Partner with Stoneridge Software to Implement and Optimize Dynamics 365 Customer Engagement

Dynamics 365 Customer Engagement is a powerful suite of tools that helps you streamline processes and automate workflows through effective customer relationship management (CRM) capabilities.

These tools streamline operations and enhance customer experiences, helping you achieve your business goals. Here is a brief snapshot of the tools in Customer Engagement and how they can help you:

1. Centralize Customer Data

D365 CE acts as a single source of truth for all customer-related data. By consolidating customer information—including contact details, purchase history, communication records, and preferences—companies can:

• Gain a 360-degree view of customers.
• Eliminate data silos across departments.
• Improve decision-making with accurate, real-time insights.

2. Streamline Sales Processes

Sales teams can leverage D365 CE to manage pipelines, track opportunities, and close deals faster. Key features include:

• Lead Management: Capture, score, and nurture leads effectively.
• Opportunity Tracking: Monitor progress and forecast revenue with precision.
• AI-Powered Insights: Identify the best next steps and predict outcomes using built-in analytics.

3. Enhance Customer Service

Delivering exceptional customer service is vital for building loyalty. D365 CE empowers support teams with:

• Case Management: Track and resolve customer issues efficiently.
• Omnichannel Support: Interact with customers via email, chat, social media, and more.
• Knowledge Base: Provide quick, accurate answers through a centralized repository.

4. Drive Marketing Success

With D365 CE, marketing teams can create personalized, data-driven campaigns. Features include:

• Segmentation: Target specific audiences with precision.
• Campaign Automation: Execute and monitor campaigns across multiple channels.
• Analytics: Measure ROI and refine strategies with detailed reporting.

5. Improve Field Service Operations

For businesses managing field service teams, D365 CE offers tools to optimize operations:

• Scheduling: Assign the right technician for the job using AI-driven tools.
• Mobile Access: Enable field staff to access customer data and service histories on the go.
• Proactive Maintenance: Use IoT integration to anticipate and address issues before they arise.

6. Leverage AI and Automation

D365 CE incorporates AI and automation to reduce manual workloads and improve outcomes. Examples include:

• Chatbots: Provide instant support to customers 24/7.
• Predictive Analytics: Forecast customer needs and behaviors.
• Workflow Automation: Streamline repetitive tasks and improve productivity.

7. Integrate Seamlessly with Other Tools

D365 CE integrates seamlessly with Microsoft 365, Power BI, and other business applications. This interoperability allows companies to:

• Enhance collaboration across teams.
• Build custom workflows using Power Automate.
• Visualize data with Power BI for actionable insights.

Dynamics 365 Customer Engagement Solutions in Action – Stoneridge is Your CRM Partner

Stoneridge Software has worked with many clients to help them implement and optimize Dynamics 365 Customer Engagement solutions. For more information, head to our Success Stories page to see how we help clients win! You can also check out some specific examples:

Growing Together: Leveraging Power Platform for Sustainable Reforestation Success at the Arbor Day Foundation

The Arbor Day Foundation, the world’s largest nonprofit dedicated to tree planting, partnered with Stoneridge Software to enhance their reforestation efforts. Facing challenges with manual, spreadsheet-based processes, the Foundation sought to streamline operations and improve data management.

Stoneridge Software implemented Microsoft Dynamics 365 Customer Engagement and the Power Platform, developing a Model-Driven App tailored for reforestation activities. This solution automated data collection, integrated various systems, and provided real-time insights, significantly boosting productivity and operational efficiency.

Johnstech’s Strategic CRM Move to the Cloud: Empowering Future-Ready Operations

Johnstech International, a leader in semiconductor test solutions, collaborated with Stoneridge Software to transition their on-premises CRM system to the Microsoft Cloud. This strategic move aimed to enhance scalability, security, and accessibility for their global operations. By migrating to Microsoft Dynamics 365, Johnstech achieved a unified platform that streamlined sales and customer service processes, improved data accuracy, and provided real-time insights.

The cloud-based solution empowered Johnstech’s teams to work more efficiently and responsively, positioning the company for future growth and innovation.

Hearing Technology Leader Adopts Dynamics 365 Customer Insights to Drive Revenue and Operational Gains

A leading hearing technology company partnered with Stoneridge Software to enhance its operations and customer experience. Facing challenges in aligning marketing and sales, improving customer service, and enabling geographically-customized sales, they implemented several strategic solutions:

• Dynamics 365 Customer Insights – Journeys: Enhanced lead intake and streamlined customer experience, aligning marketing and sales teams.
• Shopify Integration: Allowed direct purchases from local providers, improving overall customer and provider experiences.
• Call Center Automation and Migration: Automated and optimized call center processes, migrating from on-premise to online, and integrated with Cisco WebEx for efficient call handling.
• Usability Upgrades: Reduced the number of clicks needed for customer service users to access essential information, improving overall efficiency.

These implementations significantly improved operational efficiency, customer satisfaction, and employee empowerment.

Electronics Distributor Conquers Sales Process Gaps through Automation and Integration

An electronic components supplier partnered with Stoneridge Software to address operational challenges, including manual follow-ups, disjointed processes, and reliance on spreadsheets. They implemented a comprehensive solution integrating Dynamics 365 Sales with Dynamics 365 Finance and Supply Chain, utilizing Power Automate and Dual Write for seamless data synchronization. This integration centralized sales data, automated lead assignments, and improved global demand forecasting and reporting.

As a result, the company achieved streamlined operations, enhanced data management, and increased operational efficiency, reinforcing its position as a leader in the electronic components industry.

Enhancing Blue World Pools’ Operational Efficiency with Dynamics 365 Field Service

Blue World Pools, a leader in swimming pool construction, partnered with Stoneridge Software to enhance their scheduling and communication processes. Previously, the company faced challenges with a disjointed scheduling system, manual errors, and inefficient communication between schedulers, sales representatives, and clients. To address these issues, Stoneridge implemented Dynamics 365 Field Service, integrating it with Dynamics 365 Sales, Power Automate, and Twilio.

This comprehensive solution streamlined appointment scheduling, automated communication via text messaging, and centralized operations on a unified platform. As a result, Blue World Pools achieved record-breaking scheduled appointments on the first day of using the new system, significantly improving operational efficiency and customer satisfaction.

Ready to Unlock Better Customer Management with Dynamics 365? Reach out to Stoneridge!

Our experts can help you implement all of these tools so that they work for your organizational needs. Whether you want to improve your field service operations, drive sales revenue, extend your marketing reach, or boost customer support, Stoneridge is here to support you.

Contact us today to get started. 

 

The post Partner with Stoneridge Software to Implement and Optimize Dynamics 365 Customer Engagement appeared first on CRM Software Blog | Dynamics 365.