Deliver Awesome Customer Service through Dynamics 365 QuickStart
“76% of Consumers say they view Customer Service as the true test of how a company values them”. – 2015 Aspect Consumer Experience Survey.
For Small & Medium companies around the world, it is a challenge to quickly setup a robust Customer Service platform that scales as their business evolves. Even though you might be small, good Customer Service is at the heart of developing a successful business and retaining your valuable customers.
Working closely with our own Team, we have come up with a solution that is specifically designed for Small and Medium Organizations that need a reliable Customer Service platform and doesn’t require months or even weeks to setup. Our QuickStart gets you up and running in just 3 days on the market leading Dynamics 365 platform.
Key features of our QuickStart Service
Office 365 Trial Setup with E3 and Dynamics 365
Get up and running on the hugely successful Office 365 platform with a 30 day free trial. Our setup includes setting up your Email and Dynamics 365.
Domain Setup in Office 365
We will also setup your domain so that users can access CRM and Office 365 using your domain ([email protected])
User setup with Licensing and Security Roles
We will setup your users with their Office 365 email, CRM access as well as their security roles.
Support Email to Customer Service Queue Setup
We will setup a Support email for your organization and connect it to a Support Queue in your CRM Service module. All Support Team members would have access to this queue to monitor incoming support requests and create cases.
Case Setup with Knowledge Base
We will provide a well-designed Case Form along with the new Knowledge Base feature. Track and update your Cases along with documenting your issues as KB articles!
Automated Workflow Notifications
Automatically notify your customers when a case is Created, Updated or Resolved! Notifications are sent directly from your support mailbox.
Case Notes Updates
We developed a custom notification where in every time case notes are created or updated, we notify the customer with a complete chronological listing of all case notes!
Auto Case Number Feature
We developed an Auto Case Number feature for our Support team and we love it so much, we included it in this QuickStart.
We have included a very useful Customer Service Dashboard that our team uses frequently. Use the Dashboard to get a quick view into your Customer Service Operations!
User Training and Go Live
We will provide two, 1 hour training sessions for your team and record the same so you can use it for future employees or just to refresh your knowledge!
We also offer advanced service features, which are not part of QuickStart but are available as add-on. Key Advanced Service Features
Dynamics 365 for Outlook Setup
Using Outlook for all your email communication? Want to track each and every communication with the customer? You will definitely need the CRM for Outlook setup to ensure users can track all their communication into the Case.
Service Level Agreements (SLAs)
If you provide escalated support with guaranteed response times then you will need to use the SLA feature in Dynamics 365. It will ensure each response is time tracked and next response time is automatically set along with a timer, plus case entitlements are also available to ensure you and the customer are always compliant on the SLA!
Power BI Dashboards
If you need to track Key Performance Indicators (KPIs) and drill down into specific charts and reports, then you need Power BI Dashboards. Power BI dashboards will give you all metrics with deep drill down capabilities in a single, well designed interface that works from your Phone, Tablet or Browser.
We provide CTi Integration for clients using standard telephony systems to ensure incoming calls open customer records in CRM and you can easily create or update cases!