Dynamics CRM for Service

Dynamics CRM equips you to improve your customer's experience.  You can respond promptly to customer service issues and empower your service organisation to anticipate, address and deliver consistent and efficient customer care.  Dynamics CRM provides functionality for case and interaction management, product and contract management, knowledge-base management, service scheduling, workflow across teams and groups service and reporting and analytics.

You can make implementing your Microsoft Dynamics solution easier.  We use proven methodology, implementation processes and tools. You can achieve a successful implementation that is on-time, on-budget and on-spec.

Click here to find out how Dynamics CRM could help improve your customer service levels.

Manage accounts with insight and collaboration

Boost productivity with a familiar user interface

Create business connections across activities

Teams with users from multiple business units

Audit changes to data with automatic notification

Enable role-based access and permissions to accounts and data

 

Insightful, actionable intelligence

 Track and measure performance

Use inline visualisations for key performance indicators (KPI)

Stay current with dashboards of real-time analytics

Import and export Excel spreadsheets in real time

Use built-in reports or customise with Report Wizard

 

Respond to cases quickly and precisely

Access to complete case and customer data

Use guided business processes and scripted dialogues

Manage cases across individual and team queues

Personalise data views, dashboards and navigation

Flexibly manage cases across channels

 

Simplify contract management

Develop and revise customised customer contracts

Workflow to trigger activities to help agents

Gain actionable insight to help agents sell more

Real-time access to views of service eligibility

 

 

 

Get the right information at the right time

First contact resolution with the built-in knowledge repository

Speed case handling through easy to find information

Avoid duplication through cross-channel knowledge

Familiar and graphical tools to track and monitor

 

Integrate Mobile Express for Dynamics CRM

Deliver notifications and alerts through mobile devices

Manage and update service schedules and appointments

Access and send data via any web-enabled device

Drag and drop configuration and forms design for mobile devices

 

Streamline scheduling with all resources

Schedule services and resources to serve customers effectively

Save time with familiar and easy scheduling tools

Centralised view of service calendars and resources

Familiar tools to set up and manage reccurring appointments

 

A connected organisation - collaborative & integrated

Allocate items to queues based on inquiry type 

Automatically assign activities to agents or teams

Establish rules-based approvals and escalation

Personalise workflow with point-and-click tools

 

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