Nurturing Relationships
Closing Deals
Growing Your Business
TRANSFORM Your Business Operations with Microsoft CRM OPTIMIZED for Your Success
You have arrived at the ideal place to streamline your sales, marketing, customer service, and field service processes. Optrua experts tailor your Microsoft Dynamics 365 CRM to enable you to see more, sell more, and do more with smart automation.
We are held accountable to make a difference every month. Your success is our success!
Optrua was founded with a new and unique approach to traditional partner/consulting/implementation models.
We cut through the complexity of technology implementations and deliver impactful solutions that optimize and improve employee engagement and the customer experience.
At Optrua, we believe that technology is only part of your success.
Our expertise in Microsoft Dynamics 365 CRM and Customer Engagement solutions, coupled with our dedication to aligning this technology with your unique business needs, powers your organization to thrive and compete.
We ensure that our solutions not only solve your challenges but also enhance your operational efficiency.
Our approach centers on understanding your business goals and integrating solutions into your existing workflows to enable you to focus on what matters most:
Our PILLARS of Success
EMPLOYEE Engagement:
We go beyond basic software interaction. At Optrua, we foster engagement at every level – with data, managers, processes, co-workers, and customers. This holistic approach empowers your team to deliver exceptional service, driving your business forward.
CUSTOMER Experience:
Our solutions ensure your team provides seamless, outstanding service, enhancing customer satisfaction and loyalty. By improving these interactions, we help you leave a lasting positive impression that drives customer retention and value.
How We Deliver EXCELLENCE
Tailored Business Alignment:
Our strategies involve customizing Microsoft products and third-party tools to align perfectly with your specific business objectives.
Driving Employee Adoption:
We design systems that fit seamlessly with how your team works, fostering acceptance and enthusiasm that translate into superior customer experiences.
Securing Executive Buy-In:
Leadership involvement is crucial for transformative success. We focus on engaging your executives to champion both the CRM system and its users, fostering a culture of achievement.
Comprehensive CRM Optimization:
Whether your focus is on sales, marketing, customer service, or field service automation, our expertise lies in optimizing these critical customer-centric areas to work for you.
LEVERAGE Your Microsoft Investment with Optrua
Dedicated to maximizing your Microsoft investments, Optrua experts are proficient in tools like Microsoft 365, Azure, Power Platform, and Microsoft Dynamics 365 to tailor solutions that boost both employee engagement and customer experience.
Struggling with overlapping systems or outdated processes? Let us help you streamline operations, eliminate inefficiencies, and enhance data connectivity, allowing you more time to focus on strategic business activities.
Our CORE Values:
PRODUCTIVITY
Everyone wants and needs productivity.
A business needs its systems, processes, and employees to be productive and provide the most value at the least cost.
A customer needs their interactions with your company to be seamless and efficient, taking the least amount of time and hassle while purchasing your products and services.
An individual person wants personal productivity to feel a sense of accomplishment and pride in what they do.
We are ambassadors of productivity and apply this to everything we do. We apply best practices in software development, project management, and technology to ensure that we are as productive as possible when optimizing your system.
Our goal is to increase productivity and engagement for employees, customers, and partners.
INTEGRITY
Integrity is a required fundamental trait for well-functioning business systems and people. If you do the right thing in a reliable way, you build trust and gain momentum.
If a business system errors and misbehaves, you might question its integrity. Business systems can have integrity when they function well and provide a high level of performance, quality, and output.
People have integrity when they do what they say when they say. We refuse to compromise on the pursuit of quality, truth, and reliability.
ACCOUNTABILITY
In a managed services relationship, you need clarity on the effort, timing, and cost of system enhancements, improvements, and optimizations.
And, when challenges or issues arise, you need to quickly identify the root cause and determine a clear path to make corrections.
As a client, you will be accountable for establishing business metrics, setting priorities, clarifying system requirements and user functionality, and staying engaged to provide useful feedback.
Optrua is accountable to deliver enhancements and system optimizations according to the priorities that you have set. We are accountable for the quality and timely delivery of our work. We drive the process with your input and guidance.
INNOVATION
Customer expectations continuously grow as the world becomes more dependent on digital services.
Technology changes quickly, which can lead to fragmentation across your business system landscape.
Competition requires that you constantly innovate products and services to provide more value to your customers.
You need to develop an effective way to grow lifelong relationships with your customers across platforms that include CRM, social media, text, email and various other apps. At the same time, you need productive employees that are engaged, productive, and happy at work.
Good news! You have already selected Microsoft Dynamics and Power Platform as your cutting-edge customer engagement platform. With ongoing innovation and proper optimization, it can be your single point of truth for prospects and customers.
To deliver innovation, we embrace low-code/no-code tools wherever possible to efficiently develop and deploy solutions faster and cheaper than ever before.
People like comfort and predictability, and don’t naturally embrace change without help and guidance. We understand this and include change management practices in our deployment strategies, and help drive training to end users.
FUN
Technology isn’t typically thought of as “fun”. We believe that “fun” impacts our relationships, work output and team’s wellbeing.
Benefits of incorporating fun include decreased stress, improved creativity, and enhanced productivity. Furthermore, by incorporating a fun mindset you will improve relations with your customers and employees.
Could you imagine what it would look like to bring fun to your customers, employees, and partners? Fun can be seen as an enjoyable experience, ease of use, or just some new-found efficiencies.
We are not jokesters; however, we enjoy working with our clients and like to smile and have fun while building great systems. We enjoy what we do and get a thrill when we see our clients’ eyes light up with excitement when we deliver functionality that will save time and improve customer engagement.
BEYOND Implementation: Ensuring CRM Success
Our commitment extends beyond system implementation. We believe in robust change management, thorough training, and deep adoption strategies to ensure that our solutions not only meet but exceed your expectations. We work closely with your team to ensure our solutions are well integrated and embraced.
