CRM Integration and Database Solutions
To be effective, your CRM solution must share data with your other systems. Our integration and database solutions extend the functionality of your Microsoft Dynamics 365 system – and help you map, link and share important information across your business. Our experts work with you to identify key integrations and create seamless connections.
Integrate Business Applications with Ease
Your application data should not exist in a silo. Our integration toolkit offers enterprise-grade data integration and migration – making it simple to connect your marketing automation, ERP, ecommerce and field service without writing code or creating a custom integration. Gain access to flexible and cost-effective tools that connect other systems with Microsoft Dynamics 365. Contact us about this solution. Watch the overview video.
Securely Replicate Your CRM Database
It’s good business practice to have a selective or complete local copy of your Dynamics database. Fullscope’s Replicator is a robust data duplication tool that enables you to easily maintain a database copy. Now you can have accurate, secure database copies for all of your backup, reporting or integration needs
Organize and Efficiently Store Files
Improve the security and performance of your organization with our tools to effectively manage file storage. Our Storage Manager Solution connects to Microsoft Dynamics 365 and searches for all file attachments associated with email records and note records. The attachment files are transferred to Microsoft SharePoint and a direct link to the file is left behind in its place.
“Alithya has helped us migrate from Salesforce to Dynamics 365. They migrated all of our data for us, as well as helped us build out our system. Any hiccups or problems we had along the way, they were right there to eliminate those roadblocks and get us to where we needed to be. Dynamics allows us to have all of our data in one central location and giving us that foundation to better engage our customers.”
The companies that are the most successful with their Dynamics 365 implementations think of the software as a strategy or business outcome execution engine. We refer to these companies as High Performing Organizations (HPO). We’ve taken this concept a step further by creating the HPO model to help you organize resources and schedules to support your Dynamics initiatives.
With Customer Owned Rapid Engagement (CORE), you empower sales, marketing and service personnel by putting your Microsoft Dynamics 365 solution at the center of your organization. The CORE agile methodology guarantees that your organization will be trained in the solution the day you go live. The result: Your organization is empowered and ready to move.
Ensure your team gets up to speed quickly with Dynamics. We provide tailor-made, role-based training for your sales, marketing and service teams. D365 University provides 24/7 access to training options and resources.
The hard truth is that like many complex IT initiatives, CRM projects often fail. You may have even experienced a ...
Long term CRM success often has less to do with the technology you use or the money you spend, and more to do with how ...
Long-term CRM success often has less to do with the technology or the money you spend, and more to do with how you think about CRM adoption. It’s never too late to shift gears to drive success.