What’s the problem?

CRM solutions are static environments but your customer’s worlds are changing every day.

By complementing your CRM solution with a dynamic stream of business intelligence, you’ll see an improvement in sales forecasting accuracy, create meaningful engagements and accelerate pipeline deals.

Integrating Artesian into your CRM allows your team to access valuable insight about their prospects and customers exactly where they need it.

Enhance your insight and make the informed decisions that fuel business performance

Integrating Artesian Surveillance enables you to augment your Microsoft Dynamics instance with the contextualised insight required for a complete 360° view of the customer/prospect ecosystem:

• Monitor and filter latest news sources, social media and corporate data based on a wide range of attributes, individual preferences, topics and relevancy for accurate targeting

• Achieve a single view of all points of contacts, with their social profiles, opinions and expectations

• Take immediate action based on news updates – respond immediately to live customer dynamics, or share via email, LinkedIn or Twitter

• Monitor market trends and customer sentiment, then analyse, rationalise and plug into open opportunities

• Create leads, extend your connections or new opportunities within Microsoft Dynamics

• Bookmark or save news in your calendar, to follow up later or schedule a meeting

Artesian Microsoft Dynamics

Artesian can integrate with either cloud or on-premise instances of Microsoft Dynamics 2016 and 2015. It also works within the Outlook extension for Dynamics.

Microsoft Dynamics Integration - Artesian Solutions

Dive into the full functionality of Artesian from the Artesian panel within Microsoft Dynamics:


Segment, build & export prospecting lists

Build prospect lists with just a few clicks and allow Artesian’s powerful data collection to discover everything you need to know about a prospect, company or industry sector.

Download detailed company reports

Reduce research time and improve account intelligence with detailed company records on millions of companies.

Look up digital profiles

Prepare for upcoming calls or meetings with comprehensive profiles on prospects.

Create watchlists

Rapidly grow your sales by empowering your team with unparalleled insights into target customers, prospects, partners and competitors. Artesian delivers the latest sales intelligence direct to the team, providing a collaborative approach to customer engagement.

Personalise your newsfeed

Improve productivity and maximise your CRM investment by providing up to the minute insights on the accounts and territories that really matter.

Customise triggers

Track the topics that are most important in your news feed such as mergers, management changes and manage risk with colour coded triggers.

Sort open opportunities by stage

Manage open pipeline more effectively and forecast more accurately by seeing the news that directly affects each opportunity at each stage of your pipeline.


 

Contact us about integrating Microsoft Dynamics into your Artesian instance or first, read an overivew of the implementation process.

Customer Aligned Businesses Use Artesian:


  • 1 – American Express
  • 3 – Deloitte
  • 3 – HSBC
  • 3 – Metro Bank
  • 4 – Lloyds Banking Group
  • 4 – Lloyds Banking Group
  • 5 – KPMG
  • 7 – RBS
  • 8 – EY
  • Adobe
  • Aviva
  • Barclays
  • Bottomline
  • BT Local Business
  • Capita
  • cisco
  • Citi
  • FBC Manby Bowdler
  • GE
  • Hewlett Packard Enterprise
  • Hitachi
  • IBM
  • JLT
  • Legal and general
  • Nascar
  • Natwest
  • NetApp
  • Octopus Investments
  • Qlik
  • Real Radio
  • RSA
  • Sage
  • Siemens
  • SurveyMonkey
  • Sutherland Global Services
  • T-Systems
  • Talksport
  • Verizon
  • Vodafone

    “CRM solutions are static environments, but your customer’s worlds are changing every day.”

    Talk to our AI digital assistant to find out more about how Artesian’s software can help your business.

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