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CRM Optimization

An Extension of Your Operations, Sales and Marketing Team.

A dedicated Success Manager, Developer and leadership team, fully aligned with you on driving value through custom CRM development and AI. One predictable monthly fee.

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Why It Matters

No Hourly Billing. No One-Off Projects.

A CRM is never finished. Hourly and project-based work treats it like it is. We work as part of your team, month after month, so your CRM keeps getting better.

AMPLIFY CRM OPTIMIZATIONOne predictable monthly fee, no hourly billingThe same team learns your business and stays for the long haulWe're measured on the value your CRM deliversImprovements every month, on a shared roadmap
HOURLY OR PROJECT WORKEvery request needs a new quote and approvalKnowledge walks out the door when a project endsThe incentive is more hours, not more valueProgress stops and starts between projects
Your Full Team

A Whole Team, Not One Contractor.

Extensive experience comes with every engagement, because our full team is involved: customer success, development and leadership.

CRM Success ManagerYour dedicated expert. Learns your goals, drives adoption and owns your CRM roadmap.
Monthly check-insAdoption and trainingPrioritized roadmap
CRM DeveloperBuilds the custom development and AI on your roadmap, release by release.
Custom developmentAutomations and integrationsAI agents and write-back
LeadershipOur leadership stays involved through regular Strategic Leadership Reviews.
Strategic Leadership ReviewsDirection tied to your goalsAccountability for results
Driving Value Every Month

Custom Development and AI, on a Shared Roadmap.

Your Success Manager turns your goals into a prioritized roadmap. Your Developer delivers it in steady releases, and leadership reviews progress with you in Strategic Leadership Reviews.

Start with a CRM health checkA roadmap tied to your business goalsReleases every month, not every project
CRM LaunchpadRoadmap
Your CRM RoadmapNext Strategic Leadership Review: Nov 12
COMPLETED
Outlook email trackingOct 9
Simplified opportunity formSep 26
IN DEVELOPMENT
Custom AI Meeting Debrief
Target Nov
Sales dashboard rebuild
NEXT
AI CRM write-backPlanned · Dec
Quote automationPlanned · Jan
Developments this year24
User adoption89%
Requests open3

What You Get

Dedicated SupportOngoing guidance and customization from your dedicated CRM Success Manager and Developer.
A Path to Best-in-Class CRMWe identify and implement best practices that turn your CRM into a strategic asset.
Custom Development and AIAutomations, integrations and AI built for how your business works, not generic add-ons.
Microsoft ExpertiseDeep experience across Dynamics 365, Power BI, Teams and the wider Microsoft ecosystem.
"Amplify showed us the capabilities they could provide via the Microsoft Dynamics platform and we were blown away."
Jay Michno, Technical Sales Rep, AMC Foam
FAQ

CRM Optimization Questions.

Do you bill hourly or by project?
No. CRM Optimization is a predictable monthly fee. There are no hourly invoices or one-off project quotes, so your team can focus on what will add the most value, not on how many hours it will take.
Who is on our team?
You get a dedicated CRM Success Manager and a dedicated CRM Developer, with our leadership team involved through regular Strategic Leadership Reviews.
Can you work with our existing Dynamics 365 setup?
Yes. We start with a health check of your current setup, then build a prioritized roadmap to improve adoption, data, reporting, automation and AI from where you are today.
Is there a minimum commitment?
Engagements start with an initial term, so there's time to deliver meaningful results, then continue month to month. We'll confirm the details with you during discovery.

Make Your CRM a Strategic Asset.

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