Dashboard Pack

Our Dashboard Pack provides decision makers with the right information at the right time. Executives can track and manage business performance using dashboards and Key Performance Indicators. Managers and employees can easily see and understand their own performance metrics, enabling them to take action quickly and make better decisions. Sales, marketing, and service employees can identify and act on new opportunities to grow revenue and improve business efficiency.

These dashboards will cover most business key performance measures. When a business requires a specific measure, then ConsultCRM can easily modify these charts to provide a bespoke solution.

Global Search

Our Global Search allows you to search from one place across multiple records in Microsoft CRM, and the results are all displayed in one convenient view.

Simply enter your search term and the system retrieves and displays all of the relevant records. Click on the entry and the relevant record opens for processing.

eCampaign

eCampaign enables your organisation to deliver exceptional marketing campaigns above and beyond the standard functionality of Microsoft Dynamics CRM by offering the ability to create email marketing from within CRM. It gives marketing professionals the advantage of custom building creative HTML and the tracking of email campaigns from inside Microsoft Dynamics CRM.

eCampaign is easy to use and operates directly within Microsoft CRM. The seamless integration is a great timesaver and ensures successful marketing activity and ease of use for you and your team.

Telemarketing within Microsoft CRM

The Telemarketing add-on helps empower your telemarketers to boost sales by enabling them to execute and manage telephone-assisted sales and marketing activities from within the Microsoft CRM solution.

You can also use the telemarketing functionality for electronic survey purposes or in a guided sales process, you can easily create a Questionnaire or Sales Script for your calling your Queues. Responses to your Questionnaire or Sales Script are recorded in your database, and can be used to define the next steps for call.

Strategic Account Planning

consultCRM’s Strategic Account Planning Module for Microsoft CRM v4 is an application that helps sales managers and executives collaborate, plan, and manage goals and strategies for penetrating strategic accounts.

consultCRM’s Strategic Account Planning is used by both sales managers and executives for creating and managing account plans and the associated strategies and execution tactics for these plans. Typically, the planning process is performed 1-2 times per year and is used only for strategic accounts where a company makes the decision to proactively target an account.

Event Management

The Event Management Accelerator from consultCRM gives organisations the ability to manage the planning, execution, tracking and reporting requirements for events. This solution is built on top of the Campaigns Management functionality within the Marketing Section of Microsoft CRM v4.

An extra component of the event management accelerator is the web registration portal that consultCRM can deploy to allow web registration for their events and track these registrations in Microsoft Dynamics CRM.

Service Level Agreement (SLA) Monitor

The ConsultCRM SLA Monitor works with the Contract and Contract Line capabilities, but augments this with a Monitoring programme, a Time Credit record and a 3-stage alert functionality.

The function calculates the date & time that the 3 stages need to be responded by; the remaining time left and the percentage of time remaining.  The Monitor continually calculates the amount of time remaining before the Case will breach an SLA agreement.

Audit Module

The ConsultCRM Audit Tool is a powerful and effective add-on for Microsoft Dynamics CRM 4.0. It does not require IT skills and will track changes with automatically generated reports.

Choosing the record and the fields to be audited is easy, and as you add new fields or new entities, these are made available automatically within the audit tool. Audit any record in Microsoft CRM – including new custom entities; Simple tick box user interface - just choose the record and fields you want to audit; Reports are created automatically, with the date range choice options; Tracks ownership changes; Audit records are fully compliant with CRM, and multi tenancy is also supported.

eServices Customer Portal

The eServices Customer Portal from consultCRM allows organisations using Microsoft Dynamics CRM to extend their customer service and support functions to the web to achieve more efficient support and service as well as higher customer satisfaction and self sufficiency.

The eServices Customer Portal will allow companies to quickly and easily create a web self service presence that is fully integrated into their Microsoft CRM solution.

Bugz - Defect Tracking System

Bugzs is an add-on module of Microsoft CRM, developed by ConsultCRM, designed to help you manage software development projects.

Bugz is a "Defect Tracking System" or "Bug Tracking System" application. Bugzs is a powerful, configurable, and easy to use defect management solution fully integrated into Microsoft CRM with an easy to use capturing, allocating, collaborating, resolving and reporting features that keep team members informed and on schedule.

Partner Relationship Management (PRM)

consultCRM now delivers the market leading partner relationship management (PRM) application, Partner Accelerator. This series of modules takes channel success to a new level with breakthrough ease-of-use to help you rapidly increase channel revenue through your partners.

And it is fully integrated with Microsoft CRM v4 to provide complete visibility to help you manage your company’s direct and indirect sales channels. The accelerator includes Lead Registration, Opportunity Management, Partner Portal, and so much more.

Returns Materials Authorisation (RMA)

consultCRM’s Return Materials Authorisations for Microsoft CRM v4 enables you to handle product returns more efficiently by tracking critical authorisation and shipping information and sharing it with management, sales, and customer service.

Return Authorisations makes the processing of returned merchandise more efficient by consolidating all information about returned items, including shipping and technician time.

Training Course Management

ConsultCRM have developed a module that works within Microsoft Dynamics CRM that allows companies to manage their training classes.

The Training Course module links with a Certificate and also Course Feedback to be captured and recorded within CRM. Once a Training Course has been set-up, a Company or Account can purchase this Class and go onto scheduling the Attendees.

Core Productivity Pack for Microsoft CRM

The Core Productivity Pack includes the following products:

Sales Productivity Pack for Microsoft CRM

The Sales Productivity Pack includes the following products:

Service Productivity Pack for Microsoft CRM

The Service Productivity Pack includes the following products:

Field Level Security for Microsoft CRM

Field Level Security enhances the security capability of Microsoft CRM 4.0 by restricting access to CRM data on a field level basis. By using Field-Level Security, administrators will be able to restrict access to specific fields in CRM entities. The fields can be disabled (read-only), forbidden (deny access) or hidden (remove field from view) for any CRM security role in a business unit (or team), thus allowing dynamic field privilege access while maintaining the CRM security model.

Advanced Quote Processing for Microsoft CRM

Advanced Quote and Order Processing (AQP) is a Microsoft Dynamics CRM enhancement which allows you to create quotes and orders in a single screen. You can easily print or email quotes to Accounts (or Contact), edit and track revisions and manage the profitability of each quote all from within Dynamics CRM.

CTI for Microsoft CRM

CTI (Computer Telephony Integration) enables integration between telephone systems (TAPI Interface) and Microsoft Dynamics CRM. This product detects incoming phone calls (displays callers name/number), automatically produces activities for incoming and outgoing calls, displays customised call information and more.

Relationship Charts

Sales people's sphere of influence with regard to a sale is limited in the areas of price and product. Their real influence and where they can win / lose a deal is within the relationships they have in the organisation.

Relationship Charts can help:

• Sales people can ensure they are engaging at the right level and develop a plan if not
• Able to see the influence key players are having on  a deal, be able to assess easily the strength of the overall relationship, plan strategy
• Ensure that opportunities are properly qualified
• Visual tools drive user adoption. There’s ‘something in it’ now for
  sales people – they will get something back that helps them.

Mobile Access to Microsoft CRM

Mobile Access securely extends a companys Microsoft CRM configuration and capabilities onto a smartphone (both Blackberry and Windows Mobile) into the hands of mobile workers and executives.

Immediate Productivity Improvements:

Using the familiar Microsoft CRM interface combined with standard BlackBerry® navigation, Mobile Access minimises the learning curve for users - an important success factor for deploying technology to busy sales people and corporate executives.

Users can immediately be more productive with Mobile Access.

A Familiar User Experience:

Mobile Access delivers a consistent look and feel to Dynamics CRM and leverages the navigation design of your chosen enterprise smartphone. The intuitive experience enables users to get working quickly without extensive training.

Multi-Window Navigation with Concurrent Record Access:

MobileAccess provides the unique capability to open multiple windows on your smartphone, improving the ease and simplicity of navigation while providing a reliable and powerful method to access and use multiple CRM functions. Accessing multiple concurrent records facilitates faster information access resulting in greater user productivity.

Video: Blackberry Demonstration

Video: Windows Mobile Demonstration

Enhanced CRM Functionality:

Users benefit from virtually all the same CRM capabilities they have in the office – and more. Smartphone users demand core CRM functions, such as performing CRM record searches and lookups, and creating, editing, deleting and assigning records.

Mobile Access delivers numerous NEW functions including the ability to:

• Open and forward documents and attachments
• Set independent user personalisation
• Quickly share CRM records by email with others
• Receive Alert Notifications of newly created or assigned records.

Native Email, Phone and Browser Integration:

Working with CRM information requires frequent use of native smartphone applications such as email, phone and browser applications. MobileAccess allows email and phone call records to be copied to CRM by either prompting the user to perform this action or allowing independent record selection.

Seamless Online AND Offline Experience:

Mobile Access enables offline or continuous access to the CRM application and to a subset of locally cached data. Regardless of the strength or availability of a wireless signal, users benefit from a truly persistent experience. Mobile Access and local CRM data remain available for use at all times. Any changes are cached when offline and automatically synchronised when the signal returns. In addition to offline access, while a wireless signal is available, users may access all CRM information within their security permissions.

Automatic Synchronisation:

Synchronisation between the smart clients and the CRM server is bi-directional and fully automatic, ensuring up-to-date business information for mobile and office workers. Updates to smart client records are immediately synchronised back to the server. Changes to CRM records on the server, like new lead imports, are automatically updated on the appropriate smart phones without manual effort.

Click here for product sheet

Email Marketing within Microsoft CRM

CommuniGator

The CommuniGator integration uses it’s secure web services to automatically transfer new campaign and contact data from CRM into Gatormail and passes campaign results such as email opens, click-throughs and survey answers back to CRM.

Full integration with Microsoft CRM allows for:

• Selected resulting data is passed back to the CRM Contact record
• Includes links, images, unsubscribes and options to email a friend – perfect for newsletters or promotional activity
• Schedule specific times for emails to go out
• Extensive campaign performance reports on bouncebacks, who opened the email, who clicked on links, and unsubscribes
• Enterprise version offers Landing Zones and electronic surveys to glean customer feedback

Integrated Financials within Microsoft CRM

Sage Line 50 Integration

Real-time Sage Line 50 integration with Microsoft CRM.

The integration module provides a Customer composite screen showing real time product, credit, invoicing, stock levels, pricing and quote information. The module also allows for a Quick Quote facility linked to Microsoft CRM Opportunities and direct Order/Invoice functionality.

Data Integration Engine

The ConsultCRM Data Integration Engine enables any system to be integrated into the Microsoft CRM application.

This tool has been used by a multitude of Clients to integrate key Customer information from a large number and type of transactional applications. These systems have also been based on a number of different types of databases and operating systems.

Microsoft Dynamics GP

The Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 is an integration solution which is targeted specifically at the Microsoft Dynamics family of products.

The primary emphasis of the Adapter is that of simplicity and ease of use while providing highly reliable and fault tolerant business document integration between Dynamics family products.

IRIS Exchequer Integration

Give your Customer-facing Microsoft CRM users a complete picture of the Customer by sending the rich data held in the Exchequer application into Microsoft CRM.

The ConsultCRM Exchequer Integration allows the client to choose the information that will be passed from the IRIS Exchequer application into the Microsoft CRM application and includes Accounts, Products, Quote, Invoices, Discounts, Currencies, UoM and the Product Catalogue.

Quickbooks Integration

For seamless, cost-effective integration to speed your business results.

Businesses can now capitalise on their QuickBooks and Microsoft Dynamics CRM investments with a simple solution that bridges information gaps between vital customer-related business processes. This application allows the user to identify customer-focused data, increase efficiencies and reduce duplicate data entry.

Microsoft Office Accouting Professional Integration

Enable financial status visibility within CRM.

This new itegration allows for the two Microsoft applications to work together seemlessly. Customer records in Office Accounting are synchronised with CRM Accounts or Companies, along with all financial information including invoices, payments, price lists, products, payment terms and users.

Access Accounts Integration

Give your Customer-facing Microsoft CRM users a complete picture of the Customer by sending the rich data held in the Exchequer application into Microsoft CRM.

The ConsultCRM Access Accounts Integration also allows the client to choose the information that will be passed from the Access Financial application into the Microsoft CRM application and includes Accounts, Financial Summary, Products, Quote, Invoices, Discounts, Currencies, UoM and the Product Catalogue.

CODA Financials Integration

Give your Customer-facing Microsoft CRM users a complete picture of the Customer by sending the rich data held in CODA into Microsoft CRM.

The ConsultCRM CODA Integration also allows the client to choose the information that will be passed from the CODA Financial application into the Microsoft CRM application and includes Accounts, Products, Quote, Invoices, Discounts, Currencies, UoM and the Product Catalogue.