We are Tero.

We are Microsoft partner with an experienced team ready to rescue your CRM implementation.

Get started

Symptoms

Why need a rescue?

Poor internal reputation. CRM viewed as ineffective.

Low user adoption.

Managers discontent with ROI.

Disappointed with the current level of support.

HOW we do it

We have a tool kit and we have a plan

Process

General Diagnostic

Measuring the real usage, licensing gap and the status of the current implementation.

Building Better

We identify how your system can be improved by understanding your long-term business goals. From basic customizations to advanced process automation and integration, we help you enhance the value of Dynamics 365.

Activate Managed Service

With managed service for Dynamics 365, we address immediate needs and help you make continual improvements.

Early wins

We understand the key priorities, and implement immediate actions focused on resolving outstanding issues.

Management Evangelization

We hold sessions with management to present the potential of Dynamics as platform.

Increasing User Adoption

This is a gradual process. We provide support, training,and consultancy to increase skills, implement changes,and improve the user experience.

Toolkit

Workshops

  • End-user Package Training workshop: designed to teach Dynamics 365 for Sales and for Customer Service functionalities. Also to recognize its value.
  • High-management Envisioning workshop: Meetings to evangelize managers about the Platform’s potential, present its different modules, roadmap, and similar case studies.

Inception Workshops

Workshops to align the expectations of primary stakeholders regarding CRM projects success criteria and achieve a consensus about the first MVP.

Dashboards

  • Power BI dashboard to monitor the use of your CRM.
  • Power BI dashboard to monitor the licensing of your CRM.

Implementation General Diagnosis Report

Methodology for analyzing the actual implementation status, and identify opportunities for improvements. GAP analysis.

Hurrah! Leaderboards

A software solution designed to measure adoption metrics for your CRM and help monitor data quality.

We know about Microsoft!

Dynamics 365

Take your marketing, sales, and customer success processes to the next level, helping you build customer relationships that matter. Organize and automate your processes to increase productivity. Add value to your leads and clients with Dynamics CRM.

Power BI

Understand your data and stop wasting time with analysis that don’t lead anywhere. Discover powerful insights easily with a Power BI implementation that supports your goals. Connect data from different data sources and share it with anyone.

Power Apps

Custom low–code apps for your specific business needs connected to your different data sources. Optimize your efficiency with a correct use of Power Apps, transforming your business into a digital one.

Power Automate

Automate time-consuming business processes and workflows to improve your productivity rates. Connect your favorite apps and services to synchronize all your data.

SharePoint Online

Manage and share content, giving your team quick access to any documentation they need. Save your business time and improve the flow with an empowered use of SharePoint.

Teams

Smooth communication for your teams has never been easier. Microsoft Teams is a chat-based platform that lets your team share documents, have online meetings, use calendars, and store files, with the capacity to integrate with many other apps.

Dynamics 365

Take your marketing, sales, and customer success processes to the next level, helping you build customer relationships that matter. Organize and automate your processes to increase productivity. Add value to your leads and clients with Dynamics CRM.

Power BI

Understand your data and stop wasting time with analysis that don’t lead anywhere. Discover powerful insights easily with a Power BI implementation that supports your goals. Connect data from different data sources and share it with anyone.

Power Apps

Custom low–code apps for your specific business needs connected to your different data sources. Optimize your efficiency with a correct use of Power Apps, transforming your business into a digital one.

Power Automate

Automate time-consuming business processes and workflows to improve your productivity rates. Connect your favorite apps and services to synchronize all your data.

SharePoint Online

Manage and share content, giving your team quick access to any documentation they need. Save your business time and improve the flow with an empowered use of SharePoint.

Teams

Smooth communication for your teams has never been easier. Microsoft Teams is a chat-based platform that lets your team share documents, have online meetings, use calendars, and store files, with the capacity to integrate with many other apps.

Success information

User Adoption

Succesfull migration from Dynamics CRM On-Premises to a brand new Dynamics 365 online solution in more than 10 locations.With the use of innovative tools and ambitious KPIs, user adoption was being monitored in real-time by managers and final users. We've helped to speed up this cultural change. Every progress in the process was transparentrly reported.

ROI

Centralization of information, gaining 360° view of clients. Standardized and more productive process for the sales department. Increasing commissions for the team, profitability, and business opportunities. Allowing management to make better informed and smarter decisions.

Implementation

Development of a customized CRM platform allowing the management and tracking of the status and location of 35.000 assets. Incident management process implementation to give quicker response to incidents, and prevent damages.

WORLD FUEL logo
WORLD FUEL logo
John Deere logo
Dodgers logo
Miami logo
BROU logo
hyundai logo
hyundai logo
jlg logo
pactec logo
bcu logo
movistar logo
No items found.
No items found.
No items found.
No items found.
No items found.

What our clients say

BBVA

"From the first simple claims workflows to automate complex processes such as credit admission, we have managed to automate and have online information on critical processes, achieving results in key metrics. Another vital was having been able to include all the different interactions with the client on a single CRM platform, which gives us a comprehensive view of the client and its history. Finally, with the help of Dynamix in Uruguay, we were able to create an internal team that today performs all the maintenance and part of the developments. CRM Dynamics is part of our day to day operations and I couldn't imagine today the main processes of the bank without a tool that consolidates them." Pablo Estebanez, Chief Operating Officer BBVA Paraguay.

SCOTIABANK

"Microsoft Dynamics allowed us to consolidate three customerservice platforms in one, and it is currently a fundamental tool in our road todigitalization. With the support of UruIT Dynamix (now Tero) we are restructuring our processes toimprove efficiency and fundamentally improve the experience of our clientsthrough shorter service procedures and more effective flow of information.UruIT is contributing their technical expertise in the platform as well astheir knowledge from experience with the processes of digital transformation.We aim to continue to working Dynamix UruIT (now Tero) as an essential partner in therestructuring of our digital processes." Matías Urruz, Development Manager, Scotiabank Uruguay

REENHANCED

"Our experience with Tero thusfar has been through a subcontracting engagement, so I've written my testimonial to that experience here. Does this work for you? Tero has a deep well of knowledge in Microsoft Dynamics that has allowed us to quickly and easily implement new D365 based projects. As we are on EST, we found it very helpful to work with Tero's team on the same hours we are used to working with no communication barrier to get in the way. We have been very satisfied with the professionalism and attentiveness of Tero's team." Nick Hance, President

REENHANCED

"Our experience with Tero thusfar has been through a subcontracting engagement, so I've written my testimonial to that experience here. Does this work for you? Tero has a deep well of knowledge in Microsoft Dynamics that has allowed us to quickly and easily implement new D365 based projects. As we are on EST, we found it very helpful to work with Tero's team on the same hours we are used to working with no communication barrier to get in the way. We have been very satisfied with the professionalism and attentiveness of Tero's team." Nick Hance, President

SCOTIABANK

"Microsoft Dynamics allowed us to consolidate three customerservice platforms in one, and it is currently a fundamental tool in our road todigitalization. With the support of UruIT Dynamix (now Tero) we are restructuring our processes toimprove efficiency and fundamentally improve the experience of our clientsthrough shorter service procedures and more effective flow of information.UruIT is contributing their technical expertise in the platform as well astheir knowledge from experience with the processes of digital transformation.We aim to continue to working Dynamix UruIT (now Tero) as an essential partner in therestructuring of our digital processes." Matías Urruz, Development Manager, Scotiabank Uruguay

BBVA

"From the first simple claims workflows to automate complex processes such as credit admission, we have managed to automate and have online information on critical processes, achieving results in key metrics. Another vital was having been able to include all the different interactions with the client on a single CRM platform, which gives us a comprehensive view of the client and its history. Finally, with the help of Dynamix in Uruguay, we were able to create an internal team that today performs all the maintenance and part of the developments. CRM Dynamics is part of our day to day operations and I couldn't imagine today the main processes of the bank without a tool that consolidates them." Pablo Estebanez, Chief Operating Officer BBVA Paraguay.

Let's talk

Thank you

We’ll get back to you in a while

Oops! Something went wrong while submitting the form.