Get Congruent
Welcome Microsoft Sellers who want to AI-Fuel their FY25!
Who is congruentX and how are we different?
- Enterprise software has gotten easier, so why haven’t the implementations?
- We believe in helping clients achieve business outcomes.
- We think CRM success should be easier than it is.
- We don't subscribe to the big project approach.
- Small, early successes increase chances of adoption and expansion
Our Solutions
A few of these solutions can be found in the Microsoft Partner Solutions
Salesforce Switch
Assessments and Calculators
What our Clients are saying?
“We formed a truly symbiotic relationship with congruentX,
which will definitely help us to grow,” said Threatte. “Just
from talking to them briefly, I could tell they knew what
they were talking about. In addition to having the required
knowledge, there’s the relational aspect, as they’re willing to
work with us to help us become what we want to be.”
Our
Services
“After interviewing four or five other companies, David
eventually met with Chris Cognetta, chief technology and
innovation officer at congruentX. Their mindset on building
a partnership, their agility in addressing our problems, and
their understanding of our business drivers were big factors
in choosing congruentX for this project.”
READY. SET. GO LIVE
Recent Go Lives
Industry: Industrial Manufacturing
Products Selected: Dynamics 365 Customer Engagement
Situation
AST was utilizing its existing ERP system, along with email and Excel Workbooks, to manage its leads and sales pipeline. However, the process of sending leads through email from various websites and pages required a significant amount of manual effort for distribution and follow-up. AST recognized the need for a streamlined approach that would provide the entire team with visibility into accounts, contacts, leads, opportunities, and related activities. Additionally, they sought to implement a direct web form to lead, eliminating the reliance on email.
Solution
CongruentX partnered with the AST team, Motion IT department (the parent company), and AST website vendors to deliver a solution using Dynamics D365 CE. This solution seamlessly integrated with the existing ERP, Web Forms, and implemented a lead-to-opportunity process specifically designed to align with AST's business model.
Result
The result was increased efficiency in lead management and routing, sales pipeline management, and providing the entire AST team with increased visibility to sales pipeline and account management.
Industry: Insurance
Products Selected: Dynamics365
Situation
SOLV was looking for a partner that could assist in migrating their disparate applications and systems to a single source of information with the Dynamics365CE online platform.
Solution
First phase of a multi-phase engagement involved migration from the current platform for Insurance Plans processing. The configuration of the Dynamics365CE solution involved supporting plan creation, renewals, and commission processing The congruentX team designed, built, and supported testing and training on the Dynamics365CE application. The engagement also included data migration from the legacy system and the creation of two custom Canvas Apps to drive efficiency in data entry for plan maintenance and commissions processing
Result
The SOLV team provided feedback on how easy and intuitive the delivered solution was to use.
CX Monthly Spotlights
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