• Improves customer support
• Enhances overall organization productivity
• Identifies potential problems early
• Improves decision-making
• Enhances customer retention
• Gives your company a competitive advantage
Did you think your original CRM provider integrated your system, but now discover you are missing vital information?
For example, the information did not move over correctly – invoices get paid, but that information doesn't show in CRM, so the sales team is unaware of the latest status.
Unreliable information can cause bottlenecks and waste time for all departments. 7Ones understands how to enable Microsoft Dynamics Business Central and Customer Engagement (CRM) to work seamlessly together.
Do your salespeople complain that it takes them a long time to enter an opportunity or update an activity?
If information is too difficult to enter, your sales team, with higher priorities like closing business, won't update the system. If the screens have too many fields, it becomes cumbersome to enter anything.
7Ones specializes in fine-tuning and simplifying CRM processes for efficiencies.
Are you growing fast and concerned that the system can't keep up? Are available reports too limited to show to new salespeople? Can you easily add new price lists?
As masters of CRM reporting, Power Apps, and Power BI, the 7Ones team can ensure you have the reports at your fingertips to keep up with customer demand. We can add improvements that will meet the challenges of growth.
Did you start with training on your CE/CRM and thought it was enough? Now the gaps are showing.
Employees leave, change positions, new employees join the organization, and some passed-down knowledge gets diluted. And it doesn't stop there. Like a snowball rolling down a hill gaining speed and volume, the issues loom larger. When employees lack training, errors pile up, and the resulting inaccurate reports cause everyone to lose confidence and trust in the system.
7Ones' knowledge and expertise can empower your employees to feel confident in the information and not only rely on CE/CRM but see the value and become fans.
What happens when a key employee leaves and takes all the knowledge they had in their head with them?
How can you recover if a previous employee made inaccurate changes to the system and no one knows how to fix it?
Here's where 7Ones' professionals can help. We live and breathe Microsoft Dynamics CE/CRM. We have never met a CRM problem we couldn't fix. Our team members are highly-skilled, and we solve the most challenging business problems quickly.
Are you having difficulty inspiring your employees to use CE/CRM?
That is understandable. No one wants to do extra work if they don't see the benefit. If your system is generic and doesn't match the organization's strategic goals, few will invest time in keeping it up-to-date and accurate.
We empower your staff to get more work done efficiently by matching their processes to clear business goals. Our professionals are CE/CRM advocates who love what they do and constantly look for ways to simplify work efforts.
CRM to life.