How to Stack Your Microsoft Dynamics CRM Higher than the Rest

Today’s business management solutions can streamline operations and position your business for growth. For example, software that integrates seamlessly is much more powerful than individual, specialty solutions.  Microsoft technology keeps this in mind and helps businesses take it to the next level with their stack of Microsoft Dynamics solutions, such as Microsoft Dynamics CRM.

Microsoft Dynamics CRM is great for a variety of reasons and we here at Rimrock have found a way to stack that solution even higher.  FieldBoss®, designed for elevator, generator, HVAC and mechanical contractors, was built within Microsoft Dynamics CRM to manage contracts, equipment, scheduling and dispatch. It also offers the ability to streamline sales activities, fine-tune marketing campaigns, and boost customer service.  With this integrated solution, you can monitor the business activities that generate higher productivity and profitability.  Role tailored dashboards put key data at your fingertips, making it easier to keep tabs on active cases, sales figures, and your own to-do list.  You and your field services team can also access this information on mobile devices.  Your field team can update customer data immediately after an inspection or repair is completed and sales representatives can indicate when a sale switches from proposal to contract right after a meeting.  With everyone on the same page and important business data being collected in real-time, you are able to closely monitor business operations and take advantage of new opportunities that can lead to new growth.

FieldBoss also integrates with Microsoft Dynamics® GP, Microsoft Office 365®, Microsoft Outlook® Online, and Microsoft SharePoint® Online which gives you even more options to find the business management solutions that meet your exact needs.  You can share documents, customer data, and other business information and schedule meetings with customers and employees with these Microsoft solutions. 

FieldBoss and Microsoft Dynamics CRM is a powerful combination of business management software with field service management and rich marketing and sales functionality.  These and the other Microsoft solutions can be seamlessly integrated to boost productivity and profitability, as well as improve customer service.  Contact Rimrock Corporation or more information about how the Microsoft suite of business management solutions can take your business to new heights.

By Rimrock Corporation, Canadian Microsoft Dynamics ERP and CRM Partner