Innovate - Transform - Automate!
Hiring Betters Agency Technology CONCIERGES to help modernize your technology software suite ensures that your business will stay competitive, efficient, and prepared for future growth.
With expertise in identifying outdated systems and implementing cutting-edge solutions, we can streamline your operations, reduce manual tasks, and enhance overall productivity.
Innovate - Transform - Automate!
Hiring Betters Agencies Technology CONCIERGES to help modernize your technology software suite ensures that your business will stay competitive, efficient, and prepared for future growth.
With expertise in identifying outdated systems and implementing cutting-edge solutions, we can streamline your operations, reduce manual tasks, and enhance overall productivity.
System Agnostic Consultancy
Our CONCIERGES take a system-agnostic approach this provides the most benefits for your business by providing them with truly unbiased, tailored technology solutions that are best suited to YOUR unique needs, rather than being restricted to a specific platform or vendor.
As a system-agnostic CONCIERGE, we have the flexibility to assess and recommend a wide range of tools and systems, ensuring that you receive the most efficient, cost-effective, and scalable options available.
This approach fosters trust, as our recommendations are based solely on YOUR business goals, not on any affiliation with particular software providers, commission or kickbacks.
Ultimately, we empower our customers to make informed decisions and implement solutions that deliver maximum value and long-term results.
System Agnostic Consultancy
Our CONCIERGES take a system-agnostic approach this provides the most benefits for your business by providing them with truly unbiased, tailored technology solutions that are best suited to YOUR unique needs, rather than being restricted to a specific platform or vendor.
As a system-agnostic CONCIERGE, we have the flexibility to assess and recommend a wide range of tools and systems, ensuring that you receive the most efficient, cost-effective, and scalable options available.
This approach fosters trust, as our recommendations are based solely on YOUR business goals, not on any affiliation with particular software providers, commission or kickbacks.
Ultimately, we empower our customers to make informed decisions and implement solutions that deliver maximum value and long-term results.
Our Team is Built on Experience and Driven by Results
HOW TECHNOLOGY
CONCIERGES HELP YOU
Process Optimization
A Technology 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.
Our Client Success Onboarding Process
At Betters Agency, we believe that a successful Microsoft Dynamics 365 CRM implementation starts with a shared vision and open collaboration. Our process is designed to ensure we understand your business, work alongside your team, and deliver solutions that truly make a difference — while keeping expectations clear every step of the way.
Qualification & Fit Check
Before we begin, we take the time to confirm that we're the right partner for your business. This isn't just about the technology — it's about values, communication style, and long-term goals. We'll talk through your current challenges, the scale of your operations, and your readiness to invest in solutions that will grow with you. Our goal is to ensure our approach aligns with your vision and that we're building a relationship based on trust, not just a project.
Aligning Goals
Once we've confirmed we're a good fit, we work with you to align on measurable business objectives. This step is about defining what success looks like — not just from a system perspective, but for your people and your operations. Whether it's improving sales visibility, automating repetitive workflows, or centralizing your customer data, we'll set shared priorities so everyone knows the "why" behind the project.
Discovery & Needs Assessment
In this phase, we dive deep into how your business operates today. We'll meet with key stakeholders, observe workflows, and identify inefficiencies or gaps in your current systems. This is where your team's input is vital — you know your processes best, and we rely on your insight to uncover the root causes of operational challenges. Together, we'll build a clear picture of the current state so we can design the right future state.
Solution Design & Proposal
With the discovery findings in hand, we'll design a tailored solution using Microsoft Dynamics 365 CRM, Power Platform tools, and — where beneficial — AI-driven automation. We'll present you with a detailed proposal outlining recommended configurations, integrations, and customizations. At this stage, you'll see not just the "what" and "how," but also the "why" behind each choice. This is a collaborative step where your feedback shapes the final plan.
Implementation & Collaboration
Once we have your approval, we move into building and configuring the solution. Our team will work in close partnership with yours, providing regular updates and opportunities for feedback. This ensures that we're on track, aligned with expectations, and adapting to any new insights that arise during the build. We also focus on user adoption — providing training, documentation, and support so your team feels confident using the system from day one.
Go-Live & Ongoing Partnership
When the system is ready, we'll guide you through go-live with a structured launch plan. But our relationship doesn't end there — we remain available for post-launch support, refinements, and new phases of development as your business evolves. Because we see our role not just as implementers, but as long-term partners invested in your success.
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.
