Consultancy

Experts in Microsoft Dynamics CRM

Our team averages over 6 years intensive experience of Microsoft Dynamics CRM implementations.

We help you deliver succesful CRM projects

Our goal is to deliver a CRM solution that your users love using. It will make their lives easier and help your business become more profitable.

Our Services

We are a ‘full-service’ Microsoft Dynamics CRM consultancy and provide the following services:

  • Business requirements and analysis
  • Project planning
  • Development and configuration
  • Infrastructure advice
  • Training and user adoption
  • Support

Software

We provide services and advice for the following software:

  • Microsoft Dynamics CRM – online or on-premise
  • Yammer
  • Office 365
  • Microsoft SharePoint
  • Microsoft Exchange
  • Lync

Sectors

The sectors we cover:

  • Financial Services (we have significant experience)
  • Media
  • B2B
  • Travel
  • Sports

We run our projects based on the proven Microsoft Sure Step methodology using agile development techniques.

Need convincing? How about a quick proof of concept?

By combining cloud based CRM, our rapid development tools and expertise we can showcase how xRM Consultancy can quickly develop a rapid prototype that is relevant to your needs.

Let’s Talk

 

Products and add-ons

World-class solutions to enhance Microsoft Dynamics CRM

Products and add-ons for Microsoft Dynamics CRM extended the functionality of the platform to provide immediate functional benefit, often for little or no cost. They can help accelerate the delivery of a project and we will advise the use of them in your project where appropriate.

We develop our own products and add-ons and also partner with other vendors to deliver their functionality into projects for our clients. We can also help you develop your own ideas into products for the Microsoft Dynamics CRM platform.

Developed by our team

Our team has developed and maintains a number of products that provide immediate value to your CRM.

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Tagging for Microsoft Dynamics CRM

An easy and intuitive way to apply tags to records in Microsoft Dynamics CRM.

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Formula/Rules Manager

Incredibly powerful solution that brings Excel-like formulae, validation and workflow scheduling to CRM.

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Client Tree View

The Client Tree View provides an intuitive hierarchical display of Sub-companies, Contacts, Connections and Opportunities for an Account record.

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Timeline for Microsoft Dynamics CRM

A beautiful and intuitive way to view activity history for Accounts, Contacts and Opportunities.

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SMS/Text Messaging for Microsoft Dynamics CRM

Easily add enterprise class SMS/Text message sending and tracking to your CRM - Online or On-Premise.

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Provided by someone else

There’s no point spending time and effort building something yourself if someone else has already done a great job. We assess 3rd party products and add-ons and use the most appropriate ones for your needs. These ones we’ve used before and are happy they do a great job. Get in touch if you’d like to know more about any of these and how your CRM could benefit.

Postcode Lookup and

Data Validation

Fast and effective way to ensure you get the correct address details into your CRM data

ClickDimensions Email Marketing and Marketing Automation

ClickDimensions is the top rated, Microsoft-certified Marketing Automation solution for Microsoft Dynamics CRM

 

Need convincing? How about a quick proof of concept?

By combining cloud based CRM, our rapid development tools and expertise we can showcase how xRM Consultancy can quickly develop a rapid prototype that is relevant to your needs.

Let’s Talk

 

xRM: What does it mean?

Extended Relationship Management

In a nutshell it means Microsoft Dynamics CRM is a great solution for managing any type of relationship - people, products and processes come together to build businesses and Microsoft Dynamics is flexible enough to handle most business scenarios

Organisations also need to manage other relationships that are integral to success – employees, partners, suppliers, distributors, vendors and many other critical stakeholders. Microsoft Dynamics CRM can easily be customised for these “Extended CRM” scenarios and enhance the value of all relationships, improve business relevance and fit, drive operational excellence and increase business insights.

If you think of the ‘x’ in xRM replacing the ‘c’ in CRM with any type of personal or physical relationship you would like to manage – you begin to understand the broad scope xRM covers. Microsoft Dynamics CRM is an ideal platform for building solutions to manage these diverse relationships because of it’s flexibility and the speed at which you can make changes and adapt to your business needs.

An example: Asset Management

You have your own terminology for your customers, and other organisations that you deal with on a daily basis. When your clients phone you up you should be able to tell them how much they have invested – right from within CRM, not from another 3rd party system.

You have very specific data security concerns and need to be able segregate specific data from your internal users.

You want manage your 3rd party marketers and accurately keep track of the investments they bring to your funds so that they are rewarded correctly.

You would like your CRM system to be your master for company and contact information and need your other systems to ‘subscribe’ to this information so they are always up to date.

This list of requirements goes on, and in most cases the Micorsoft Dynamics CRM platform can easily accommodate these eXtended CRM requirements.

Need convincing? How about a quick proof of concept?

By combining cloud based CRM, our rapid development tools and expertise we can showcase how xRM Consultancy can quickly develop a rapid prototype that is relevant to your needs.

Let’s Talk