MS Dynamics + Totango

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API
Native
Data IMport
CRM
Marketing
Customer Service & Support
Database & data warehouses
Communication & Collaboration
Cloud storage
Conversion analytics
Product Usage
Scheduling
Automation & Integration
Project management
Analytics & business intelligence
Payment & financial Services

MS Dynamics + Totango

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Webinar

March 19, 2024

Did Totango and Catalyst just amp up Customer Success?

Stop us if you’ve heard this one before. Two Customer Success Platforms walk into a bar…

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webinar
2019 State of the customer success industry
8/27, 10 am pt/1pm ET
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  • Intelligent sales and marketing apps help to nurture more sales-ready leads, personalize buyer experiences, and build customer relationships at scale.
  • Proactive customer service tools empower agents to take the right action, personalize customer interactions across channels, and speed resolutions with automated workflows.
  • Connected field service tools help to resolve service issues before they occur by delivering timely, proactive service, detecting service issues remotely with IoT, and using insights to schedule preventative maintenance.
  • Modern finance and operations tools help to elevate financial performance, bring processes together to streamline operations, and help employees succeed.
  • Connected commerce tools allow users to create omnichannel customer experiences, centralize merchandising, inventory and fulfillment, and personalize the shopping experience at every touchpoint.
See the benefits of integrating MS Dynamics with Totango

See the power of MS Dynamics + Totango. Request Demo.

Request Demo
webinar
2019 State of the customer success industry
8/27, 10 am pt/1pm ET
register today

How MS Dynamics works

MS Dynamics is a set of intelligent business applications, including sales, marketing, service, operations, and commerce, that helps companies deliver results through predictive, AI-driven insights. It combines CRM and ERP capabilities to transform and enable core customers, employees, and business activities. MS Dynamics integrates data, business logic, and processes to provide automated, integrated, and intelligent sales and marketing capabilities that help to efficiently convert leads into customers.

webinar
2019 State of the customer success industry
8/27, 10 am pt/1pm ET
register today
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The benefits of integrating MS Dynamics with Totango

Gain greater insight into the health of your customers and improve how you interact and do business with them through Totango’s MS Dynamics Integration. Totango allows you to supercharge the information you get from MS Dynamics by combining all of your data with key customer metrics from other platforms, so you get a well-rounded view of your customers. Plus, there is no need to jump between platforms to engage with your customers because you can see what is going on and take action immediately right from your Totango dashboard.

  • Sync data attributes into Totango accounts directly from their corresponding records on your CRM.
  • Write back to MS Dynamics from Totango in real-time, so that your sales team doesn’t miss important notifications.
  • Sync custom objects so you can customize both MS Dynamics and Totango to report on those things that are unique to your business.
  • Create customer dashboards that allow you to analyze your MS Dynamics data in combination with data from other sites.
  • Get real-time visibility into customer health so you can take action at the right time with the right messages to either secure or expand your customer relationships.

See the power of MS Dynamics + Totango.

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