Where are you on your CRM journey?

Customer Relationship Management is not just software – your CRM journey is an important part of your business strategy.  A well designed CRM solution will reflect your business processes, automate routine tasks and make your staff more efficient.  It will give you transparency on what’s working in your business and what you have in the pipeline, allowing you to manage your staff more effectively, and forecast your sales more accurately.  It will bring a central view of your customers to everyone in your organisation, enabling you to provide a great customer experience.

Customer Relationship Management is a journey.  Start simple, bring everyone on board, and drive your business to reach your goals.  We want to work in partnership with you to enable CRM to succeed and help you develop productive systems as your business grows.

Are you keeping all your customer information in outdated software, on paper, in spreadsheets, or in your head?  Are you concerned that you will lose valuable information about your customers if staff members leave?

A CRM system helps you manage your customer data, gain new insights into your business, and grow your sales, but it can be a daunting process to work through all the options.  CRM doesn’t have to be complicated.  We’ll help you get started on your CRM journey and provide you with all the training and support you need.  We will take the time to understand your business, your language and your sales or service process, and ensure your new CRM fits your essential needs.

Is your current CRM working for you – helping you reach your customers, keep track of valuable information and grow your business – or is it taking time away from getting your job done?  Is it time to consider a change as the next step in your CRM journey?

Microsoft Dynamics 365 is Microsoft’s customer relationship management (CRM) business solution that enables you to track all your customer interactions and data across your sales, service and marketing activities.  With Microsoft Dynamics 365, everyone in your business will have the full picture of what your customers want and need.  It is an incredibly adaptable system, which can be customised to meet your specific needs and offers best-in-class features for efficiency and productivity in your business. Microsoft Dynamics 365 works seamlessly with Outlook.

Do you have an automated system for email marketing which is fully integrated with your CRM?  Can you automate campaigns, web forms and surveys and get reports to show you the return on your marketing investment?  Are you looking for marketing automation as the next step in your CRM journey?

ClickDimensions is a software-as-a-service marketing automation solution that adds email marketing, web intelligence, lead scoring, social discovery, event management, campaign automation, and form and survey capture functionality to Microsoft Dynamics CRM.  ClickDimensions is easy to use.  Your marketers can create emails, web forms, surveys, nurture campaigns and more with intuitive drag-and-drop functionality.

ClickDimensions is written exclusively for Dynamics 365 and is fully embedded in CRM, with no integration required.  Your marketing automation features are accessed through the Dynamics 365 interface and data is stored in your CRM database.  Marketing data will be visible (if you wish) to all your CRM users at no additional cost.

Have you got Microsoft Dynamics 365, but don’t really know where to start?  Did you know that it can be fully customised to match your terminology and processes?  Are you looking for a partner to help you scope and implement Microsoft Dynamics 365 in your business?

We provide a full range of services to help businesses get the most from their investment in Microsoft Dynamics 365.  We offer training in your environment for your sales teams to help them get up running quickly, and to small groups of key users so you can take control of your system.  We can work with you to fully scope your business requirements and build a customised CRM solution to meet your needs.  We can bring data across from your old CRM or from spreadsheets, and integrate CRM with any of your other business systems.