CRM Matters
Confidently transform business with Dynamics CRM and we can help
SAI’s CRM transformation services will be your CRM partner to implement the business
objectives like creating visibility in the organization or aligning Sales and Marketing
with Service.
Following are the overview of SAI CRM engagement
1. Define CRM strategy
SAI will study the existing business process and technology landscape to develop
a CRM Maturity model. This will provide a road map from current state to an expected end state with steps and process changes to be implemented.
2. CRM Deployment choice
SAI will make recommendation on the choice model of Microsoft Dynamics CRM Implementation
based on the user experience and business requirements.
SAI has experience in deploying CRM in all of the following choices
- On Premise
- Partner Hosted
- CRM online
- Hybrid
3. CRM Customization, Development and Implementation
SAI's preferred methodology is to customize CRM framework to implement business
process.
Dynamics CRM is built on .NET framework and can be extended to develop third party
applications like custom workflow, integration with LOB or build application-rich
plug in.
4. Dashboard and Business Analytics
SAI will develop rich business intelligence tools and make it available in SharePoint
collaboration environment. The logical analysis of business data will be presented
as Key Performance Indicators (KPI) or Key Risk Indicators (KRI) in the way business
finds it useful.
Some of the examples of SAI’s analytics implementations are
- Sales Management Reporting, measuring the pipeline and providing visibility into
sales effort vs. expected sales goals
- Trend Analysis for better decision making based on historical data and projections.
- Management Dashboard of current state of the business with drill down capability
and track organizational benchmarks
Extend Dynamics CRM framework to build industry specific solutions, integrated
with enterprise technology stack. CRM provides the infrastructure to deliver line
of business applications for any organization and any industry, available in Clod
and served through Microsoft Outlook.
SAI XRM platform
Think beyond just Customers, Social CRM in works
SAI XRM reference architecture
SAI CRM methodology provides framework for implementation of Dynamics CRM solution
for common CRM project types.
Contact Us
Business Consulting