Customer Engagement

Microsoft Dynamics 365

Modern organisations engaging on digital transformation understand the importance of having an integrated solution addressing the mobile needs for Sales Force automation, Marketing Automation, Social Listening and Service Management.

Cognate primarily implements Microsoft Dynamics 365 Customer Engagement to deliver your customer strategies. Dynamics 365 is ready to use out of the box system that can be easily customised to meet your unique business requirements.

With more than 20 years of development, Microsofts world class customer relationship management solution includes a feature rich menu to choose from. The menu includes cloud/online items that run using the Microsoft online cloud and on-premise items that run on your existing technology infrastructure. Licensing for these items is interchangeable at no additional cost. The menu also includes modules that can be purchase individually or sales and service groups.

SALES FORCE AUTOMATION

Customer like to know you know who they are and what business they do with you. Engage your customers face-to-face equipped with historic transactional and correspondence data (single view of the customer).

Record every Appointment, Task, E-mail and Phonecall customer engagement activity. Sales reps can zero in and focus on the most impactful activities. Measure and manage internal and external interactions. When staff are not available you’ll have access to critical conversations.

To keep your customers you need to regularly call on them and identifying opportunities. Dynamics 365 records and visualises individual and team sales pipelines.

  • Opportunities

    Everyone on the sales team needs easy access to consistent, detailed customer information and past interactions.

    Make it easy for all your salespeople to get the information they need to deliver great customer experiences.

    • Access complete, consistent information from a single, centralized source of the truth.
    • Make staying in touch with customers a seamless part of salespeople’s day-to-day activities.
  • Mobile Productivity

    An increasingly mobile sales team demands tools that make it seamless to work anywhere—at the office, home, or the road.

    Empower your salespeople to do their best work from virtually anywhere on any device.

    • Let salespeople connect with customer information wherever they are, on whatever device.
    • Boost productivity and free up more time to spend with customers by streamlining processes and automating tasks.
  • Business Insight

    Business leaders need visibility into organizational performance to make better-informed decisions quickly.

    Get visibility into your organization to make informed decisions and grow your business.

    • Stay on target with real-time visibility into your business using live dashboards and interactive reports.
    • Uncover new opportunities and get deeper insights by making it easy to visualize information.

SERVICE MANAGEMENT

Improve customer service levels by automatically route and respond to e-mail, telephone and social media customer queries. Measure service level agreements, contracts and customer service agents response times. Equip your field service staff with systems that optimised scheduling and predictive maintenance.

  • Opportunity Management

    Everyone on the sales team needs easy access to consistent, detailed customer information and past interactions.

    Make it easy for all your salespeople to get the information they need to deliver great customer experiences.

    • Access complete, consistent information from a single, centralized source of the truth.
    • Make staying in touch with customers a seamless part of salespeople’s day-to-day activities.
  • Mobile Productivity

    An increasingly mobile sales team demands tools that make it seamless to work anywhere—at the office, home, or the road.

    Empower your salespeople to do their best work from virtually anywhere on any device.

    • Let salespeople connect with customer information wherever they are, on whatever device.
    • Boost productivity and free up more time to spend with customers by streamlining processes and automating tasks.
  • Business Insight

    Business leaders need visibility into organizational performance to make better-informed decisions quickly.

    Get visibility into your organization to make informed decisions and grow your business.

    • Stay on target with real-time visibility into your business using live dashboards and interactive reports.
    • Uncover new opportunities and get deeper insights by making it easy to visualize information.

Sales Force Automation

Customer like to know you know who they are and what business they do with you. Engage your customers face-to-face equipped with historic transactional and correspondence data (single view of the customer).

(picture dashboard of real customer activity and purchase history)

Record every Appointment, Task, E-mail and Phonecall customer engagement activity. Sales reps can zero in and focus on the most impactful activities. Measure and manage internal and external interactions. When staff are not available you’ll have access to critical conversations

(know your customer)

To keep your customers you need to regularly call on them and identifying opportunities. Dynamics 365 records and visualises individual and team sales pipelines.

(Sales Pipeline and Goals)

Marketing Automation

Segment your customers to ensure you send only marketing materials that are appropriate to their needs. Microsoft has partnered with Adobe Marketing Cloud to deliver a full marketing automation system.

(Marketing to Segmented Customers)

Service Management

Improve customer service levels by automatically route and respond to e-mail, telephone and social media customer queries. Measure service level agreements, contracts and customer service agents response times. Equip your field service staff with systems that optimised scheduling and predictive maintenance.

(SLA and time to respond graph)

Project Service Automation

Profit from your projects by bringing people, processes, and automation technology together.