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Connected Enterprise (Microsoft Dynamics 365 & Salesforce)

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Connected Enterprise - Microsoft Dynamics 365 & Salesforce

Customer information, sales activity, service operations and business data often sit across disconnected applications and departments.

APT IT helps organisations create a Connected Enterprise using Microsoft Dynamics 365 and Salesforce, bringing customer processes, workflows, data and enterprise systems together.

Our consulting services span strategy, implementation, integration, workflow design, optimisation and ongoing support.

The objective is simple: provide employees with better information while creating more consistent customer experiences.

Microsoft Dynamics 365

Connect customer, sales, service and operational processes through Microsoft Dynamics 365.

Salesforce

Design and optimise Salesforce environments around sales, service and customer-engagement requirements.

Enterprise Integration

Connect CRM platforms with other applications to create more consistent information across the organisation.

Service Benefits

CRM Strategy & Process Design
Step 01

Successful CRM implementation starts with understanding how the organisation interacts with customers.

APT IT works with stakeholders to map customer journeys, sales workflows, service processes and information requirements before defining the technology solution.

Dynamics 365 & Salesforce Implementation
Step 02

Configure enterprise CRM platforms around your organisation's operational requirements.

Capabilities may include:

● Lead management
● Opportunity management
● Customer records
● Sales workflows
● Service management
● Case management
● Workflow automation
● Reporting and dashboards

Integration & Optimisation
Step 03

CRM platforms become significantly more valuable when connected to the wider enterprise ecosystem.

APT IT helps organisations integrate CRM platforms with other applications and improve existing environments through workflow automation and platform optimisation.

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Connected Enterprise Capabilities

Sales Automation

Provide sales teams with structured lead and opportunity management processes.

Customer Service

Improve case management and customer-support workflows.

Workflow Automation

Reduce manual administration by automating repetitive business processes.

Customer Data

Improve access to accurate and consistent customer information.

Reporting & Analytics

Create dashboards that provide greater visibility into customer and operational performance.

Enterprise Integrations

Connect Dynamics 365 and Salesforce with relevant business applications.

Business Benefits

A connected CRM environment can enable:

  • Better customer visibility
  • Improved sales productivity
  • Faster customer service
  • Reduced manual administration
  • Better workflow consistency
  • Improved reporting
  • Stronger collaboration between departments
  • More personalised customer experiences

Why APT IT for Dynamics 365 & Salesforce?

APT IT approaches CRM transformation as a business transformation initiative rather than simply a software implementation.

We consider customer journeys, workflows, data, integrations and operational processes before designing the technology solution.

This helps organisations gain greater long-term value from platforms such as Microsoft Dynamics 365 and Salesforce.

Build a More Connected Customer Experience

Talk to APT IT about Dynamics 365, Salesforce and enterprise CRM transformation.

Talk to Our CRM Team
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