About Our Services
At Betters Agency, we help businesses unlock their full potential through intelligent automation, custom AI solutions, and digital transformation consulting. As a Microsoft Partner and specialists in Dynamics 365 CRM and the Power Platform, we build scalable, future-ready systems that streamline operations, enhance customer experiences, and drive real business results.
Powerful technology + human-centered strategy
Technology can't deliver meaningful CX on its own. It takes a deep understanding of the customer to infuse every interaction with empathy and insight.
At Betters Agency we've built our business with this truth at the center.
Whether you’re moving your contact center to the cloud for the first time, optimizing your current customer data and CRM platforms, or exploring the benefits of advanced automation and AI, Betters Agency pairs specialized technology expertise with proven CX transformation strategies to make sure your customer — and your customer's needs — stay at the forefront.
That's CX optimized at the point of conversation.
Our Services
Automation Consulting Services
We design and implement end-to-end automations that eliminate repetitive work and optimize internal workflows. Whether you’re looking to speed up lead routing, simplify approvals, or build cross-platform automations, our team delivers solutions that save time and scale with you.
Sales & marketing automation
Customer service workflows
Operations and back-office automation
Custom Power Automate flows
Custom PowerApps and portals
Custom integrations
AI Services & Integration
We help organizations move beyond the AI buzzwords and into practical, high-impact solutions. From embedding generative AI into daily operations to building custom GPT models, we turn your data and processes into intelligent, automated systems—driving measurable results.
Custom AI tools (OpenAI, Azure, Claude)
Chatbots & NLP interfaces
Predictive analytics
Decision support systems
AI content assistants
Communication automation
Technology Consulting
We guide you through your tech stack—what’s working, what’s not, and how to optimize it. Whether you're starting from scratch or trying to get more value from your existing tools, our consulting bridges the gap between strategy and execution.
Tool and platform evaluation
Digital transformation planning
Tech architecture design
System integration strategy
Business Process Consulting
Behind every great automation is a smart process. We analyze your operations to identify inefficiencies, standardize workflows, and recommend improvements before writing a single line of code. The result? Solutions that actually stick.
Workflow mapping and redesign
SOP alignment and automation readiness
Compliance-aware process optimization
Cross-departmental system improvement
Time-tested solutions backed by proven results
HOW TECHNOLOGY
CONCIERGES
HELP YOU
Process Optimization
A software CONCIERGE can analyze a company’s existing processes and recommend software solutions that streamline workflows, reduce manual tasks, and eliminate inefficiencies. By implementing the right tools, businesses can improve productivity and reduce operational costs.
Tailored Technology Solutions
CONCIERGES provide customized software recommendations that fit the unique needs and goals of the business. Whether it's automating specific tasks, improving collaboration, or enhancing data management, they ensure the technology aligns with the company’s objectives.
Scalability and Future-Proofing
Our CONCIERGES help future-proof the business by selecting software solutions that are scalable and adaptable as the business grows. This prevents the need for constant overhauls or costly upgrades, ensuring the business can easily expand its operations without disruption.
Enterprise Automation, CRM & Custom Application Delivery
Real platforms. Governed delivery. Finance-validated results.
A decade of turning fragmented, manual back-office processes into governed, measurable technology platforms — backed by a team with over two decades of combined experience. From founding an enterprise Automation Center of Excellence to building custom solutions that pay for themselves.
Book a Free ConsultationSelected Work
A cross-section of enterprise programs and consulting engagements spanning ERP and CRM rollouts, custom application development, intelligent automation, and workforce compliance. Client identities are kept confidential; platforms and outcomes are real.
Founding an Automation Center of Excellence
Recruited and led a 10+ person cross-functional team across the US and Colombia, set the multi-year strategy and application roadmap, and established the organization’s first formal intake, governance, and ALM structure on Azure DevOps.
Dynamics 365 CRM + Oracle Fusion ERP Rollout
Led the rollout of Dynamics 365 Sales tightly integrated with Oracle Fusion ERP across multiple regions and regulatory environments, driving change management and adoption past go-live through a clean handoff to a sustainment team.
Metrics Center: Custom ROI Product on Dataverse
Directed architects, developers, and analysts to build a fully custom Microsoft Dataverse product bridging Dynamics 365 Project Operations with out-of-the-box platforms, capturing both fiscal and human-factor ROI at project and product level.
Dynamics 365 Project Operations: Enterprise Deployment
Implemented and governed Dynamics 365 Project Operations as the platform for managing and executing projects enterprise-wide — owning intake, scope, resourcing, and delivery, and customizing it to track actual value against each approved business case.
Enterprise RPA Portfolio: 60+ UiPath Solutions
Led delivery of more than 60 robotic process automations targeting the enterprise’s most repetitive and compliance-sensitive workflows, with monitoring, exception handling, and governance built in from the start.
Global Accounts Payable Transformation
Replaced an expensive offshore contract and underused legacy tooling with a centralized AP application custom-built in the Dynamics 365 ecosystem and integrated with legacy ERPs — standardizing approvals for SOX with complex routing, tiered hierarchies, and security as a first-class requirement.
Cash Application Center & Customer Statement Automation
Built a custom Dynamics 365 Cash Application center using UiPath RPA to coordinate data across ERPs that could not be integrated conventionally, plus a separate Customer Statement automation suite running against those same legacy systems.
Workforce Safety & Compliance Center
Built a centralized Workforce Safety & Compliance Center covering field-workforce onboarding, license management, and compliance — including MVR/DMV, background, and drug screening — with standardized tracking across states.
Insurance Agency Commission Reconciliation & CRM
Designed and delivered two complementary solutions: an AI-driven commission-reconciliation platform built on Dynamics 365, and custom Insurance Agency CRM capabilities integrated with agency financial-management systems — connecting sales, client management, and finance.
Dynamics 365 CRM Customization Across Regulated Industries
Customized Dynamics 365 Customer Service for a financial-services client’s ticketing and knowledge management, and Dynamics 365 CRM for a medical-consulting firm requiring complex quote management, multi-step approvals, custom pages, and workflow automation.
Platforms & Capabilities
Have a process that’s ready to be automated?
Whether it’s a single painful workflow or an enterprise-wide transformation, let’s talk about what’s possible — and what it’s worth to your business.
Book a Free Consultation
