CRM for Project Business

Microsoft Dynamics 365 for Sales
Project-centric CRM solutions based on your project business needs.

Projects Start with Customers

Work smarter and win more deals faster with Dynamics 365 for Sales. Empower your salesforce to better understand customer needs, engage more effectively, and win more deals.

From initial outreach through bidding, estimations and proposals, your CRM should help drive the whole project business process.

Accelerate sales performance

Get visibility into sales performance with analytics dashboards based on historical and predictive data. Onboard and motivate sellers.

Sell smarter with embedded intelligence

Get recommendations and guidance at every stage of the deal so you stay focused on moving deals forward.

Boost productivity and increase revenue

Seamlessly connect business data with LinkedIn data to guide sellers throughout your sales processes—even while on the go.

Unify Project Selling Around Relationships

Microsoft Relationship Sales solution brings together LinkedIn Sales Navigator and Microsoft Dynamics 365 for Sales to empower your sellers to drive more personalized and meaningful engagement with project buyers.

  • Focus on the right customers
  • Find every member of the project buying committee
  • Reveal the best path to reach each buyer

Project Service Automation

For project companies who may not need as robust a solution as ADEACA Project Business Automation, Microsoft's Project Service Automation may be a good fit. Built into Dynamics 365 CRM, PSA integrates project functionality into the sales and customer service processes.

  • Plan and deliver successful projects using a predictable and customer-centric service delivery model.
  • Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.
  • Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.

Customer & Field Service

In addition to ADEACA’s Project Owner Collaboration Portal, Microsoft Dynamics 365 for Customer & Field Service, helps you deliver faster, more personalized service and adds value to every interaction, even on the go. Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.

On Any Device

Microsoft Dynamics 365 means you can access your systems anywhere, anytime and on any device. The cloud-based platform means your teams are always connected, enabling productivity not preventing it. This capability is critical for Onsite Project Industries.

Find answers to your questions

Exploring, evaluating and selecting the right system can be overwhelming, especially for a project-based business. Let us help you through that journey. Engage with our project business experts in the way that works for you right now.

Schedule a Briefing

Get a better understanding of Project Business Automation and how it may work for your business in a brief 30-minute session designed to enable you to assess whether or not Adeaca PBA is right for you at this time.

Request a Demo

See a high-level overview of our Project Business Automation cloud solution for Microsoft Dynamics 365, how it works and learn what the benefits are for your industry.

Send a Message

Simply start an email dialogue to gather some more information regarding our solutions, our company history or our expertise.