Customer relationship management (CRM) is a means of managing the interactions of your company with your current and potential customers. This is normally achieved through utilisation of cloud-based solutions; the market leaders being Microsoft Dynamics 365 and Salesforce.

Choosing the right CRM package

Dynamics 365 and Salesforce, and the range of other more “cost effective”, albeit less powerful, packages that are available, have advantages and disadvantages. We will  guide you towards the right fit which we will customise and integrate as required.

Microsoft Dynamics 365

A process driven, intuitive front-end and powerful, seamless intergeneration with a range of other Microsoft packages makes the Sales App component of Microsoft Dynamics 365 one of the big two contenders in CRM. Integrations include:

• Microsoft Office software for generating client-facing (e.g. quotes and invoices) and internal documents and reports
• SharePoint and Microsoft Teams for employee (and external if needed) collaboration
• Case management for customer care (part of Dynamics365)
• Finance and other back office programs (part of Dynamics365)
• Project management (part of Dynamics365)

Salesforce

Extremely customisable with more extensions and integrations with other cloud-based and desktop packages than you can shake a stick at, Salesforce is a powerful package for a range of CRM needs. The latest “lightning experience” upgrades have made the front-end more intuitive for users narrowing one of the gaps between Salesforce and MS Dynamics 365, however integration with widely used Microsoft products, particularly Office packages is still limited.

Other CRM packages

Investment in the market leading packages described above can be a big financial commitment, so we are happy to help with set-up, customisation (where possible), integration (again where possible) and implementation of other CRM packages such as Insightly.