Why do you need a CRM System?
CUSTOMER RETENTION
Customer and deal information stay within the company even when your salesperson leaves.
AUTOMATE SALES ACTIVITIES
Automate sales activities such as report generation, follow up reminders and nurturing emails.
SALES TEam Management
Know exactly how each sales rep is performing, and what deals they are working on with charts and dashboards.
IMPROVE MARKETING
information regarding events attended, marketing emails opened, landing pages visited etc.
Why Dynamics 365?
Microsoft Dynamics 365 yields $16.97 for every $1 spent, compared $8.71 per $1 spent for the average CRM System.
Fast onboarding & High Adoption
Fast onboarding and high adoption rates with similar UI as other Microsoft products.
Constantly Innovating
Dynamics 365 is a Cloud CRM SaaS that is constantly evolving and innovating.
PRODUCTIVITY FOCUSED
Productivity, Productivity, Productivity – Microsoft products are all about empowering people and organizations to achieve more.
HIGHLY CUSTOMIZABLE
Easily extend the capabilities of Dynamics 365 with the Power Platform (Power BI, PowerApps, and Power Automate).
What's the Catch?

IT'S A JOURNEY
If your CRM implementation strategy is a one-time project – be prepared to fail.
“Digital transformation is not a one-time project, it is a journey.”
Introducing the CRM Kaizen Methodology
Agile Software Development + Japanese Kaizen Philosophy (Continuous Improvement) applied to Dynamics 365 Implementations
Why Agile?
3x less failure rate compared to Waterfall Projects.
Why Kaizen?
Your sales process is constantly improving, so should your CRM system.

"Your CRM System needs to evolve together with your sales process"
Benefits of CRM Kaizen
Perfect CRM system for your unique business
We partner with you to make sure that the CRM system is fully optimized to support your business needs.
Unlimited change
requests
requests
Change requests are always welcomed as part of the continuous improvement process.
Always get the best
and latest
and latest
Dynamics 365 is always improving. You’re losing out if new features are not implemented and used.
Increase sales
A CRM system can help you increase your sales by up to 41%, we’ll show you exactly how to do it.
Increase user adoption
It’s hard for you to monitor CRM adoption and usage, we’ll do it for you and drive adoption whenever needed.
Unlimited support
Stop worrying about not having sufficient user support – we’ve always got your back.
Implementation Subscription
- 2 Sprints Per Month
- Bi-Yearly New Feature Updates
- Unlimited Support
- Unlimited Change Requests
- 8 Hours Training per Month
- Power Automate Flows
- Integration with Office 365
- Dynamics 365 Portal Deployment
- Power BI Dashboards
- Power Apps Custom Applications
- Integration with External Systems
- Ideal for Month 1-6
- 1 Sprint Per Month
- Bi-Yearly New Feature Updates
- Unlimited Support
- Unlimited Change Requests
- 3 Hours Training per Month
- Power Automate Flows
- Integration with Office 365
- Dynamics 365 Portal Deployment
- Power BI Dashboards
- Power Apps Custom Applications
- Integration with External Systems
- Ideal for Month 7-12
- 1/2 Sprints Per Month
- Bi-Yearly New Feature Updates
- Unlimited Support
- Unlimited Change Requests
- 1 Hour Training per Month
- Power Automate Flows
- Integration with Office 365
- Dynamics 365 Portal Deployment
- Power BI Dashboards
- Power Apps Custom Applications
- Integration with External Systems
- Ideal for Month 13 and beyond
What Our Clients Say
Executive Director at Vertex Mission Sdn Bhd