Customer Relationship Management (CRM)


CRM stands for customer relationship management and is a sales force automation solution consisting of an integrated data-driven software application(s) that improve how you interact and do business with your customers. CRM solutions help you manage and maintain customer relationships, track sales leads, marketing activities, pipeline, and deliver actionable data through artificial intelligence and predictive analytics.


Fostering genuine relationships in a world of new buyers and sellers is a growing challenge for all businesses. Increase sales performance through meaningful and intelligent insights, connecting you with prospects and customers in a purposeful and meaningful engagement methodology.

From lead to cash, genuine, trusting, and consistent interactions will help drive wins and foster long-lasting relationships. Buyers have more options than ever, which means getting relevant information into their hands is a key part of the engagement process.


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Sales Alignment

The right information at the right time, is critical to a successful sales process. Waiting days or weeks for turnaround means lost opportunities.

Cross Sell Opportunities

Are you nurturing existing customers or only focusing on the new? While both are critical, don’t lose sight of up-sell and cross-sell opportunities.

Business Intelligence

Shedding light across your business platforms is vital in decision-making capabilities and actionable outcomes towards efficiency and growth.

Data Organization & Visibility

The world is driven by purposeful data. From artificial intelligence to machine learning, your data must get organized.

Social Engagement

Meet your customers where they are. With over 2.5 billion smart devices, the way we communicate continues to transform.

Microsoft Partner

We are a Microsoft Partner offering a full suite of Microsoft products and solutions complimenting your digital transformation journey.

Cloud Solution Provider (Tier 1)

DPT has the ability to sell all of your Office365 and Dynamics365 license needs.


As a ClickDimensions Partner, you can bet your Marketing Automation needs will be handled.

Are you facing these CRM challenges?

If your business fits any of these risk profiles, you are a great candidate for a consult surrounding Customer Relationship Management.

Studies show that 90% of today’s buyers are over 60% through the buying process before contacting the potential seller.


Poor Sales Alignment

If your inside sales, field sales, sales support, and sales engineers aren’t aligned, this will become transparent to your prospects and customers through incorrect quotes, lead times and overall communication. Poor alignment will also leave your teames spending more time on manual processes than closing deals.

Inconsistent Sales Results

If your sales teams are experiencing inconsistent results across individual team members, it is time to provide them with an intelligent, event-driven sales process that guides sellers to optimal outcomes.

Inaccurate Data

When you can’t trust your system data and are heavily dependent on “tribal knowledge” and spreadsheets to get things done, it is time to consider transforming your business.

Missed Opportunities

As your sales initiatives grow, so should your lead and opportunity funnels. Managing this information in silos and disparate systems will lead to missed opportunities and frustration of sales professionals and customers.

Poor Sales Support

If your sales team doesn’t have support across the entire business, you will lose opportunities and existing accounts. By creating a consistent, event-driven and automated process, you will close more details while successfully maintaining exisiting accounts.

Data Silo's

When left to individual departments and business units, data silo’s can create security risks and a significant lack of transparency, reporting and information for your business.