Description of the Offer:
viaSocket is a no-code workflow automation platform engineered to seamlessly integrate and streamline business processes within Microsoft Dynamics 365. It empowers users to automate complex CRM and ERP workflows, synchronize data across Dynamics 365 modules, and connect Dynamics 365 with over 5,000 other business applications—without requiring any technical expertise. viaSocket Dynamics 365 offers a rich set of triggers and actions that enable businesses to automate lead management, customer engagement, sales pipelines, service requests, and financial operations, all within the Dynamics 365 ecosystem. This automation enhances operational efficiency, improves data accuracy, and drives better decision-making by connecting Dynamics 365 workflows directly with other critical business tools.

Type of User that Benefits:

• Small and medium-sized businesses (SMBs) leveraging Microsoft Dynamics 365 for sales, customer service, marketing, and finance management.

• Sales professionals, customer service teams, and business owners seeking to automate repetitive CRM and ERP tasks to accelerate deal cycles, improve customer experience, and reduce manual data entry.

• Non-technical users and organizations wanting to simplify and automate Dynamics 365 workflows, enhance cross-application collaboration, and integrate Dynamics 365 data with other business systems without coding.

Customer Need / Pain:
Many organizations struggle with fragmented data, manual CRM updates, and inefficient sales and service workflows in Dynamics 365, resulting in lost productivity and suboptimal customer experiences.
viaSocket eliminates these pain points by delivering an intuitive no-code platform to automate essential Dynamics 365 processes such as lead qualification, opportunity tracking, customer follow-ups, and financial reconciliations. This reduces errors, ensures real-time data synchronization, and frees up teams to focus on high-impact activities. Additionally, viaSocket allows flexibility to include human approvals and interventions where necessary, ensuring process control while maximizing automation within Dynamics 365 workflows.