Microsoft Dynamics 365, the Power Platform, and Microsoft’s related suite of business applications can do many powerful things to improve your team’s processes, efficiencies, and the true end-goal: a drastically superior experience for whoever you serve.
But where do you start with so many possibilities? Given your goals and budget, what should you prioritize today? All the possibilities can be overwhelming. So can selecting the best-fit Dynamics 365 partner or products. Let Cobalt help you today.
We have cleared away the non-essential issues and highlighted the value of a cloud-based CRM solution for your organization. Cobalt is a Microsoft Gold Certified Partner and we have worked in the depths of Dynamics CRM and Dynamics 365 since 2004. We can quickly help you see exactly what Dynamics 365 can do for your team and those you serve.
Give your team an exceptional experience with all the industry’s standard managed services like training and support, but also give them the deep experience Cobalt has to do the truly difficult, advanced, or custom work. With us, you get both, and everything in between. Explore the ways to get more from your CRM investment today, including our streamlined assessments or one of our quick start packages.
Microsoft Dynamics 365: Cobalt’s Core Services
Scan the shortlist of our strongest service offerings and expertise, or find more in-depth value for your team on each of our individual service pages.
Cloud Migration Services
Data security, significant flexibility for your team, saving money, reducing IT overhead, adding the Power Platform to amplify your business applications … there are many strong arguments for moving your CRM to the cloud.
Read about the benefits and how Cobalt has streamlined a secure, reliable process for your team and data after more than 200 successful customer migrations.
Dynamics 365 Implementation Packages
Do you need to prioritize speed and minimize the downtime or transition to a new CRM? Cobalt has already created plans that will fit the needs of most organizations and have you up and running quickly. Need a hard-core, highly custom implementation? Our team won’t flinch because they have led complex implementation projects across multiple industries.
Explore our CRM implementation packages and the flexible possibilities that Microsoft’s Low Code + Pro Code Fusion Development opens up for your team with the Power Platform.
After so much time in this industry, we have seen all the ways a CRM implementation can stall, get sideways, or breakdown when there are problems or expertise gaps with another Dynamics 365 partner. Let’s get your team unstuck, back on track, and making the most out of your CRM investment.
Review some of the most common problem areas, learn how to move forward from where you are, and get a peek at Cobalt’s simple evaluation framework for organizations in your position today.
Dynamics 365 Pricing Optimization
On the one hand, the complexities and possibilities of Microsoft’s license and storage plans can be confusing to navigate if you aren’t constantly staying up to speed on changes. On the other hand, all the options they provide can translate into highly flexible licensing options for your team that ensure everyone has exactly the tools they need. Let Cobalt assess your staff and storage needs and see where we might be able to save you money you can put to better use elsewhere.
Take a quick look at a concrete example of how much your organization could save, see an overview of our free assessment process, and read about valuable changes many organizations overlook.
Dynamics 365 Support & Managed Services
Your initial CRM implementation, migration, or upgrade and training are a significant next step, but what comes after that? Reliable, responsive, ongoing support and managed services will make all the difference for your team as they refine their processes, and over time, as you grow. This is an area where Cobalt’s exceptional expertise truly multiplies the value for the organizations we serve.
When issues inevitably arise, or as new team members come on board, if you need to adapt quickly, or when you’re ready to leverage the advanced Dynamics 365 or Power Platform features and advantages, we will be with you.
Dynamics 365 Modules
Add any or all of these powerful business applications from Microsoft to amplify your team’s efficiencies and their ability to build trust and meaningful interactions with whoever you serve. They are all designed to provide immediate, out-of-the-box value, but Cobalt’s experienced team can show you how to get the most from each of these tools. Let’s build a strategic combination that directly meets your organization’s biggest needs.
Keep your top sellers motivated and equip your whole salesforce with powerful tools for today’s digital selling and sales growth. Microsoft Dynamics 365 Sales will focus and empower your team and give them all they need to meet your prospects where they are today. Give your sales reps clear visibility to the right data, assets, communication channels, collaboration tools, and more that make the difference in today’s rapidly evolving sales cycles and customer expectations. Explore the value and features of D365 Sales now.
Any modern marketing solution offers some level of automation, but is your platform of choice smart enough to give your team the marketing insights that will convert? Is it broad enough to connect with prospects and where they really are today?
Most importantly, can it deliver truly personalized content and interactions across all touchpoints? Microsoft Dynamics 365 Marketing was built to prioritize each of these needs. Explore the value and features of D365 Marketing now.
As the expectations of today’s customers expand exponentially, all your customer support systems and technology must be able to scale, adapt, and provide a convincing, personalized approach. Dynamics 365 Customer Service is built for precisely that kind of growth and flexibility. As the needs and relationships with whoever you serve evolve, you will already be ahead of the curve.
Dynamics 365 Customer Service lets you leverage virtual agents, built-in AI, automation, and IoT integration to keep your agents free to engage directly with customers, tackle difficult issues, or capitalize on passing opportunities.
All of the technology that can empower your sellers to make a more immediate, meaningful connection with your customers opens up huge possibilities for your organization. But with more data than ever and a sprawling touchpoint map, it’s critical to keep your sales team focused and confident.
Microsoft Dynamics 365 Sales Insights provides a powerful, additional layer of guidance and concrete actionable steps for your digital selling efforts. As an add-in for Dynamics 365 Sales, it uses AI-guided selling and constantly refined predictive models to keep your reps right in step with what your sales prospects expect and need today.
The biggest differentiator for successful organizations is quickly becoming a matter of insight. Everyone is collecting more data than ever before, but how your tools interpret that data is everything — along with knowing your data and customer trust are both secure.
With Dynamics 365 Customer Insights, your team will quickly get a single view of the customer and clarity about what they need from you next. Let Cobalt help you see the best way to truly understand what your customers are doing, and how you can know exactly what you need to from all your customer data.
Your organization needs to create and deliver personalized, meaningful content and customer interactions with perfect timing. And that requires the best tools for listening to where your prospects are, what they care about, and what they think they need today.
Microsoft Dynamics 365 Customer Voice is included with Dynamics 365 Customer Service and Dynamics 365 Customer Insights, or available as a stand-alone module. It’s packed with the tools, templates, and workflows to easily hear whoever you serve, deepen that connection, give your whole team access to the data, and take a proactive posture in customer relationships.
Schedule a Demo Today
In the manufacturing process, when you add the element cobalt to steel, it makes the steel sharper and stronger. When you add our Cobalt team to your organization, it builds on your current strengths, fills significant gaps in your expertise, and amplifies all your sales, marketing, and customer experience efforts.
Let our team know you’d like a free, streamlined organization or license assessment. Or, let us walk you through a customized product showcase. We will help you see concrete ways you can put Cobalt’s core Microsoft Dynamics 365 services or module recommendations, training, and optimization, to work.