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Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM

Operational excellence across the board for your business.

We take a strategic approach to CRM by building unified, end-to-end custom solutions that connect all areas of your business.

Microsoft Dynamics 365 CRM brings customer relationship management (CRM) and enterprise resource planning (ERP) together into one cohesive cloud service. It’s a unified solution with specific, purposeful applications: Sales, Marketing, Service, Finance, Operations, Commerce, and Human Resources.

Microsoft Dynamics 365 offers benefits for your entire organization. At Leaf Software Solutions, we take the necessary time to understand how we can best integrate the software with your existing processes.

The Leaf Approach

Understanding and aligning with your business is crucial in delivering a significant solution for your company. SureStart aims to accomplish the following objectives:

  • Identify and document current and future processes impacting the business.
  • Identify efficiencies that can be realized.
  • Build a roadmap, documenting the milestones and timelines to the desired state.

In this phased approach, Leaf utilizes an agile methodology in collaboration with the client to develop and iterate quickly. This phase is marked by daily stand-ups, frequent demos, and tons of transparency.

All applications need room to grow and Assurance Services allows your solution to iterate and grow with your company. In this phase, Leaf helps you plan for the future, while taking care of the present needs of the solution.

Case Study

“Leaf put CRM tools in place to tie our marketing machine strategy together and now we’re well on our way to transforming our sales operation.”

– Joe DeMarco, VP of Business Development and Communication at LINC Systems

Read the case study