Akvelon | Customer Relationship Management (CRM)
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CUSTOMER RELATIONSHIP MANAGEMENT

Your customers come first.

In today’s ever changing markets, it’s vital to build and maintain strong customer relationships. Akvelon’s Customer Relationship Management solutions make it easy for your company to quickly forge and manage long-term bonds with customers.

Global Search for MS CRM Online

  • Search inside tracked emails and attachments uploaded to CRM!
  • Search all records with a single query from any page in CRM
  • Search by Lookup fields
  • Results from any CRM object, including Custom Entities
  • Results display in a single view, categorized by record type
  • Perform sub-searches and sort columns right on the results page
  • Customizable results that can include both active and inactive displayed results
  • Click and Open records directly from the results
  • Works great with Outlook
  • Installs in minutes and does not require Silverlight
  • Enjoy unmatched performance, ease of use, and time efficiency

Global Search for MS CRM On-Premise

  • Search the contents of tracked emails and email attachments!
  • Search all records with a single query from any page in CRM
  • Get results from any CRM object including Custom Entities
  • Search by Lookup fields
  • Customizable results pane can display active or inactive results
  • Perform sub-searches and sort columns directly on the results page
  • Ability to click and open records directly from the results page
  • Works great with Outlook
  • Enjoy unmatched performance, ease of use, and time efficiency
  • Installs in minutes and does not require Silverlight
  • #1 Best-seller and highly recommended in the Dynamics Marketplace

Global Preview for MS CRM Online

  • Preview entities in an Outlook-like Preview Pane directly in the CRM list
  • Preview Entity Notes and Attributes
  • Preview open and closed entities for selected contacts, accounts, or any other entity (including Custom Entities)
  • Configure attributes to display for any entity (including Custom Entities)
  • New features for Email Preview
  • Search emails directly in CRM
  • Sort and filter emails in Email Preview
  • Preview emails associated with Accounts, Contacts, and other entities
  • Open attachments directly from Email Preview
  • Create, Reply, Reply all, and Print emails from Email Preview
  • Spell check outbound emails
  • Open CRM emails directly from Preview

Global Preview for MS CRM On-Premise

  • Preview entities in an Outlook-like Preview Pane directly in the CRM list
  • Preview Entity Notes and Attributes
  • Preview open and closed entities for selected contacts, accounts, or any other entity (including Custom Entities)
  • Configure attributes to display for any entity (including Custom Entities)
  • New features for Email Preview
  • Search emails directly in CRM
  • Sort and filter emails in Email Preview
  • Preview emails associated with Accounts, Contacts, and other entities
  • Open attachments directly from Email Preview
  • Create, Reply, Reply all, and Print emails from Email Preview
  • Spell check outbound emails
  • Open CRM emails directly from Preview
CRM CUSTOMIZATION

Akvelon’s Customer Relationship Management (CRM) Solutions display your marketing, sales, and customer service initiatives in one easy-to-use system. Akvelon provides customized CRM solutions that optimize the powerful Microsoft Dynamics CRM program to meet your company’s unique needs.

Akvelon’s clients use CRM solutions to streamline business processes, reduce overhead, leverage existing networks, and manage the all-important relationship with their customers. Dynamics CRM’s data-driven achitecture collects, stores, and analyzes information about customers, generating valuable insights and growing sales. Every aspect of the software can be tailered to your company’s specific business requirements. Akvelon’s expertise can help your company make the most of your Dynamics CRM investment.

 

Why Akvelon?

  • Akvelon’s consultants are business and tech savvy. We use that experience to recommend and implement solutions that enhance your business model because one size does not fit all.
  • Instead of following a rigid set of rules, when customizing Microsoft Dynamics CRM we can adapt the design, custom forms, data fields, views, workflows, and reports to precisely fit your business’s needs.
  • Akvelon has years of experience setting up successful CRM implementations and customizations for clients ranging from small local firms to Fortune 500 companies.
  • Akvelon offers a strong team of Microsoft certified Dynamics CRM professionals to help you customize and configure your CRM solutions.
  • Akvelon is a Microsoft Gold Certified Partner, specializing in Dynamics CRM customization. As a Microsoft Vendor for Dynamics CRM, we helped develop Microsoft CRM Mobile.
  • Akvelon’s own Global Search, a popular Microsoft Dynamics CRM plug-in, is notable for its exceptional performance and ease of use.
  • Akvelon offers flexible CRM customization delivery models (including on-site, off-site, and off-shore options) to meet your needs, time frame, and budget.

 

CRM Integration Process

PLANNING
During the diagnostic phase of MS Dynamics CRM, Akvelon collects information on your business environment, working with you to define goals, processes, and IT strategies. As a result, we present you with a comprehensive Statement of Work, Proposal, and Project Estimate.

ANALYSIS
Akvelon’s consultants gather and document your MS Dynamics CRM customization requirements. Akvelon evaluates each functional area of the CRM with your needs in mind and identifies the required customizations and extensions.

DESIGN
Akvelon’s team determines how your business requirements will be implemented in your specific CRM setup, from simple user interface changes to complex functionality add-ons. We can also include data migration and/or integration with third party systems.

DEVELOPMENT
During the development phase we build and test the CRM through installation, customization, and data migration.

OPERATION AND SUPPORT 
Akvelon provides ongoing services to our CRM clients, including monitoring software performance, recommending updates, training staff, and providing technical assistance.

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