CRM
Why CRM Management Matters
As businesses and consumers, we all expect exceptional customer service—whether it’s speed of response, reliable knowledge, or a deep understanding of our needs. To deliver on these expectations, organisations must have effective CRM management in place. A strong CRM system not only helps retain loyal customers but also attracts new ones by ensuring every interaction is efficient and meaningful.
Tailoring Dynamics 365 for Your Business
At HG Technology, we go beyond standard implementation. Our team of Microsoft 365 automation experts specialise in fine-tuning Microsoft Dynamics 365 CRM, ensuring the platform works harder and smarter for your organisation. Combining technology, development, and consultancy, we create tailored solutions that maximise the value of your CRM system and support long-term growth.
From Lead Generation to After-Sales Success
Dynamics 365 CRM, when configured correctly, streamlines the entire customer journey. With our expertise, customer data is managed seamlessly from lead generation to after-sales support. By integrating automation, optimising workflows, and leveraging cloud solutions, we help businesses boost efficiency, deliver consistent service, and make data-driven decisions with confidence.
Bespoke Business Solutions That Simplify the Complex
No two organisations are the same. That’s why we design bespoke business solutions that adapt to your processes, not the other way around. By simplifying the complex, we ensure your CRM system works as a strategic asset—building stronger relationships, increasing productivity, and positioning your business to thrive in a competitive market.
Time-saving & teamwork
Dynamics 365 CRM uses smart analytics and AI to centralise customer data, helping to facilitate collaboration and empower teamwork between marketing, sales and service departments.
Using SharePoint infrastructure, key work flow and marketing tasks are automated, saving time, driving efficiencies and making sure every customer interaction is a success.
Functions & Features
When it comes to fully automating workflows and marketing functions, the system can be enhanced further through Click Dimensions or Microsoft’s Marketing Module.
Information can be fed in directly and visual reporting dashboards generated to give users an interactive view of customer data. We can also modify user entry forms to meet your requirements exactly, saving time and improving accuracy.
Accessible & seamless
Fully integrated with other Microsoft systems including Outlook, Dynamics 365 CRM is easy to use and seamless.
It works across multiple platforms, and because it is compatible with all major browsers, there is no need to download a dedicated ap.
Customer information can be accessed and requests dealt with anytime, anywhere, and from any device.
Who’s Benefitted So Far?
“HG Technology really understood what it was that we needed to improve…they communicated with us at every step”, Emma Lepretre, Operations Manager Hibernia REIT
“Thanks to their innovative approach and attention to detail, HG Technology has transformed the way we manage our clients. The customised CRM system is not only time-saving, it also improves the success rate of our customer interactions.” Fiona Conville, Chief Operating Officer, LeBruin Private
