Customer Engagement
Bamboo pioneers the integration of intelligent cloud-based business applications through Microsoft Dynamics 365. We aim to synchronize your Customer Relationship Management (CRM) with other business systems, propelling your business forward.
What We Provide
Training & Hackathon Programmes
Customized training programs for technical and non-technical stakeholders. Catered to different skill levels, from beginner to advanced.
Consultation Services
Strategic consulting for Dynamics CRM strategy, roadmap, and governance. Expert guidance on solution architecture, data integration, security, scalability, and performance optimization.
CoE Setup & Support
Assistance in setting up and establishing a CoE for D365 CRM.
Define CoE roles, responsibilities, and governance frameworks.
Documentation & Best Practices
Creation of documentation, guidelines, and best practices.
Covering solution design, development standards, security practices, and data governance.
Custom Dynamics CRM Solutions
Development of custom CRM solutions tailored to specific business requirements. Building apps. workflows, reports and dashboards, chatbots for use cases
Maintenance & Support
Regular monitoring and proactive upkeep for optimal D365 CRM performance.
Timely and knowledgeable assistance to address technical issues and user queries.
Your Dynamics 365 CRM Adoption Journey
Unleashing Potential in 6 Steps
01Discovery & Assessment
- Understand processes, objectives, pain points.
- Analyze existing systems, data, workflows.
- Identify CRM requirements, desired outcomes.
02Solution Design & Customize
- Tailor CRM solution to unique needs.
- Configure D365 CRM to match processes.
- Define data models, entities, fields.
- Set up security roles, permissions.
03Data Migration & Integration
- Map and migrate data fields.
- Cleanse and transform data.
- Integrate with other systems.
04Training & User Adoption
- Develop comprehensive training plan.
- Conduct role-specific training sessions.
- Provide hands-on exercises, simulations.
- Encourage user engagement.
05Pilot & Testing
- Test CRM solution in a controlled environment.
- Gather feedback for improvements.
- Address issues, bugs identified.
- Iterate and refine the solution.
06Deployment & Optimization
- Plan deployment strategy and schedule.
- Migrate data to live D365 CRM.
- Monitor system usage, performance.
- Provide ongoing technical support.
Why Bamboo
Expertise and Experience
Benefit from our 20+ years of experience as a leading IT service company, delivering tailored data and AI solutions with unmatched expertise.
Comprehensive Solutions
Access end-to-end services covering data collection, integration, advanced analytics, and AI algorithms to unlock your data's full potential.
Client-Centric Approach
Our client-centric approach ensures we understand your goals and challenges, delivering customized solutions and exceptional support.
Success Stories
A Leading Property Agent in UK
A leading UK-based property agent faced challenges in managing their customer relationships and property database. They needed a robust solution to enhance customer engagement and streamline their operations.
Bamboo provided a comprehensive solution that transformed the property group's approach to customer management with our Dynamics 365 CRM expertise. Utilizing the lead management and automation features of Bamboo's solution, our client experienced a 25% boost in sales conversion rate and 30% cost saving.
A Listed Multinational Insurance Group in Asia
Our insurance client faced challenges of limited customer visibility hampers personalized engagement and business efficiency, which caused missed growth opportunities and suboptimal customer experiences on selling insurance products.
Bamboo integrated Dynamics 365 Customer Insights with Power Apps to provide a one place for Front-Desk to understand everything on customers, along with personalized services. The solution successfully brought 20% increased revenue and 15% efficiency increase, leading to excellent customer satisfaction.
