CRM

Getting a 360 view of your customer is critical to driving customer engagement. We help clients design and deploy CRM as a true customer platform to improve marketing, sales, and service.

Core CRM services

Putting the Customer at the Center.

Implementing a CRM platform is a critical step in managing the data about the biggest factor to your organizations success, your customer. RBA has the experts to help you through the process.

Sales Force Automation

Customers are focused on increased sales productivity and performance through defined sales process, measurement, and visibility. We help align CRM to meet those needs.

Improving Customer Service

We focus on helping customers leverage CRM to improve overall customer service and experience through increased visibility of customer interactions and process improvement.

Gaining Customer Insight

CRM is a key strategic platform that captures critical customer information that we use to help customers gain insight through data visualization and reporting.

Key platforms

Leveraging the Leading CRM Platforms

We work with the industry leading CRM platforms to help our customers drive customer engagement.

Featured case study

Industrial Supply Distributor Improves Sales Process

RBA worked with Fastenal a leading industrial parts supplier to improve their sales process through the implementation of Dynamics 365. The solution has helped increase the speed to revenue for Fastenal by leveraging workflows to drive sales efficiencies.

View case study

Power BI + CRM

We are helping customers discover new insights about their customers by connecting the industry leading data visualization platform of Microsoft Power BI to Dynamics 365 and Salesforce

Contact us

Dynamics 365 for Project Service Automation (PSA)

Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity.

CRM