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Home > Solutions > Application Solutions >  Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) can help you initiate meaningful dialogs with your customers and enable you to gain intimate knowledge of their needs and preferences.

i3’s CRM solution helps small and mid-market businesses increase Sales, Marketing and Customer Service effectiveness, supporting integration of CRM with other line of business applications. Use i3’s CRM solution to align your organization to focus on satisfying customer needs. Support your sales people in reaching out to prospects, empower marketing to deliver impactful and targeted communications that resonate with your audience, and enable service personnel to anticipate and understand customers’ needs and address them effectively and quickly. 

As a Microsoft Gold Certified Partner, i3 offers the entire spectrum of CRM services based on Microsoft Dynamics CRM. i3 provides its strong expertise in the .NET platform to meet customization requirements, and also offers integration with SharePoint for enterprise document management and collaboration.

i3 offers four kinds of services related to Customer Relationship Management (CRM): Consulting, Blueprint, Technology and Support.

Click here to download our brochure with details of our CRM services.

We enable customers gain the following benefits:

  • Lower costs: our Flexi Global Delivery model ensures the most efficient combination of onshore and offshore resources
  • Information security: on-premise solution ensures that your data is intact within your organization
  • Quick access to up-to-date information: sales literature, knowledge base articles, price lists and other documents can be stored in the database for easy reference
  • Ongoing support and maintenance: our technical and functional analysts ensure quick issue resolution

Figure 1: i3's CRM Services Framework

 Partner with i3 to:

  • Identify, acquire, nurture and retain profitable customers
  • Gain a 360˚ view of customer information across the enterprise
  • Enable easy sharing of customer data and best practices
  • Reduce time spent on creating client reports by 60-80 percent
  • Reduce time spent on data searches by up to 75 percent
  • Save on campaign costs by up to 40 percent

Our CRM solution gives you the following capabilities, in the various areas of Sales, Service and Marketing.

Sales

Marketing

Service

Shorten your sales cycle

Improve win rates

Identify your most valuable clients and uncover hidden opportunities

Achieve improved customer retention

Analyze sales performance

Identify your best sales people

Gain easy access to accurate information

Regiment best practices

Establish consistent follow-up processes

Identify up-sell and cross-sell opportunities

Keep prospects and customers informed of new product and service offerings

Access robust functionality offline or remotely

Track sales information across multiple currencies and time zones

Measure marketing ROI and performance indicators

Measure interest levels

Identify  trends and forecast performance

Track relationships between customers, prospects, influencers and suppliers to  uncover new opportunities

Manage the campaign life cycle

Track responses to every campaign activity

Create marketing communications quickly with templates

Transform successful campaigns into templates for re-use

Automatically route leads by criteria

Use robust data cleansing and segmentation tools

Improve your first-call resolution rates

Measure customer satisfaction

Deliver consistent customer experiences

Record all customer interactions and have it at staff’s fingertips in real time

Automate tracking and response for customer emails

Bring new  representatives up to speed quickly while reducing training costs

Support your global workforce with multilingual and multicurrency capabilities

Avail of on-premise integration with contact center infrastructure products

Ensure that published information is complete and accurate

Figure 2: i3's CRM Solution Capabilities

Register to download a PDF document of case studies of wealth management firms that used Microsoft Dynamics CRM to improve sales and marketing efficiencies as well as achieve customer delight.

For more information, email Rajeev.Desai@i3intl.com or call 973-535-3445.


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