Transform Customer Experience

Provide personalised customer experiences by using our Dynamics 365 and CRM expertise to unify your data and align touchpoints.

Together, we increase engagement.

Siloed data, legacy systems, and disjointed workflows create friction that can erode trust and damage customer relationships.

To strengthen loyalty in an experience economy, organisations must adopt a truly customer-centric approach.

At ServerSys, we offer the expertise and technology to unite your data and modernise processes that will transform CX.

We’ll use Dynamics 365 and the Microsoft Cloud Platform to help you strategically use your data to delight customers and build stronger relationships through proactive engagement and actionable insights.

Discuss your requirements

Benefits to you

Increased customer satisfaction

Gain unified insights to deliver personalised, proactive experiences that delight customers.

Operational efficiency

Reduce costs by modernising customer workflows that increase agent productivity.

Revenue growth

Boost sales by applying data insights to identify upsell opportunities that increase customer value. 

Competitor differentiation

Stand out by optimising your customer journeys to strengthen loyalty and brand reputation.

How we can help you transform customer experience

Customer Journey Workflow Automation

Using Dynamics 365, you can proactively strengthen relationships by automating workflows across your customer lifecycle. Our team will tailor journeys by mapping processes and applying your business logic with contextual data.

Workflows triggered by customer behaviours enable proactive outreach, such as saving at-risk accounts through timely interventions. Service-level agreements help protect your most valuable customers by alerting your team to contractual commitments. Onboarding workflows can share relevant information to make new customer transitions seamless while nudging engagement..

For instance, see how we helped the regulatory organisation ODPA reduce its registration time through automated workflows to improve user experience.

Empower Customers with Self-Service Portals

ServerSys implements process-driven websites that streamline communication and improve access to resources. For example, we implemented a portal that enables Tellimer’s clients to securely access its market insights within a personalised website.

We’ve also worked with Police Now to create an online community portal, enabling its participants to find answers, network, and share ideas.

Similarly, we’ve helped healthcare rm go to market with an innovative workplace portal for employers. This has enabled the company to reach a wider audience and connect with established HR platforms.

Learn more about our web portal solutions.

Resolve Issues Faster with Integrated Knowledge

An integrated knowledge hub within Dynamics 365 CRM fast-tracks issue resolution and enhances service.

We can help you set up a centralised resource of answers and best practice steps that your agents and customers can instantly access to find solutions and resolve issues quickly. This resource can also be connected to Copilot, helping agents find answers using conversational chat.

We can also help you share these resources with your customers via a web portal that allows them to make service requests and check the status of their open tickets.

Grow Relationships with Real-Time Marketing

Engaging customers in the moment is crucial for memorable experiences, and Dynamics 365 offers real-time capabilities to make that possible.

Using Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing), we’ll help you create personalised journeys that nurture customers with timely, relevant interactions, leading to increased engagement, conversions, and loyalty.

For instance, we’ll help you build data-driven campaigns triggered by customer behaviour to deliver contextual messages.

Listen to Customers with Integrated Surveys

Capture customer feedback in the flow of work for ongoing insights you can quickly act on.

Our engineers connect survey tools to workflows, such as Dynamics 365 Customer Voice, to trigger timely invites. Questions are tailored to reveal sentiment, satisfaction, and areas for improvement.

Read a case study example of how ServerSys helped Mitie Cleaning improve customer satisfaction using automated surveys to identify and resolve service issues faster.

Collaboration and AI Capabilities

As Microsoft continues to release collaborative and AI-powered features, our product experts will help you evaluate and test these new capabilities to strengthen customer experience.

This includes guidance on adopting the latest Copilot innovations to enhance customer experiences by increasing consistency and promoting proactive outreach.

Let us guide you and cut through the hype to implement practical collaborative and AI-powered solutions that improve customer service.

Meet Demand with Intelligent Chatbots

Chatbots integrated with Dynamics 365 and web portals can provide customers with self-service capabilities to resolve common queries and deflect issues. Our team will help you deploy a conversational bot trained using your content to answer external users’ questions.

We’ll use the latest Copilot Studio features, including generative AI capabilities, enabling Copilot to source answers from your knowledge base, website, SharePoint library or other resources.

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Ready to talk?

Contact ServerSys today to discuss your requirements and explore how Microsoft technologies can help drive customer loyalty and growth. Please complete the form below, and one of our consultants will follow up as soon as possible.