Create and manage great relationships

We help you meet your sales and marketing objectives and manage relationships. Having a scalable CRM solution that supports you is critical for success. We provide a full range of CRM services from upgrade, through to new project implementation and ongoing support.

We help organisations;

  • Improve sales performance of their teams
  • by upgrading their CRM to powerful tool
  • Engage with prospects more effectively
  • Win more deals
  • Provide clear sales reporting

Microsoft Dynamics 365 for Sales

Dynamics 365 for Sales is Microsoft’s leading CRM solution. It is a flexible, cloud based solution that provides lots of functionality out of the box and can be easily tailored to suit your organisation. It provides capability that supports lead tracking, sales workflows, reporting, opportunity management, pipeline management and more. It can also be easily integrated with other Microsoft products including Office 365, Dynamics 365 for Finance and Operations (FOEE) and Adobe Marketing cloud.  There are other third party connectors available.

Boost productivity – Seamlessly connect business process data with Office 365 and LinkedIn data to save time at every step of the process, allowing you to focus on what counts.

Track Sales Performance – With analytics dashboards showing historical and predictive data you have greater visibility of sales performance and you team activity.

Tailored to you – Easily shape the system to your sales process, extend and connect to other apps and services you already use.  Decide on your target industries and buyer personas, personalise your dashboard to show everything you need to know at a glance.

Sell smarter with artificial intelligence (AI) – Get recommendations and guidance at every stage of the process with built-in intelligence, helping you move deals and prospects forward.

Make it Personal – Using the integrated LinkedIn Sales Navigator, easily find out everything you need to know about your target audience and engage at a personal level.

“Incremental delivered this project in record time.  They clearly have deep expertise and experience of D365.  They preconfigured a lot of the functionality during pre-sales which gave us a head start, and also had a unique approach to training that enabled it to be carried out in multiple time zones in a very short period of time.”
Fiona MacLeod, Global Strategic Account Manager, Swire Oilfield Services

Global CRM implementation case study

Dynamics 365 for Sales supports 70% in-year revenue growth

“A robust CRM system was one of the key building blocks we needed in order to successfully execute our new commercial strategy.  Dynamics 365 for Sales was in place within a matter of days, enabling the sales team better manage opportunities and the business to make decisions based on an accurate forecast.”

Jennifer Adams, Corporate Development Director, Incremental Group

Read the full case study

Our Services

  • Requirements - Gather your requirements by working with your team and design a solution that meets your needs now and in the future. We will run workshops with your sales and marketing team to identify and challenge your processes and needs.
  • Implement - We will implement the solution in a number of weeks, including helping you get up to speed, migrating your data and setting up your reports.
  • Data migration - we help you get your data into shape to work with your new CRM
  • Training - We provide upfront training and refresher courses to make sure your business users get the most out of the solution and your business sees the benefit of your investment.
  • Upgrade - We will take your existing system and we will perform an upgrade, migrating everything onto the new system.
  • Re-implementation - for legacy systems or systems that have got out of shape, We can put you back on track with an upgrade or a re-implementation.
  • Support - we provide ongoing support to make sure your CRM keeps delivering for you, from help desk to ongoing training we have you covered.

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