Microsoft Dynamics CRM

When implemented properly, the right CRM solution improves sales and marketing effectiveness, increases customer loyalty and optimizes profitability. To reach these goals you need an experienced project team with a solid CRM background.

As one of the first fully certified Microsoft CRM partners in Canada, Ideaca has been implementing Microsoft Dynamics CRM solutions since its initial release and we have completed over 40 successful CRM implementations for clients across many different industries.

As a result, we have developed industry-specific best practices and built creative solutions for our client’s unique business challenges. Our expertise with CRM strategy, process and technology has a direct impact on the effectiveness of your CRM solution. Using our proven Methodi implementation methodology and a highly effective set of tools and technologies, we work closely with you to ensure that your Microsoft CRM system “works the way you do”.

Ideaca’s Customer Relationship Management consulting services include:

  • CRM Strategy Assessment
  • Business Process Review/Improvement
  • CRM Readiness Assessment
  • CRM System Review
  • CRM System Implementation
  • CRM Custom Development
  • CRM Training

The Solution

Microsoft Dynamics CRM 3.0 is the customer relationship management (CRM) system that gives customer-facing employees the information they need to truly impress customers. With Microsoft CRM you can create a centralized repository of customer data that sits alongside Mircosoft Office and Microsoft Office Outlook. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business.

Works the way you do

Microsoft CRM is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Micorsoft Office or Outlook. Because it was designed to partner with Outlook, Microsoft CRM delivers lower training costs, broader user adoption, less application switching, higher productivity, and an incredibly rapid return on investment. Microsoft CRM can give your employees direct access to customer information through Microsoft Outlook, enabling access to the information they need when they need it, in the office or on the road.

Works the way business does

Microsoft CRM also adapts easily to your existing business workflow and processes. You and your information technology (IT) partner can quickly modify application forms, data fields, and relationships to add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment.

Works the way technology should

Microsoft CRM works the way your IT staff wants it to because it’s based on proven, industry-standard Microsoft technology that’s easy to learn and work with. You’ll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows.