Dynamics CRM

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In today’s competitive environment, businesses of all sizes have to know what their most successful relationships look like. They need to maintain rich profiles of current and future clients as well as provide access to this information for anyone in the organization.

Vifopex services are offered in six functional categories so that regardless of where you are on your CRM journey, you have the specialized assistance you need to achieve your CRM objectives.

1. Creating a Master Profile Record
for Each Key Relationship

  • Centralized accounts and contacts
  • Manage relationships between these groups
  • Integrate data from other data sources to complete these profiles
2. Communications

  • Email integration, calendar, tasks and contacts
  • Tools integration including surveys, web chat, SMS text and CTI
  • Social Media Integration
3. User Interfaces

  • CRM integration with Outlook
  • Web interface
  • Mobile and tablet interface, Windows Mobile, iPad and Android
  • Anytime, anywhere data collection online and offline
4. Process Automation

  • Manage business processes and reporting
  • Streamline and automate routine business processes
  • Leverage intelligent web-based forms, automation and workflow to route web-generated leads to the appropriate team member
5. Web Self Service Portal

  • Create and manage profiles on the web
  • Register for events and training along with ongoing education
  • Place and manage orders
  • Access company knowledge
  • Track order history
6. XRM Rapid Application

  • Leverage the CRM platform to develop a new line of business applications
  • Develop applications by using the Microsoft stack of applications, including Office, SharePoint, Lync and .NET
  • Examples include timesheets, registrations and web integrations