Connect with customers

Win sales and build customer loyalty using familiar, integrated tools from Microsoft.

How well do you know your best customers? Today, information can make the difference when it comes to winning customers and keeping them. A lot of businesses have data, but the challenge is often getting to that data and having the tools to use it to your advantage—to answer questions like:

  • Do we know who our best customers are?
  • Are we focusing our efforts on the right opportunities?
  • How can we spend more time with customers and less time focusing on the technology we use to service them?
  • How can we improve our sales win ratio—and how can we build ongoing customer loyalty?

Give your employees the power to understand and engage customers with familiar tools they use every day. Winning the loyalty of customers today means knowing what they need and staying connected. Get an integrated, affordable solution that helps you gain a complete view of your customers, close more sales, and build ongoing relationships with familiar technology from Microsoft.

Get a complete, consistent view of your customer

Know your customers; past, present, future Everything you need to know about your customers is at your fingertips, including preferences, purchase history, and future opportunities in Microsoft Dynamics CRM Online.
Tap more data
for new insights
Get an even more complete view using Power BI to easily combine customer information with other data sources, including Excel, and SQL Server.
Easily explore your data
with natural language
Get the information you need fast with natural language using
Q&A in Power BI. Just ask questions, and get answers.
Share and discover insights and ideas Connect with colleagues and stay in the know with Office Delve, which offers a personalized view of current information and documents relevant to what you’re working on.

Find and capitalize on the best opportunities

Easily track, monitor, and prioritize opportunities Give your teams out-of-the-box interactive visualizations and dashboards that make it easy to quickly identify and act on opportunities with Power BI and Microsoft Dynamics CRM Online.
Process and analyze data in a few clicks Use easy point-and-click tools in Power BI and Microsoft Excel to instantly convert data into charts or tables, enter information faster with auto-complete, and easily summarize, analyze, and present massive amounts of data.

Boost your sales and service teams’ productivity

Automate repetitive tasks Let sales reps spend less time managing business processes and more time with customers using process automation functionality built into Dynamics CRM Online.
Streamline your business processes Help your sales, marketing, and service roles do their best work with greater efficiency wherever they are using personalized, role-specific processes in Dynamics CRM Online.
Work together anywhere Stay connected to colleagues online, quickly get help from experts, and share customer information from anywhere in real time with integrated tools like Skype for Business and Yammer in Dynamics CRM Online.

Engage customers, win sales, and build loyalty

Share and discover insights and ideas Keep track of your customers, set periodic reminders, and connect with a single click using familiar Office tools integrated in Dynamics CRM Online.
An app for every phase of customer engagement Get a range of business apps from the Windows Store—including Dynamics CRM, PayPal, and DocuSign—all designed to work seamlessly across your Windows 10 devices.
Win customers with
compelling sales materials
Quickly and easily build polished sales presentations and marketing materials with your familiar, best-in-class tools in Office 365.
Know your website can scale to meet customer demand Host your website on Microsoft Azure and scale instantly to ensure a great customer experience when usage peaks.

For more details on ModernBiz from Microsoft, please contact your local Tewkesbury and surrounding areas Microsoft Partner – CKC Technologies Ltd