Microsoft Dynamics 365 empowers SMBs with ERP solutions to streamline workflows, lower costs, and drive informed decision-making. SMBs, comprising 92% of businesses globally, can leverage Dynamics 365 to enhance their operations and achieve greater success.
Why Dynamics 365 a must for SMB’s?
Dynamics 365 is a suite of modular business applications that integrate with existing tools, enhancing capabilities to build a comprehensive tech stack.
Dynamics 365 integrates with Microsoft products like Office 365 and Power BI, streamlining operations, enhancing customer engagement, and enabling data-driven decisions. Its customization options allow businesses to tailor it to their specific needs.
Elevating SMBs with Bespoke Solutions
At Ojasvi, we deliver tailored Microsoft Dynamics 365 solutions for SMBs, providing agile, scalable, and cost-effective tools to optimize operations, boost customer engagement, and drive growth through seamless digital transformation.
Why Choose Ojasvi?
We’re not just service providers; we’re strategic partners committed to helping SMBs thrive. Here’s why Ojasvi is the right choice:
- Comprehensive Solution: Dynamics 365 integrates various business functions, including sales, marketing, finance, and operations, into a single platform, streamlining processes and improving efficiency.
- Tailored Solutions: We align Dynamics 365 capabilities with your unique business goals to deliver customized, industry-specific solutions.
- Simplified Implementation: Our proven methodologies ensure smooth deployment with minimal disruption to your operations.
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- Ongoing Support: From training to updates, our experts are with you every step of the way to ensure your system stays optimized.
- Cost-Effective Packages: Designed to fit SMB budgets, our solutions maximize value without compromising quality.
- Scalability: It grows with your business, allowing you to add or modify features as needed without significant disruptions.
- Enhanced Security: With built-in security features, your data is protected, giving you peace of mind.
- AI-Powered Insights: Dynamics 365 provides actionable intelligence through AI, helping you make informed decisions quickly.
Microsoft Dynamics 365 Sales (CRM)
Lead & Opportunity Management
- Simplified Lead Tracking: Capture, manage, and nurture leads with a streamlined workflow to convert them into opportunities.
- Opportunity Tracking: Track sales opportunities through every stage of the pipeline, helping SMBs prioritize efforts based on the highest value and likelihood of success.
Sales Automation
- Automate Repetitive Tasks: Automate tasks like follow-ups, reminders, and lead assignment, reducing manual effort and allowing sales teams to focus on closing deals.
- Streamline Processes: Create a structured, consistent sales process that guides teams through proven methods for increasing conversions.
Customer Insights & Relationship Analytics
- AI-Powered Insights: Use built-in artificial intelligence to uncover actionable insights about customer behavior, potential opportunities, and optimal engagement strategies.
- 360° Customer View: Get a comprehensive view of all customer interactions, allowing for personalized communication and relationship-building.
Pipeline & Forecasting Management
- Manage Sales Pipeline: Visualize and manage your sales pipeline, helping SMBs track deals and opportunities effectively.
- Accurate ForecastingPredict revenue with AI-powered forecasting based on historical data and current pipeline information.
Mobile Accessibility
- Sales On-The-Go:Empower your sales teams with mobile access to customer data, sales opportunities, and communication tools. Stay productive, whether in the office or on the go.
- Real-Time Updates: Sales reps can update deals and track customer interactions in real time, improving collaboration and responsiveness.
Seamless Integration with Microsoft Tools
- Integration with Office 365 & Outlook: Easily manage emails, appointments, and calendar events within the CRM, boosting productivity.
- Collaborate with Teams: Enhance collaboration across teams using Microsoft Teams for meetings, file sharing, and communication with internal stakeholders.
Customizable for SMB Needs
- Tailored to SMBs: Microsoft Dynamics 365 Sales is highly customizable, allowing SMBs to adapt it to their specific business processes and sales strategies.
- Scalable Growth: As your business grows, Dynamics 365 Sales can scale with you, ensuring that you can continue to manage an expanding customer base efficiently.
Customer Retention & Engagement
- Enhance Customer Engagement: Use customer data to create personalized communication and engage customers with relevant offers and content.
- Customer Service Integration: Seamlessly connect with Dynamics 365 Customer Service for a unified experience, improving retention and satisfaction.
Sales Performance Management
- Track Performance: Monitor individual and team sales performance with built-in analytics, KPIs, and performance dashboards.
- Identify Opportunities for Growth: Easily spot trends and areas for improvement to optimize sales strategies and outcomes.
Affordable for SMBs
- Cost-Effective Solution: Dynamics 365 Sales offers a scalable and affordable solution designed for SMBs, allowing them to leverage enterprise-level CRM capabilities without breaking the budget.
- Subscription-Based Pricing: Flexible subscription models make it easier for SMBs to adopt and scale the solution based on their needs.
Microsoft Dynamics 365 Customer Service (CRM)
Unified Customer Service Platform
Omni-Channel Support: Provide seamless support across multiple channels, including email, chat, social media, web, and phone, ensuring customers can contact you through their preferred method.
Single Customer View: Access a 360-degree view of customer information, enabling agents to provide faster, personalized responses by having all customer data at their fingertips.
Case Management & Resolution
Track & Resolve Cases: Easily create, track, and manage customer service cases from start to finish. Ensure timely resolution and track performance metrics for better service outcomes.
Automated Workflows: Automate case routing and escalate issues based on predefined rules, ensuring that the right cases reach the right agents at the right time.
AI-Powered Insights & Analytics
- AI-Driven Recommendations: Use artificial intelligence to suggest knowledge base articles, responses, and next best actions, improving agent efficiency and reducing resolution time.
- Customer Sentiment Analysis: Leverage AI to analyze customer interactions and sentiment, enabling agents to better understand customer moods and prioritize service accordingly.
- Performance Dashboards: Gain real-time insights into service levels, agent performance, and customer satisfaction through customizable dashboards and analytics.
Knowledge Base & Self-Service
Empower Customers with Self-Service: Offer a comprehensive knowledge base and a customer self-service portal, enabling customers to resolve issues and find answers to frequently asked questions on their own.
Knowledge Articles for Agents: Provide agents with access to a rich library of knowledge articles to assist in resolving customer queries quickly and accurately.
Customer Service Automation
Intelligent Virtual Agents: Use AI-powered chatbots to provide automated, instant support for customers, reducing the need for human intervention in routine inquiries.
Automated Case Routing: Dynamically route cases to the appropriate department or agent based on predefined criteria such as issue type, priority, and skillset.
Customer Satisfaction & Feedback
CSAT Surveys: Automatically send customer satisfaction surveys after service interactions to measure customer sentiment and gather feedback to improve service quality.
Closed-Loop Feedback: Use feedback data to identify areas of improvement and take corrective actions that enhance the customer experience.
Scalability & Flexibility
Adaptable to Business Growth: Dynamics 365 Customer Service scales easily as your business grows, allowing you to add more agents, channels, and features as needed without disrupting existing operations.
Customizable to Fit Business Needs: Customize the solution to your specific service processes and workflows, ensuring that it aligns with your business requirements.
Integration with Microsoft Ecosystem
Seamless Integration with Dynamics 365 Sales & Marketing: Get a unified experience across your sales, marketing, and customer service functions for better alignment between departments and smoother customer journeys.
Microsoft Teams Integration: Collaborate seamlessly across teams with built-in Microsoft Teams integration, facilitating real-time communication, co-authoring, and problem-solving.
Cost-Effective Solution
Affordable for SMBs: Dynamics 365 Customer Service is priced for SMBs, offering enterprise-grade features without the heavy costs of traditional, on-premises customer service solutions.
Cloud-Based Solution: Benefit from the cloud-based nature of the solution, reducing infrastructure costs and ensuring regular updates, security, and scalability.
Value Proposition
Scalability: Adapts to the growing needs of businesses.
Cost-Effective: Cloud-based model reduces IT overhead.
Customizability: Tailored solutions to meet unique business requirements.
Collaboration: Seamless integration with Microsoft 365 tools enhances teamwork.
Actionable Insights: AI-driven analytics for informed decision-making.
MICROSOFT DYNAMICS 365 – FINANCE ( ERP )
At Ojasvi, we specialize in Microsoft Dynamics 365 Finance solutions for SMBs. Our services streamline financial operations, enhance decision-making, and ensure regulatory compliance. Here’s an overview of what we offer:
Solutions for SMBs
Core Financial Management
- General Ledger: Streamlined tracking and management of financial transactions.
- Accounts Payable & Receivable: Automate invoice management and payment workflows to improve cash flow.
- Budgeting & Forecasting: Enable SMBs to set financial goals, track budgets, and forecast future performance with precision.
Financial Planning & Analysis
Real-Time Reporting & Insights: Provide customizable dashboards and reports using Power BI for actionable insights.
Expense Management: Automate expense reporting and integrate approvals for better control over costs.
Cost Accounting: Track and allocate costs effectively to improve operational efficiency.
Globalization & Compliance
Taxation & Regulatory Compliance: Support multi-currency, multi-entity, and localized tax regulations for global and regional operations.
Audit Trails: Ensure transparency with built-in audit trails to support compliance efforts.
Integration with Other Modules
Seamlessly integrate Dynamics 365 Finance with other modules such as:
Dynamics 365 Supply Chain Management: For managing procurement, inventory, and vendor relationships.
Dynamics 365 Sales & Marketing: To connect sales activities with financial processes.
Dynamics 365 Project Operations: To align financial tracking with project execution.
Automation & AI-Driven Efficiency
- Predictive Analytics: Use AI to forecast cash flow and optimize working capital.
Process Automation: Automate routine financial processes to minimize errors and increase efficiency.
Scalable ERP Implementation for SMBs
- Provide cost-effective and scalable ERP solutions tailored to SMB growth stages.
- SMB-Specific Templates: Pre-configured setups for common SMB industries to reduce implementation time.
Advanced Cost Optimization
- Subscription-Based Licensing: Offer Dynamics 365 Finance as a SaaS model to reduce upfront costs for SMBs.
- Cloud Hosting: Deploy on Microsoft Azure for enhanced scalability and disaster recovery.
Data Integration and Customization
Integrate Dynamics 365 Finance with:
- Power BIÂ for advanced analytics.
- Microsoft Teams for collaboration on financial processes.
- Third-party apps for additional capabilities like payment gateways or payroll management.
- Tailored configurations are offered to meet unique business needs.
Managed Support Services
- Ongoing support for system updates, troubleshooting, and training.
- 24/7 Monitoring & Maintenance to ensure the system is running smoothly.
Value Proposition
- Improved Cash Flow Management: Faster invoicing and payments improve liquidity.
- Scalability: Modular and cloud-based architecture grows with the business.
- Enhanced Decision-Making: Real-time analytics empowers SMBs with data-driven strategies.
- Cost Efficiency: Reduce overhead with streamlined financial operations and cloud solutions.
- Compliance and Risk Management: Ensure adherence to evolving regulations and industry standards.
Implementing Microsoft Dynamics 365 helps SMB’s improve efficiency, drive innovation, and enhance customer satisfaction.
Let’s Transform Your Business Together
Empower your business today—call us @ +1(510)396-0871 to learn how Microsoft Dynamics 365 can transform your operations!
SERVICES OFFERED
Our Approach
Solution Assessment
- Analysis: Evaluate your business requirements and identify the best Dynamics 365 applications to meet your needs.
- Business Process Review: Analyze current processes to determine how Dynamics 365 can improve efficiency and effectiveness.
Architecture Planning
- System Design: Develop a tailored system architecture that aligns with your business goals and integrates with existing systems.
- Data Migration Strategy: Plan and execute the migration of data from legacy systems to Dynamics 365.
Implementation
- Customization: Configure Dynamics 365 to meet specific business needs, including custom fields, forms, and workflows.
- Integration: Integrate Dynamics 365 with other Microsoft and thirdparty applications to create a seamless ecosystem.
- Testing: Conduct thorough testing to ensure the system meets business requirements and functions correctly.
Training and Support
- User Training: Provide comprehensive training for endusers to ensure they can effectively use the system.
- Ongoing Support: Offer continuous support and maintenance to address any issues and optimize system performance.
Optimization
- Performance Tuning: Optimize system performance to ensure it runs efficiently
- Continuous Improvement: Regularly review and enhance the system to keep it aligned with evolving business needs.
Security and Compliance
- Data Security: Implement robust security measures to protect sensitive data.
- Compliance: Ensure the system complies with industry regulations and standards.
