CRM solutions overview
At Exquitech, we specialise in delivering comprehensive, end-to-end services for Microsoft Dynamics 365 CRM, empowering organisations to transform their customer engagement strategies and drive sustainable growth. From initial strategic planning to seamless implementation, ongoing support, and continuous optimisation, we partner with you every step of the way.
Our CRM solutions are designed to:
- Enhance customer engagement through personalised, data-driven interactions
- Improve sales and service efficiency with intelligent automation and streamlined workflows
- Support scalable growth by aligning CRM capabilities with your evolving business needs
We provide expert support across the entire Microsoft Dynamics 365 CRM suite, including:
- Sales – Empower your sales teams with tools to manage leads, opportunities, and pipelines more effectively
- Customer service – Deliver consistent, high-quality support across all channels with intelligent case management
- Marketing – Run targeted, multi-channel campaigns and track performance with real-time analytics
- Field service – Optimise field operations with intelligent scheduling, asset management, and mobile capabilities
Our solutions address the following imperatives:
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CRM implementation & deployment
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System upgrades & migrations
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Third-party integration & customisation
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Performance optimisation & health checks
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User training, change management & adoption support
Customer challenges
Exquitech customers are faced with a host of marketing, sales and support related challenges – all addressable with CRM solutions.
Technology integration
Integrating advanced technologies like AI, IoT, and blockchain into CRM systems can be complex. Managed services streamline this process.
Data security
Protecting sensitive customer data from cybersecurity threats is crucial. Managed CRM services offer robust security measures.
Scalability
As businesses grow, their CRM systems need to scale accordingly. Managed services provide the flexibility to scale up or down based on business needs.
Cost management
Implementing and maintaining CRM systems can be costly. Managed services help reduce costs through efficient resource management and cloud-based solutions.
Regulatory compliance
Keeping up with changing regulations can be challenging. Managed CRM services ensure systems are always compliant with the latest regulations.
Operational efficiency
Automating routine tasks and optimising processes can significantly improve operational efficiency. Managed CRM services leverage AI and automation to achieve this.
User adoption
Ensuring that employees effectively use CRM systems can be difficult. Managed services provide training and support to enhance user adoption.
Disaster recovery
In the event of a system failure, having a robust disaster recovery plan is crucial. Managed CRM services offer comprehensive disaster recovery solutions.
Customisation
Every business has unique needs. Managed CRM services offer customisation options to tailor the CRM system to specific business requirements.
Performance monitoring
Continuous monitoring of system performance is essential to identify and resolve issues promptly. Managed CRM services provide real-time performance monitoring and analytics.
Our CRM solutions address all these challenges, and more.
The CRM solution process
Plan
Develop a strategic CRM roadmap tailored to your business needs, including clearly defined objectives, scope, and timelines.
Implement
Deploy the CRM solution following best practices, including configuration, customisation, and integration with existing systems.
Assess
Evaluate current systems and processes to identify gaps and opportunities for improvement, ensuring alignment with business goals.
Operate
Provide ongoing support and maintenance, including performance monitoring, updates, and user training to ensure optimal operation.
Plan
Develop a strategic CRM roadmap tailored to your business needs, including clearly defined objectives, scope, and timelines.
Assess
Evaluate current systems and processes to identify gaps and opportunities for improvement, ensuring alignment with business goals.
Implement
Deploy the CRM solution following best practices, including configuration, customisation, and integration with existing systems.
Operate
Provide ongoing support and maintenance, including performance monitoring, updates, and user training to ensure optimal operation.
Customer benefits
Exquitech CRM clients benefit from an array of business outcomes.
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Improved efficiency
Streamlined processes and automated workflows enhance overall operational efficiency.
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Cost savings
Reduced IT overhead and optimised resource management lower operational costs.
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Scalability
Flexible solutions that grow with your business, accommodating changing needs.
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Enhanced security
Robust security measures protect sensitive data and ensure compliance with regulations.
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Better decision-making
AI-driven insights and real-time analytics support informed decision-making.
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User support
Comprehensive training and ongoing support improve user adoption and system utilisation.
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Disaster recovery
Reliable disaster recovery solutions ensure business continuity in case of system failures.
Is your CRM ready for what’s next?
Whatever you want from your marketing, sales and CX processes, speak to the experts.
Related Capabilties
ERP
Exquitech ERP solutions offer a seamless transition from legacy systems to Microsoft Business Central and Microsoft Dynamics 365, ensuring minimal disruptions and maintaining data integrity.
HR
Exquitech solutions offer comprehensive modules for recruitment, learning and development, employee engagement, compensation and benefits, performance management, payroll, leave management, and employee well-being.
Data Governance & Management
Get structured frameworks and policies to align security practices with compliance standards, enhance data governance and enforce effective privacy measures, ensuring your organisation remains resilient.
Get a consultation
from an expert
Our experts are ready, experienced and tooled to help your business address its CRM challenges. Let’s chat.