Professional Services

Microsoft CRM for Professional Services

In today's business environment, professional services organisations are increasingly faced with the challenges of winning new clients, whilst retaining and growing their existing customer base.  Failure to fully understand and effectively manage customer relationships can have a direct impact on revenue streams and negatively impact existing client satisfaction.

Regardless if your company is small, mid-size or large professional services firms and its senior management demand new and innovative strategies to develop more profitable customer relationships; improve operational metrics and streamline the client management life cycle.

Whether your firm focuses on IT/Management Consulting, Advertising, Legal, Accounting, Surveyors, Construction, Architecture, Engineering or other professional management services, Microsoft CRM can help you.

With ConsultCRM's strategicbusiness knowledge and integration experience to
complement Microsoft CRM, you'll have a solution that can be quickly implemented
to help manage this complexity and build a customer-centric business.

• All accessed through the familiar Outlook user interface
• Powerful role based dashboards
• Full mobile support including laptop, pda, web, blackberry and iphone
• Fully integrated document management
• Strategic account management module
• Project & job management
• Bid management capability.