Customer Engagement

Get Objective Insight into the Effectiveness of Your CRM Platform

Engage Customers on a Deeper Level

Creating truly engaging interactions with your customers is vital to building lasting relationships. In order to build effective engagements, you must know everything there is to know about your customers. Fortunately, your customers are constantly providing you with data which can yield powerful insights. Every customer interaction is an opportunity to capture information on their demographics, preferences, activity history and more.

Customer Engagement tools like CRM facilitate the collection and management of  this important information. Without effective tools and processes in place, your company will struggle to understand your customers and the best strategies to communicate with them.

Our experts help you create and execute a Customer Engagement and CRM strategy that streamlines the collection, analysis and utilization of key customer data. We pride ourselves on providing detailed implementation guidance, comprehensive optimization, and unflinching innovation resulting in truly effective customer engagement.

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Deployment

The proper deployment of Customer Engagement tools is vital to their ultimate success. We guide you through each step in the deployment process from technology selection to ongoing management.

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Integration

Connecting engagement tools, like your CRM platform, with other enterprise applications and systems maximizes the usability of, and access to, customer data. We help you identify key integration opportunities and create connectivity that streamlines capture and use of customer data.

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Optimization

Maximizing the effectiveness of Customer Engagement tools and policies is important for the long term success of your organization. Our team leverages years of experience to help you optimize new or existing engagement solutions to meet your unique business requirements.

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Utilization

How you use your Customer Engagement tools is just as important as the features they offer. We offer customized advice on the creation of employee training programs, best practices and procedures to help you make the most of your technology.

Explore Our Customer Engagement Solutions

Technology Selection and Deployment

To maximize the return on your investment, it is vital to select technologies that meet your organization’s unique needs, then deploy those technologies to optimize effectiveness.

To help you make the most of your investment, we offer comprehensive Customer Engagement technology services, including:

  • Discovery of your current and future needs
  • Identification of viable technologies
  • Deployment planning
  • Execution of implementation
  • Migration of existing data
  • Identification of integration opportunities

Data Migration

Moving existing customer data into a new or upgraded CRM platform is a time consuming and labor-intensive task. Ensuring the accurate and complete migration of your customer data is vital to the future success of your engagement efforts.

We offer comprehensive data migration support, including discovery of existing information, migration planning and execution. With our help, you can rest easy knowing that your valuable data will continue to support your customer engagement efforts.

Cloud Deployment

The cloud is a boon for software delivery, cost, speed, and accessibility. Yet getting all your cloud applications to play well together can be challenging if you’re going it alone.

Avtex acts as an application mediator, implementation expert, and best practices provider for all your cloud solutions. We offer comprehensive Cloud CRM Deployment services designed to:

  • Increase efficiency
  • Reduce overall maintenance costs
  • Streamline multiple processes and increase data visibility
  • Get tasks done faster and more efficiently
  • Align business unit tasks and objectives across the organization
  • Create multiple roles, permissions, and rules

Contact Center Integration

With Avtex InteractionSync CRM Integration, agents now have access to an agent desktop with embedded call controls such as call pickup, disconnect, hold, transfer, conference, status management, and click-to-dial — all tied directly to the Microsoft Dynamics CRM application.

By using the best of both worlds, Avtex InteractionSync uses CRM integration to manage essential customer interaction data and blends that with the features of Customer Interaction Center from Interactive Intelligence to handle queuing, routing, measuring and reporting.

Office 365 Integration

If Microsoft Dynamics CRM is the chief of customer relationship management, then Office 365 is the second in command charged with sending, sharing, coordinating, and sharing all that powerful CRM information. Let Avtex implement and integrate Office 365 with your existing Microsoft Dynamics CRM to make it simple to manage your business-class email and calendaring, coordinate online conferencing, and easily and efficiently share files.

Avtex integrates your current or new CRM platform to work seamlessly with Office 365 to help you obtain a wide range of benefits, including:

  • Reduced time to usage
  • Improved productivity
  • Improved information sharing across teams, units, and organizations, from local offices to global enterprises
  • ROI improvements
  • Improved information to access, anywhere, at any time with cloud-based information and applications
  • Maximized productivity

Mobile Integration

Avtex specializes in building innovative mobile functionality for iPhones, iPads, Android and Microsoft devices. Additionally, we develop solutions for the Apple Watch, and have created several applications that have been featured at various events. Microsoft Dynamics CRM includes mobility (via a mobile client) at no additional cost on virtually any mobile device. With rich Cortana integration (Windows 8.1 mobile devices only) and the Power of Microsoft Dynamics CRM, customers are able to manage accounts, contacts, leads and opportunities.

The mobile client can be configured and customized to specific business needs and through its rich and easy to use interface, it serves thousands of business across the world.

Process Optimization

The type of data you collect, and how you collect it, is just as important to your engagement efforts as the tools you employ. We work with you to identify the data your organization values most, and the most effective strategies for collecting, managing and utilizing that information.

Our services include process planning, implementation, training, automation and management.

CRM Training

Avtex offers training designed to help you get the most out of your Microsoft Dynamics CRM system, from implementation through deployment and beyond. For years we’ve been designing customer relationship management systems and teaching users how to use them to engage customers, improve sales, and unleash their inspiration.

Take an Avtex course on Microsoft Dynamics CRM Applications, Installation, Deployment, Configuration, Customization, Workflow, Administration, Reporting and Data Migration, or Extending. Or have us develop and deliver custom CRM courses uniquely tailored to the needs and processes of your organization.

CRM Assessment

Avtex offers comprehensive CRM assessment services designed to help you understand the strengths and weaknesses of your CRM, your training policies and your internal business processes. By offering objective insight into your CRM solution, we guide you toward improved customer satisfaction and employee happiness.

During the CRM assessment process, our experts will review and document all aspects of your solution, including:

  • Current-state functionality
  • Upgrade readiness
  • Ease of use
  • Training procedures
  • Business processes
  • Departmental integration

Data Utilization

Collecting customer data is a great first step in creating lasting relationships. Simply collecting data isn’t enough, however — you must know how to use it to personalize interactions and you must take care to protect it.

We provide customized advice to help you optimize the use of your customer data.

CRM Platform Utilization

Today’s CRM platforms offer far more functionality than simply collecting data. Platforms like Microsoft Dynamics CRM offer robust feature sets that make them ideal for many departmental uses, including human resources, sales and marketing, procurement and more.

Our CRM experts work with you to explore the wide array of uses to help you make the most of your current or future platform.

Partnering with Avtex

A solid foundation is vital to your marketing, project management and relationship management efforts. A partnership with Avtex gives you access to proven technologies, and the expertise needed to customize those technologies to your specific needs.

We help you address all facets of your Customer Engagement efforts, including:

  • Maximizing the return on investment into Customer Engagement technologies
  • Streamlining the processes of capturing and using information
  • Integrating CRM and engagement platforms to support customer interactions
  • Increasing access and visibility to key customer data across your organization

We make it easier to capture, manage and utilize information to create a deeper level of engagement with your customers.

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Our Work with the City of Garland

Read about how we offered the city of Garland a completely unique, completely effective CRM solution that met all of their needs.

Gain Insight into the Effectiveness of Your CRM Platform with a Custom Assessment from Avtex

Avtex offers comprehensive CRM assessment services designed to help you understand the strengths and weaknesses of your CRM, your training policies and your internal business processes. By offering objective insight into your CRM solution, we guide you toward improved customer satisfaction and employee happiness.

During the CRM assessment process, our experts will review and document all aspects of your solution, including:

  • Current-state functionality
  • Upgrade readiness
  • Ease of use
  • Training procedures
  • Business processes
  • Departmental integration

Take advantage of all that Avtex has to offer – for a limited time, any organization that signs up for a CRM assessment will receive discounts on future Avtex services. Contact us to learn more, or to schedule your CRM assessment today.

Schedule Your CRM Assessment Today