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Tech Insights 5 min read

Searching for the best CRM Expert in Montreal or in your area?

If we asked you what is the most important part of your company? If you had to choose one element, the most vital, that you could focus all of your attention on? We have to agree, without any doubt, that you would choose your client. Right?

It’s because our companies would be nothing without them. You have the best product on the market? It needs clients.

It’s not because we don’t want to prioritize them every day. But there is so much to do, and so much to think about. If only all the processes could be simplified…

This is exactly why Microsoft created Dynamics CRM: to automate and simplify the life of workers so they can better focus on what really counts; the clients. You know why it’s called CRM? Because it’s a Customer Relationship Management system. With popular applications like Outlook or Excel, it’s simply unthinkable to not combine them together for more efficiency.

With Microsoft Dynamics CRM in Montreal or elsewhere, you will not only find your favourite programs, but you will also find a complete solution that will improve your core business processes and simplify a ton of things to enable you to do what you do best. To learn more, keep reading..

Microsoft Dynamics in a nutshell

A CRM, as explained earlier, will save you from a lot of headaches. With a CRM in your enterprise in Montreal, you will have a better understanding of your data, better cohesion in your workflow, but mainly, you will have all the tools at your fingertips.

Microsoft Dynamics CRM in Montreal offers tools for:

  • Sales
  • Marketing
  • Customer service
  • Project Management

That way, you will have everything you need to lighten your work charge and increase your productivity. By giving these four big tasks to your Dynamics CRM, you will have more time to focus on your client relationship, and generate more profits.

Need a Dynamics CRM consultant in Montreal?

If you want to do all of this with your CRM in Montreal, you will need a good Dynamics partner by your side. Like all Microsoft products, Dynamics CRM in Montreal, or elsewhere for that matter, can only be sold by a certified reseller. You can be sure a strong and informed team supports you.

However, it’s evident that not every consultant offers the same services and the same approach. After many years of implementation and consultation with clients, three big qualities appear to be essential to be the best Dynamics CRM consultant. You want to know what qualities those are?

First and foremost, you have to understand that a Dynamics CRM consultant will first be a guidepost, a trusting person who you will be able to rely. After that, they will work to understand your real needs, problems, and industry’s limits. They will know how to help and support you, while also advising you so you can get the best CRM for you and your company. Not the priciest, not the most complex, but the best adapted.

On top of all this, a Dynamics CRM consultant will support you. You probably already know, but CRM has a bad reputation for being hard to implement. To make up for those difficulties, an excellent Dynamics CRM consultant will anticipate problems, avoid headaches, and ensure a follow-up that will guarantee a satisfying implementation experience with your CRM in Montreal or around the world.

Finally, once the CRM is well implemented in your Montreal office or in the area, and your team is satisfied, a good Dynamics CRM consultant will never quit the project too quickly. In fact, it’s in the following months that you will find yourself asking questions and possibly encountering problems. So it’s important that your Dynamics CRM consultant makes themselves available to you through training and competent support.

This reliable relationship you have created with them and their team will continue for many years to come to insure longevity and the monetization of your CRM in Montreal.

The Gestisoft way

We believe that the success of a CRM is all about communication. If we don’t know your needs, your problems, your limitations, your habits, and your industry, how can we help you implement a Microsoft Dynamics CRM solution that will facilitate your core business processes in Montreal or around the world?

For us, technology is all about the human element. No CRM can be used to its full potential if we don’t know the human that will operate it, their workflow, their ambitions, and their problems. It goes without saying that we have long conversations with our clients.

By understanding the process and reality of the company, we get amazing results and we can defy the statistics that show a high rate of failures in CRM implementation in Montreal or elsewhere. Our Microsoft Dynamics advisors located in Montreal develop adaptable solutions that can be integrated naturally into companies.

We create solid relationships with our clients, We understand their daily life, and we want to see them succeed. We will do everything to build the best CRM for them.

How does this translate?

By offering services that concretely support our clients with our teams that follow each company from start to many years after the implementation, we will never let our clients down.  We support the CRM choice in Montreal or elsewhere and evaluate its evolution over time. It goes without saying that we create powerful solutions that can be monetized through time. See our three big services at Gestisoft.

CRM implementation

As I’ve said before, and as you probably already know, the CRM are difficult to implement in the long-term for a company. This is why you will need the support of experts so you can achieve successful implementation.

Our team first works to understand your reality on every level so they can guide you toward the best CRM in Montreal or in the area. As they’re extremely customizable, it’s possible to tweak the system to optimize almost every process in your company. Since the possibilities are infinite, the external eye of an experienced consultant can make all the difference.

It’s through a series of meetings, well-planned steps and constant follow-up, that our team can ensure that you implementation goes smoothly for your company.

Personal CRM Training

Many will want to rush through this step, but it’s certainly the most important. By ensuring that everybody knows and understands the CRM, we significantly increase success rates. It’s because adaptation takes time, but the benefits are so great that we’ve decided to offer complete, targeted, and personalized training to make sure every member of your team feel comfortable with your CRM.

With Gestisoft as your Microsoft Dynamics GP partner in Montreal, you will benefit from:

  • A group of expert allies to support you through implementation with on-site personalized trainings
  • Custom user materials
  • Personalized workshops to make all the adjustments to your solution
  • Group and individual training on general or particular functions
  • Video trainings

Privilege CRM Support

Finally, the customer service with a CRM in Montreal or anywhere should never be over once the implementation is done. In fact, a CRM is in constant evolution and this is why our teams are always available to answer your new inquiries but also to prevent new problems from occurring.

The Privilege Support allows our clients to monetize their investment, and increase their productivity by ensuring the success of their CRM here in Montreal or around the world. How exactly?

  • One-stop shop: easy to use and discuss with an advisor ready to answer your questions and solve your problems.
  • An annual evaluation to anticipate problems in advance
  • A complete support plan to ensure constant progress

As you can see, a CRM in your company in Montreal or elsewhere can do miracles… on the condition that you are in good company. To successfully implement your CRM here in Montreal or in the surrounding area, make sure to get the best Microsoft Dynamics CRM partner for your team. Services like support throughout implementation, training, and customer service for many years are a symbol of success!

Want to know more? Find us here, or at this address:

87 Prince St, Montréal, QC H3C 2M7, Canada


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January 16, 2017 by Frédéric Charest VP of Marketing

Data-driven Growth Marketer with a Passion for SEO - Driving Results through Analytics and Optimization