Sales processes
Connect lead qualification, opportunities, quotes and activities around a consistent customer record.
CUSTOMER ENGAGEMENT
CRM that fits the way you work.
Build better customer processes with Microsoft Dynamics 365 Sales, Customer Service and Field Service. InvertedBits connects business requirements with the configuration, data model and development needed to make CRM useful every day.
Discuss your requirements
WHAT WE CAN HELP WITH
Connect lead qualification, opportunities, quotes and activities around a consistent customer record.
Improve case handling, queues, assignment, knowledge access and the information available to service teams.
Adapt work orders, agreements and related business processes to the way service operations run.
Extend Dataverse and model-driven apps with C# plugins, JavaScript, custom actions and supported APIs.
WHEN IT MAKES SENSE
Your sales or service process has grown beyond the current setup, users work around the application, or existing customizations need a clearer design.
THE BUSINESS PURPOSE
Give sales and service users the information and processes they need to manage customer relationships consistently.
Yes. We can assess your current solution, investigate a specific issue or deliver a defined set of enhancements without starting the implementation again.
InvertedBits supports both deployment models. We first review the version, customizations and integration dependencies, because the available features and supported implementation options differ.
START WITH YOUR PRIORITY
Use an introductory conversation to discuss the problem, check the fit and identify what needs to happen next.
We agree scope and commercial terms before delivery work begins.