Conversion or Integration between
Dynamics 365 and Salesforce

WayPath can help you convert between Dynamics and Salesforce, offering tailored solutions that unlock your organization’s full potential.

Are you a Dynamics or Salesforce user and are wondering if the other platform could better serve your organization’s needs? Whether you’re looking to connect the two systems or simply make a choice to use only one platform, the process of migrating can seem complex and daunting.

The need to migrate CRM platforms is a common one, and at WayPath, we understand the complexities involved in the transition process and can guide you through it with ease. Our team has deep experience with both Dynamics and Salesforce, and because we are product-agnostic, you won’t be clouded with biased recommendations — we aren’t here to push a product. Rather, we are here to help you achieve your business goals quickly, so you can focus on your customers with confidence. The time is now to make the most of your CRM solution and see which platform is best for you.

At WayPath, we’ve successfully implemented, integrated, and customized CRM systems for organizations of every size and industry. We have the technical expertise and the business acumen needed to understand our clients’ business goals and support them at every stage of their Dynamics or Salesforce solution project, from discovery to delivery.

WayPath has the right team, the right skills, and the right tools to help you convert or integrate CRM platforms.

Why switch between CRM platforms? WayPath will help you to make a conversion to achieve your unique business goals through a variety of improvements.

Improved data integration — Leverage a CRM platform that allows for easier data integration and provides valuable insights that help you make informed business decisions.

Enhanced sales and marketing automation capabilities — With advanced sales and marketing automation capabilities, you can improve productivity, reduce manual effort, and drive revenue growth.

Increased scalability — As your business grows, so does the need for a scalable CRM solution that can keep up with your organization’s demands.

Superior customer experience — A CRM platform that allows you to better understand your customers and their needs can provide a superior customer experience, leading to increased loyalty and retention.

Cost effeciency — Switching to a different CRM platform may provide cost savings, whether through more affordable licensing fees, reduced maintenance costs, or lower implementation costs based upon the availability and skillset of your team.

Organizational changes — Mergers and acquisitions may require consolidation or change in CRM platforms, and businesses need a customized plan to ensure a smooth and efficient transition.

Blog

Learn more about CRM on our blog

A CRM Assessment Checklist and Why You Need a Platform-Agnostic Pro 

CRM Implementation Process: Integration &  Roadmap

Your Comprehensive Guide to CRM Migration    

Interested in chatting about how we can help you select the right CRM platform?