More than customer relationship management
More than customer relationship management
Microsoft Dynamics 365 Sales (formerly Dynamics CRM) is not just a customer management system. It is a platform to help you organise, understand and automate sales processes, improve customer relationships and strengthen business decision-making. Grepton, as an official Microsoft partner, not only implements the system, but also guides you through the entire process from adaptation to day-to-day operations.
- Full customer and enquirer register
- Automated sales funnel and follow-up reminders
- Outlook and Teams integration
- LinkedIn integration and contact management
- Notification management, escalation and SLAs
- Knowledge base, chatbot, template answers
- Email, chat, phone, web – all in one interface
- Target group building and activity monitoring
- Multichannel campaigns, event management
- Realtime marketing: real-time reactions
- Proposed next steps in the sale
- Generate e-mail and reply suggestions
- Mood recognition, call summaries, recommended answers
Built-in Copilot summarizes information and generates suggestions. Grepton AI’s solutions go a step further: from incoming documents, messages, and notes, they create interconnected CRM records, tailored to your organization’s custom fields and business processes.
PDF, Word, and Excel files — or even photos — can be turned into the appropriate Dynamics 365 records. A request for quotation can become a sales opportunity along with its related line items, a contract can become a contract record, and a photo of a business card can become a contact record.
There’s no longer any need to manually enter data from documents.
An incoming email can be turned into the appropriate CRM record with a single click. The AI recognizes and captures, among other things, the company, the contact person, the business need, and the estimated value.
This way, no lead is ever lost simply because the information wasn’t entered into the CRM in time.
Information arriving via WhatsApp, Facebook, Instagram, web chat, or a Teams meeting can be turned into a structured lead, opportunity, or case record.
Communications across different channels appear on a single, transparent customer timeline, so inquiries received outside of email are no longer lost either.
From meeting notes, a recording transcript, or even a free-text summary, tasks with deadlines can be automatically created, owners assigned, and related activities and notes recorded.
The information is linked directly to the relevant sales opportunity, so it no longer stays behind in a separate note or a OneNote file.
Microsoft Dynamics 365 is an integrated, cloud-based business application suite that supports financial, customer relationship, sales and operational processes in a single, scalable system. It enables companies to make data-driven decisions, automate processes and improve the customer experience.
Customized CRM solution for manufacturers, service providers, multi-business companies. Integration of multiple business processes on a common platform.
CRM with mobile app for cultural institutions. Ticketing365, audience relations, sponsor registration.
Microsoft Dynamics 365 is an integrated, cloud-based business application suite that supports financial, customer relationship, sales and operational processes in a single, scalable system. It enables companies to make data-driven decisions, automate processes and improve the customer experience.
Customized CRM solution for manufacturers, service providers, multi-business companies. Integration of multiple business processes on a common platform.
CRM with mobile app for cultural institutions. Ticketing365, audience relations, sponsor registration.
