Bayforce helps organizations implement, enhance, and optimize Microsoft Dynamics 365 CRM to drive stronger sales performance, better customer experiences, and deeper engagement. From Sales and Customer Service to Marketing, we bring both technical Dynamics expertise and a deep understanding of the customer journey – ensuring your CRM works the way your business needs it to.

COMMON CHALLENGES WE SOLVE

  • Poor user adoption or underperforming CRM systems

  • Disconnected sales, service, and marketing processes

  • Incomplete or siloed customer data across teams

HOW BAYFORCE HELPS

  • Implement and optimize Dynamics 365 Sales, Customer Service, and Marketing modules

  • Improve user experience with streamlined workflows, dashboards, and automation

  • Align CRM processes with business goals through configuration, integration, and training

CLIENT SUCCESS

Empowering Sales Teams with Streamlined CRM and Smarter Design
We helped a mid-size B2B professional services company overhaul their Dynamics 365 CRM to improve visibility and streamline the sales cycle. By prioritizing feature requests, redesigning user interfaces, automating lead management, and training teams on CRM best practices, we increased system usage leading to the conversion of our consultant to a full-time employee as our customer’s CRM Lead.