Transform how you do business and grow and evolve every part of your business to better meet the changing market and needs of your customers

Capture new opportunities across your organization when you bring people, data, and processes together with Microsoft Dynamics CRM—intelligent business applications that help you manage and run your entire business while better engaging customers.


Sales and Marketing

Bridge the gaps in your sales process and get your team more efficient and selling more. The built-in marketing activities will give you a better understanding of your campaigns, clients, and more.


Sales Enablement: Uncover the gaps in your lead generation, management, forecasting opportunity management and other aspects of the sales process. With Microsoft Dynamics CRM, we can bridge the gaps in the sales process to ensure that no opportunities are missed. Utilizing our experienced consultants, we can put you on a path that will help automate your sales process, making your team more efficient and selling more.


Sales Automation: within Microsoft Dynamics CRM there are built in processes that can help optimize your sales team taking the guess work out of what to do next. With the familiarity of the Microsoft interface, your sales team can begin to simplify the sales process, automate lead management and boost sales.


Lead Management: Keep leads organized and prioritized in Microsoft Dynamics CRM by automating your lead management in a single system. When leads enter the system they are automatically scored and qualified based on your rules. They can then be assigned to a sales representative to follow up, who can then place the lead into a sales or marketing-led nurture.


Opportunity Management: Each opportunity in your Microsoft Dynamics CRM represents a potential sale. Manage these opportunities with a logical process that your entire sales team can follow. Each step ensures that each opportunity is accounted for and managed by a member of your sales team. An up-to-date report of current opportunities can help you make business decisions.


Account Management: With a single view of an account you will be able to view a summary of all activity and contact information. Up selling, cross-selling and renewals are easier to propose when all the important details are managed in a single location.


Activity Management: In today’s market a quick response is almost expected. With activity management in Microsoft Dynamics CRM, you will be able to automate reminders, appointments and much more. Important tasks, calls and quotes are never forgotten and your customer benefits with exceptional customer service.


Pipeline Management: Manage and predict the pipeline of new deals with a process that is broken down into their sales process stages. Pipeline management guides each sales representative though the same process for each opportunity ensuring consistency throughout the sales process.


Reporting: Reporting for the sales pipeline can help identify any backlogs or bottlenecks that may occur in the sales process. You will be able to measure the success of your sales team and maximize results. Explore additional options like gamification or even a leader board to encourage adoption and friendly competition.


Operations and Finance

The versatility of Microsoft Dynamics CRM means that you can manage orders, inventory, invoices, and much more. With this robust system, we can create a seamless experience for your entire business.


Service Management

Manage support cases, contracts, your knowledge base, team calendars, and resources in Microsoft Dynamics CRM. Streamline call centers or customer support teams to keep communications clear.


Mobile CRM

Microsoft Dynamics CRM mobile app is the mobile version of the CRM system and available to all users of Dynamics CRM. The application is fast to implement, easy to customize and especially user-friendly. It works on most platforms and devices which means that the app delivers reliable remote access to your Microsoft Dynamics CRM solution.


Omni Channel

Enable end-to-end service engagements across channels on any device. A unified platform ensures context and consistency, delivering personalized service with minimal customer effort.

  • Complete 360-degree view of the customer, including full history of interactions, user preferences, and relevant customer information from third party applications.
  • Complete customer information shared across channels and interactions to ensure consistent experiences, regardless of the number or variety of channels leveraged over the course of a single service request, or throughout the customer lifetime.
  • Real-time insights, SLA timers and entitlements, are presented to the agent so that every interaction is personalized and contextual.
  • Machine learning scenarios detect social post sentiment and intent, and automatically create and route as cases.
  • Create more personal experiences with chat and co-browse.
  • Drag-and-drop survey designer, theme editor and rich design logic makes it easy to create personalized surveys with multiple delivery mechanisms.
  • CTI framework with several integrations and adapters currently in the market.


Service Intelligence

Relevant data empowers every role in the organization to have a positive impact on business outcomes. Insights are displayed through interactive dashboards with powerful data visualization capabilities. Our solution empowers organizations with the information they need to provide proactive care, and to predict and preempt the need for service.

  • Role-tailored dashboards present real-time and historical data through a visual user interface.
  • Drill into data via interactive charts, and include data from third party applications for deeper business insights, analysis and exploration.
  • Use natural language capabilities to instantly render new reports and visualizations.
  • Use service intelligence to identify cross-sell/up-sell opportunities, explore what-if scenarios, improve service metrics and performance and identify best practices.
  • Report on custom KPIs and metrics tuned specifically to your business.

Our Approach

If you’ve decided to implement a CRM for your business, you will need a partner to facilitate the implementation. We’re here to help! Microsoft Dynamics CRM works right out of the box,  however configuring the system to your needs is essential. Let us get to know your business and understand how Microsoft Dynamics CRM can help address your pain points. We’ll create a solution customized to your business needs, so you can be more efficient and sell more.

Allelife is Microsoft’s Dynamics CRM partner and we offer local expertise.


Microsoft has introduced a structured implementation methodology called Sure Step to help partners address some of these challenges. Allelife implements the Microsoft Dynamics Sure Step Methodology, enabling us to deliver a successful Microsoft Dynamics implementation each and every time.


The Sure Step Vision

To deliver an ever-evolving, world-class methodology to partners for Microsoft Dynamics customer engagements.

To help partners take advantage of the latest best practices, new tools developed by Microsoft Dynamics product teams, and changes in Microsoft Dynamics software.

To help partners achieve high customer satisfaction, increase channel productivity, and improve profits.

Sure Step can help partners increase successful implementations, decrease employee ramp-up time, and improve revenue by closing more customer deals. Partners who fully adopt and embrace Sure Step will be better able to perform customer implementations on time, on budget, and on spec.


What Is Microsoft Dynamics Sure Step?

The Microsoft Dynamics Sure Step Methodology is a comprehensive customer engagement methodology describing the processes and disciplines necessary to implement Microsoft Dynamics products such as Microsoft Dynamics AX, NAV and CRM.

Because implementations have many similarities across these products, Sure Step has been structured as a general methodology with a product-specific layer for each product. The general content consists primarily of prescriptive phase-by-phase and activity-by-activity descriptions for completing an implementation and also includes information on the Project Management discipline. The product-specific content is represented by tools and templates as well as hyperlinks to materials that can be found outside of the tool.


Benefits of Microsoft Dynamics Sure Step

A consistent methodology, project management tools and advice, and field-tested best practices – all within user-friendly tools – that enables Allelife to more efficiently deploy, migrate to, configure, and upgrade Microsoft Dynamics solutions.

Drives productivity by providing a consistent approach and a standard set of tools and templates that help ensure customers’ projects are completed efficiently, adding immediate business value, which promotes high customer satisfaction.

Helps Allelife to work more easily with other partners – as well as with Microsoft Consultants, when appropriate – on large, multi-site, or multi-region implementations. It also helps us work more efficiently with independent software vendors (ISVs) who provide third-party solutions or expertise.

Assurance that we are using the same approach as others involved in the project to drive toward a successful customer implementation.

Proven Methology for Your Business Transformation




  • Assess

  • We start by listening and understanding your focus areas.
    • A detailed technical analysis of your technology environment, looking at all variables, including server, storage, backup, network and more
    • An exploration of all relevant financial factors that impact the project
    • Understanding your organizational structure, workflows, security requirements and goals
    • Working with key stakeholders to identify your business drivers and focus areas, as well as risks, constraints, budgets and timelines

  • Design

  • We begin to construct a roadmap that leads you where you want to be.
    • Discussion surrounding private, public, and hybrid cloud options
    • Review of best-of-breed technologies across multiple manufacturers
    • Insight into cutting-edge technologies tested out in the Cloud Integration Lab
    • Architecture and integration experience across multiple manufacturers and with existing platforms

  • Transform

  • We work collaboratively with your team to ensure success.
    • Project management to ensure structure and accountability to the project plan
    • Consultants to help align the technology solution to the identified business requirements
    • Architects to maintain the integrity of the designed solution
    • Implementation engineers to work with your team to deploy and integrate the solution

  • Manage

  • Ensuring your success moving forward.
    • Knowledge transfer from the our team prior to finalizing the deployment
    • Documentation of pertinent information to ensure your team is fully empowered to manage the solution moving forward
    • Optional our India managed services offerings to provide monitoring, support, and management of the solution from our 24×7 Network Operations Center
    • Access to our team of experts after the project in the case of follow-up questions or issues

Microsoft Dynamics CRM

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