At Aegis, we provide CRM consulting services to implement and optimize IT infrastructure and leverage Microsoft CRM modules for global businesses. We guide you to ensure that platform adoption, implementation, or migration yields significant returns for your business.
Our consultants tailor expert strategies and recommendations envisioning your business specifics. We expertly manage solution Architecture designing with detailed integration descriptions, and functionalities that impact your business positively.
Aegis Microsoft Dynamics 365 CRM consultants provide detailed guidance to align functionalities, modules, user interfaces, and workflows through extensive custom configuring and integration of the platform for your business specifics and can connect the platform with various APIs, and third-party tools for better data exchange.
Our Microsoft Dynamics 365 CRM consultants recommend businesses the best practices to build and use custom plugins to extend platform functionalities and deploy the built-in features, apps, and capabilities to get started quickly.
The Aegis team can assess your current system, plan upgrades, and migrate to the latest versions with all integrations, data, and customizations kept as it is. We also provide post-upgrade training support to help businesses leverage the upgraded platform effectively.
Hire our Microsoft CRM consultants on demand to optimize the use of the platform for your businesses. Onboard them through flexible engagement models at the best price.
Aegis consultants ease the work of real estate firms in managing leads, property listings, and client interactions with Microsoft 365 CRM. The platform automates marketing campaigns and client follow-ups, ensuring a personalized experience while managing maintenance requests and tenant services efficiently.
Aegis helps professional services firms manage client projects, track billable hours, and streamline invoicing with Microsoft CRM implementation. This enhances client relations, automates marketing efforts, and ensures smooth project execution from start to finish.
Aegis consultants support healthcare providers in 365 CRM implementation to manage patient data, appointments, and treatment plans. This improves patient engagement, streamlines case management, and optimizes field services for home visits and medical equipment maintenance.
Aegis helps manufacturers automate sales, manage inventory, and optimize service operations with seamless 365 CRM integration. This ensures timely deliveries, efficient field service, and improved customer support, streamlining production and maintenance workflows.
Aegis helps retail and e-commerce businesses use Microsoft 365 CRM to create personalized shopping experiences. The system tracks customer preferences and behaviors, connecting smoothly across omni-channel platforms.
Aegis Dynamics 365 development services enable telecom companies to manage customer service, track sales, and streamline billing. It also supports field service operations to ensure timely AMCs and installations.
Aegis helps businesses in the hospitality and travel sectors offer personalized services by managing guest profiles, bookings, and preferences by providing top-notch 365 CRM services.
Aegis assists financial institutions in managing client relationships, tracking financial products, and automating sales processes by providing top-notch 365 CRM services.
Aegis enables educational institutions to manage admissions, student engagement, and alumni relations with Microsoft 365 CRM.
We help non-profit organizations track donations, organize charity events, and improve outreach with Microsoft 365 CRM.
We have worked with Aegis for nearly one and a half years. Their consulting to support services is spot on. They envisioned our business objectives to design out-of-the-box solutions. They are highly professional, skilled, and devoted to projects.
Aegis consulting services have helped us leverage The built-in intelligent features of the Microsoft CRM platform. It has boosted our conversion rates and improved sales productivity. We highly recommend using their consulting services.
During our collaboration with Aegis Softtech, we felt that they were genuine partners rather than a vendor. They spent time to understand the details of our business to give the app that received widespread customer acclaim now.
We worked with Aegis on Microsoft CRM consulting engagements. They have introduced us to the new functionalities of the sales portal. Very happy with the way the sales process transformed.
PSN, a New Zealand based firm is a Charitable Trust in New Zealand works for helping poor children in many countries across the world.
See MoreAegis consultants excel at all the dynamics 365 CRM modules. The platform provides various business apps with CRM functionality. We guide you to use them alone or together to benefit your business.
Dynamics 365 marketing
Dynamics 365 Sales
Dynamics 365 Field service
Dynamics 365 Customer Service
Dynamics 365 Customer insights
Dynamics 365 Business Central
Dynamics 365 remote Assist
Dynamics 365 Commerce
Dynamics 365 Fraud protection
Dynamics 365 Finance
Dynamics 365 Project operations
Dynamics 365 Supply chain management
Dynamics 365 Intelligent order management
Dynamics 365 Guides
Dynamics 365 Human resources
Aegis is a long-term and strategic Microsoft CRM partner for major global businesses. We have had a business with our clients for over two decades, every time evolving and growing together with best practices.
We are the top talents in the country who can thoroughly assess your business needs, workflows, operating processes, and pain points to recommend the best suitable CRM modules for your organization.
Our consultants with an average of 7 years of experience have worked in all industry sectors and have gained knowledge of diverse industry processes.
Hire Aegis Dynamics 365 CRM consultants and avail the consulting services at the best price. Onboarding Our consultants will help your company save money with a team valuing your time and schedule and work as your extended team devoted to your company project.
We best guide you with Dynamics 365 CRM expertise to deploy complete MS Dynamics 365 CRM solutions on-premise or online/ cloud. With years of experience in platform deployment and expert technical and functional consultants, we promise to improve your business competency.
We host the CRM system in the client's data center. Our expert consulting aids organizations to easily customize the software configurations and hardware for your business needs.
We Host the CRM solutions on Microsoft-owned or third-party cloud servers online. Here we integrate CRM modules to simplify customer relationship management. Our MS cloud technology soup includes MS Azure, Power BI, Power Apps, Power Automate, SharePoint, MS Teams, SQL server, etc.
More flexibility, with billing based on the working hours of our consultants. The costs can add up if the project takes longer than expected. You can consider it if you have a project with an unclear scope or changing requirements.
Choose this model if you want to hire an MS CRM consulting team at fixed monthly pricing including project managers, architects, developers, and more. The team will work solely on your project and will be an extended part of your business.
Our work is usually priced based on how long the project will take and what resources are needed. Adding or removing the staff based on the project scale is in your authority.
Aegis Softtech offers proven 365 CRM consulting to businesses ensuring smooth CRM implementation by customizing Dynamics 365 to fit business specifics, integrating it with existing tools, and aligning it with specific workflows.
Yes, Aegis provides user training, system customizations, and change management strategies to ensure employees can easily use and fully adopt the CRM.
Aegis ensures accurate and secure data migration from old systems, spreadsheets, or other Corm platforms reducing the errors and downtime during the transition.
Yes, We do! During the consultation approach, Aegis' CRM consulting team gathers detailed business requirements and process insights. Then they tailor the platform with custom workflows, automation, and business rules to fit the business specifics.
Aegis consulting team assesses and identifies the system performance and bottlenecks to recommend apt improvements. They implement configurations to ensure Dynamics 365 CRM can scale effectively, handling increased data and user demands as your business grows.
Aegis Microsoft consultants build customized real-time dashboards, advanced reports, and actionable insights to help businesses track leads, sales, customer service, and marketing performance.
In Dynamics 365 CRM having filtered lookups can greatly enhance the user experience by just simplifying the input of data entry. It ensures that users are presented with only related options based on their previous selected option also it improves accuracy and reduces chances of selecting wrong options.
Customer experience has turned into a foundation of business progress in the present cutthroat scene. To remain ahead, organizations are embracing progressed Customer Relationship Management (CRM) apparatuses to comprehend their customers better and designer benefits as needs be.
