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CRM Software

Customer Relationship Management (CRM) software can transform the way your business attracts, manages, closes, and nurtures customers.

LBMC Technology Solutions makes it easy to assess, implement, and support the CRM software you choose to move your business forward. We work with you to identify a path to achieve your goal, then provide solutions to help you get there whether it’s implementing out-of-the-box CRM or providing a customized solution to meet your unique needs.

What CRM Software Can Do for Your Business

  • Strengthen customer engagement by building personalized experiences
  • Work smarter and faster with automated workflows and processes
  • Gain valuable insights with real-time data
  • Make accurate, quick decisions using advanced reporting and dashboards
  • Integrate with other business software to maximize efficiency throughout the customer lifecycle
  • Protect customer data with enterprise-level security

Choosing the Best CRM Software for Your Business

We want to align you with the best CRM that fits your needs. Our technology specialists are here to help you determine what is the best CRM for your company.

Microsoft Dynamics 365 for  Sales

Streamline your sales process and get seamless Microsoft Office 365 integration with Microsoft Dynamics 365 Sales Professional. Enable sales to easily collaborate across functions within Dynamics 365 customer information and file sharing directly from Microsoft Teams. Work on the go with rich and seamless mobile applications, and close deals faster using real-time collaboration with colleagues and customers.

  • Easy Set up and integration
  • Anytime, anywhere access
  • Familiar user experience
  • Flexible and extensible platform
  • Insights and analytics

Learn More  |  Download Datasheet

Microsoft Dynamics 365 for Marketing

Dynamics 365 for Marketing automates marketing processes throughout the customer journey. With seamless integration with Microsoft Dynamics 365 for Sales, marketing and sales teams can work together to find and nurture leads, close more deals, and maximize return on investment (ROI).

  • Automate email campaigns
  • Plan and promote events
  • Create landing pages and forms
  • Collaborate seamlessly with sales

Learn More  |  Download Datasheet

Salesforce Consulting

Connect to your customers, build meaningful and lasting relationships, and identify opportunities to grow your business. Within a single view of every customer interaction you can sell, service, and market like never before. See why Salesforce customers report 37% more sales revenue and 45% higher customer satisfaction.

  • Access information in one place
  • Accelerate sales productivity
  • Save time. Automate the small stuff.
  • Make deals happen anywhere, anytime.
  • Flexible reporting and dashboards

Learn More  |  Download Datasheet

Our Approach to CRM Implementation

We’re here to ensure you receive the highest ROI on your CRM investment. Our experts will provide a plan to help you gain a deep understanding of the product and its capabilities for your organization.

Smart Start Deployment

LBMC Technology Solutions helps you deploy your CRM software in weeks instead of months. We’ve developed a proven way to get your CRM up and running so you can begin managing your sales cycle and getting more insight into your prospects’ and customers’ activities.

Smart Re-Start Program

Our Re-Start Program is designed to analyze the root causes of a possible failed implementation and help you re-boot. We work closely with your staff to determine why the current CRM is not providing the expected level of benefit, then make strategic changes to your environment to best align with your business objectives.