Microsoft Dynamics CRM Consultants in Ottawa
CRM consultants in Ottawa: elevate your conversion and retention rates
Join over 40,000 businesses that have made Microsoft Dynamics CRM their primary customer relationship management solution.
Strengthen your customer relationships with Gestisoft, a Microsoft Gold Partner. Our customized CRM consulting services are tailored to meet the specific needs of every business in Ottawa.
Partnerships & Certifications
Learn everything about Microsoft Dynamics & PowerApps
Join a free workshop
Our CRM consultants are excited to welcome you to our free workshop, where we’ll demonstrate how Microsoft Dynamics CRM and PowerApps can transform your business processes.
Where do you see your business...
Without the right CRM consultants
Building, nurturing, and retaining customer relationships should be a top priority for any successful business in the Ottawa market. However, it’s often more challenging than it appears.
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No tailor-made CRM solution
Struggling to find a CRM platform customized to your industry and specific needs in Ottawa can hinder your growth.
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Disorganized customer data
Scattered customer information makes it difficult to gain a clear understanding of your target audience.
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Zero customer relationship
Your business lacks the expertise to start, manage, and maintain meaningful customer relationships.
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Missed sales opportunities
Without solid follow-up strategies, many businesses fail to convert promising leads into sales.
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Lack of communication
Progress is limited when your internal team is out of sync and misaligned.
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Unable to keep up with new tech
As digital transformation advances in Ottawa, staying up-to-date with the latest technologies can become challenging.
CRM consultant that propels your business forward
Imagine a more efficient way to manage customer relationships—gaining easier access to customer data that drives strategic decisions and enhances your return on investment.
This is the strength of a Customer Relationship Management (CRM) system. A CRM system is a powerful tool designed to help businesses manage and analyze interactions with both current and potential customers.
Partnering with the right CRM consultant is key to unlocking the full potential of this platform. While there are many CRM consultants in Ottawa, the right guidance will help you find a consultant who perfectly aligns with your unique business objectives and budget.
Businesses have experienced significant success with the expertise and support of CRM consultancy agencies.
- 74% of businesses have access to customer data thanks to CRM software
- 47% of businesses can retain more customers due to their CRM system
- Reports are more accurate by 42% thanks to the use of CRM software
- Businesses that use CRM software can better forecast their sales by 42%
- Sales conversion can increase by 300% with the use of CRM software
- The use of CRM platforms can help businesses increase their revenue by 245%
And now it’s your turn to see those numbers in your business.
Gestisoft: Your CRM consultant in Ottawa
With over 25 years of experience as a Microsoft Gold Partner, Gestisoft provides customized CRM solutions to businesses in Ottawa.
Our CRM consultants in Ottawa work closely with each client, gaining a deep understanding of their unique needs to create solutions that streamline their business processes.
We are dedicated to delivering innovative, cutting-edge solutions while making a positive impact in the tech industry.
Microsoft Dynamics CRM: your top choice for CRM solutions
Microsoft Dynamics CRM is a powerful, cloud-based Customer Relationship Management platform that helps businesses streamline customer interactions, enhance sales and marketing efforts, and provide exceptional customer service.
Our CRM consultants specialize in delivering customized CRM consulting services in Ottawa, helping you build a Microsoft Dynamics CRM solution tailored to your unique business needs.
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Seamless integration
Microsoft Dynamics CRM integrates effortlessly with other Microsoft products like Outlook, Teams, Excel, and Power BI, boosting overall productivity.
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AI and Automation
With advanced AI capabilities and Copilot, Dynamics 365 CRM enables businesses to make informed, data-driven decisions and gain deeper insights into customer needs.
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Flexible Architecture
As part of the Dynamics 365 suite, this CRM allows businesses to start small and scale as they grow, easily adding new modules as needed.
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Omnichannel Capabilities
Engage with customers across multiple channels—chat, social media, email, and phone—all through a single interface for improved customer experiences.
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Customization Capabilities
Microsoft Dynamics CRM offers extensive customization and scalability options, making it adaptable to the unique requirements of various industries.
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Security and Compliance
Adhering to security and privacy standards like GDPR, Microsoft Dynamics CRM ensures robust data protection, building customer trust.
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Reporting and Analytics
The platform's powerful analytics and reporting tools help track KPIs, facilitating better, data-driven decision-making.
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Remote Work Supported
With mobile-friendly apps and cloud-based access, Microsoft Dynamics CRM enables employees to work remotely with ease and efficiency.
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Integration with Power Platform
The CRM system’s integration with Microsoft’s Power Platform, including Power Automate and Power Apps, allows businesses to automate tasks and enhance operational efficiency.
Your Microsoft Dynamics CRM software at your fingertips
Ready to dive into your new CRM solution? Our CRM consultants in Ottawa are here to offer expert guidance, ensuring a seamless selection process with our professional CRM consulting services.
Don't take our word for it!
- Manufacturing
« Always attentive to our needs, the dedicated team never hesitated to take the time to review points generating concern in order to ensure a project that would meet our expectations from A to Z. »
Olivier Marotte, CPAVP of Finance - Consulting
« The Gestisoft team offered a high level of both business and technical experience to the project and actively listened to and grasped all needs. Their recommendations enabled our client to make the best choice and have access to Business Central's greatest features. Along with this knowledge, Gestisoft consistently maintained strong communication. »
Jean-Marc GirouxInternational Engagement Manager - Energy
« We had initially had excellent references on Gestisoft regarding their services. We were charmed to meet a very well-structured team dedicated to its customers. It's a real pleasure to work with such passionate people. »
David LafranceDirector, Data and analytics - Distribution
« Gestisoft's consultants come from the industry, so when we worked together, we spoke the same language and shared the same vision of what was important and necessary. They guided us in implementing industry best practices. Throughout the project, their industry expertise eliminated any potential irritants that might have risen from inexperience in the distribution environment. »
Frédérik LajoieVice President - Services
« Gestisoft was very responsive and proactive in adapting to the internal challenges we faced and ensuring that we met our objectives. We were very impressed with the work of everyone involved in the project. »
Julie LachanceDirector, IT & Innovations - Manufacturing
« The solution delivered to us has significantly improved our production visibility. We are now able to track our production in real time, and have more accurate data on the costs of each production run. »
John Franceschini, CPAGeneral Manager & President - IT
« As a customer since 2015, I would like to highlight the quality of support and expertise provided by Gestisoft for our Business Central application. Their competence is notable and has greatly contributed to the success of my business. I highly recommend them as a service provider for Business Central. »
Kim PerronExecutive Manager - Energy
« Working with Customer Success means having a team that's dedicated to our business and our needs. This team includes the Customer Success Manager as well as technical advisors and architects. They understand our business needs and can translate our vision into concrete and innovative elements. As the months pass, we really feel a greater understanding and support for our ecosystem, which means recommendations and developments are also accelerating. At Customer Success, we have peace of mind and a refreshing sense of confidence! »
David LafranceDirector, BI Development and Business Solutions - Recycling
« We have transitioned out of the stone age to become a full-fledged company. We had a bank of about 120 customers, and after implementing our CRM system two years ago, we have reached nearly 600 contacts with complete information. »
Stéphane FrigonCEO - Transportation
« The addition of Gestisoft to our team has been more than relevant in meeting our CRM objectives. With its qualified and certified players, Gestisoft has been a proactive and committed partner in addressing our daily challenges. »
Caroline MaltaisHead of Client Solutions Development - Services
« Everything has changed! We have better tracking capability that allows us to effectively manage our leads and opportunities. Our dashboard provides us with greater insight into opportunities and outcomes. »
Julie BouffardBusiness Development & Marketing
Transform the trajectory of your business with the expertise of our CRM consultants in Ottawa
Gestisoft goes beyond CRM selection and implementation, providing a comprehensive range of consulting solutions for Microsoft Dynamics 365.
Our CRM consultants in Ottawa are committed to exceeding client expectations, making us your trusted partner for all aspects of CRM platforms, consulting, implementation, and more.
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Analysis
We conduct thorough analyses to understand your business processes and needs. By pinpointing your unique challenges, we provide tailored recommendations to maximize the value of Microsoft Dynamics 365 CRM in your organization.
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Implementation
Our team ensures a seamless implementation of Microsoft Dynamics 365 CRM, integrating it with your existing systems. We manage every step, from data migration to configuration, delivering a solution that aligns with your business goals and workflows.
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Support
We offer ongoing support to keep your Microsoft Dynamics 365 CRM running smoothly. Our dedicated team is always available to troubleshoot issues, provide updates, and ensure your system evolves alongside your business needs.
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Training
Our tailored training sessions empower your team to make the most of Microsoft Dynamics 365 CRM. From basic functionalities to advanced features, we ensure your staff has the skills to enhance productivity.
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Evolution
We help your Microsoft Dynamics 365 CRM grow with your business. Our evolution services ensure that your system adapts to new business demands, industry trends, and technological advancements, keeping you competitive and efficient.
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Audit
Our CRM audit service delivers a comprehensive assessment of your current Microsoft Dynamics 365 setup. We identify gaps, inefficiencies, and opportunities for improvement, providing actionable insights through a detailed audit report to enhance system performance and user satisfaction.
Join a free workshop to empower your business with Microsoft Dynamics CRM and PowerApps
We know that investing in CRM software is a big decision. That’s why we want to show you firsthand how a CRM can revolutionize your business.
Our CRM consultants are excited to meet you at our free workshop, where we’ll demonstrate how Microsoft Dynamics CRM and PowerApps can turn manual processes into automated workflows, apps, bots, and dashboards.
This workshop is the ideal starting point for businesses exploring CRM consultancy for the first time and aiming to optimize their business processes.
Frequently asked questions
Have more questions about our CRM consultants in Ottawa? We answer them here for you.
You can also reach out to us if you want to know more about our CRM consulting services in Ottawa or visit us at 16 Albert St #300, Ottawa, ON K1P 5G3, Canada.
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A CRM consultant is a specialist who helps businesses choose, implement, and optimize Customer Relationship Management (CRM) systems. They possess in-depth expertise in understanding a company's needs, recommending the best CRM solutions, tailoring them to meet those needs, and ensuring smooth integration with existing processes. Their main objective is to improve customer interactions, streamline sales and marketing efforts, and maximize the return on a business's CRM investment.
Have more questions about our CRM consultants in Ottawa? We answer them here for you.
You can also reach out to us if you want to know more about our CRM consulting services in Ottawa or visit us at 16 Albert St #300, Ottawa, ON K1P 5G3, Canada.