Create and manage great relationships

We help you meet your sales objectives and manage your organisations relationships. Having a scalable CRM solution that supports you is critical for success. We provide a full range of CRM services from upgrade, through to new project implementation and ongoing support. Incremental Group is a Microsoft gold CRM partner with extensive experience helping organisations with Dynamics 365 Sales.

We help organisations;

  • Improve sales productivty of their teams
  • Upgrade their CRM
  • Engage with prospects more effectively
  • Win more deals
  • Provide clear sales reporting

Microsoft Dynamics 365 Sales

Dynamics 365 Sales is Microsoft’s leading CRM solution. It is a flexible, cloud based solution that provides lots of functionality out of the box and can be easily tailored to suit your organisation. It provides capability that supports lead tracking, sales workflows, reporting, opportunity management, pipeline management and more. It can also be easily integrated with other Microsoft products including Office 365, Dynamics 365 and Adobe Marketing cloud. There are other third party connectors available.

Boost productivity – Seamlessly connect business process data with Office 365 and LinkedIn data to save time at every step of the process, allowing you to focus on what counts.

Track Sales Performance – With analytics dashboards showing historical and predictive data you have greater visibility of sales performance and you team activity.

Tailored to you – Easily shape the system to your sales process, extend and connect to other apps and services you already use.  Decide on your target industries and buyer personas, personalise your dashboard to show everything you need to know at a glance.

Sell smarter with artificial intelligence (AI) – Get recommendations and guidance at every stage of the process with built-in intelligence, helping you move deals and prospects forward.

Make it Personal – Using the integrated LinkedIn Sales Navigator, easily find out everything you need to know about your target audience and engage at a personal level.

Discover how to improve the productivity of your sales team with Dynamics 365 Sales.

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A CRM solution that improves and centralises client engagement

“The people we’ve worked with at Incremental seem very knowledgeable and proactive in finding solutions to any problems that arise and we have been very happy with the service we have received.”

Alison Brown, Programme Manager, Slaughter and May

Read the full case study

Dynamics 365 Sales services

We provide a full range of Dynamics 365 Sales services from upgrade, through to new project implementation and ongoing support. Incremental Group is a Microsoft gold CRM partner with extensive experience helping organisations with Dynamics 365 Sales.

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Contact us to find out how our experts can help you improve your relationships.

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Dynamics 365 Sales: 2-HR Demo and Briefing

Our free demo and briefing will highlight the key functionality available from Microsoft Dynamics 365 for Sales, and demonstrate the areas relevant to your organisation.

Set up your free D365 2-HR Demo and Briefing

Dynamics 365 Sales Implementation

Get a new CRM set up for your business and delivering for your customers in a matter of weeks.

As part of our implementation process we work closely with your internal teams to design processes and shape the new system to your requirements.

Our large team of qualified consultants know Dynamics 365 Customer Engagement inside out and will help you identify the best approach to build you the best ROI.

Our approach to training puts user adoption at the heart of the project, this will be a combination of training internal super users, upfront training, tutorials and ongoing training using tools like Learning Path.

Dynamics 365 Sales Implementation package

We offer two packaged Dynamics 365 Sales implementation approaches that are perfect for small or mid sized organisations looking for a sales CRM to manage opportunities and customers.

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Methodology

Our approach will take you through a step by step approach that will be tailored to you. The steps that we include are:

  • Project Initiation
  • Environment Provisioning
  • Dynamics 365 Sales Set-Up and Configuration
  • Testing
  • Data Migration
  • Superuser Training & Roll-Out
  • Post Go-Live Support

“Incremental delivered this project in record time. They clearly have deep expertise and experience of D365. They preconfigured a lot of the functionality during pre-sales which gave us a head start, and also had a unique approach to training that enabled it to be carried out in multiple time zones in a very short period of time.”

Fiona MacLeod, Global Strategic Account Manager, Swire Oilfield Services

Dynamics CRM Upgrade

Upgrading Dynamics CRM?

Are you stuck with an older or on premise version of Microsoft Dynamics CRM? Do you want to move to Dynamics 365 Customer Engagement in the cloud?

We will work with you to understand your current system and migrate you to Dynamics 365 in a seamless way. We will help you understand the new features and functionality of Dynamics 365 and the best way to use it. We will help you build your cloud confidence, secure internal buy-in and remap all your processes to ensure your business gets the best benefit possible from its new investment.

Our guide to upgrading Dynamics CRM

Dynamics CRM to Dynamics 365 Upgrade Assessment

Our proven upgrade readiness assessment involves a comprehensive review of your business to create a plan for Dynamics 365. We will explore how you currently use Dynamics CRM, where you could benefit from new capability, and how to take advantage of the wider benefits of the Microsoft Cloud.

Book your assessment

Replacing a legacy application?

If you’re using an older platform like Iris, Goldmine, or Siebel – or a bespoke platform – there’s every chance you’re being left behind. Microsoft Dynamics CRM has evolved into Microsoft Dynamics 365 Customer Engagement, offering new flexibility and capability to all kinds of organisations.

But getting all those new features isn’t as simple as switching to Dynamics 365 and forgetting about your existing application. We’ll help you start with a better understanding of your existing application – the features you actually use, and the data that matters to your organisation. Then, we’ll help you assess your options and untangle the complex issue of data migration. Meanwhile, we’ll use our technical expertise to deliver your business processes in Dynamics 365.

“Incremental have enabled us to become self-sufficient where possible, allowing us to react quickly with our customers. It is a very efficient process and our staff have become more productive.”

Hugo Grimes, Head of IT, AMI

Dynamics 365 Sales Project Rescue

Not every project goes to plan. But when something goes wrong, we’ll put it right.

Maybe your project was poorly specified, poorly managed, or poorly delivered. Sometimes partners just don’t deliver the technical expertise it takes to make a solution successful. Whatever the scenario, we’re here to get your Microsoft Dynamics 365 Customer Engagement project back on track.

When you call us to rescue your project, we’ll take things back to the basics. We’ll look at your business, the challenges you faced, and why your project didn’t overcome them. Then, we’ll prepare a clear plan for success, drawing on our extensive experience as a Microsoft Gold Cloud CRM partner, specialised in Microsoft Dynamics 365 Customer Engagement delivery.

So you can put the problems behind you – and get the benefits you’ve been waiting for.

 

Choose Rescue from Incremental for:

A transparent approach that clarifies your knowledge of the solution and its challenges

Fast resolution that gets you up-and-running quickly

Improvements to existing functionality to increase efficiency and drive your ROI

Dynamics 365 Sales Support

If you depend on CRM to do business, any downtime costs you time and money.That’s not to mention the reputation damage you could suffer when service slows down or customer-facing applications become unavailable.

Even if your CRM is working well, having the correct support in place to make improvements and adjust your system when your business changes is key.

To help, we offer comprehensive support that’s designed to spot problems at the earliest stage – before they turn from minor issues into major incidents.

Our support services

We provide support for Dynamics 365 Customer Engagement and Dynamics CRM users. Our support service is based on using our knowledge of Dynamics and how your system works, what your processes are and any customisations.  When we understand your business and your CRM solution in-depth, we’ll see and resolve issues even faster.

Just create your tailored support package, and get the level of cover you need for peace of mind. We provide fixed price support packages with upfront SLA’s and banks of hours to give you the flexibility you need to keep your system live and your team delivering for your customers.

Choose Support from Incremental Group for:

  • Multi-channel support
  • Qualified and experienced support engineers
  • Pre-agreed response times
  • Access to Microsoft Gold Partner resources
  • Account Manager
  • Change advisory support
  • Certified support engineers

Dynamics 365 Sales Extensions and Applications

Connected sales and marketing

Dynamics 365 Marketing offers organisations the ability to connect Dynamics 365 Sales with a modern marketing application that is built on the same database.

Find out more »

Our in-house team of developers are on hand to support your project and take Dynamics 365 Customer Engagement beyond what is available out of the box. For other customers we have provided a wide range of bespoke solutions, including bespoke portals, chatbots and a range of other unique solutions.

Online Portals

Having an online portal that integrates seemlessly with Dynamics 365 has a wide range of benefits, it can be used to allow your customers or suppliers to self service, raise cases, raise orders and provides you a versatile platform to communicate with. Below are some examples of online portals we have built for a wide range of our customers.

  • Event management – book and pay online
  • Partner, supplier and franchisee relationships – look at mutual business sales and cases online
  • Membership management – online applications, renewals and use of benefits
  • HR management – employee services online
  • IT or product support – online case raising or warrant management
  • Case Management – raise complaints or cases with customer service teams, directly through the portal

Chatbots

Take your online interactions one step further by integrating one of our AI powered Chatbots, you can easily train your Chatbots to respond to a wide range of queries and commands and including understanding natural language. Our Chatbots are intuitive and natural and can be used across a range of tools including web, Facebook messenger and integrated into other online solutions.

Extensions

We work with a number of third parties to provide you with additional capability to supplement your CRM solution

  • Scribe – an established global provider of application and data integration software.
  • Clickdimensions – providing email marketing, web intelligence, lead scoring, campaign automation, nurture marketing, social discovery, form capture, surveys and more
  • XperiDo –  an extension to Microsoft Dynamics 365 to automate the creation of documents.
  • Maplytics –  is one of the most comprehensive and powerful Geo-spatial and analytical mapping solutions for Dynamics 365

CRM Essentials

We have drawn upon our extensive experience to identify areas of functionality that regularly require development for our customers and created the Incremental Group Essentials range.

The Essentials range allows organisations to purchase an off the shelf solution that delivers additional functionality without the need for time consuming, costly bespoke development.

Our Essentials range includes: Auto Number, Auto Summary, Auto SLA Calculator and Auto SMS.

Find out more. 

Dynamics 365 Sales - Resources

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Improving sales productivity with Dynamics 365 Sales

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Dynamics CRM - end of support - understand the options

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Optimising Business Outcomes - a guide for the professional services sector

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Contact us to unlock your next CRM system

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