CRM Microsoft Dynamics
FastTrack edition by Indi Vision
ERP – automating businesses of all sizes.
CRM is a cloud-based business application platform that integrates automated customer relationship management (CRM) and enterprise resource planning (ERP), as well as productivity applications and artificial intelligence tools.
5 main benefits FastTrack Dynamics:
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FastTrack CRM
Own CRM in 48 hours. Thanks to our solution, you will get a working CRM that can close your key queries in as little as 2 days.
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Technical support
In a format that is convenient for you, which includes the following processes:
- Ongoing monitoring and 24/7 technical support to keep your cloud infrastructure running smoothly.
- Regular updates and security measures to protect your data and information from potential threats.
- Information about all Microsoft processes that may affect your operations.
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Mobile-friendly version
The adaptability of the system allows you to use FastTrack with maximum comfort both on stationary and mobile devices.
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License support
- You will get the licenses that best suit your needs at the best price.
- You will always have up-to-date information about updates, discounts, special offers, etc.
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Customized functionality
A detailed description of the customized functionality for you and your team. We will tell you everything you need to know to use this system and provide you with personalized training in the chosen format, as well as prepare detailed instructions for you.
What is included into our CRM FastTrack.
FastTrack-ERP
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Automatic case creation (mail – contact and case creation), customer service dashboard.
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Automatic creation of requests for incoming emails.
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Prioritization of calls
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Sorting calls by product.
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Displaying calls by incident type.
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Displaying the most frequent calls.
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Control of time for solving requests and further analytics.
Sales process management
- Lead Generation.
- A complete overview of all features.
- Create and manage deals at every stage of sales.
- Automatic creation of commercial offers from a template.
- Creation of orders and discount system according to set rules.
- Automatic invoicing from a template.
Goal setting module – creating individual sales plans.
Administration of product assortment
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Database management with product cards.
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Management of product properties.
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Setting up the structure of the product catalog.
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Management of goods pricing policy on the basis of created price lists.
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Flexible management of discount rules system.
Customer databases
- Creation of organization card (counterparty).
- Creation of contact cards (client’s business card).
- Ability to communicate with a contact or counterparty from the card in CRM.
- Storage of history of relations with the client (events, calls, correspondence, tasks).
Competitor databases
- Creating a competitor base and analyzing customer actions in competitive deals.
Management with ERP
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Keeping electronic correspondence in CRM.
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System with automatic synchronization of tasks with Microsoft Outlook mail.
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Planning and management of meetings without leaving the system.
Document management
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Flexible management of the chain of approved documents.
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Automated distribution of approval requests with notifications.
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Automated decision notifications.
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History of approved documents.
Formation of automatic contracts
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Create records of contracts with contractors, partners or organizations.
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Tracking of contract terms and conditions.
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Generating a printed version of the contract according to a template in “one click”.
Business analytics with FastTrack
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Sales funnel analytics by selected period, manager, supervisor.
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Analytics of planned and actual benefit from sales.
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Analytics of planned and actual sales plan in the context of the selected period.
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Efficiency, analytics, goals and forecasts.
Role models
- Customize the role model to limit the rights of action of each individual block.
Microsoft Dynamics CRM customer choice – 2020.
Microsoft Dynamics CRM earned customer recognition in a Gartner survey of lead management systems. At the same time, 82% of users will recommend it.
Dynamics CRM is part of Microsoft’s end-to-end sales management ecosystem that covers all modern sales challenges – from deal management to operational processes in a single cloud. Our experience shows that this allows us to obtain the optimal level of team interaction.
Business automation FastTrack.
With many years of experience in such large companies as Samsung, Cisco, IBM, Telenor, Turkcell (GlobalBilgi), PwC, and through cooperation with professors from the world’s leading business schools, we are highly professional.
Our specialization in customer experience management, confirmed by successful projects at IBM and Global Sales School in Austria, experience in organizing effective customer relationship management processes for companies such as Turkcell Global Bilgi, as well as deep understanding of modern change implementation technologies (obtained in Opinno, Spain, Madrid), allow us to create integrated digital enterprise management systems.
As a partner of Microsoft Corporation, our team knows how to prepare, improve and automate business processes of any complexity.
About us
We are an international company that develops various solutions based on the Microsoft Power Platform. We have tools such as Power Apps, Power Automate, Power BI, document management, and Dataverse. An in-depth market research of Microsoft Dynamics 365 Sales, Customer Service, Field Service, and Customer Voice products allowed the company to create a set of ready-made solutions. Microsoft Azure Services provides integration with external systems and creates effective communications through Microsoft Teams. INDI Vision is your path to rapid deployment and customization in the cloud.
We ensure quality with the help of our employees who give 150% and software from Microsoft.
Partnership
