CRM transformations with Microsoft Dynamics 365 CRM

Microsoft Dynamics CRM is an integrated suite of powerful Marketing, Sales, and Customer service solutions that helps organizations drive consistent, measurable improvements in their business processes. These solutions work seamlessly with Office applications, for a comprehensive solution that increases the efficiency of your organization. Alphavima builds secure, reliable CRM platform implementations and integrations for your business.

Microsoft Dynamics 365 is a cloud-based solution that offers all you need for CRM and ERP in one place. Fundamentally, it unifies Sales, Customer Services, Field Services, Operational, and Project services, automation capabilities into applications that work smoothly together. It brings the power of digital intelligence to every decision you make.


At Alphavima, we don’t simply implement Microsoft Dynamics CRM — we partner with you to help you reach your organizational goals, maximize ROI and propel your customer experience and your company’s digital transformation.

We take your existing technology and business goals into account in order to build a digital strategy. This approach improves sales performance by leveraging an intelligent, adaptable CRM system that provides insights into customer relationships, predictive analytics, improved forecasting, and a wide array of service capabilities that enable your organization to deliver exceptional service to your customers.

The result achieves seamless integration for your entire customer lifecycle, connects data across departments, capitalizes on up-sell opportunities, and empowers your team to focus on what’s important — improving customer loyalty and growing your organization.

It’s no secret that digital transformation is radically changing the small and medium-sized business (SMB) landscape. Amid the upheaval, business leaders feel rising pressure from three sources: savvy consumers, innovative competition, and legacy IT systems.

Today’s digital native consumers expect to browse products and reviews from their homes or during commute and move between devices and stores without missing a beat. At the same time, digital-centric business models are pushing the bar even higher, causing business leaders to reevaluate and reimagine the role their customer touch points play in an increasingly connected digital landscape. Plus, most businesses are dealing with outdated, siloed technology systems that make it difficult to glean meaningful insights from the growing troves of customer and market data.

To stay relevant and thrive in today’s evolving industrial spectrum, businesses need to reimagine their approach to three fundamental objectives:

  • Optimize operations with intelligent business insights
  • Empower employees to deliver on business growth
  • Delight customers with exceptional shopping experiences

These goals are always going to be top of mind for SMBs. Alphavima’ s technology solutions make it possible to address them better, faster, and smarter. With the right tools and approach, you can turn digital challenges into strategic advantages.

Solutions That Work For You

Alphavima’ s expertise in technology solutions, combined with domain knowledge, helps us work with organizations to deliver comprehensive CRM transformations.

From design to implementation to support, our multidisciplinary teams take a holistic view of how processes, platforms, and behaviors across your enterprise need to evolve — and offer clear methodologies that will maximize your investments and revenue.

Built on top of Microsoft Dynamics CRM, Alphavima helps your business to:

  • Discover insights in data to help your business quickly adapt.
  • Transform into a customer-focused digital business.
  • Empower teams to adapt, innovate, create impact, and breakthrough barriers as your business changes.

Our robust CRM systems implemented can help your business in various areas, such as:


Customer Service

Field Service


Customer Insights

To run a business takes several different systems. There’s the line of business systems like accounting, CRM, inventory, and our daily productivity tools like email and spreadsheets. But in too many businesses, these are all siloed.

And the bigger your company gets, the more complex your business processes become. Each email adds something to your to-do list, which typically requires transitioning to a different application. You use accounting software to prepare an invoice, a CRM system to manage your contacts and sales pipeline, and perhaps yet another system solution to track production or inventory.

The number one concern on the minds of SMB owners is growth. Systems are holding companies back from the growth rate they are trying to achieve. This challenge can manifest in several ways.

Signs that point to the need for a custom CRM solution:

Systems are disconnected, and information is siloed. This is the most common problem facing small and medium-sized businesses. Many prospects will describe scenarios of having to copy/paste or rekey information multiple times, and accessing several different systems to complete a given process or task.

Reporting is complicated and provides insufficient information. OOB reports are too basic. Organizations often need to buy additional software (QlikView/Tableau) or configure existing systems/reports to get deeper insights. Both of these are expensive, non-scalable, and time-consuming efforts.

Too expensive to upgrade, maintain and scale legacy systems. For some, it’s the gradual growth of the business which makes the current software insufficient, specifically a lack of integration with sales deals, marketing initiatives, and inventory systems. For others who have been using the same software for 10+ years, it’s become outdated and/or no longer supported. Also, maintaining these systems and adding new functionality for ever-changing business needs started getting expensive.

Want to Set up CRM for Your Business?

Dynamics 365 CRM and Alphavima’ s expertise in custom CRM development helps connect your people and processes with a single, unified solution. This way data can be quickly, easily shared with key people throughout your company. You have access to the most current and accurate data so that you’re making the most informed decisions possible.

For example, the second a sales rep in the field makes any change to a customer quote, that change will be reflected in the numbers which will also be pulled for a forecast report back at the office. With more accurate information at your fingertips, decisions will have a big impact on your bottom line.

Let’s Talk About Your Objectives