Outstanding CRM systems provide agents with real-time access to the most up-to-date customer and client information, enabling them to easily access customer data and deliver personalised experiences
Marketing
Identify the various customer messages you should deliver and the optimal timing for sending them
Effortlessly connect with sales and analytics to discover, engage, and convert potential leads.
Assist in crafting and sending messages through your customers' preferred communication channels.
Sales
Share key sales metrics and performance updates with your team.
Identify and connect with the ideal buyers to strengthen sales relationships.
Leverage Copilot to guide your actions at each stage of the sales process.
Customer service
Connect with customers on their preferred channels or devices.
Utilise data and insights to enhance service quality and drive cost efficiency.
Provide your team with a comprehensive 360-degree customer view, enabling them to deliver personalised service.
What business problems does CRM solve?
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Disconnected Customer Data: CRM centralises data, improving collaboration and personalised interactions.
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Inefficient Sales Processes: It automates lead tracking and reporting, speeding up deal closures.
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Poor Customer Engagement: CRM helps engage customers with timely, relevant messaging.
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Manual Tasks: It automates routine work, freeing up time for higher-value tasks.
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Limited Customer Insights: CRM provides deep insights into customer behavior for informed decisions.
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Fragmented Communication: It ensures consistent communication across teams.
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Missed Sales Opportunities: CRM tracks leads, preventing lost opportunities.
Automate sales & service workflows to improve productivity
Our iterative approach is designed to empower your team, set best practice standards, build capability, and ensure adoption and success.
Iterative Implementation
A preview release and check point at the end of each cycle, enabling you to regularly review progress and provide feedback.
Quality Assurance (QA) Testing
Independent quality assurance, completed at the end of each cycle to ensure a quality outcome.
Preview & Touch Point
Independent quality assurance, completed at the end of each cycle to ensure a quality outcome.
User Acceptance Testing (UAT)
A User Acceptance Testing period to help you verify that your solution has been implemented as agreed.
Ongoing Support
Optional Support & Maintenance services that help you transition and safeguard you into the future.
Discovery & Design
We collaborate to define the functional and technical requirements of the project, ensuring the solution is customised to meet your specific needs, including Data Design for Dynamics 365.
Solentive's approach delivers exceptional results through an approach that Considers People, Process and Technology.
We provide Wholistic solutions that focus on outcomes and consider People, Process and Technology. This ensures technology solutions land and get you real business results!
Impartiality is key to our success – we are vendor independent and help clients navigate technical choices without bias so you can make an informed choice on the right solution for your business.
We provide a Fit-for-purpose solution, as our expertise across Products, Low-code and Custom solutions enables us to use a variety of technology solutions to achieve results; avoiding the typical “square-peg, round-hole” scenario.
We believe in making technology accessible and provide a Capability Building approach that balances empowering your team with filling gaps in your software capabilities. Leaving the heavy lifting to us means you can balance cost & control with innovation & empowerment.
Collaboration underpins everything we do. We immerse ourselves as a part of your team, helping you to get buy-in, manage change and support adoption along the way.