Investments Insurance Banking Factoring

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1 Our Credentials

2 ConsultCRM: Credentials ConsultCRM: Credentials Introduction Finance Sector When selecting an organisation to implement your CRM solution, you need reassurance that the chosen partner is a firm you can trust with the proven experience and capability to deliver. You may need a multi-country deployment for hundreds of staff with complex system integration, or your needs may be much simpler, in a much smaller organisation. Investments Insurance Banking Factoring Jupiter Asset Management General Atlantic Tracking private and institutional investor relationships, complex relationship parties, SharePoint and Blackberry integration plus integration to client account information systems. Tracking of Equity Sales and relationship management for this international growth equity firm. The following information highlights various Enterprise and Mid-Market organisations that have placed their trust in ConsultCRM to deliver their successful CRM solution. We have over 140 clients using Microsoft CRM and they range from multi-billion dollar financial institutions to small consulting firms. They trust ConsultCRM because of our consistent commitment to deliver a successful solution, and the feedback from these clients further validates your choice in a first class implementation partner. RBC Dexia Investor Services Medical Protection Society Mortgage Talk Bibby Financial Services / Credit Agricole Commercial Finance Deal pipelines, dashboards and contact management for international sales force in multiple countries. Insurance policy sales process, broker relationship tracking, claims process handling, adhering to FSA compliance integration to CODA financials for claims information and driving of invoices. Contact management with integrated commission calculations from Legal and General with integrated branch network appointment setting. Commercial Finance, invoice factoring business development, multi-country deployment, sales process management, integrated transactions with roll-up reporting and SharePoint integration. Most large organisations have multiple touch points with the customer and by joining up those various interactions they can gain real insight and improve the overall customer experience. ConsultCRM provided us with expert guidance on what would best fit with our business and future requirements. Bibby Financial Services Rashpal Kullar, Group IT Director

3 ConsultCRM: Credentials ConsultCRM: Credentials Professional Services Consulting Technology Media Property Grass Roots Consulting Savills Property Landmark Property Information Services Hughes Ellard Management consulting and customer loyalty programme engagements. Multi-country deployment, managing sales process for consulting engagements, consulting projects, with integrated financial information, SharePoint integration and ConsultCRM s Audit Tool add-on product. Tailored Microsoft CRM training for staff in Commercial Agency and Auctions. Integrated information from Oracle supporting sales, marketing and customer service staff providing property related information services. Chartered surveyor activities providing full work-in-progress visibility, tracking of properties, jobs, fee earning activities, automated rent review alerts and SharePoint integration for document management. Hughes Ellard now has a single repository of information on all our clients, as well as a single view of all communications, fee-earning jobs, future work and properties a client may have. The new system has resulted in significant reductions in administration time and resulted in less paper work having to be filed. 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 - Gary Jeffries, Managing Director Gully Howard ADA Hardware & IT Services Orchid Cellmark IRIS Software ITFC / World Television Tradeship Publishing CEFM / Insolvency Practitioners Association Specialist advice and training for occupational hygiene with field based consultants updating CRM from mobile devices, training course tracking and resource scheduling. Use of ConsultCRM s SLA Monitor add-on for enhanced helpdesk facilities, tracking installed base of equipment driven by SLA rules on each hardware asset. Tracking of DNA testing process for civil and criminal investigations including complex relationship tracking for interested parties and evidence. Tracking of leads, sales and customer service activities with ConsultCRM s SLA Monitor add-on linked to software support contracts. Includes ConsultCRM s Training Course Management add-on along with a web self-service customer portal with a client-specific report portal. Relationship and Event management, sales pipeline tracking and tailored management of post-production services based on schedule feeds from TV broadcast and film organisations. Tracking of advertisement sales, managing complex allocation of order line items from a single order to multiple publications, plus batch invoice collation. Tracking of memberships, subscriptions, event management, renewal dates and related member support activities for the associations. 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, along with ConsultCRM, has certainly delivered. IRIS Software - Peter McNaney, Group CIO

4 ConsultCRM: Credentials ConsultCRM: Credentials Other Industries Manufacturing Utilities Defence Construction Mitsubishi Electric Angel Trains Field sales solution supporting account management of key distributors for electrical products. Comprehensive account management facilities with integrated transaction information, tailored for tracking high value train leasing deals to train operating companies. We now have an excellent platform of integrated information that will better serve the enterprise. ConsultCRM have been tremendous in helping us through the implementation process and Microsoft CRM is proving itself through its ease of access, familiar Outlook interface and transparency of customer interactions. Scania GB - Harjinder Atwal, Head of IT Scania GB Trucks Day Group Balfour Beatty Wessex Water / Smartest Energy Cobham Defence / Ultra Electronics Creative & Cultural Skills Arup Integration to dealer management system providing automated warranty alerts per vehicle, deeper client insight, and Performance Point Server business intelligence reporting. Integrated financial information providing field and inside sales staff with clear visibility of sales order history. Customer Service tracking of road schemes and related queries from the public. Call centre script and branch call handling managing consumer enquiries, and business to business quote generation. Complex bid management facilities for naval combat and optical systems, command and control systems, maritime satellite communications, and tank communication equipment. Contact management and reporting facilities for a Sector Skills Council body. Construction design engineering. Bid management and integrated project numbering system across global regions providing centralised control and dashboard visibility spanning a complex service matrix. The people at ConsultCRM are all quality individuals with very strong enterprise process knowledge. Angel Trains - Steve McBride, Customer Services Director

5 Get in touch If you would like to know more about ConsultCRM and how we can help your business, please 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)