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Services

Customer Dynamics provides a wide range of professional services to address every aspect of your CRM installation. Our depth of experience ensures that you’ll receive the best possible service at the best possible rate. And we offer many services packages at a fixed price, so you can more easily plan your complete project investment up front.

With over 14 years of experience developing and implementing CRM solutions, we’re able to deliver expertise that transcends features and functions. Through a wide range of implementation experience across industries such as Manufacturing, Distribution, Financial Services, Professional Services, and General Business, we’re able to provide business process guidance specific to the unique needs of your business. We’re a Microsoft Gold Certified partner and a Microsoft Certified Independent Software Vendor (ISV), and all of our employees are Microsoft certified, so you are guaranteed to have expert assistance every step of the way through your implementation. And because our roots are in business consulting, software development and system integration, we’re able to take your implementation as far as you need it to go.

Our services start with our “CRM Made Simple” philosophy, and include fixed price, fixed scope “QuickStart” implementation packages that include everything you’ll need to get your CRM system up and running and delivering tangible value. Learn More about our QuickStart Solution.

  • Training - We offer a variety of training options that allow you to understand the full range of capabilities either on-site or remotely over the web. More
  • Data Conversion – Easily leverage your existing contact and prospect data in your new Microsoft Dynamics CRM system through our data conversion and migration services. More
  • Report Writing – Learn how easy it is to generate meaningful reports that help you understand every aspect of your sales, marketing and customer service operation, and make better decisions with improved information visibility. More


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