Cloud CRM Solutions Built for Sales, Service & Growth
Work with Tredent, a trusted Microsoft Dynamics CRM partner for sales automation software, cloud CRM solutions for small business, and scalable customer relationship management tools tailored to your industry.
Maximize sales, boost customer loyalty, and scale operations with a powerful, cloud-based CRM solution designed for performance. From sales automation to customer service automation, Tredent helps you unlock the full value of your Microsoft customer relationship management software investment with expert consulting, configuration, and ongoing support.
What is Microsoft Dynamics CRM?
Microsoft Customer Relationship Management (CRM), also referred to as Dynamics 365 Customer Engagement (CE), unifies multiple business process and user experience functionalities – including Microsoft Dynamics 365 Sales, Marketing, Customer Service, Field Service, and Project Operations – in one easy-to-use platform. This robust CRM solution scales to meet the needs of businesses, large or small, fostering tailored customer experiences and delivering critical customer insights.
Track sales, leads, opportunities, tasks, activities for current/prospective customers, and manage sales pipeline with Dynamics 365 Sales. Dynamics 365 Sales features unrivalled tools that revolutionize how your agents engage with customers:
- Integrations: Integrate seamlessly with your business and current technology systems. Dynamics 365 Sales will connect data across your organizations to improve your business problems quickly.
- 360 Degree Customer View: View all customer interactions in one location, and easily manage the entire prospect-to-customer life cycle for a highly successful customer relationship.
- Fully Customizable: Dynamics 365 is extremely easy to modify to fit different business processes and needs. As your technology guide, Tredent can help you identify your sales processes, goals, and outline customizable solutions to meet them.
- Seamless System Extensions: Extend Dynamics 365’s capabilities by connecting and communicating with additional systems and tools. Microsoft AppSource, for example, provides a wide range of applications—all designed to enhance the overall functionality of your system.
Dynamics 365 Customer Insights (formerly Dynamics 365 Marketing) transforms how you connect with your customers by seamlessly delivering personalized customer journeys across multiple touchpoints. By automating and streamlining the marketing process, you can create tailored experiences that foster trust, compels prospects to your brand, and nurtures customer loyalty effectively. Features include:
- Customer Engagement: Trigger-based customer journeys, custom triggers, SMS and push notifications.
- Personalized Customer Journey: Build marketing workflows with email automation and tailored content to identify prospects, and deliver targeted experiences to your customers.
- AI Recommendations: Turn insights into relevant action with AI-driven recommendations for content, channels, and analytics.
Get the right resources to the right place at the right time with Microsoft Dynamics 365 for Field Service. Tredent can help you organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows.
- Schedule resources manually or with automated recommendations.
- Find available field service resources by category to create a smarter workload.
- Match skill sets of technicians against work requirements.
- Take into account truck inventory, regulatory requirements, geography, availability, customer preference, and service level agreements.
Connect sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability. Designed for project-based businesses, Dynamics 365 Project Operations brings people, processes, and automation technology together. Feature highlights include:
- Solution Selling
- Project Planning
- Mobile Productivity
- Time & Expenses
- Service Analytics
Deliver the best customer service experience possible to your customers when you integrate Dynamics 365 Sales and Dynamics 365 Customer Service. The integration allows for automatic synchronization of important data between Sales and Customer Service, including:
- Accounts and contacts
- Products and pricing
- Cases and opportunities
For example, a knowledge database created in Customer Service can be accessed by sales reps in Sales, allowing them to leverage service information when interacting with customers. By integrating the two systems, organizations can create a unified sales and service experience that improves efficiency, customer satisfaction, and business outcomes.
Deliver next-level customer service by transforming your contact center with Microsoft Dynamics 365 Contact Center. Empower your agents with AI-driven tools that enhance efficiency, reduce wait times, and create seamless, personalized experiences across every interaction.
- AI-Enhanced Interactions: Revolutionize your service with real-time insights, sentiment analysis, and conversation summaries. Dynamics 365 Contact Center leverages AI to give agents the tools they need for quicker, more effective resolutions.
- Unified Omni-Channel Experience: Connect every customer channel—from chatbots to voice—ensuring a consistent experience that helps your agents build trust and satisfaction in every conversation.
- Automated Workflow Optimization: Free up your team’s time by automating repetitive tasks. Focus on what truly matters: fostering meaningful customer relationships rather than answering routine inquiries.
- Empowered Self-Service Options: Provide customers with AI-guided self-service options to solve issues independently, reducing contact volumes and improving satisfaction.
Take your customer service to new heights with Microsoft Dynamics 365 Contact Center—designed to meet evolving customer expectations and transform service into a strategic advantage.
Fine-Tune Your Dynamics 365 CRM
As business needs evolve, your Microsoft Dynamics 365 CRM may need a tune-up. Tredent's quick value engagements deliver fast, focused improvements – unlocking its full potential and driving real business impact.
CRM Right-Sizing & Optimization
You launched CRM – but as your business evolves, your setup may no longer fully align. We’ll help you uncover quick wins, fine-tuning your CRM to match how your team works today. The result? A more intuitive system and real productivity gains.
Role-Based Dashboards
Your CRM should be a data powerhouse for your users through personalized dashboards – but are they built, and do they reflect the KPIs that matter today?
We’ll help you create role-based dashboards that deliver the right insights to each user, turning your CRM into a powerful, focused tool your team actually loves to use.
Feature Boost
Your CRM was cutting-edge when you launched it – but the platform has evolved. We’ll help you tap into the tools you already own to unlock quick wins, boost productivity, and get more value from your investment.
Integration Assessment & Optimization
If you’re still relying on manual entry or workarounds, it’s time to tap into CRM’s powerful integration capabilities. We’ll help you optimize your integrations to eliminate friction, reduce errors, and streamline data flow – so your team spends less time fixing data and more time using it.
Elevate Your Customer Experience with Microsoft Dynamics 365 CRM Solutions
At Tredent, we are a premier Microsoft Dynamics CRM Partner, committed to tailoring CRM solutions that not only fit your business’s size but can evolve with your needs. Leveraging our expertise in Dynamics 365 CRM integration, migration, and customizations, we help you streamline business processes and deliver personalized automation and user experiences that empower your company to grow efficiently and effectively.
Our commitment to practicality and partnership means we’re here to guide you through every step of your CRM journey, ensuring you have a solution that’s not only powerful but also perfectly aligned with your business goals. Our team brings seasoned expertise to the table, providing insight and strategy to ensure a smooth implementation process. We listen to your needs and translate them into an actionable CRM strategy that drives success.
When implementing Microsoft CRM, it’s important to avoid cost overruns while maximizing adoption. That’s why we offer a quick start, guided implementation program for D365 Sales and D365 Marketing with our Sherpa Program.
Sherpa is a proven, efficient delivery method that includes everything you need for a simplified and successful CRM implementation.
Your business is unique, and your CRM should reflect that. We tailor CRM solutions to fit your specific workflows, developing custom modules and integrations that enhance functionality and keep your operations running smoothly.
Stay ahead of the curve without the headaches. We manage CRM upgrades and migrations efficiently, ensuring your system benefits from the latest features without disrupting your day-to-day activities.
Empower your team with the knowledge to leverage your CRM to its fullest potential. Our practical training and ongoing support are designed to promote widespread adoption and ease the learning curve, making your CRM a natural part of your business fabric.
You’re never alone on your CRM journey. From troubleshooting to proactive maintenance, our dedicated support team is there to ensure your CRM system functions seamlessly, allowing you to focus on what you do best—serving your customers.
Your End-to-End Microsoft Dynamics CRM Partner
At Tredent, we’re here to help integrate Microsoft CRM solutions smoothly into your operations, ensuring you make the most out of every customer interaction. Let’s work together to build a strategy that not only meets but exceeds you and your customers’ expectations.
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