Our CRM Technology Approach
Start with a Capable CRM Platform
Everest prides itself on being technology agnostic--meaning we use the tools that fit the
problem being solved.
Today's CRM software landscape is chock-full of capable, feature-rich tools.
Selecting among them can be difficult since the differences are subtle.
For most situations these days, we base our solutions on Microsoft Dynamics CRM 2013,
which has a competitive price, capable base configuration, and nearly infinite
customization and integration opportunities.
Extend the Platform
Microsoft Dynamics has a rich marketplace of extensions that can add capabilities with minimal configuration:
- ClickDimensions Marketing Automation
- Third-Party Mailing Interfaces
- Third-Party Line-of-business Add-Ins
- Feature and Function Utilities.
By carefully considering the add-ins first, we can reduce overlaps and conflcts while
optimizing solution effectiveness.
Configure and Customize
Microsoft Dynamics CRM supports creation of custom data entities, fields, relationships, forms, and processes.
Any business process can be captured in CRM by mainly configuration.
extend and customize Dynamics CRM using the .Net Framework.
Finally, there are a variety of tools to enable data migration, data integration, and interactive data
sharing between CRM and nearly any other system, service, or data store.