Microsoft Dynamics CRM Services

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1 Microsoft Dynamics CRM Services Your Microsoft Dynamics CRM Partner of Choice

2 If you already use Microsoft Dynamics CRM, but could benefit from some expert help or guidance, ConsultCRM is perfectly placed to help you maximise its potential and drive more value. Who we work with ConsultCRM is the trusted Microsoft CRM patner for hundreds of clients ranging from large multi-national organisations with highly complex deployments and system integration; to smaller businesses with basic CRM needs who just are harnessing the out-of-the-box features. Why we are right for you? Regardless of your usage or complexity, our experience shows that the clients who get the most from their CRM system are usually up to date and well trained, with staff who understand the system, use it fully, and have the ongoing support of experts. ConsultCRM has worked with the product since version 1.0 and Dynamics CRM is all we do. Every fibre of our organisation is focused on helping you make the most of your Dynamics CRM solution. We are a Tier 1, Gold Certified Microsoft CRM partner trusted and recommended by Microsoft to work with their most prestigious clients.

3 What we offer Free workshop session to evaluate your current usage and understand your business plans. Upgrading to the latest version pre-upgrade assessments and full upgrade services. Training for end-users and system adminstrators delivered at your site with standard and tailored courses to suit your needs. Support flexible support options ranging from standard helpdesk support to call-off time you can use for anything from training to basic customisation. System enhancements - tailoring CRM to better match your business processes. Expanding usage implementing CRM across your business units or subsidiaries. Workflow automation embed procedures, eradicate errors and avoid missed opportunities or activities. Report creation dashboards, charts and operational reporting. Data migration importing data from other sources for use in CRM. System integration accounting, ERP, websites, logistics and production systems. SharePoint maximising the outof-the-box integration for document management and so much more. Providing ready integrated add-ons and template modules for faster user adoption, sophisticated marketing, mobile access, social media and more. Dedicated Account Management, a CRM Success Manager and best practice advice gathered over decades of CRM implementation experience with deep Microsoft CRM knowledge. Business Intelligence provide your power users with intelligent business insight using a powerful, yet easy to use report writing tool. XRM extending CRM to enable the management of projects or tracking of fee earning jobs, account plans, bids, properties, assets, equipment, staff, policies and much more.

4 Since ConsultCRM got involved with Mitsubishi Electric we have made great strides with the system. We have a far better understanding of its capabilities, we are more competent thanks to the training we received and we see more exciting developments for the system in the future. Mitsubishi Electric Jeff Whiting, Head of Marketing The ongoing support from ConsultCRM has allowed us to adapt to changing circumstances and embrace new opportunities. The relationship with ConsultCRM is very much a partnership rather than just a supplier. They continue to inform us about enhancements and ways they could bring benefit to our business. CEFM Jason Foster, Sales Director We are delighted both with Microsoft CRM and also ConsultCRM who have guided us very professionally through the entire implementation process, keeping a constant focus on the business need. Their training has been excellent as has their support desk. All in all this has been a very good experience for us. Hughes Ellard Chartered Surveyors Gary Jeffries, Managing Director With so many different locations, hundreds of users, multiple business units and various business processes, we needed a solution with the strength and flexibility to handle a very complex environment, and Microsoft Dynamics CRM has certainly delivered. We a have also been delighted with ConsultCRM; their contribution to the process, depth of CRM knowledge, and understanding of enterprise level business issues has proven invaluable alongside our own teams here. IRIS Software Peter McNaney Group CIO

5 Get in touch If your organisation could benefit from ConsultCRM s expertise, support or product add-ons, feel free to contact us: The Coliseum Watchmoor Park Riverside Way Camberley GU15 3YL Golden Cross House 8 Duncannon Street Strand London WC2N 4JF E info@consultcrm.co.uk T +44 (0) F +44 (0)

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