斯沃特台灣 | 財務數位轉型諮詢
斯沃特台灣是亞洲領先的一站式財務數位化轉型諮詢公司，在實施財務自動化項目和其他幫助企業實現工作流程自動化的雲端解決方案方面擁有超過 14 年的經驗。我們是 2023 年度解決方案提供商獎 – Workday 新星合作夥伴，與該地區最大的雲端顧問團隊之一合作。 Shearwater 台灣提供一套雲端解決方案，包括雲端企業資源規劃 (ERP)、企業績效管理 (EPM)、賬戶對賬和財務結算流程自動化、公司間財務整合、整合和工作流程自動化平台。
Microsoft Dynamics
CRM Integration
Workato Feature for
Microsoft Dynamics CRM
Lead Management and Routing
The task of generating and tracking the sales pipeline is one that is long and arduous. Merely establishing a lead, does not necessarily mean your job is complete. Much of the workflow is tedious. Workato alleviates some of these burdens by helping you to integrate your Microsoft Dynamics solution with other applications such as Clearbit, and Zoominfo.
Automate Order-to-Cash Process
Workato provides integrations for Microsoft Dynamics with any solutions with an API. With this, you can, for instance, sync your ERP with your CRM and have an accurate order-to-cash process, in addition to saving time. This also ensures your data matches across platforms, and facilitates the swift return of revenue to your business.
Improve Customer Lifetime
Workato’s integration solution helps you flag up customers who are at risk of churning. By providing integration and customisation for Microsoft Dynamics with tools such as Snowflake and Slack, your customer success team can swiftly respond to clients who are at risk of churning.
Escalate Client Issues
Synchronise your Microsoft Dynamics CRM with Jira and Zendesk to get a clearer picture of your customers and swiftly resolve issues. You can also create tickets in Jira or Github to include important customer details from Microsoft Dynamics CRM. This will help with problem resolution time.
Workato benefits for Microsoft Dynamics
Run multi-channel campaigns
Increase response time to client issues
Critical financial data is readily available
Empower your customer success team
Microsoft Dynamics CRM Integration
Do everything in one place
Customise your Microsoft Dynamics CRM integration
Give your business the extra edge and enable automation with Workato’s Microsoft Dynamics integration.
Microsoft Dynamics CRM Integration tersedia untuk lebih dari 1000 aplikasi
Instantly connect Microsoft Dynamics with thousands of applications – cutting across various departments including sales, marketing, finance and many more – using Workato.
Why Choose Shearwater Taiwan
Shearwater Taiwan is your trusted, Chinese, English, Korean, and French consulting partner for implementing cloud technologies in your Asian business. Our multilingual team (Japanese) offers top-notch customer support to resolve any issues and provide actionable solutions promptly.
Our experienced consultants have a proven track record of over 200 successful financial planning and analysis implementations, providing tailored solutions to meet clients’ specific needs and objectives.