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Platform Microsoft Dynamics 365 CRM

Platform Microsoft Dynamics 365 CRM

Your challenge
You want to take your customer relationships to a new level and want more momentum in marketing, sales and service.
Our plan
A modern CRM platform helps you to better understand your customers. You optimize your marketing, sales and service processes and lead your team to new successes.
Solution approaches
With a central customer database, smart process automation and intelligent AI support, you can create unforgettable customer experiences and increase transparency.

#customer loyalty

How to build sustainable customer relationships

Knowing each other well, developing a deep mutual understanding, and being able to count on each other. These are the building blocks of strong, trust-based relationships with customers. A CRM system gives your team a 360-degree view of your customers by collecting and analyzing data from multiple channels. Efficient, automated processes provide the knowledge needed to simplify conversations and delight each customer with highly personalized service. It turns customer relationships into loyal friendships.

CRM - The heart of the customer relationship

How about a tool that supports your team in acquiring new customers and expanding existing relationships? The solutions of the Microsoft CRM product family network customer-oriented areas such as sales, marketing, service, field service and project management on a common platform. Customer data is recorded and managed centrally in one place. This means that your team always has an overview of all customer data and is informed about the current status at all times - regardless of whether it concerns sales or service processes. The best prerequisites for providing your customers with the best possible advice in every situation. With the Microsoft Dynamics 365 CRM platform, your team can:

  • better understand and respond to customer needs
  • Carry out effective marketing campaigns
  • Optimize sales processes and increase sales
  • Plan, manage and evaluate projects
  • Improve service and strengthen customer loyalty
  • Communicate more efficiently with customers and prospects

With a well-thought-out strategy, a CRM platform becomes a driver for long-term market success and a significantly higher return on sales. This is particularly true for highly competitive markets.

How you benefit from your customer data

With Microsoft Dynamics 365 CRM, you can establish efficient processes and professional customer communication in sales, marketing and service. The central database puts your customers at the center and creates transparency across all activities. As your entire team is on the same page, your sales team can react more quickly to customer needs and make clever use of sales opportunities. Your team reads the customer history like an open book and has an easy time creating customized offers and achieving higher closing rates.

In marketing, the central database helps you to address customers more precisely and in a highly personalized way. And campaigns can be tailored much better to the needs and behaviors of individual target groups. This ultimately leads to top results.

With just a few clicks, your service team gains insight into the complete service history and can answer customer queries much more quickly and precisely. For your customers, this means consistent and valuable communication in every respect. They receive relevant information that is precisely tailored to their questions. The high quality of service pays off: through satisfied customers and strong customer loyalty.

In addition, AI functions help you to analyze extensive databases with pinpoint accuracy and gain precise insights into each individual customer relationship. Valuable knowledge that supports your team in advising your customers even better and making them perfectly happy. The market will be amazed at how you celebrate customer orientation.

Solutions from the Microsoft CRM product family

Marketing

Microsoft Dynamics 365 Customer Insights Journeys speaks the language of your customers. With this solution, your team can create marketing campaigns that are precisely tailored to the needs of your target groups. If all activities run via a central platform, you can keep an eye on the entire customer journey from A to Z - and measure the success of individual measures in real time. AI functions help you to analyze customer behaviour. You gain valuable insights that you can use to make your customer approach even more professional and personalize it perfectly. Your marketing strategies become ever more sophisticated and you create incomparable experiences for your customers. Microsoft Dynamics 365 Customer Insights Data enables you to learn much more about your customers. Your team can easily collect, merge and analyze data from various sources. This creates a holistic picture of your target group. You gain detailed insights into customer behavior, can address your customers in a more targeted manner and, thanks to well-founded information, hit the mark more often with your business decisions. In addition, AI functions support you with advanced analyses and forecasts. Your team can identify trends at an early stage and take the right measures with confidence. This knowledge also helps you to refine marketing strategies and optimally align sales and service. This enables you to sustainably increase customer loyalty and customer satisfaction.

Sales

Imagine if your sales department - freed from time-consuming documentation and manual tasks - could concentrate much more on your customers. They would be delighted with the expert advice and professional service. With Microsoft Dynamics 365 Sales, you can give your team the freedom they need. The CRM platform automates all customer activities, logs them seamlessly and simplifies contact and communication. And because everything is managed in one place, everyone in the team can immediately continue working on the last touchpoint. This is efficient, clear and brings security to your processes. The great thing about it is that the CRM platform is directly integrated into an environment that everyone knows and can use - Microsoft Outlook. Instead of having to learn a new interface, your employees can immediately track emails, manage calendars and work productively with customer contacts. And in a double pass with Microsoft Teams, communication and scheduling become child's play. Teamwork could hardly be easier. Microsoft Dynamics 365 Sales relies on AI to inspire you with precise insights and forecasts. This helps you, for example, to interpret historical sales data, identify potential opportunities or improve your sales opportunities. With the LinkedIn Sales Navigator, you can expand your network, identify potential customers and target them with just a few clicks. This allows you to gain new leads in no time at all and increase your sales success. Perfect for optimizing your sales activities and achieving your sales targets with confidence.

Service

Microsoft Dynamics 365 Customer Service improves your service processes. You manage all customer inquiries in one place and can schedule your service team perfectly. AI also helps you to analyze requests and identify patterns. For example, recurring technical errors are quickly identified and resolved with convincing solutions. Automated workflows help your team to distribute tasks efficiently and significantly reduce response times. Microsoft Dynamics 365 Omnichannel links channels such as email, chat, telephone and social media and is your central platform for all customer activities. This keeps your communication uniform and consistent across all channels. AI-supported analyses support you with valuable insights into customer behavior so that you can respond to inquiries faster and more efficiently. No matter which channel your customers use to contact you, they will be delighted with the personalized, seamless communication. Microsoft Dynamics 365 Field Service is made for your field service. You can coordinate service calls centrally and plan and track service requests efficiently. This shortens response times and increases service quality. AI functions support you in analyzing deployment data and optimally scheduling your field service. And thanks to real-time connectivity, service employees receive direct help on site to overcome new challenges together with your customers. This allows you to improve service quality, increase customer satisfaction and boost the efficiency of your field service processes.

Project management

With Microsoft Dynamics 365 Project Operations, you can achieve milestone after milestone with confidence. Project management covers all phases of the project lifecycle - from planning and implementation to tracking and analysis. You can control your projects centrally and manage budgets, schedules and resources efficiently. With AI, you can analyse your project data, make precise forecasts and surprise your team with sustainable recommendations for process optimization, for example. Real-time analyses help you to identify risks at an early stage and plan proactive measures. Direct interaction with financial and resource management maximizes profitability, ensures high-quality results and thus increases customer satisfaction.

Features

  • Required modules can be licensed individually.
  • High investment security thanks to continuous further development.
  • Easily customizable, without programming effort.
  • Close interaction with the Microsoft Office product family.
  • Many additional add-ons from Microsoft partners.
  • Easy to integrate into other applications via web services.
  • Can be used internationally thanks to multilingualism.

Apps and connections for Microsoft Dynamics 365 CRM

Today, dealers can find out the current status of their orders themselves via customer self service. This takes a burden off the sales team. Shortly after its introduction, the number of requests for information fell by up to 40 percent.

Alain Thiemann, Managing Director, VELO DE VILLE

Dynamics CRM makes our work much easier, with less administration we can keep track of what's going on, easily create filters and reports. Thanks to the integration with the Business Center, all the data we enter is displayed in real time in the other system, whether we are creating a new customer in the CRM system or a new offer in the ERP solution. Another advantage is that, like Business Central, Dynamics CRM can be accessed from anywhere, so that our customers are always and everywhere provided with complete, up-to-date information.

Kálmán Fa, Sales Manager Layher Kft.

We chose COSMO CONSULT as a result of a thorough evaluation and we made the right choice, we have had a very positive experience and we are still satisfied with our cooperation. We particularly appreciate the responsiveness of the well prepared team, whether we are approaching them with a quick request or preparing a new development, our impressions in this respect are absolutely positive. We have several developments underway and many more ideas to implement. In the long term, we will continue to rely on Dynamics 365 Business Central, we are convinced that the system will provide us with all the support we need to achieve our strategic goals, and we will continue to rely on COSMO CONSULT in the future.

Sándor Serdült, Managing Director of Layher Ltd.

Our sales representatives who visit our customers can check stock availability remotely in Business Central at a glance and access previously prepared quotations, so they can agree on the exact delivery date on the spot. We have had a very positive experience with the cloud solution, with our colleagues who are constantly on the move having instant and secure access to information from anywhere in the country. Our company's flexibility has also increased greatly, we can pick up work from home on Monday where we left off in the office on Friday.

Sándor Serdült, Managing Director of Layher Ltd.

The client portal implemented by COSMO CONSULT Ltd. takes a big administrative burden off our shoulders when signing new contracts, but the Power Apps Portals-based solution also helps us effectively in contract amendments, case management and client communication. This is a significant improvement on our previous email-phone contact.

László Dombovári, IT Manager

Thanks to the support of COSMO CONSULT experts, we are able to ensure the regulatory compliance of our products in Europe and internationally. The digitization of our processes and the implementation of Life Sciences business applications enable us, among other things, to reduce audit preparation times, restrict the sale of certain products to certain customers/markets, and control the purchase of products from qualified suppliers.

Cédric Renkes, CIO, ELITechGroup

The banking industry had changed and increasingly focused on the customer. It was therefore also important to introduce a system that focused on the customer and therefore all customer-related processes and documents as well as the entire communication with our contacts. The most important information should be available to our sales staff in a well-structured manner at the push of a button.

Elisabeth Reiser-Eckelhart, Senior Solution Manager at s-IT Solutions AT Spardat GmbH

Our claim that the windows offer ‘great outlooks’ means that we act proactively when it comes to customer care, and in doing so, we have been implementing a CRM system for years. From the perspective of a medium-sized company, I consider the change to the Cloud a great gain: Instead of having to shop around for a new system every five years, the solution provider will take care of all updates. As a result, we will always remain state-of-the-art with the CRM.

Florian Schmidinger, Managing Director of Schmidinger Fenster und Türen

The cooperation with COSMO CONSULT was uncomplicated in all areas right from the start. For us, working in partnership is very important, because you can only reach your goal faster if you work together.

Markus Salzwimmer, IT Manager, Lottmann Fensterbänke GmbH

COSMO CONSULT supported us very well during the implementation. We have four countries, each with different requirements. Nevertheless, together we have managed to harmonize and automate workflows.

Mihael Iljic, Digital Manager Europe, Titan Machinery

With Microsoft Dynamics CRM, we can create and process customer-related quotations in high quality. We can track them and, of course, close them.

Heiko Voß, Managing Director, TITAN MACHINERY

We have to be able to go from 0 to 100 at any time. That only works with cloud-based solutions. That's why it was very clear to us that we would go with Microsoft Dynamics CRM.

Mihael Iljic, Digital Manager Europe, TITAN MACHINERY

After the rapid and successful introduction of Microsoft Dynamics CRM, we were able to see an immediate improvement in all areas: in the general data quality, in the more competent appearance to the customer and in the massive time savings for our employees.

Markus Salzwimmer, IT Manager, Lottmann Fensterbänke GmbH

With COSMO CONSULT we have found the right strategic partner to implement our cloud-first strategy.

Alexander Hemmerich, IT Manager at REXEL Austria GmbH

In cooperation with our employees and our customers, our CRM solution has become a key success factor in our company.

Andreas Kohl, Branch Manager, REXEL Austria GmbH

Microsoft Dynamics CRM has enabled us to significantly improve transparency. We can access all relevant information without having to search for a long time.

Miriam Niedenhof-Ducker, Sales & Marketing Manager, UBE Europe GmbH

Microsoft Dynamics CRM helps us expand our expertise, externally and internally. Internally, we benefit from uniform, efficient business processes. Externally, we can address our customers even more specifically with new products.

Jeronimo Porras, Managing Director, UBE Europe GmbH

With COSMO CONSULT we have a partner at eye level and this good relationship is the key to success.

Michael Zehntner, Product Owner CRM-IT, Grenzebach Maschinenbau GmbH

The 360-degree view of the clientele brings transparency, because with Microsoft Dynamics 365 CRM, knowledge is made available to everyone for the first time, allowing us to serve our customers comprehensively and better.

Michael Zehntner, Product Owner CRM-IT, Grenzebach Maschinenbau GmbH

Together with COSMO CONSULT, we looked at what we could implement in a short period of time to achieve maximum success and effectiveness. From this, we then put together a package together.

Meikel Muschalik, Sales IT & Projects Manager at LogicLine Europe

With Microsoft Dynamics 365 CRM, we now have the opportunity to turn our visions and our ideas into reality. Whether lead marketing, lead scoring or marketing automation. There are no more interfaces and no more system breaks. That was a major factor in the decision.

Alexander Knor, Head of Marketing & Sales Operations at LogicLine Europe

We chose the cloud version of Microsoft Dynamics 365 CRM to avoid having to update every few years. It is always up to date and we have the possibility to expand the system very easily in the future.

Alexander Knor, Head of Marketing & Sales Operations at LogicLine Europe

A CRM system like Microsoft Dynamics 365 CRM is so relevant and so necessary. I can't imagine how people used to get by without one.

Stefan Ulmer, Head of CRM at OPED

With Microsoft Dynamics CRM, we can bring together all the knowledge that is spread across various knowledge islands in one place. We are thus able to evaluate and analyze business figures and derive decisions from them.

Stefan Ulmer, Head of CRM at OPED

We are constantly adapting Microsoft Dynamics 365 CRM to the changing needs of the teams. So the system grows with the business.

Stefan Ulmer, Head of CRM at OPED

With Microsoft Dynamics 365, we have facilitated collaboration between office staff and field staff. Employees can access all data independently at any time, whether directly at the customer's site or in the office.

Markus Kitzinger, IT Application Manager at REXEL Austria GmbH

With Microsoft Dynamics 365 CRM, the field sales force now has all the info it needs to serve customers optimally. The inside sales force sees the field sales force's e-mail traffic with the customer. He sees if, what and how much the customer orders via the web store.

Alexander Hemmerich, Head of IT, Rexel Austria GmbH

With Microsoft Dynamics 365 Sales & Marketing, we have streamlined and simplified our processes. Instead of searching through confusing Excel lists, Sales now sees their current leads & sales opportunities in a structured way and can focus on customer care.

Christoph Standl, Founder and Board Member, Tourismus Interaktiv AG

With Microsoft Dynamics 365 for Sales, it is possible to create uniform quotations without creating the business partner in SAP in advance. This means a huge time saving for our inside sales team.

Miriam Niedenhof-Dücker, Sales & Marketing Manager at UBE Europe GmbH

We were looking for someone who would take us by the hand - where there are stumbling blocks - but who would also let us move forward independently. This approach with COSMO CONSULT has helped us a lot.

Mihael Iljic, Digital Manager Europe, Titan Machinery

According to the plan, we're rolling out CRM four times in two years - that's a challenge, and COSMO CONSULT is the partner for us to make it happen together.

Mihael Iljic, Digital Manager Europe, Titan Machinery

All the information we need for each customer can be found in the CRM - just as it should be. This is also important for our evaluations. For our field sales force, lead management - the planned, structured tracking of sales opportunities - is the biggest advantage.

Thomas Feymann, Head of Sales LogicLine Europe GmbH.

With COSMO CONSULT we have a partner at eye level and this good relationship is the key to success.

Michael Zehntner, Product Owner CRM-IT, Grenzebach Maschinenbau GmbH

COSMO CONSULT convinced us as a full-service provider. And today I can say: That was exactly the right step.

Thomas Feymann, Sales Manager LogicLine Europe GmbH

You could tell COSMO CONSULT had concentrated expertise. Much of what we addressed, they had already implemented in other projects.

Thomas Feymann, Sales Manager LogicLine Europe GmbH

We can only achieve these permanent optimizations with the experience of a competent partner. We ourselves are too small to have such expertise in-house. Our contact at COSMO CONSULT is available at short notice and I can always count on him.

Stefan Ulmer, Head of CRM at OPED

From the very beginning, we have worked with COSMO CONSULT on a very cooperative basis. We like the team's professional, pragmatic approach to the projects. Our wishes and ideas were taken into account as well as advice and constructive criticism from COSMO CONSULT.

Alexander Hemmerich, IT Manager at Rexel Austria GmbH

COSMO CONSULT works with short, down-to-earth paths, nothing is complicated. A project like this stands and falls with the implementation partner. And that was the right fit here.

Alexander Hemmerich, IT Manager at Rexel Austria GmbH

The uncomplicated cooperation and short communication channels between Synthesa and COSMO CONSULT were two important success factors for our project.

Markus Trauner, IT Area Manager for PM & QM, Synthesa Chemie GmbH

With COSMO CONSULT, we have a partner who helps us tackle processes efficiently and unbureaucratically. The success shows that our decision was right.

Alfred Paloska, IT Management and Organization, Synthesa Chemie GmbH

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Platform Microsoft Dynamics 365 CRM