Quick Path

Invest in a modern CRM that enables you to meet your customers needs now, and into the future

Research has found that even with the most advanced sales technology, sellers still miss what is actually important to their buyers. Even worse, sellers often don’t realize it.

It’s time to take advantage of all of your data, structured and unstructured alike, to help refine your sales approach, timing, and content so you can help your customers complete their sales satisfactorily.

We have not only helped companies across various industries implement Dynamics 365 CRM, we use this tech solution ourselves. We have over 300 users in the US across 13 different service lines with varying sales processes. As an award winning Microsoft Dynamics partner, we offer the service and expertise needed to make your implementation or optimization a success.

Why organizations are choosing Microsoft Dynamics 365 CRM

Many organizations want to focus on managing and growing their business without distractions from complex technology deployments. Microsoft CRM solutions are designed for real people in businesses who need to get work done, not expert users who have the time for experimental technology. Sikich relies on proven Microsoft products to deliver CRM and customer insight capabilities.

Microsoft Dynamics 365 CRM suite is a multi-module cloud solution that provides sales, customer service, field service, and marketing functionality in a consistent, intuitive, highly usable manner. You can deploy these capabilities in a sequence that reflects your priorities, adding apps anytime.

Get out of deal limbo

User the power of LinkedIn Sales Navigator to cultivate the right relationships with the right buyers using the professional social network.

Personalize Engagement

With Dynamics 365 AI Copilot, you can easily and quickly cut through the fat to deepen your relationships with your customers and make more proactive decisions.

Stay in touch on the go

Keep up with customers, their demands, and their questions any time, anywhere. Boost productivity with familiar and cohesive tools that keeps your office in the palm of your hand.

Dynamics 365 CRM cycle of success

Improve collaboration across teams

With Dynamics 365 CRM, your sales team can sell smarter and faster, no matter where they are. The touch-first mobile apps ensure a consistent experience across any device, allowing you to update crucial data and gain real-time insights into the metrics that matter most. Stay productive even when you’re on the go.

Engage your customers with personalized and targeted campaigns through our comprehensive marketing solutions. Create materials that resonate with your audience and manage all your campaigns in one convenient window. Whether it’s through email, social media, events, or direct mail, you can reach your customers through multiple channels, ensuring maximum impact.

Take customer service to the next level with Dynamics 365. Engage with your customers across various platforms, including web, social media, chat, mobile, and phone. With customer self-service and social care options, you can provide exceptional support at every touchpoint. Our Parature and Microsoft Dynamics CRM integration allows for personalized service with minimal effort from the customer, enhancing their experience.

Ensure a seamless service experience with Dynamics 365 Field Service. Our built-in intelligence helps you identify and resolve service issues proactively, reducing operational costs and minimizing downtime. From scheduling appointments to dispatching resources, our solution simplifies the entire field service management process. Deliver exceptional on-site experiences that leave a lasting impression on your customers.

No matter which area of your business you need support with – sales, marketing, customer service, or field service – Dynamics 365 provides the tools and capabilities to drive success and deliver unmatched customer experiences.

Get a Headstart with your Dynamics CRM project

With a 100% remote delivery commitment Sikich will pre-configure a set of proven baseline configurations copied from our proven practices template, set up all users & basic security roles, and personalize one guided sales process & one workflow. With a new project comes change management, we handle that for you with the Sikich HEADSTART Project Workbook.

Want to know more details on how this works? Contact us and we will give you information specific to your needs.

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CRM Selection Guide

Want to know the secret to setting yourself up for success with CRM?

Find out what you need to know in this short eBook for 4 steps to a successful CRM selection project. It covers everything from the why of the project, to tech partners, tech platforms and how-to properly prepare for discovery to get everything kicked off.

Learn More