Your Microsoft Dynamics 365 Philadelphia Area Consulting Partner

Microsoft Dynamics 365 Consulting: Implementation | Integration | Customization

Microsoft Dynamics CRM PhiladelphiaSyncraTec Solutions has been a Microsoft Dynamics 365 Philadelphia Area Partner for over ten years.  Each year, we’ve steadily grown our client base along with our consulting skill set.  As the Microsoft Dynamics 365 offering has evolved from CRM 1.2 in 2004 to the present day Dynamics 365 release, we’ve invested heavily in the development of our consultants to keep up with the ever-more-sophisticated system functionality as we strive to deliver outstanding value for our clients’ CRM implementation project investments.

In order to accomplish a successful CRM project, it could take a variety of skills starting with a deep knowledge of how to configure the CRM system to accommodate a variety of business process from sales & marketing to customer service to completely custom processes.  Processes, in fact, are one of the foundations of the CRM system, and its always fun to show how the software can be adapted to a variety of operational scenarios.

A lot of times, a CRM implementation is all about the data.  It could be a data migration project where we’re bringing in legacy data from another system; or integrating the CRM data with an ERP system or a separate claims handling system.  There’s a lot of flexibility on how we can bring data into the system for a one-time migration, or exchange data with another system on an ongoing basis.

To accomplish the various scenarios we face on an everyday basis, we dig deep into our CRM Consulting tool-belts as required to facilitate the business need.  It could reporting, mobility, web forms, address validation, data cleansing, process automation, email marketing, a customer- (or partner- or contractor-) facing portal, business intelligence dashboards, mapping applications, various customizations… and the list goes on.  We’ve found that every client has a different set of requirements, and as part of our project management methodology, we will always seek to understand, document, and confirm those needs before jumping in.

Find out how you can get Dynamics 365 for $40 / user / month

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Indedpendent Software Vendors (ISV’s)

We have partnered with several Independent Software Vendors (ISV’s) over the years to provide value to our clients.   Each of the partner products offers software that acts as an extension of the Microsoft Dynamics CRM product and typically solves a critical client need.

Adxstudio Portals

adxstudio-portalsThe Adxstudio Portals product offers an extension of Dynamics 365 to enable customers, partners, or other external users to interactively access data in the Dynamics 365 system via a robust portal web site.  With authentication and security roles, it is possible to control what external users can see, typically limiting them to seeing data that belongs to their own customer or partner organization.  The use of the portal can fit a multitude of needs dependent upon the industry.  External users can be enabled to view or edit existing data, or add new records to the system.  The system is appropriate for customer service case management, for example, to enable customers to enter their own support tickets 24 x 7 and track progress in real-time.  For a limited time, Dynamics Portal licensing is included with the new customer Dynamics 365 Enterprise edition – Sales App for SMB limited time offer: dynamics-365-sales-app-smb-offer

ClickDimensions

ClickDimensions logoOur email marketing partner, ClickDimensions, empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Form Capture, Surveys, Landing Pages, Nurture Marketing, Subscription Management, Campaign Tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Melissa Data

melissa-data-mvpThere are two things you should know about your contact data. One is that it’s constantly changing and two, it’ll always be problematic. But what’s difficult about bad data is its elusive nature. It manifests itself in ways we wouldn’t consider, and conceals itself where we least expect it.  Melissa Data is constantly providing new tools to help us uncover bad data wherever it may be found.  Their innovative tools help with profiling your data, completing missing addresses and other contact info, validating addresses, and literally keeping up with our contacts as they move around from job-to-job or town-to-town.

Scribe Software

scribe-partnerScribe is a top provider of cloud and on-premise data integration solutions worldwide. With over 12,000 customers and a Microsoft President’s Award winner, Scribe has proven its ability to deliver cost-effective, reliable data solutions that give both its customers and partners a competitive advantage in business today. Scribe provides data integration and migration software solutions to help people within an organization share critical customer data, to better focus – and take action – on critical business events. Scribe recognizes that no two customers’ integration requirements are the same… even if they are integrating between the same packaged business applications.

Microsoft Dynamics CRM | Industries Served

  • Auto Dealer Financing (Floor Plans) | mobility solution for national sales
  • Auto Parts Sales (Wholesale) | salesforce management
  • Construction Sales | manufacturers reps (sales)
  • Custom Enterprise Application Software Sales | sales and marketing
  • Enterprise (Accounting) Software | customer service case management
  • Financial Services, Regulatory Compliance Consulting | sales and marketing
  • Eyewear Practitioner | patient management for exams, glasses, and contacts
  • Medical Alert Device Sales and Management  | device sales and management
  • Medical Center | physician referral management
  • Health Care Advisory Services | preauthorization case management
  • Propane Distribution Sales | marketing for national field sales management
  • Regional Union Activities Management | union activities management for construction industry
  • Telecommunications Sales | dealer reps (sales)
  • Television Production (Shows and Live Events) | sales, estimating, resource management
  • Worldwide Weight Loss Membership Organization | weight-loss membership organization
  • Worldwide Membership Organization | not-for-profit professional membership association