Sopris CRM Solutions

Turn Prospects Into Long-Term Relationships

Sopris is among the first partners worldwide to work with the Microsoft Dynamics platform.
Specialty Contractors benefit from rich features in Microsoft Dynamics 365 from Sopris
Unifying marketing, sales and customer service activities is critical in the effort to earn customers for life. The key is to connect customer experiences and create customer communities through orchestrated, omni-channel communication campaigns. Gaining this capability not only generates actionable insights and unified knowledge, but also improves employee productivity and performance across marketing, sales and customer service.

Sopris Systems helps businesses in the energy, field services, specialty contractor and professional services sectors take on this challenge. We design, deploy and support Microsoft Dynamics 365 solutions that deliver key business benefits across all functional areas of customer relationship management (CRM):


  • Create 360-degree views of customers to gain new understandings of their journey.
  • Generate better customer experiences with a proactive approach to anticipate their needs.
  • Uncover insights and personalize communications across all touchpoints.
  • Align marketing, sales and customer service activities to extract more customer value.
  • Enable faster and more efficient sales cycles while creating and measuring marketing ROI.


  • Grow the business by increasing revenue while reducing acquisition costs—using intelligent insights and business processes.
  • Help sales stay focused by reducing distractions and identifying where to prioritize in order to maximize performance.
  • Create wins faster by enabling sales teams to work smarter, be more productive, and collaborate.

Customer Service

  • Help earn customer loyalty by minimizing customer effort, addressing issues proactively, and delivering more personalized, seamless service.
  • Empower service agents by giving them the knowledge to deliver faster, more consistent service.
  • Create an environment where agents can adapt to changing needs—by anticipating and reacting quickly to customer, business and market demands.

With Microsoft Dynamics 365, your business can create a single, unified experience for customers as they interact across the marketing, sales and customer service lifecycle. This ultimately pays off in stronger customer loyalty and internal teams that are empowered to meet their corporate objectives.

ERP and CRM process planning

Streamlined Processes Make Happy Members

Large teachers union now sees a 360-degree view of member information.

Microsoft Dynamics 365 for

Sales, Marketing, Service

Go beyond sales force automation by bringing digital intelligence into each deal to better predict your customer’s needs—and deliver the personal attention that builds relationships and revenue.

Actionable insights

Focus and act on the right priorities

Take action with confidence. Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual, actionable insights that are easy to understand.

  • Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence
  • Know where to focus with insights that reveal relationship health and risk
  • Spot buying signals, identify competitive threats, and keep a pulse on the market with social media
  • Engage your customers in more personalized, effective ways through customer intelligence

Relationship management

Foster customer relationships through authentic, personal engagement

Unify your sales experience around relationships. With relationship-centered insights, you’ll deliver the personal engagement that your customers demand.

  • Identify, understand, and connect with customers through social networks
  • Engage through sharing of personalized and relevant content
  • Build trust with continuous insights and recommendations based on actual customer needs
  • Easily grow and maintain your one-to-one customer relationships—at scale—with unified data and systems

Sales productivity

Spend more time selling and less time on administration

Increase revenue, boost productivity, gain key insights, and reduce costs when you automate your sales processes through a highly intuitive interface and Microsoft Office-embedded capabilities.

  • Work anytime, anywhere with familiar, intuitive productivity tools, such as mobile apps that provide contextual news, social data, and task flows
  • Know what steps to take next to close deals faster by using process automation and a guided sales process
  • Recruit, onboard, and strengthen your partner channel through deeper enablement and activation

Omni-channel engagement

Connect with customers anytime, anywhere

Support your customers wherever and whenever they need it. Deliver the personalized, consistent service customers expect across their choice of device and channel—including social media.

  • Use a unified platform for consistency and visibility across channels
  • Get deeper insights with a 360-degree customer view
  • Personalize interactions based on past interactions and behavior

Self-service and communities

Help your customers help themselves

Make it easy for your customers to find answers on their own, as well as access a community space to connect with peers and subject-matter experts. And when they require it, customers can seamlessly transition to assisted support.

  • Offer access to customer service anytime, anywhere
  • Deliver real-time service that’s optimized for any mobile operating system and device

For more information about how Sopris and Dynamics 365 CRM can improve your sales, marketing and customer service, email us today.

Oil and Gas Services Executive Webcast Series

Oil and Gas Services Executive Webcast Series

Goodbye, status quo. Never before have oil and gas service companies had such an opportunity to transform and innovate. IoT, Artificial Intelligence, mobile and the cloud are evolving at a record pace and business management solutions are delivering more value than...