CRM Consulting Services
Reduced risk, increased results.
Fifty to eighty percent of all software implementations fail. And we’re sure you agree with us that those statistics are entirely unacceptable.
Our implementations succeed, because we are hyper-focused on the details, on reducing your risk, and on getting your solution operational. We get more done in less time, so you focus on the outcomes your business requires.
“Your approach to the project and your willingness to be flexible has allowed us to get a better product than we would have, to achieve more than we planned to achieve and to do it at a lower cost and in a shorter time frame.”
Wade Van Rooyen, Corporate Project Manager, Calgary Economic Development
We believe in Microsoft Dynamics 365 CRM
Why? Because it’s the industry’s best and most fully-articulated solution, and has helped many of our clients achieve their business goals:
Centralize customer information
Eighty percent of business owners think they do a good job of building relationships with their customers, but only eight percent of their customers agree with them. At PA Group, relationships are our priority. Our expert business analysts will help you map out your current customer information management capabilities, and then develop processes to keep the focus on your customers as the central point of your business. We put you in a position to develop deep, trusting relationships with your clients, utilizing a single, centralized system of record. By managing every customer touch point, and providing centralized access to customer information, we help enable your employees to see a complete customer history and focus on building lasting relationships.
Automate marketing interactions
PA Group knows how to maximize marketing automation for your discrete business needs. We can help you identify and implement the best way to coordinate campaigns across channels and measure ROI across them all. If you need automated workflows with retargeting across channels, and access real-time insights into results, we can set that up, too.
Access business intelligence
One of the most powerful aspects of Dynamics CRM is the embedded ability to understand your customers’ needs and identify opportunities. Our PA Group consultants can help you: deliver personalized, relevant customer content; cross-sell and upsell with predictive analytics, and tailor experiences on the spot to increase satisfaction.
It costs 6 to 7 times more to acquire a new customer than to retain an existing one. At PA Group, we understand the essential role of effective communications, for us and our clients. We know you want to keep your customers engaged with clear, consistent, relevant communication. Regardless of how your clients prefer to communicate, PA Group can accommodate it.
Track sales opportunities
PA Group consultants have deep expertise in all aspects of Dynamics CRM, including how to track opportunities through the entire sales process. We can also provide line of sight to the opportunity to anyone who needs to access it, from front line sales to customer service to the management team.
Your PA Group consultants can help you use Dynamics CRM to track and analyze your data so you can draw insights into the success of your business processes. We can help you customize the analysis tools to fit your organization, provide you valuable insight into your data, and allow you to make decisions based on past performance.
Enable responsive customer service
If managing and tracking customer service activity in your organization is important, you can work with your PA Group consultants to tailor your implementation to your unique needs.
The PA Group Difference
Wouldn’t it be great if you could just enter your credit card, buy a CRM system online, and then *poof* your business magically runs better? Alas. We all know that the easy way is rarely the best way to make your business achieve more. Company leaders who identify areas of need and then bring in experts to help them position their company for future growth are the ones who lead the pack.
At PA Group, we know that running a successful business is no simple task. When marketing campaigns, data analysis, meetings, customer care, need to all happen simultaneously, you need a powerful CRM solution to bring all these functions together in one place. PA Group is your trusted technology advisor, at your service to design a CRM solution that is foundational to your company’s sales, marketing, and customer service.
PA Group delivers the full spectrum of Microsoft CRM through five individual apps—Sales, Customer Service, Field Service, Project Service Automation, and Marketing —that work seamlessly together. We recommend that you start with just what your business needs now, and add others as those needs grow.