Microsoft Dynamics CRM | SIS Software

CRM for Professional Services and Contractors

Microsoft Dynamics CRM Software is a customer relationship management (CRM) business solution built for companies that are geared towards service projects. Dynamics CRM gives you and your business the tools you need to effectively manage the process of converting leads to prospects and then to loyal and valuable customers as well as service their needs.

Microsoft Dynamics CRM Features

CRM for Professional Services | SIS Software

Dynamics CRM is a powerful salesforce automation and customer service tool, and is the most flexible configuration and development platform in business software today. To help you use this platform to your maximum advantage, we work with you through all of the stages of implementation and support. This means that when we install this software, our consultants ensure it is configured and customized to fit your business’s specific needs and that you know how to use each function correctly and to your benefit.

These tailored features can help you manage new leads and prospective projects along with existing customers. It can create clear process and structured workflow for your sales and management team, all while having the ability to view your past work through built in Analytics.


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Prospects and Lead Management

We want to help ensure that your prospects become loyal customers and, with the ability to create custom workflows fitted with automated notifications, you will be able to ensure that all of your sales actions are assigned with complete transparency, keeping your team accountable and your leads well managed.

You will also be able to track communications between possible clients and your team, which can provide all concerned with the latest interactions and updates on each client, keeping them as informed as possible. Powerful reporting also enables you to see the status of your leads and who is currently assigned to specific projects.

Should your prospect decide to move forward with your proposal, you will be able to transition immediately from quotes and proposals to project tracking, making your team look polished and professional.

Customer Management

Your customers deserve as much care as your prospects, and this system will be able to support the functions needed to track customer activity. This will help your team build detailed customer profiles that will allow you to better serve your client’s needs.

With access to demand forecasting coupled with a deeper knowledge of customer history, you will then be able to anticipate customer needs according to seasonality, present trends, or new and current events. This anticipation will lead to improved internal sales and increased customer satisfaction when integrated with the case management feature that is built with your custom workflows.

Sales Team Management

Microsoft Dynamics CRM Software
Ensure that your team is on the right track with these features. Create distribution paths that will assure that leads are assigned to correct salesperson based on your specific guidelines and followed up on. This can include the client’s location within a specific territory, the team member’s specialty, the client’s individual industry, by company size, or other criteria your business processes may demand.

You can also view workload reports for each sales and service team member to ensure that all work is distributed evenly and according to your specifications.


Workflow Management

Eliminate confusion and encourage transparency with this feature. You will be able to create custom workflows for each business process to detail how each project should be quoted or how each customer will be serviced.


Microsoft Dynamics CRM includes powerful reporting tools so that you can consistently monitor the sales pipeline, know which customers will need attention and review forecasts of future prospects and projects and service calls.

Marketing Automation

Microsoft Dynamics CRM SoftwareMicrosoft Dynamics Marketing enables your marketing team to seamlessly go from planning, to execution more rapidly. Leverage the power of Excel and Power BI to measure campaigns across channels from start to finish so you can bring your marketing vision to life. You can engage customers one-to-one across channels, build your sales pipeline and measure the impact of your marketing investments on a real-time basis.

Dynamics CRM Marketing automation offers your Sales and Marketing team the ability to have a 360° view of the prospect throughout the sales cycle and ensure everyone is on the same page.


    • Multi-channel Marketing – Streamlines campaign creation, and integrated offers and approval workflows.
    • Email Editor – Pre-defined templates or an Email from scratch using an interactive drag and drop build process or and advanced editor for the CSS & HTML experts.
    • Campaign Management Console – Includes complex multi-condition triggers, embedded cross campaign offers and email campaign A/B testing
    • Integrated Social listening – Integrated analysis of transactional and social insights
    • Strong Sales Collaboration – Strengthen the sales and marketing team with the NEW Sales Collaboration Panel. Sales can provide valuable input into campaigns and contact/account targeting, as well as received alerts based on interactions.
    • Marketing Resource Management – Provides visibility to your marketing plan with Marketing Calendar and improve collaborative marketing with click to call feature from Lync.
    • B2B Marketing – Lead management capabilities with webinar integration and improved lead scoring and multiple lead scoring models.

Implementation of Microsoft Dynamics CRM Software

Microsoft Dynamics CRM Software provides Users with the ability to extend their access to information on a variety of devices, so they can connect and engage with their customers and access their client data on a real time basis.


The Dynamics CRM system can help improve your customer relationships through our careful customization and implementation of the program. Contact us to find out how we can partner with you to help your business move forward today.

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