Better Together:
Dynamics 365 CRM + Office 365 Help You Sell More Efficiently
Dynamics 365
Dynamics 365 
Part of Microsoft’s cloud-based platform that provides integrated business solutions, that’s designed to manage:

  • Sales & Pipeline
  • Customer Service
  • Field Service
  • Marketing
  • Accounting Integration 
Office 365
A subscription-based service that provides business productivity tools, including:

  • Word
  • Excel
  • PowerPoint
  • Outlook
  • SharePoint
  • OneDrive 
Grow Your Office 365 Practice by Partnering with a Dynamics Partner

WITHOUT SELLING

NO DIVERSION OF CONSULTING TIME

GENEROUS REFERRAL FEE

ADDITIONAL IT SERVICES FOR YOU

WE DELIVER RESULTS! 
We don’t sell or service Office 365. Our days are spent immersed in Dynamics 365 managing our clients’ sales, marketing and service processes. We partner with IT service firms to provide the best possible results for every implementation.

Your clients turn to you for IT support and advisory services as they grow their business. Being able to bring in a solid application partner for the sales, marketing and services areas will strengthen your relationship with the client. 
Our Compatibility
Strategic Partner Referral Program
Why Partner with InfoGrow
The Value of Dynamics CRM

​1. CRM can increase revenue and improve customer retention

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​2. Most clients don’t have standard sales processes

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3. Because CRM is software, clients will turn to you for advice

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​4. Many technology consulting firms have tried to build CRM expertise in-house  

5. You get added revenue from more IT services, and a finder’s fee from InfoGrow.
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The Value of InfoGrow

…but ONLY if you can improve the client’s business processes

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​…and it takes business consulting experts to create them

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​…which gives you the opportunity to be the trusted advisor


​…but most have found that partnering with a CRM expert like InfoGrow is easier and more profitable.

…and we deliver a happy customer, keeping you in the loop as we handle the sales and implementation processes
Are your clients using Office 365?
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Customers who are already using Office 365 gain significant advantages by adding Dynamics 365 to manage their sales, marketing and customer service processes.
Using Microsoft Office 365 with Dynamics 365 for Sales​



Outlook​
Sales people often live in their inbox. Adding Dynamics
makes it easy to:
  • Track emails, see who has opened and responded
  • See sales activities in your Outlook calendar
  • Create new customer records within Outlook
  • Automatically schedule tasks and make it part of the customer record



​Excel

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When you want to slice-and-dice information or update multiple records at once, sometimes Excel is the easiest way to do it.
  • You can stay within Dynamics 365 to edit the data with Excel, and re-save back to Dynamics
  • You can export reports to Excel, and when you stay connected to Dynamics, the information will be automatically updated.
Word
​Create templates once, and share them for a professional, consistent look. 

​SharePoint, Teams and OneDrive 

​​Improve collaboration and communication by sharing documents and linking to customer records.
5 Reasons why salespeople love using Dynamics for Sales CRM
  1. Reduces the number of sales tools, which keeps salespeople focused on selling
  2. Accelerates internal and external approvals needed for complex sales processes
  3. Automates routine tasks, and provides clarity about the next steps
  4. Makes it easy access and update customer records from any device, even offline
  5. Allows salespeople to work with familiar Microsoft Office tools
Have clients you think would be a good Dynamics CRM fit or need a demo – Let’s Talk It Through 

GET STARTED

Use technology to achieve sustainable growth. Let us show you how.