Sales Automation

  • Improve sales planning and goal tracking.
  • Automate pipeline and lead management.
  • Streamline proposals, contracts and invoicing.

Targeted Marketing

  • Create highly targeted lists for your marketing.
  • Streamline planning and simplify execution.
  • Gain key insights for better decision making.

Exceptional Service Delivery

  • Role-based permissions for easy collaboration.
  • Simplify contract management and support.
  • Integrate mobility for anywhere service delivery.

Microsoft Dynamics CRM


CRM can help reduce costs and increase profitability by organizing and automating business processes that nurture customer relationships and satisfaction across all interactions—marketing, sales, and customer service. CRM solutions can deliver return on investment (ROI) through marketing automation, customer service, and sales force automation.


Why ScopeTree Technologies LLP

We specialize in meeting CRM project objectives utilizing industry solutions, integrations, and comprehensive training adoption programs. Our clients benefit from process efficiencies derived from integrating CRM to ERP and financial management systems, such as Great Plains, Navision, SAP, Banner, QuickBooks and more. Let us show you the value of the latest cloud hosted technology, using online CRM in combination with Office 365, Power BI and SharePoint.
CRM applications arrive without configuration to meet the needs of your industry, team, and processes. If you’re just getting started with a new platform, our team can help you define scope, design the solution, build it to spec, deploy the application, import data, and improve processes as the system is adopted.
The use of CRM applications often changes and develops over time. Usage may evolve inefficiently without proper standards in place for architecture, governance, process automation, and data management. ScopeTree Technologies LLP has deep expertise customizing and redesigning CRM applications. We tailor a core set of proven methodologies to improve user experience, streamline process, and reduce administrative burden.
There are many risks involved in migrating or consolidating CRM platforms. Best practices in data management and process integration are crucial. If you’re organization is leveraging multiple CRM systems across sales, marketing and service teams, ScopeTree Technologies LLP can help you build a centralized platform. Our team works with you to break down silos, enhance reporting capabilities, and inspire collaboration.