Our Services
Our Purely CRM team is committed to delivering innovative SMB, Mid-Market, and Enterprise solutions that empower organizations to achieve their business objectives. Leveraging our expertise in Microsoft Dynamics 365 and the Power Platform, we provide a smooth transition for clients looking to replace Salesforce.com (SFDC) with a more unified, scalable, cost-effective CRM solution
Our purpose-built applications address the unique challenges of enterprises managing intricate sales cycles, multi-channel customer engagements, and advanced service operations. By combining our proprietary IP, deep industry expertise, and strategic design methodologies, we help organizations establish a cross-departmental, AI-enhanced CRM platform that drives efficiency, enhances collaboration, and delivers data-driven decision-making.
Dynamics 365 offers no-charge, out-of-the-box integration with Outlook 365, Exchange Online, Microsoft Teams, and Microsoft 365. This seamless connection ensures faster workflows and enhanced productivity.
Gain instant access to Power BI analytics, built-in predictive AI, and Specific AI tools such as the Copilot Suite of applications.
Powered by the Microsoft Dataverse (formerly Common Data Service), Dynamics 365 allows for effortless report creation and system integration. Extend functionality and customizations with Power Apps for low/no code application development.
Microsoft offers transparent pricing with no hidden costs or metered API usage.
Key price comparisons include:
Microsoft’s ongoing multi-billion dollar investments in R&D include advancements in IoT, Microsoft Teams, Power Apps, Intelligent Apps through Azure AI , Copilot Agents, and more.
Each bi-annual release introduces exciting new features designed to boost user productivity and satisfaction.
Expert Guidance: We take the time to educate clients on cost/benefit analyses and industry best practices.
Realistic Expectations: Our team ensures that strategies and approaches are achievable and aligned with your goals.
Skilled Consultants: With years of experience, our Microsoft CRM architects design systems that fit seamlessly into your business processes.
Accelerated Migration: Our specialized tools enable a smooth and efficient migration of your data from Salesforce to Dynamics 365.
Join the growing number of businesses that are realizing the value of Microsoft Dynamics 365 and the Power Platform. With Purely CRM, you’ll have the right partner to support your CRM success.
Pre-sales Vision and Design
Understand what you have now, what you like, and what works
Analysis/
Requirements
Capture Key Insights & Prepare for Migration
Design / Development
Optimize System Structure
The Purely CRM project team will break down the initial design and vision into a series of “User Stories” often there are decisions that are made early on in the Design that indicate specific technologies, functions and capabilities within the Microsoft Dynamics 365, Power Platform and AI Microsoft Copilot that will be leveraged to meet the design needs.
Following an Agile iterative approach additional user stories and business needs may be added and the stack ranking readjusted.
UAT and Training
Ensure Adoption & Minimize Disruptions
HyperCare
Transition & Issue Resolution
Ongoing Support
Continuous Improvement & Enhancements
With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.
