Let a CRM solution take care of your business legwork, so you can focus on what you do best — building your relationships. Close the loop on sales faster than ever, keep your finger on the pulse of your clients and identify new opportunities with ease, all with the help of an integrated CRM solution.
Optimise processes, analyse data and transform your customer experience
Close your sales loop faster than ever
In this day and age, clients expect instantaneous replies and even faster processes. With automated workflows and an AI-enhanced pipeline, you’ll know when a new lead comes in so you can get to work wooing them. With impressive customer service, you’ll close those leads faster than ever!
Gain a 360° view of your customers
When a client calls, they want to know you have all their info on hand. With an integrated CRM solution, no matter who's in contact with a client, you'll be able to see a full picture of their info and how you can help. Plus, a cloud-based CRM solution means you can access info no matter where you are or what device you have on hand. That’s stellar customer service!
Get your days back with the help of automation
Make the time-consuming task of updating customer data in spreadsheets a thing of the past! Level up with a CRM solution that can automate data updates and reporting so you can spend time building those relationships that matter.
Retain your wealth of knowledge
In a relationship-based business, your clients’ information is everything. Keep all your customer history in one easy to access place so even when team members move on, you won’t miss a beat.
Easily identify new opportunities to upsell
With a consolidated birds-eye view of all things customer-related, you’ll easily be able to pinpoint how you can better serve your customers or even cross-sell new services.
Delegate and collaborate with ease
A CRM isn’t all about managing your customers! Easily divide work amongst your team members, delegate projects and improve productivity with a cloud-based system that can be accessed by anyone, anytime.
Explore our CRM solution perfect for professional services
With Dynamics 365, your CRM solution is as customisable as you need it to be and flexible enough to suit all your business requirements.
How can we help you specifically?
We get professional services; it's home ground for us. So we understand that everyone in an organisation has their own concerns or issues they want to address. So how can we help YOU in particular?
Exec Leaders & Business Owners
Build your business on the strength of your customer relationships.
You're at the coalface every time you introduce your professional services business. Your reputation in the market precedes you, and it all hinges on client feedback. Which, of course, means that the customer experience is everything.
Put clients first, all day and every day
You may think you're championing a client-first approach, but if you are losing opportunities to your competitors, then maybe not? With a CRM solution designed to put your client relationships front and centre of your business, you'll genuinely walk the walk, not just talk yourselves up.
Increase the value of your technology stack
The only good data is shared data. When your applications don't talk to one another, it's challenging to get a complete view of your clients. We integrate our CRM solutions with your existing line-of-business applications to provide a single and accurate source of the truth.
Make it easier for your people to do their jobs well
Enable a high degree of efficiency and transparency across the business with a CRM supporting every person and every department to do their job better. From sales to customer support, everyone will benefit from a new era of automation, collaboration and clarity.
Focus on making decisions, not creating reports
The pressure is always on to make both small and far-reaching business decisions. And waiting days or weeks for the reports you need should be a thing of the past. With in-built automated analysis and reporting tools, generating reports from your CRM takes minutes, so you can act more quickly.
Department and Functional Area Leaders
Building better business relationships is a business-wide effort, requiring everyone to have the information they need to excel.
Every team, from sales to marketing, to projects, to customer support, needs access to a CRM solution that helps them deliver an exceptional customer experience (CX) easier. And at the same time, improves their ability to work efficiently, collaboratively, and productively, from anywhere.
Out in the field doesn't mean uninformed
Equip your team with the ability to work out-of-office, in fact, from anywhere with an internet connection. With ready access to real-time client data from your CRM, every sales presentation, project, planning or follow up meeting will be personalised, pertinent and professional.
Accelerate your sales cycle
Provide clients with the information they need when it's needed. Having a key team member out-of-commission won't curtail your ability to respond. With CRM automated workflows and an AI-enhanced pipeline, new leads can be captured, courted, and converted faster than ever before.
Design and deliver exceptional customer experiences
Make an outstanding CX an achievable outcome! With a CRM for professional services businesses, entire aspects of the client lifecycle – from prospect nurturing to onboarding, project support and engagement, to comms promoting new services and solutions – can be intelligently automated.
Automate and accelerate everyday processes
Refocus on where you can make a difference in the business! Instead of being tied up with repetitive manual tasks, utilise automated processes and workflows, generate reports at the touch of a button, and use dashboards to monitor sales and project progress.
Technical Managers and Users
Equip your people with fit-for-purpose CRM technology that empowers your people and boosts your ability to delight clients.
Keeping cloud, mobility, and security in mind, you need a CRM solution that's easy to learn and use, improves productivity, and is available 24/7 – while keeping your data safe and sound. Simplify
Support the business's cloud-first strategy
With one of our cloud-based CRMs, your users can manage client relationships from anywhere. Gain unprecedented visibility of clients from every aspect - from sales, to marketing, to projects, and support – and leverage cloud storage to securely manage contracts through to project plans.
Make onboarding less of a thing
We use industry-leading CRM solutions specifically designed to increase user adoption and make your people productive and profitable more quickly. With client-related paperwork and data re-entry largely eliminated from BAU, so is the room for costly (or simply annoying) errors.
Move from Capex to Opex and make the money people happy!
Not only will one of our CRM solutions add value to your line-of-business applications, but you'll win kudos from the bean counters. With predictable monthly costs, and the ability to scale (up or down) along with company growth, your CRM will fit you perfectly for many, many years to come.
Reduce IT department costs and refocus on innovation
A managed cloud-based CRM will free your team from the demands of support. With automated patching, seamless updates, and always on delivery, you'll have the time to focus on adding value through optimising processes, automating workflows, and creating new customer experiences.