"CRM 2011 is here and it represents a new direction for Microsoft. We are extremely excited about the fresh design and believe that it offers both productivity enhancements for all users and the flexibility of deployment options for organizations looking to simplify their infrastructure while improving their interactions with their customers and prospects."

- Bart Sneary, Avtex VP of CRM Solutions

Leveraging CRM to Manage Interactions with Customers and Prospects

Customer Relationship Management (CRM) is a business strategy that will help your organization:

  • Focus marketing efforts to the correct targeted audience with the most effective strategies 
  • Share relevant customer information across the organization
  • Personalize  customer service and  improve customer retention
  • Streamline  the sales cycle
  • Provide the information needed to effectively forecast and make smart business decisions

CRM Solutions

Marketing Automation

Make Better Decisions. Get a Clear View of Your Customer.

  • Campaign tracking
  • Reports / Analytics
  • List management


Leveraging the platform to manage relationships beyond your customers such as partners, vendors etc.

  • Custom entities that match your business
  • Partners
  • Vendors
  • More

Sales Automation

Improving the efficiency and accuracy of the sales process.

  • Lead management
  • Opportunity management
  • Pipeline reporting
  • Reminders

Customer Service

Providing better service through detailed tracking and management of service items.

  • Case management
  • Workflow routing
  • Automated emails
  • Service scheduling
  • Knowledge base

Solution Story: Polaris Industries

Polaris, a manufacturer of snowmobiles, all-terrain vehicles (ATVs), and motorcycles was looking for a way to provide a tool for their dealer support reps to improve service to their dealer network.  The Avtex solution which leverages Dynamics CRM, .NET and SharePoint, provides Polaris support representatives with a single, consolidated view of all calls related to a specific customer, dealer or vehicle.  Now they can easily access the information they need to provide excellent, timely customer service to their network of dealers.  

Avtex Innovation: CRM Goes Mobile

Avtex developed one of the first Windows Phone 7 business applications designed specifically for Microsoft Dynamics CRM 2011.

Click here to download via the Zune software (note: This link does require the Zune software to be loaded on your computer)


Why Avtex for CRM solutions?

Avtex is in the top 1% of Dynamics CRM partners in the country and helped numerous organizations through their strategy and how to implement it on the Dynamics CRM platform.  

Key Technology

Microsoft Dynamics CRM is a robust platform for managing relationships with your customers, partners and prospects. It provides the central database for account and contact management along with workflow to manage the critical processes that make an organization tick.  

Upcoming Events