Microsoft Dynamics 365 Customer Engagement (CE) is a leading enterprise customer relationship management (CRM) solution. Implemented by Axxon Consulting, it is cloud-based and drives sales productivity, improves the value of your marketing efforts through insights, business intelligence, and streamlines campaign management.
Customer Engagement
Customer Engagement
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Credit, Management, Payments, Products
Banking Accelerator
Framework developed and implemented by Axxon Consulting that accelerates the production of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products, taking advantage of the inherent capabilities of the Microsoft Dynamics 365 Platform and Power Platform.
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Implementation, Services
Digital Evolution
At Axxon Consulting we connect the dreams of our clients with the best technologies and we design together with our #AgileTeam the evolution of their business processes.
We are Passion: +200 talents who love what they do
We are Innovation: State-of-the-art technology (CRM, ERP, Mobile, BI, AI)
We are Commitment: More than 2.5k live projects
We are Global: Teams in Latin America, North America, Europe
We are #AgileTeam: Organized in agile teams
Axxon Empowers You: We Accompany the Evolution of People and Organizations
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Automation, Credit, Management, Payments, Products
Finance & Operations
Microsoft Dynamics 365 Finance & Operations es un sistema de planificación de recursos empresariales (ERP) basado en la nube.
Implementado por Axxon Consulting, este sistema para empresas grandes o diversificadas ofrece la posibilidad de realizar un seguimiento de todas sus finanzas e inventario.
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Automation, Credit, Management, Payments, Products, Security
Fraud Protection
Microsoft Dynamics 365 Fraud Protection is a cloud-based solution designed to help users or customers implementing e-commerce reduce fraud costs, increase acceptance rates, and improve the customer shopping experience.
Implemented by Axxon Consulting, we help prevent payment fraud and account creation with adaptive artificial intelligence technology.
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Microsoft Dynamics 365 Customer Engagement (CE) is a leading cloud-based customer relationship management (CRM) solution that can help you drive sales productivity and improve marketing results through social insights, business intelligence, and Campaign management.
At the center of the company are the customers. Successful companies know that they need to engage with their customers, not only in the initial sales process, but also later, when the customer needs service and support. In essence, this is Customer Relationship Management, or CRM.
Today’s consumers are more informed, more connected, and have more choice than any previous generation. The traditional, isolated customer approach no longer meets the growing demand for continuous service, regardless of channel, time or location.
It is now a necessity to have a consistent customer engagement strategy that breaks down barriers between teams, departments, and technology platforms. With Microsoft Dynamics 365 Customer Engagement, we get that holistic view of the customer and that their teams are empowered to deliver proactive, personal experiences, all while creating upsell and cross-sell opportunities.
What characteristics does it have?
360 vision
- Loyalty Points
- Attention Model
- Special customer brand
- 9 Graphic indicators
- Product ownership
- Identification of the Chief Executive Officer
- Available Credit Lines
- Products N1 and drill down to N2
- IN / Out campaigns
- Relations of Economic Groups
- Cases
- Quick Access Sales Architecture
– Unified Interface
– Web and Mobile, LISTS FOR TEAMS AND APP FOR OUTLOOK.
– Capabilities
Sales force
- Quarterly budget
- Offers to clients, weighted
- Everything and agenda
- Classification of your portfolio
- Relevant information
- Portfolio allocation rules engine
- Manual Portfolio Reallocation / Freeze and Thaw Position Tree
- AD-based security and user management engine
- Automation of mailbox enablement and configuration
- Management of offers and commercial actions
- Opportunity management
- High and low opportunities based on the ADV
- Offer and simulation
- Comparison of simulations
- Document management
- Digital signature
What are the benefits it gives to banks?
Microsoft Dynamics 365 Customer Engagement optimizes the way employees communicate with customers and improves their ability to collaborate. Main benefits:
- Access from anywhere, from any device
- Build a network of customer relationships with social information
- Create personalized customer experiences to grow sales.
- Improve sales and marketing team collaboration
- Work smarter to close more opportunities, leveraging easy-to-design process flows
- Use configurable dashboards and data visualization tools to gain insights
- Analyze sales data and discover relevant information using interactive charts.
- Launch multi-phase marketing campaigns across multiple channels to improve customer engagement.
- Offer proactive service through multiple channels to improve customer satisfaction
- A successful implementation of CRM hosted in the cloud will reduce the workload of the IT department, Microsoft takes care of hosting, securely maintaining, and updating the solution
- Centralized customer information can be accessed from anywhere, from any device
- Simplified business workflows
- Quick and easy implementation
- Easy to manage and highly scalable per user licenses
- Reduced IT expenses and internal maintenance efforts
What use cases is it used for?
- Small businesses looking to grow
- Industry leaders wanting large-scale solutions
- Sales Department
- Marketing Department
- Customer service
- Project Service Automation
- Integration with Power Apps
What are some of the success stories?