“Companies are seven times more likely to win sales opportunities from a current customer than a new customer – and – proper account planning can impact customer satisfaction and loyalty by more than 50%
— The TAS Group

Why do companies buy CRMs?

Having a single source for all customer-related matters is central to maintaining competitive advantage and differentiation. 

Customer Relationship Management systems (or CRMs, for short), allow you to engage with your customers more effectively by understanding them at a deeper level, by automating workflows and documents and by providing a better level of service than your competitors.

 

Microsoft Dynamics CRM

The Forrester Wave: CRM Suites For Midsize Organizations, Q1 2015

The Forrester Wave: CRM Suites For Midsize Organizations, Q1 2015

With its out-of-the-box integration with Office365 and other Microsoft applications, Microsoft Dynamics is the logical choice of CRM for most medium sized companies. Flexible mobile apps allow sales people to do everything from the road, greatly improving the service they provide customers, and lower training and integration requirements of Dynamics CRM greatly reduces the cost of introduction, and improves the level of end user adoption.

Some of our Dynamics CRM Services

Health check If you currently have a CRM implementation that isn’t meeting your needs we’ll audit your existing environment against its intended use, industry best practices and quality of data.

Health check

If you currently have a CRM implementation that isn’t meeting your needs we’ll audit your existing environment against its intended use, industry best practices and quality of data.

Sales and account planning CRMs have been developed with sales people in mind, but sales people are time limited and it’s sometimes difficult to get them on board. So it’s important to demonstrate the benefits of any new system they’re asked to use, such as a true ‘single view of their customer’. We can integrate your other systems into CRM to enable this reality.  Our management consulting skills, together with knowledge built up over the years and our own experience as sales users, means we’re well placed to ensure your CRM initiative is rolled out successfully to your sales teams.

Sales and account planning

CRMs have been developed with sales people in mind, but sales people are time limited and it’s sometimes difficult to get them on board. So it’s important to demonstrate the benefits of any new system they’re asked to use, such as a true ‘single view of their customer’. We can integrate your other systems into CRM to enable this reality. 

Our management consulting skills, together with knowledge built up over the years and our own experience as sales users, means we’re well placed to ensure your CRM initiative is rolled out successfully to your sales teams.

Discovery We’ll work with you to understand your business and where you want it to go in the future, planning a system implementation that will get you an enterprise-quality outcome at a pace your business can sustain.

Discovery

We’ll work with you to understand your business and where you want it to go in the future, planning a system implementation that will get you an enterprise-quality outcome at a pace your business can sustain.

Customer care Along with helping grow sales, many CRMs help companies manage their customer service functions better. Dynamics CRM helps people in contact centres and those on the road in a field service capacity deliver an excellent customer experience. We’ll help map out your desired customer experience, optimise your processes, automate your processes, train your users and give you a richer understanding of the service you’re giving your customers via insightful dashboards and reports.

Customer care

Along with helping grow sales, many CRMs help companies manage their customer service functions better. Dynamics CRM helps people in contact centres and those on the road in a field service capacity deliver an excellent customer experience.

We’ll help map out your desired customer experience, optimise your processes, automate your processes, train your users and give you a richer understanding of the service you’re giving your customers via insightful dashboards and reports.

Marketing automation If you suspect you can be doing more with ‘digital’, but you’re unsure about where to prioritise your efforts, we’ll help develop a content strategy, drip marketing via email, SMS promotions, user tracking on your web site, linking everything back to your CRM to provide a unified view of your customers, enabling you to calculate the return from your marketing efforts and stay ahead of your competitors.

Marketing automation

If you suspect you can be doing more with ‘digital’, but you’re unsure about where to prioritise your efforts, we’ll help develop a content strategy, drip marketing via email, SMS promotions, user tracking on your web site, linking everything back to your CRM to provide a unified view of your customers, enabling you to calculate the return from your marketing efforts and stay ahead of your competitors.

Customer experience accelerator If you want to improve your customers’ experience we can deliver CX-boosting outcomes by leveraging a mix of tools such as client self-service portals, SMS, email marketing, web tracking, e-signature capture, document automation, analytics, field service and NPS surveys.

Customer experience accelerator

If you want to improve your customers’ experience we can deliver CX-boosting outcomes by leveraging a mix of tools such as client self-service portals, SMS, email marketing, web tracking, e-signature capture, document automation, analytics, field service and NPS surveys.

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