Nextera Technologies

Services / CRM

CRM on Salesforce, Dynamics 365 & Oracle CX

Customer, sales, service and commercial process transformation across Salesforce, Microsoft Dynamics 365, Oracle CX and CPQ.

Customer service representative with headset working with a sales and service team
Overview

Business Problem

Most CRM problems aren’t platform problems. They’re process problems the platform inherited. Sales, service and commercial teams end up working around a CRM instead of through it, and CPQ, quoting and customer-service data stay disconnected from the systems that should inform them.

Nextera Approach

We configure CRM around how your sales, service and commercial teams actually work, then integrate it with the ERP and data platforms that give it context, so a service rep or account manager sees the same current picture as the rest of the business.

Technology Capabilities

A CRM your teams work through, not around.

Salesforce, Microsoft Dynamics 365, Oracle CX and CPQ implementation

Customer service and commercial process transformation

Integration with ERP, order management and data platforms

Zoho CRM and SAP CRM support for existing installs

Use Cases

CPQ and quote-to-cash process transformation

Customer service platform rollouts integrated with case-management and order data

Sales and commercial process redesign during a CRM migration

CRM-to-ERP integration for a single customer and order view

Business Outcomes

Sales and service teams work from one current customer record

Quote-to-cash cycles shorten because CPQ and order data are connected

Less manual re-entry between commercial and fulfillment systems

Proof

Nextera has delivered enterprise case-management technology services for Ford Motor Company and CRM/ERP-integrated commercial process work across manufacturing and consumer products clients.