Customer Relationship Management (CRM)
- Sales, Marketing, Service, Project Tracking, Asset Management, etc
- Time Management
- Configured to your needs
- Single Customer View
- Mobile and Tablet Ready
Document Management and Intranets
- Search and Find
- Project Group/Team sites
- External File Shares (Data Rooms)
- Information Governance
- GDPR Compliant
- Interactive Dashboards
- Key Performance Indicators
- Business Insights/Trend Analysis
- Proactive Alerting
- Mobile Access to BI
Everything that we do at Circyl is centred around Microsoft Cloud based business productivity.
In today's world, data, analytics and integration are key. Why did we choose to work with products such as Dynamics 365 CRM, SharePoint, O365, Power BI, SQL Azure? It's because they 'talk' to each other, they can integrate seamlessly, with a little help from us of course.
Although Dynamics has reporting build in to enable pipeline to be tracked and shared via reports, the real value comes when you surface this data in Power BI via SQL Azure, this can happen seamlessly and in real-time if required. Once available in Power BI, you can then leverage the flexibility of multiple filters, powerful graphing visualisations, bring data sources into the mix that are outside of the CRM system.
The Power BI dashboards can then be consumed either from the Power BI website, mobile App or embedded into your SharePoint solution for a seamless and user centric experience.
Storing documents against your Sales opportunities in Dynamics CRM?
Why not utilise SharePoint and store them automatically in document libraries that are easily searchable and accessible to user communities outside of your CRM system, keeping licencing costs down and controlling the user experience.
When working offline, utilise Office 365 tools such as OneDrive for Business so that all relevant documents can be automatically synchronised to your PC so that they are always available.
We like to call this Business Productivity on your terms, if you want to work when, where and how you please, get in touch with us and we can make this a reality.