Dynamics 365 & Dynamics CRM Integrations

Improve the value to your organization by integrating other systems

Are you tired of having to look in various systems to understand how your working with your prospects, customers and vendors? Don’t let your business solutions be silos of information. Your business can truly thrive when you consolidate the data from your various systems into a single view of your customer or vendor relationships. Dynamics 365 & Dynamics CRM help to enable that centralized view of your data.

Whether you are just planning your Dynamics 365 / Dynamics CRM implementation or the initial deployment is complete many organizations don’t integrate all of their business systems – financial systems (ERP), website, inventory & distribution, Point of Sale – due to budget, timelines or the overall complexity. When these important systems function separately, it creates silos of information. Different teams in your organization get different views of your customers and business. This is where your IT team has traditionally had to build customized reports and data warehouses to try to join the data back to the single view of a prospect, customer, member or vendor. This can lead to differing perspectives, data errors, order delays and inaccuracies, and poor customer service – not to mention missed business opportunities.

By integrating your CRM with all of your business systems you can maximize your investment and get the most from your data. Imagine having one complete picture of each customer including their interactions with everyone in your organization. Not only will you know the conversions from quote to order to payment, you will gain greater insight into customer and prospect opportunities, be able to create messaging that addresses their pain points and truly speaks to their needs, and make better business decisions based on facts.

Why Vertical Lift

If an integration project seems overwhelming, we can help. At Vertical Lift, we have over 20 years of experience integrating various business solutions each with their own data schema, intricacies, and data volumes. We understand the ins and outs of many systems, can troubleshoot the challenges before they become issues, and are experts at using the best integration tools from custom database layer integrations to state-of-the-art cloud based Integration Platforms as a Service (iPaaS) solutions.

We work with you to understand your business needs, so your project is not only delivered on time and on budget – we ensure your systems integrate seamlessly to make your data work harder for you.

Your data is your company’s most important asset. Don’t trust your system integration project to just anyone – contact us.

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