Sales
- Lead to Quote Cycle Implementation with KPIs and Dashboards
- Sales Call Reporting with Outlook Integration
Customer Service
- Automation for Multilevel Complex Business Cases
- Service Console with Third Party Integration
Marketing
- Campaign Management
- Lead Capture Process
- Marketing Automation
- Marketing Insights
Customer Insights
- Customer and Partner Communities with Multiple Profiles and Configurations
- Sites with Advanced UI
Field Service
- Schedule and Dispatch Field Service Resources
- Manage Work Orders, Inventory, and Customer Assets
- Optimize Field Service Operations
Project Management
- Plan and Deliver Customer Projects
- Monitor Project Health and Resource Utilization
- Streamline Project-Based Sales
Reporting & Automation
- Power BI-based Reporting
- Embedding PBI into CRM apps
- Automation leveraging Power Automate