Shanvri Logo - Microsoft & Salesforce Partner | Top Consulting Co. in USA & Canada

Elevate Customer Relationships with CRM

Microsoft Dynamics 365 CRM enables businesses to manage customer relationships with powerful tools for sales, service, and marketing. We help you implement and customize CRM solutions that drive customer loyalty and business success.

What is CRM?

Customer Relationship Management (CRM) is a strategy and technology framework used by businesses to manage interactions with customers, streamline processes, and improve profitability. At its core, CRM systems centralize customer information, such as contact details, purchase history, and communication records, enabling businesses to better understand and serve their customers. Popular CRM platforms, like Salesforce, Microsoft Dynamics 365, and HubSpot, offer tools for sales automation, customer support, marketing campaigns, and analytics, all aimed at fostering stronger customer relationships.

Beyond managing customer data, CRM empowers businesses to anticipate customer needs, personalize experiences, and enhance overall customer satisfaction. It provides insights through reporting and dashboards, helping companies make informed decisions and optimize operations. Whether used by sales teams to track leads, marketers to target campaigns, or customer service teams to resolve issues efficiently, CRM systems are invaluable in creating a customer-centric approach that drives business growth and loyalty.

Love the way you work. Together.

Customer Relationships with CRM Planning | ShanVri Digital

Customer Relationship Management (CRM) is a strategy used by businesses to manage and analyze customer interactions, improving customer satisfaction and loyalty.

CRM Strategy & Implementation

Implement a CRM solution to manage and optimize customer interactions.

Sales & Marketing Automation

Automate workflows to improve sales productivity and marketing efforts.

Customer Insights

Leverage built-in analytics to understand customer behavior and improve decision-making.

Why does your business need Dynamic 365 ERP?

Drive more revenue by connecting sales and marketing.

Situations Indicating the Need for ERP in Your Business:

How ERP Consulting Can Help:

Microsoft Dynamics 365 ERP Services For Different Industries

Transform your business with Dynamics 365 ERP: Streamlined operations, enhanced analytics, and tailored solutions for every industry.

 

Manufacturing

Retail

Healthcare

Finance and Banking

Education

Construction and Real Estate

Transportation and Logistics

Professional Services

Hear from Microsoft Users: Success in Action

“Microsoft Dynamics 365 has been the tool from the start because of its extraordinary flexibility."

Christina Schull, Chief Information Officer, Alltech

Products

“Business Central is very agile, and the features are flexible, so it is very easy for us to install and maintain”

Julie Parizel, ERP Transformation Program Manager, Michelin

Products

“With Dynamics 365, total cost of ownership went down by as much as 40 percent compared to our previous solution.”

40%
Reduction in cost of ownership

Pepijn Brinkhoff, Lead Product Owner, ABN AMRO
 
 

Products

Years in Business
0 +
Projects Completed
0 +
Satisfied Client
0 %
Referral Business
0 K

Frequently Asked Questions

What is Microsoft Dynamics 365 for CRM?

Microsoft Dynamics 365 for CRM is a cloud-based customer relationship management (CRM) solution that helps businesses manage sales, marketing, customer service, and more. It integrates seamlessly with other Microsoft tools to provide a unified platform for improving customer engagement and business efficiency.

What are the benefits of Microsoft Dynamics 365 for CRM?

Key benefits include:

  • Centralized Data: Access all customer information in one place.
  • Enhanced Productivity: Integration with Microsoft tools like Office 365.
  • AI-Driven Insights: Leverage predictive analytics to improve decision-making.
  • Customizable: Tailor workflows, dashboards, and reports to fit your needs.
  • Scalability: Suitable for businesses of all sizes.
What features does Microsoft Dynamics 365 for CRM offer?

Dynamics 365 for CRM includes:

  • Sales: Lead management, opportunity tracking, and forecasting.
  • Customer Service: Case management, self-service portals, and omnichannel support.
  • Marketing: Campaign automation, segmentation, and analytics.
  • Field Service: Scheduling, dispatching, and resource optimization.
  • AI and Analytics: Predictive insights and data visualization.
How does Microsoft Dynamics 365 for CRM improve customer engagement?

It enhances customer engagement by:

  • Providing a 360-degree view of customers.
  • Automating personalized marketing campaigns.
  • Offering real-time customer support across channels.
  • Streamlining sales and service processes for faster responses.
Is Microsoft Dynamics 365 for CRM cloud-based?

Yes, Microsoft Dynamics 365 for CRM is primarily cloud-based, but it also offers on-premises and hybrid deployment options for businesses with specific needs.

How does Microsoft Dynamics 365 integrate with other tools?

Dynamics 365 integrates seamlessly with:

  • Microsoft Office 365: Excel, Word, and Outlook.
  • Microsoft Teams: Collaboration and communication.
  • Power BI: Advanced data analytics and reporting.
  • Third-Party Apps: Integration through APIs and connectors.
What industries use Microsoft Dynamics 365 for CRM?

Industries benefiting from Dynamics 365 for CRM include:

  • Retail and eCommerce
  • Financial Services
  • Healthcare
  • Manufacturing
  • Professional Services
Can Microsoft Dynamics 365 for CRM be customized?

Yes, Dynamics 365 is highly customizable, allowing businesses to:

  • Design workflows that align with their processes.
  • Build custom dashboards and reports.
  • Develop tailored apps using Power Apps.
How secure is Microsoft Dynamics 365 for CRM?

Microsoft Dynamics 365 for CRM is highly secure, offering:

  • Data encryption in transit and at rest.
  • Role-based access controls.
  • Compliance with global standards like GDPR, HIPAA, and ISO.
How can ShanVri help with Microsoft Dynamics 365 for CRM?

ShanVri specializes in:

  • Implementing and configuring Dynamics 365 for CRM.
  • Customizing workflows and integrations.
  • Providing training and support for seamless adoption.
  • Offering ongoing maintenance and optimization services.
What is the pricing for Microsoft Dynamics 365 for CRM?

Pricing depends on:

  • The modules and features you choose.
  • The number of users and licenses required.
    Contact ShanVri for a personalized consultation and pricing details.
What are the deployment options for Microsoft Dynamics 365 for CRM?

Dynamics 365 for CRM offers:

  • Cloud Deployment: Hosted on Microsoft Azure.
  • On-Premises Deployment: Managed within your infrastructure.
  • Hybrid Deployment: A combination of cloud and on-premises.
How does AI enhance Microsoft Dynamics 365 for CRM?

Dynamics 365 uses AI to:

  • Predict customer behavior and recommend next steps.
  • Automate routine tasks like lead scoring and email follow-ups.
  • Provide actionable insights through data analytics.
What is the difference between Dynamics 365 for CRM and Salesforce?

While both are powerful CRM platforms, Dynamics 365 offers:

  • Seamless integration with Microsoft products.
  • Flexible deployment options (cloud, on-premises, hybrid).
  • Cost-effective pricing for businesses using other Microsoft tools.
How long does it take to implement Microsoft Dynamics 365 for CRM?

The timeline varies based on business requirements, but ShanVri ensures efficient implementation, typically ranging from a few weeks to a few months.

Why Choose Us

Why Organizations Recognize Shanvri Group’s Consulting Services as the Industry Leader

A dedicated team of 25 skilled developers.

Exclusive expertise in Microsoft and Salesforce platforms.

A client-centric approach that prioritizes results and satisfaction.

A legacy of blending tradition and innovation to drive transformation.

Ready to transform your business? Partner with ShanVri Digital for innovative IT solutions that drive measurable results.