Customer Relationship Management

Your customers are important to your business. In fact, no matter what your industry, no matter what your focus, no matter what kind of products or services you offer, your customers are the single most valuable asset of your organization.

Customers give your company a sense of purpose and direction. They provide invaluable feedback, and serve as a springboard for new concepts and ideas. And let’s not forget about the revenue they bring in. When all is said and done, customer satisfaction should be the number-one focus of any business. This means more than simply appreciating your customers; it means understanding them.

Microsoft Dynamics CRM is a complete Customer Relationship Management (CRM) software. Microsoft Dynamics CRS gives the company the ability to obtain and maintain a clear picture of the customer’s data from the first contact until the sales and the aftersales support. Microsoft Dynamics CRM provides the tools for the company to manage more efficiently the sales, marketing and support procedures and via the unification with Microsoft Office Outlook it constitutes a fast, agile and economic solution.

Microsoft Dynamics 365 CRM is available in Cloud and you can use it directly, choosing the part of the application that you immediately need and adding the rest when you decide.


CRM is a system which aims at improving the relationship with existing customers, finding new prospective customers, and winning back former customers. This system can be brought into effect with software which helps in collecting, organizing, and managing the customer information. Implementing a CRM strategy is advantageous to both small-scale and large-scale business ventures.

Microsoft Dynamics CRM helps to achieve consistent and measurable improvement in everyday business processes:

Customer Service

Earn customers for life. Offer world-class customer service that leads to loyalty. Dynamics for Customer Service unifies the way people experience your business—across self-service, peer-to-peer service and assisted service. Create consistency and loyalty – Make your agents’ jobs easier – Get an adaptive engine.


Turn relationships into revenue. Sell more, faster. It brings digital intelligence into each deal, so you can predict customer needs—and meet them with personal attention that builds relationships and revenue. Grow your business profitably – Sell more by staying focused – Work smarter to win faster.

Project Service Automation

Profit from your projects. Run your project-based business more productively and profitably using Dynamics for Project Service Automation. It helps you successfully manage your projects—and satisfy your clients. Create profitable relationships – Enable productive employees – Innovate to grow.

Field Service

Master the service call. Turn service calls into a strategic advantage with Dynamics for Field Service. It provides everything your teams need—from optimized scheduling to predictive maintenance. Get super-charged scheduling – Equip your mobile workforce – Profit from predictive services.


Make marketing smarter. Attract, engage, and retain customers with Microsoft Dynamics for Marketing by Adobe Marketing Cloud. Make every marketing interaction intelligent to deliver more personalized content and experiences. Know your customer – Make it personal – Run campaigns to bridge divides.


The benefits of doing CRM include:

Better client relationships.

Improved customer relations.

Increase customer revenues.

Maximize up-selling and cross-selling.

Better internal communication.

Optimize marketing.

Improved efficiency in serving clients.

Greater staff satisfaction.

Increased revenue and profitability.

Cost savings.

Less client attrition.

Industry Solutions

Step One offer industry solutions, like:

Microsoft CRM Sales & Service for Medical Devices Organizations

Saperion ECM Suite for SAP & Accounts Payable flows

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