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Microsoft Dynamics CRM Implementation for IT Services Agency
Budget: $TBD

Technologies: Microsoft Dynamics CRM, Sales module

Comprehensive implementation of Microsoft Dynamics CRM tailored to the operational needs of an IT Services Agency, featuring integration of Sales, Service, and Marketing modules. The project involves configuring CRM workflows, customizing entities, and ensuring seamless data migration from legacy systems.

  • Sales module enables efficient lead management, opportunity tracking, and sales pipeline visualization.
  • Service module supports case management, customer support automation, and knowledge base integration.
  • Marketing module facilitates campaign management, segmentation, and performance analytics.
User training, documentation, and post-implementation support are included to maximize platform adoption and ROI within a rapid deployment timeline.