Customer Relationship Management

QLogitek has expertise in delivering Customer Relationship Management (CRM) technology to North American clients, with numerous successful deployments of Microsoft Dynamics across a range of industries.

Our 5-Step Methodology

Our approach follows industry best practices, following a proven 5-step methodology:

  • Functional Consulting
  • Technical Consulting
  • Organizational Change Management
  • Deployment
  • On-boarding and Training

This methodology was designed by Microsoft by blending both Project Management Body of Knowledge (PMBOK) and Prince2 standards. It provides project planning and management guidance for both the end-customer and the implementation partner.

It also helps reduce the total cost of ownership by providing guidance, tools, templates and best practices that increase the consistency, time-frames, quality and success of the final deployment.

Our implementation process also includes:

  • Solution Requirements Gathering
  • Future Process Mapping
  • Solution Configuration and Design
  • Solution Testing (including User Acceptance Testing)


Why choose Microsoft Dynamics?

Microsoft Dynamics is a CRM technology that has been designed in such a way that makes it easily customizable. The bulk of its customizations do not require any specialized technical skills to carry out. CRM entities can be created using a point and click user interface to meet any business needs. A business user can also customize the forms for any entity, including adding and removing fields, and managing the layout of forms. Customizations in Microsoft Dynamics CRM, including workflow customizations, can be created without any knowledge or code and are stored as metadata.

Administrators can also define new relationships between entities: Microsoft Dynamics CRM offers an expansive toolkit for building mash-ups of data from within the CRM system and from other web-enabled systems on the appropriate screens presented to users. It supports web services integrations with any platform that has an API. Adding field-level security, defining required fields and modifying and managing forms can also be performed through a point-and-click user interface.

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