Business consulting

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About us - Clients
Successful CRM. Delivered.

Each client we work with has a unique set of requirements and we are happy to discuss how the flexibility in Microsoft Dynamics CRM can be harnessed for your specific need.

Below is a brief insight into various Microsoft CRM implementations ConsultCRM has delivered and we are happy to discuss the names behind these stories on request.

Finance
Asset Management Tracking private and institutional investor relationships, funds, fund of funds, SharePoint and Blackberry integration plus integration to client account information systems
Investment Banking Sales Pipeline and contact management for international sales force in multiple countries
Insurance Policy sales process, broker tracking, claims process, integration to finance systems, FSA compliance
Mortgages Contact management plus integrated life provider commission calculations with integrated branch network appointment setting
Factoring & Funding Services Multi-country deployment, sales process management integrated to transaction systems with roll-up reporting and SharePoint integration
   
Professional & Business Services
Consulting 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
Information Services Integrated information from Oracle supporting sales, marketing and customer service staff providing property related information services
Commercial Property 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
Hardware & IT Services 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
Managed Services Provider Tracking of leads, sales and customer service activities
Mobile Network Technology Provider Tracking of leads, sales and customer service activities with ConsultCRM’s SLA Monitor add-on linked to hardware and software support contracts. Includes ConsultCRM’s Training Course Management add-on handling courses, delegates, prerequisites, exam results and feedback
Media - Broadcast Tailored management of post-production services based on schedule feeds from TV broadcast and film organisations
Media - Publishing Tracking of advertisement sales, managing complex allocation of order line items from a single order to multiple publications, plus batch invoice collation
Membership Association Tracking of members, subscriptions, events, renewal dates and related member support activities for the association
   
Manufacturing
Electronics Field sales solution supporting account management of key distributors for electrical products
Transport Comprehensive account management facilities with integrated transaction information, tailored for tracking high value train leasing deals to train operating companies
Automotive International truck manufacturer with integrated dealer management information providing automated warranty alerts per vehicle, deeper client insight, and Performance Point Server business intelligence reporting
Construction Integrated financial information providing field and inside sales staff with clear visibility of sales order history
   
Other Industries
Utilities Call centre script and branch call handling managing consumer enquiries (water), and business to business quote generation (electricity)
Defence Complex bid management facilities covering naval combat and optical systems, command and control systems, and maritime satellite communications
Government & Related Contact management and reporting facilities for Sector Skills Councils as well as a non-departmental public body, accountable to the Dept. of Business, Enterprise and Regulatory Reform