities from within Microsoft Dynamics CRM

Extended CRM

Traditional customer relationship management is evolving into extended customer relationship management. As you consider your organization's value chain, connecting you and your customer, you also need to think about your supply chain.

There are many different extended relationships you need to think about and manage that may include, but not be limited to:

• Partners
• Distributors
• Resellers
• Employees
• Contractors
• Suppliers

• Assets—from your servers to your buildings to your vehicles
• Property management—the buildings where your people actually work also need to be managed
• Any vehicles or delivery trucks
• Cases—whether support or legal or HR and promotions
• Tasks and events—like big conferences or user groups

Benefits of Extended CRM

• Enhance the value of any kind of business relationship by quickly building and deploying custom relationship management applications
• Improve business relevance and fit through customization, so you can make your CRM work the way that you do, in the unique way that you are focusing on your differentiation
• Drive operational excellence by optimizing your steps
• Focus on your data to find the insights that drive your business

Features

• Office-Fluent UI: Streamlined, familiar user interface and native Microsoft® Outlook® experience
• Streamlined User Experience: Role-based forms, drag-and-drop customization, pre-built templates
• Advanced Personalization: Personal views, most recently used lists, and record pinning
• Rapid Development: Declarative development framework that operates at a high level of abstraction
• Data Access and Security: Field-level security and role-based forms
• Workflow: Design environment, full programmatic access to workflow, and sophisticated triggers
• Inline Visualizations: Place information and analytics in context
• Real-Time Dashboards: Up-to-date dashboard views, including ad-hoc analysis and drill-down
• Contextual Document Libraries: Manage documents associated with any business entity
• Rapid Integration: Close integration with Microsoft and third-party solutions
• Solution Management: Host and manage applications with import/export and cloud installation
• Partner Ecosystem: Find Microsoft partners who know your business
• Microsoft Dynamics Marketplace: Find solutions and knowledge and connect with partners

Engage TrueTandem as your Microsoft Partner and turn organizational data into meaningful data with our Dynamics solutions. Call 703-889-6003 today.

View our Microsoft credentials
Learn more about our Make It Real process
Read our Dynamics Case Studies

Learn More

Engage TrueTandem as your Microsoft Partner and turn organizational data into meaningful data with our Dynamics solutions.

Call 703-889-6003 today.