Microsoft Dynamics 365 Customer Engagement for the rental industry
Professional process support for the rental business and services
A modern CRM system is crucial for business success due to the complex processes in the rental industry. Microsoft Dynamics 365 Customer Engagement (formerly Dynamics CRM) lets you map and optimize all business processes in one system – regardless of whether renting is your core business or a supplementary business process for your manufacturing company.
Often there are different contact persons in various specialist departments on the customer side. That is why a shared and complete customer overview is of great importance for both service providers and manufacturing companies. Information that spans business areas must be available quickly and easily as well. This is a snap with professional activity management in Microsoft Dynamics 365 Customer Engagement – you always have an overview of which employees are covering what topics with which contact persons.
Integrated process management for service providers
Dynamics 365 Customer Engagement with the "Project Services" module offers the fully integrated mapping of the service business to meet the special requirements of the service industry. From sales to planning and implementation, to project controlling and invoicing. Not only sales but all project stakeholders and your controlling department reap the benefits. The optimum integration of other Microsoft technologies – such as Office, SharePoint, Skype for Business, or Outlook – makes your day-to-day work even easier.
We support you with these CRM processes:
- Activity management with customers and contacts
- Route planning and visit reports
- Sale of services and projects
- Project planning, implementation, and invoicing
- Administration of employees, roles, and skills
Benefit from the following project-specific extensions:
- Business intelligence functions with Microsoft Power BI
- Microsoft SharePoint integration for effective document management
- End-to-end rental business processing