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Dynamics 365 CRM

Increase sales, automate marketing and integrate your core operational systems in one place using Microsoft Dynamics 365 CRM.

Considering a CRM implementation? We will help you implement and adapt a CRM to target, win and retain customers as well integrate your core operational systems in one place.

If you care about your customers, reaching those that really want your products and services and understanding their needs, then a CRM should be part of your sales and marketing tool kit.

So many of today's businesses either don't use a CRM, or use something off-the-shelf that doesn't take into account their specific needs as an organisation.

CRM systems help you to manage your business and customers from initial contact right through the lifetime of each customer relationship. In an instant you'll gain valuable insights into what your customers need, how they behave and the effectiveness of the different elements of your marketing mix.

By putting your customer at the heart of your business, you're best placed to gain customer loyalty and make the most of market opportunities. It's a strategy that's better for your customers and you.

Measuring Sales

With the ability to track Sales from Opportunity to Payment, you’ll be able to identify trends and problems in your Sales Pipeline. The intuitive interface simplifies the process and the functionality allows in-depth analysis.

Social Impact Measurement

In the Third Sector, every penny counts. You need to analyse whether action taken results in either service improvements, or increased funds. We’ve worked with a variety of organisations to create bespoke systems for the Third Sector that help manage marketing, fundraising and HR in one place.

Customer Service

Never forget another promise to call someone back! With the ability to set email alerts & calendar reminders within each customer profile, it’s never been easier to provide seamless customer service. You can also add notes in their profile, so you don’t have to remember what their daughter’s dog is called to be able to have a familiar chat.

Manage your Marketing

Ever wished you could send out different marketing messages to different sections of your clientele? The search and sort function for your mailing lists now makes it a breeze to be able to divide and drill down to the demographic you’re after.

Integrating with your other systems

Xero, Sage and QuickBooks are just a few of a wide range of systems we can integrate with. Use all the time you save in processing and data entry to reflect on how much easier your life is with fully-integrated software.

Migration, training and guidance

Learning new systems can seem daunting. Wherever there is change, there is challenge. Our training will give your team knowledge and confidence. They'll gain a clear understanding of the positive difference your system will make to their everyday working lives; ensuring they don't go back to old, less efficient ways of working.

Why Choose Us?

We provide CRM solutions and implementations based Dynamics CRM and Microsoft Dynamics 365 for Sales tailored to your business / organisational needs. We'll work with you to evaluate what you really need from the start and the best, most efficient way to get to your goals. Our consultancy services will enable you to quickly see the flaws in your existing systems and work out the best way forward with your new CRM system.

The Process

  1. Envisioning: Here we collect the information necessary for us to set up your Dynamics 365 CRM ready to present a detailed specification for you to review and sign off.
  2. Configuration & Development: Building and Configuring your bespoke CRM system based on the agreed detailed specification. We then present the configured CRM for you to review and sign off before we go live.
  3. Go Live & Training: Once you’re happy that the system is working as it should do, we migrate the data from your old system, where possible. Your team then has access to the system and is provided with full training on-site.