Customer Relationship Management

Customer Relationship Management Platform DMC's team of business analysts and developers will tailor your Customer Relationship Management (CRM) system to fit the way you do business, allowing your team to focus on growing your business through increased sales and stronger relationships with customers, partners, and vendors.

DMC recommends using the industry leading CRM platforms of Microsoft Dynamics 365 for Sales and Salesforce Sales Cloud

CRM Services DMC Provides

  • CRM Planning and Guidance
    • Assist with selection of a CRM platform
    • Implement your sales process using Dynamics 365 or Salesforce
    • Perform application and custom object configuration
    • Configure data entry forms and workflow processes
    • Perform end to end solution testing
  • Data Migration
    • Import account, contact, lead, opportunity and other object data
    • Migrate from legacy CRM systems to Dynamics 365 or Salesforce
  • Integration Services
    • Build Microsoft Power BI reports and dashboards using CRM data
    • Integrate Dynamics 365 or Salesforce with SharePoint and other systems
  • Custom Application DevelopmentAdd custom features to your CRM solution
    • Design the data model, user interface, business logic, and security for custom applications
  • Training and Support
    • Provide end user training
    • Provide administrator training
    • Provide ad-hoc support services

If you are ready to start your workplace’s digital transformation, contact us or learn more about DMC’s Digital Workplace Solutions

Microsoft Gold Partner StatusSalesforce Consulting Partner

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