Professional

A service company always needs high-performing technological solutions to manage both its own initiatives and customer relations. Remaining competitive means minimizing costs while increasing customer satisfaction. Anyone in the professional services industry already knows that businesses are facing a host of new challenges each year with 2020 being far from an exception.

The day-to-day world of professional services will continue to shift as client and employee expectations adapt to the onset of new technology accelerating to compensate for present-day hurdles. Clients demand greater value, better quality and faster delivery of their solutions and services. Transparency and empowerment also place high on the list of must-haves.

We provide Microsoft Dynamics 365 Solution to variety of professional service clients including:

• Advertising and public relations
• Architects and engineers
• Consulting firms
• Construction firms
• Service Repair firms
• Oil Field Service firms
• Law firms
• Medical firms
• Financial firms
• Management firms
• Real Estate firms

Microsoft Dynamics 365 Solutions Overview

Microsoft Dynamics 365 offers professional services firms an integrated approach - from sales, planning, resourcing, and delivery to billing, with ERP and CRM applications.

Microsoft Dynamics 365 offers a cloud-based solution that gives you a unified view of your entire organization along with real time data and insights about your operations and finances. Implementing Microsoft Dynamics 365 for your Professional firm also brings in the following benefits:

• The Intelligent Relationship Assistant helps you win more deals and Identify upsell opportunities by providing a suggested course of action based on activities with your customers and prospects
• Centralize collaboration, project planning, resource scheduling, to produce accurate project plans and estimates
• Allows firms to track time and resource allocations and manage financials.
• Minimize write offs by giving customers access to a real time portal allowing them to view the status of their account and pay their bills
• Microsoft Dynamics for Service & Repair Shops boosts efficiency and effectively manage service and repairs for your customers, including sales, service contracts, warranty tracking, and parts.
• Respond quickly to last-minute customer requests and changes, and take advantage of new business opportunities to stay ahead of your competition.
• D365 Mobile app to enter time and expenses while out of the office
• Business Intelligence – Leverage Power BI to create dashboards that provide your team with real-time information that allows you to view information such as actual vs budget and profitability by project

Why Work With InGenious