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Connect to your customers with CRM

Today’s customers have high expectations. Customer satisfaction has become a key differentiator, meaning businesses must place customers at the center of every activity. Modern CRM solutions connect and streamline interactions across sales, marketing and customer service, creating a unified view of your customers.

With the addition of AI and intelligent assistants, CRM is evolving beyond a traditional system of record. Teams can interact with their CRM in natural language, receive proactive insights, and automate routine tasks. This enables them to anticipate customer needs and deliver exceptional experiences at the right moment through the right channel.

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From system of record to personal customer assistant

With the rise of AI, we see CRM systems evolve from a tool that simply stores customer data into a personalized assistant that actively helps you manage your relationships. Leveraging AI and intelligent agents, teams can interact with their CRM in natural language, get summaries, and receive actionable guidance. All this without the need to navigate multiple dashboards or reports. This means your CRM can:

Provide instant customer insights: summaries, deal updates, and pipeline status at a glance.
Proactively monitor activity: alerting you to high-value leads, churn risks, or customer requests.
Automate routine tasks: follow-up emails, reminders, and record updates are handled for you.
Deliver actionable analysis: generate charts, dashboards, and trend insights without manual data crunching.

By shifting from reactive reporting to a proactive, intelligent assistant, AI transforms CRM into a system that helps your teams anticipate customer needs, act faster, and focus on meaningful engagement.

Get inspired: Watch our on-demand webinar “Embedded Agents in Dynamics 365” to see three practical agent scenarios in action and explore how AI and intelligent agents can enhance CRM workflows.

Connect your sales, service and marketing processes from end to end

Integrated Customer Portal

Rapidly provide customers with the answers and information they seek with an intuitive product, services and knowledge environment augmented by intelligent chatbots.
Digital Selling

Free-up time of your sales to engage more in human-to-human interactions and build lasting relationships with customers by generating the right offers, personalized experiences and within very short timeframes. Boost productivity and grasp every single opportunity with tools like conversation intelligence that automatically detects TODOs in phone call transcripts.
Omnichannel Service
From phone call, to e-mail, to chatbot, to video call, to mobile messaging, to conference call: let the customer decide exactly how they want to interact with your business and seamlessly shift between modes. Free your service team from low-value repetitive tasks so they can focus fully on human-to-human interactions.

Intelligent Marketing Automation

Target your potential customers with the right personalized content at the right time through your customers’ channel of preference. Define automated customer journeys that are invoked automatically based on customer behaviour e.g. clicks or downloads on your website. Organize online marketing events and post about it on social media.
Customer Data Platform
Connect data from different sources (ERP, CRM, CMS, webshop …) to build unified customer profiles. With the help of AI, these profiles offer valuable insights such as churn risk detection and opportunities for cross- or up-sell. CDP-generated segments also integrate seamlessly with CRM and Customer Interaction Journeys, which enables targeted marketing automation and the possibility to embed key KPIs directly into CRM workflow.

Automated Field Service

Manage resources and assets, and automatically deploy technicians and resources for on site interventions and even proactively detect – and resolve – potential issues before the customer ever gets in touch using embedded IoT signalling and alerts.

Mobile CRM for Microsoft Dynamics 365

Boost sales performance with Cegeka Field Sales App

The ultimate sales force automation software to empower your field reps to perform at their best and maximize productivity every day.
All-in-one mobile CRM solution for sales on the go
Integrates seamlessly with Dynamics 365 CRM
Waste less time on the road and win more deals
360° view on sales & customers

Discover Cegeka Field Sales App

CRM Selection Guide

A tool for companies starting a CRM selection process

Avoid high costs afterwards by choosing a CRM solution that really suits your company, now and in the future. It is important that you first carefully consider where you are now and where you want to go, and what your objectives and needs are.

Download for free

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Want to learn more about the possibilities?

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How Cegeka Field Sales App Drives Mentos Sales

Cegeka supports ambitious innovation and growth at Packo and Verder Liquids

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All your Microsoft Dynamics 365 needs under one roof

Work more closely together than ever before. Transition to the market’s leading business platform in the cloud. Microsoft Dynamics 365: AI infused, brimming with functionalities, easy to use and scalable on the go.

The ins and outs of the entire Dynamics suite? We know them like the backs of our hands. We’ll gladly help select your best fit, regardless of where you are in your journey.

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Need guidance in selecting the best fit for your company?

Contact our experts for advice.

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We believe in shaping digital together. We don’t just deliver technology, we work shoulder to shoulder with our clients to ensure technology drives impact when and where it matters most.

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Solutions

Services

Industries

Knowledge is our backbone

shaping digital together

Connect to your customers with CRM

From system of record to personal customer assistant

Connect your sales, service and marketing processes from end to end

Integrated Customer Portal

Digital Selling

Omnichannel Service

Intelligent Marketing Automation

Customer Data Platform

Automated Field Service

Boost sales performance with Cegeka Field Sales App

A tool for companies starting a CRM selection process

Get inspired

How Cegeka Field Sales App Drives Mentos Sales

Cegeka supports ambitious innovation and growth at Packo and Verder Liquids

All your Microsoft Dynamics 365 needs under one roof

Need guidance in selecting the best fit for your company?

Contact our experts for advice.

Industries

Knowledge is our backbone

shaping digital together

Connect to your customers with CRM

From system of record to personal customer assistant

Connect your sales, service and marketing processes from end to end

Integrated Customer Portal

Digital Selling

Omnichannel Service

Intelligent Marketing Automation

Customer Data Platform

Automated Field Service

Boost sales performance with Cegeka Field Sales App

A tool for companies starting a CRM selection process

Get inspired

How Cegeka Field Sales App Drives Mentos Sales

Cegeka supports ambitious innovation and growth at Packo and Verder Liquids

All your Microsoft Dynamics 365 needs under one roof

Need guidance in selecting the best fit for your company? Contact our experts for advice.

Need guidance in selecting the best fit for your company?

Contact our experts for advice.