Helping You Increase Efficiency

Are manual processes and disconnected data holding you back?

Let ServerSys help you boost productivity by modernising workflows with tailored solutions using Dynamics 365 and the Power Platform.

Boost efficiency. Drive growth.

We help clients in numerous industries adopt more efficient ways of working, leading them to achieve higher levels of productivity. Since 1998, our solutions have enabled hundreds of organisations to improve their sales, service and marketing operations.

We simplify complex workflows, providing expertise to quickly implement solutions using Microsoft Dynamics 365 and the Power Platform that support scalable revenue growth.

Discuss your requirements

Benefits to you

Sales efficiency

Streamline your processes with Dynamics 365 to help sellers minimise administration and close deals faster.

Complete tasks quicker

Save time and remove productivity blockers by automating repetitive workflows.

Accurate Data

Intelligent workflows consistently capture data to reduce errors and support informed decision-making.

Customer experience

Do more to delight your customers using efficient workflows and connected data to speed issue resolution.

How we can help you increase efficiency

Examples of how we help organisations advance their digital transformation to implement more efficient ways of working include:

Automated notifications and alerts.

Alerts tailored to your workflows will drive prompt actions to achieve positive outcomes, including shorter sales cycles, increased customer retention, and prompt order status updates.

For Toyota GB, configurable sales approval alerts delivered faster deal progression to drive revenue growth.

We also helped Mitie use automated survey alerts, which enabled its service teams to improve satisfaction.

Improve experiences with self-service portals.

We implement web portals that simplify workflows by empowering external users with access to online resources.

For instance, we built a patient portal for a healthcare firm, which allowed patients to book appointments themselves. This not only lowered call volumes but also increased overall satisfaction.

Similarly, Cycling UK’s portal streamlined its member journeys, eliminating paperwork and manual data entry.

Workflow automation.

Integrate your external data sources with Microsoft Dataverse to connect data, such as ERP platforms and payment providers, ensuring end-to-end automated processing.

For the regulatory organisation ODPA, we configured automated workflows to improve complaint handling. Information captured on its web forms is instantly available to their case and compliance officers.

In another example, Cycling UK automated bookings for e-bikes and events by integrating third-party tools with its Dynamics 365 CRM, eliminating manual booking steps.

Simplify repetitive tasks.

Streamline any repetitive process by mapping it to Dynamics 365 or Power Apps, which will minimise effort and ensure consistent handling. To increase the efficiency of these tasks, we’ll apply your methodology and rules to help everyone consistently reach successful outcomes.

Examples of these guided processes include onboarding steps, handling support cases in line with SLAs, applying automated lead scoring, renewal workflows and event management tasks.

Digitise paper-based processes.

If your business relies on paper-based workflows, we’ll help you transition to digital solutions that increase efficiency. Upgrading these processes offers a range of benefits, including improved accessibility to information, real-time updates, and increased security with your data stored in the Microsoft Cloud.  

Migrate to the cloud.

Wherever you are in your cloud journey, ServerSys is here to help you take the next step. 

Our team will migrate your workflows from legacy on-premises applications to the cloud. We’ll implement a solution to free up your IT resources, improve security, and ensure greater flexibility and scalability to support your objectives.

For example, discover how we supported Altodigital’s switch from an outdated CRM system to Dynamics 365.

Configure AI-powered features.

Dynamics 365 and the Power Platform’s AI capabilities are constantly evolving. Our team will help you understand how AI can benefit your organisation and support you in realising the benefits.

This includes deploying Copilot to enhance your teams’ productivity. By accessing CRM information and functionality within Outlook or Teams, sellers can save time by reducing app switching. Additionally, we can help you enable auto-generated summaries for cases, opportunities, and other records, which helps everyone stay on top of things.

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Ready to talk?

Let us customise a solution tailored to your unique workflows and goals.

Please fill in the form below, and one of our consultants will follow up to discuss your requirements.