Microsoft Dynamics CRM Specialists
McGladrey has implemented Microsoft Dynamics™ CRM solutions from the basic "out of the box" model to a complex architecture featuring automation, dashboards, system integration and custom development. We're proficient with integration to other business systems and well-versed in Microsoft Dynamics™ AX, GP and SL, SharePoint®, Business Intelligence and web development.
Our consultants average 15+ years of CRM experience and bring expertise from various industry backgrounds. Our team possesses a diverse skill set in software, hardware, customization, configuration, data management and data integration.
Offerings:
Ways Microsoft Dynamics™ CRM can help your business:
- Centralize databases and connect departments to share information easily
- Automate business processes including alerts, email messaging and customized workflows
- Identify opportunities and forecast your sales pipeline
- Analyze key performance indicators with dashboard reporting
- Gain valuable insights that can help you plan for the future
- Track and manage customer service issues
- Leverage your existing Microsoft technologies - Outlook, Excel and Word
xRM Platform Development
The "x" in xRM identifies any relationship you want managed, where "x" can represent customers in CRM, vendors in VRM, patient in PRM, funds in FRM, property in PRM and so on.
What relationship do you want managed? The following is a video from Microsoft illustrating the relationships where xRM can be used.
Rapid Development Platform
Designed using the .NET framework, Microsoft Dynamics CRM can be developed to manage any relationship you need. So instead of developing a custom application from scratch, you can leverage the Microsoft Dynamics CRM architecture and build off its functionality.
Microsoft Dynamics™ CRM Professional Services
McGladrey offers comprehensive services for Microsoft Dynamics™ CRM. Our team of consultants can help you solve any problem you are having with your Microsoft Dynamics™ CRM system. Examples of professional services include implementation and setup of your solution, SQL Reporting Services, migration services, upgrade services, integration of line of business applications, data recovery, system administration support, training and on-site technical support.
McGladrey is recognized as an Elite Partner by Scribe Software Corporation. Scribe provides cost-effective, no-coding data migration and integration solutions for Microsoft Dynamics business applications. Scribe solutions are simple to configure and provide ease of modification as business processes change.
Methodology
Our unique implementation methodology allows us to take the time to understand how your business operates and to provide a solution that best fits your needs. Our various backgrounds offer a unique prospective to your business challenges. We ask the right questions and design solutions without worrying about software and features. Your needs come first. Our focus is more on improving and streamlining your business processes and less on how we can implement the newest technology. Learn more about our methodology.
Resources
McGladrey is a national firm, ranked as one of the largest providers of accounting, tax, and business consulting services to middle-market companies. We have local practices throughout the country including Massachusetts, New Jersey, Pennsylvania, New York, Maryland, Virginia, Illinois, Minnesota, South Dakota, Iowa, Colorado, and Arizona. We can create Microsoft Dynamics™ CRM implementation and consulting teams based on your specific needs.
