Professional Services Blueprint

Professional Services Blueprint Powered by Microsoft Dynamics 365

Professional Services Blueprint is part of the Dynamics Blueprint series from CRM Dynamics powered by Microsoft Dynamics 365.

In today’s digital age, building a trusted relationship and maintaining a solid reputation on project delivery, while exceeding customer expectations is the new standard. You engage in a highly personalized experience with your customers and the Professional Services Blueprint will allow you to better manage your sales pipeline, manage customer relationships and have better oversight of your projects.



The Professional Services Blueprint Advanced Options:

Event Management

Seamlessly send invitations, accept registrations, and track attendance for events. Support paid events through built-in payment processing.

Account Management

Provides account management capabilities including account planning, sales and forecast by product category, wallet share and team member coaching.

Project Management

Offers project management with resource management, Gantt charting, billing, time entry and many more features that project managers expect.

LinkedIn Integration

Use LinkedIn integration to better manage relationships and grow your business.

Marketing Communication

Potential to elevate your communications with easy to use targeted marketing campaigns, personalized messages, and manage subscription lists for CASL compliance.

Virtual Chat Agent

Add Chat Bot capabilities to assist customers with common issues 24/7/365..

Web Chat

communicate with customers via easy to use web chat functionality.

Booking Portal

Customers can book time with your advisors on-line without having to visit or call your office. This includes qualification capabilities that can be either automated or person assisted. Booking can be accomplished from your web-site, customer portal, or Chat Bot.

Customer Self Service Portal

Allows your customers to easily manage their profiles with minimal support. It can also be configured with additional self-service capability such as Cases, Project Communications, e-commerce and Knowledge Base. The portal can be integrated seamlessly with your existing website.

ERP Integration

Leverage Dynamics Business Central or Finance & Operations for your Enterprise Resource Planning needs.

Customer Segment Modeling

Dynamics includes customer modeling tools                                      including AI and PowerBI.

Schedule a Demo 

Our solution has a proven track-record of helping Professional Services firm meet their goals. 

Give us a call today to see how Professional Services Blueprint can benefit you.

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