ConsultCRM continues to grow with further enhancements and developments across our client base. One of our leading construction design engineering clients has extended their CRM licence deployment from 1,000 to 3,000 users with plans for harnessing the CRM application beyond the core bid management facilities in line with Microsoft’s XRM strategy. XRM allows clients to squeeze maximum value out of each CRM licence by using the system as a platform technology for managing any type of relationship across the enterprise. Clients have harnessed this XRM approach in Microsoft CRM  for handling everything from Employee Management to Property and Asset Management. This highlights the low Total Cost of Ownership associated with Microsoft CRM given its inherent flexibility, coupled with the ease of use through the familiar Office/Outlook environment for all staff in the organisation.

Hosted Microsoft CRM continues to attract more business from a variety of sectors and our most recent wins include a firm of solicitors who will use the system for their core contact relationship management. A leading marketing services firm specialising in IT partner channel development has also extended their hosted CRM deployment to manage the growth in their business activities.

In the manufacturing sector we have seen further adoption of ConsultCRM’s Add-ons. The Italian division of a major automotive manufacturer has purchased ConsultCRM’s Auto-numbering add-on which allows you to auto-generate sequential numbering on any entity record in Microsoft CRM to provide ease of administration, improved auditing and more accurate searching

Another busy month for ConsultCRM with 5 new client wins and a host of project extensions from our existing clients.

Among these are a London based property firm that has chosen ConsultCRM to support their deployment of Microsoft CRM, and an international asset management firm that has adopted the ConsultCRM Audit Tool Add-on for Microsoft CRM.

One of the UK’s leading charity organisations involved in campaigning for their members, provision of support, training, employment and care services, has chosen ConsultCRM to help with their implementation of Microsoft CRM. The system will help with all aspects of relationship management with longer term plans to integrate SharePoint.

Another professional services training firm, leaders in financial education for investment bankers serving clients across Europe, the Americas and Asia, has chosen ConsultCRM to deploy their Microsoft CRM solution. This will provide a comprehensive relationship management system tied into their sales and marketing efforts.

In the world of commercial finance, work started for a leading Paris based firm delivering the configuration of their hosted Microsoft CRM platform to support their business development teams. Another commercial finance client continued their phased international roll-out with the launch of their Ireland phase, having successfully deployed Microsoft CRM across Poland, France and Germany.

The commercial finance arm of an international bank headquartered in Paris has chosen ConsultCRM to help implement their Microsoft CRM solution. The system will help the sales operation with improved introducer insight, client intelligence, and enhanced management information reporting.

ConsultCRM has been chosen as the Dynamics CRM implementation partner to work with an award winning specialist in IP communications, systems integration and applications development. The company has with over 25 years experience offering IP Telephony (VoIP) and Contact Centres, Voice and Data Networking and Software Applications. The CRM system will be deployed with an extensive remit covering sales, marketing and customers service, including an integration to Sage Financials.

ConsultCRM has been appointed  to help a leading insurance and employee benefits consultancy with their deployment of Microsoft CRM. The solution will help the organisation with deeper client insight and business opportunity tracking.

Work got underway this month with the implementation of Microsoft CRM to manage customer service enquiries at one of the UK’s largest Infrastructure Services joint ventures linked to the Highways Agency. ConsultCRM is providing a comprehensive helpdesk capability with integrated data feeding from their logistics and planning system.

In the world of Finance ConsultCRM is helping the investment arm of an international bank with their implementation of Microsoft Dynamics CRM to help their global sales operation manage their pipeline of deals, including tailored dashboard views. The opportunity deal flow tracks variety of financial products through various stages from Active Dialog to Letter of Intent and Contract Signature. A deal approval process is also embedded and the client profiling includes financial history dashboards to help their 140 sales staff gain deeper client insight in their day-to-day dealings with clients.

Another busy month for the teams at ConsultCRM as on of the UKs largest independent software providers embarks fully on their transition from an old Pivotal CRM system onto Microsoft Dynamics CRM. The roll out, already up to 200 users, will culminate in 800 users of the system across multiple locations and multiple business units.

Expanding ConsultCRM’s  portfolio of add-ons for Microsoft CRM is the new Excel Import Add-on. This tool has been keenly adopted by a number of clients as it accelerates and simplifies the data importing process.

With more clients realising the ease and flexibility of using Microsoft CRM in a hosted environment, ConsultCRM is helping a UK based international firm focused on equine nutrition to implement hosted Microsoft Dynamics CRM. This will help them to effectively manage their prospecting, marketing, sales pipeline, and contact management, with reports integration to their existing Opera Accounts system.

One of the UK’s most respected on-demand managed communications service providers has engaged ConsultCRM to revitalise their current in-house implemented Dynamics CRM solution. The improvements will help them to sharpen their sales opportunity tracking, forecast reporting and marketing efforts.

This month a number of new and existing clients have taken up ConsultCRM’s Add-on products including the Audit Tool for in-depth auditing in Microsoft CRM, as well as our System Integration and SharePoint Integration Tools.

Amongst these are a number of new clients including one of the UK’s  largest independent software companies that has engaged ConsultCRM to assist in the deployment of Microsoft CRM in a multi-site deployment spanning hundreds of staff. The implementation spans staff in sales, marketing and customer service.

One of the world’s leading tea producers employing over 50,000 staff across the globe has chosen ConsultCRM to deploy Microsoft Dynamics CRM initially to support their commercial operations and account management. The system will support a global staff with core centres in New York and London ensuring improved client relationship management, enhanced further by integration to Microsoft Dynamics NAV accounting to ensure sales staff have the latest client transaction information at their fingertips.

ConsultCRM’s Audit Tool for Microsoft CRM is proving popular with yet more purchases including a leading social enterprise client that connects employees and employers. The ability to track and dynamically report on any field changes in the system is helping them improve audit trail analysis and helps with corporate compliance needs.

A membership organisation supporting finance officers in the education sector has engaged ConsultCRM to deploy a complete Event Management module integrated directly within Microsoft CRM. This will help them co-ordinate more efficiently their best practice and financial guidance seminars.

A leading south coast commercial property specialist has adopted the Blackberry mobile integration add-on for Microsoft CRM ensuring their field based staff remain productive whilst on the move, updating the CRM system from their Blackberry.

www.AdeoPoint.co.uk:

An exciting new business division has been set up to cater specifically for clients interested in bringing SharePoint to life. (Windows SharePoint Services (WSS) is already included and available in Windows Server 2003/8). Whilst some clients have built a strong understanding  of SharePoint’s ability to handle document management, CRM integration, collaboration, portals, intranets and business intelligence dashboards, many clients are just waking up to its potential. The new ConsultCRM division is branded separately as AdeoPoint and is led by one of the UK’s leading lights in SharePoint with a vast experience in this field. Already clients have been booking on to our SharePoint introductory training courses, taking advantage of discovery workshops, and the availability of this deep expertise means that clients with sophisticated, ambitious SharePoint plans are now  also engaging AdeoPoint for consulting and delivery of some very substantial SharePoint projects.

One of the world’s leading providers of scientific data for academic and pharmaceutical research has chosen Microsoft CRM to replace their existing client management system, integrate their accounting system and drive more efficiencies. ConsultCRM will be helping them every step of the way.

One of London’s largest property firms has engaged ConsultCRM to help them with their staff training programme focused on Microsoft CRM.

A leading growth equity firm that provides capital and strategic support for growth companies has engaged ConsultCRM to implement Microsoft CRM for their UK and USA operations. The CRM project is focused initially on delivering contact management for their relationship managers.

Bibby Financial Services Puts Customer Strategy First with ConsultCRM - click here

ConsultCRM continues with our programme of add-on offerings for Microsoft CRM with the launch of a new software Bugs and Defect Tracking module. Meanwhile our Audit Tool continues to prove popular with more clients harnessing the power to audit data from any record.

ConsultCRM has also been helping a biosciences company specialising in genotyping and forensic analysis to improve their Microsoft CRM system with a range of services to fine tune their configurations.

A host of existing clients from sectors including property, consulting, media, investment and leasing have kept the ConsultCRM team busy with a range of additional services and new project phases to further enhance their Microsoft CRM implementations.

Amongst some tremendous new business wins this month, ConsultCRM has embarked on a global, phased  deployment of Microsoft Dynamics CRM for a UK based international financial services company. The solution will integrate data from their current platform, replace an old CRM system, and support all the core sales and marketing efforts. With operations in mainland Europe, UK, Australia, India and USA, they are the largest independent invoice finance provider in the UK, providing cash flow funding for nearly 3,000 businesses, handling annual client turnover of more than £3.4billion.

Further new business wins include the provision of a call scripting capability for a major UK water utility in their inbound customer call centre. This will enable easy configuration of scripting and branching within Microsoft Dynamics CRM, with options to extend the scripting facility out to the website whilst retaining the results in Dynamics CRM.

In the world of TV and film, a leading UK provider of post-production and media access services (Subtitling, Audio Description & Signing) to some of the biggest names in the entertainment and media industry has chosen to work with ConsultCRM to implement Microsoft Dynamics CRM. The system will initially focus on managing their internal processing of jobs, integrating their existing systems, and later phases will extend to their sales and marketing operations.

A further project is underway with a leading global growth equity firm that provides capital and strategic support for growth companies. The CRM project is focused initially on delivering contact management for their relationship managers.

Further enhancements have also been added to an existing client in the publications and on-line media sector to enable detailed invoice batch visibility based on selected line items on orders in CRM for advertisements in their publications.

Another ConsultCRM Add-on product for Microsoft CRM 4.0 comes to market this month with the launch of Audit Tool. Now you can see clearly who did what when, as well as the detail behind the changes. This powerful yet easy to deploy solution enables dynamic auditing of any part of Microsoft CRM, including your custom entities, providing a comprehensive audit trail with auto-generated dynamic reports tracking point-in-time changes for any field in the system.

Another great win this month as one of the UK’s leading train leasing companies with an asset base exceeding £3 billion appoints ConsultCRM to implement Microsoft Dynamics CRM to enhance their business development and relationship management activities.

A leading financial solutions group delivering offshore investment services to a wide range of institutions, investment professionals, financial advisers and individuals has engaged ConsultCRM to further enhance and upgrade their existing Microsoft CRM deployment. Continuing the theme, a London based asset management firm has engaged ConsultCRM in a major migration exercise from Pivotal CRM to Microsoft Dynamics CRM.

Interest in ConsultCRM’s range of add-on products for Microsoft CRM continues with further orders for the sophisticated eMarketing module, Training Course Management module, and SLA Monitor for helpdesks.

ConsultCRM wins a major new client in the defence sector. Microsoft CRM is to be deployed for this hi-tech manufacturing firm to facilitate complex bid management including the Miller Heiman sales process with detailed reporting.

ConsultCRM announces full availability of some fantastic new add-on products for Microsoft Dynamics CRM 4.0.

Service and helpdesk managers can now take advantage of ConsultCRM’s SLA Monitor and RMA tracking add-ons, and B2B clients focused on key account management can take advantage of the newly available Strategic Account Planning Module. This helps clients track annual account plans, and view contact relationships in more depth along with call pattern planning.

ConsultCRM sees another great month for client wins including a UK based international engineering and contracting company, adopting Microsoft Dynamics CRM to enhance their bid management and account management.

Further wins include a non-departmental public body accountable to the Department of Business, Enterprise and Regulatory Reform. The system will track all key relationships, log enquiries and manage marketing activities.

In the technology sector, a control systems integration specialist and an IT managed service provider have come to ConsultCRM for training on their existing Microsoft Dynamics CRM solutions.

Further system upgrades are also underway for the handful of clients who remain on version 3.0 and have seen the benefit of adopting Dynamics CRM 4.0

Despite challenging times in the Finance sector, ConsultCRM has started working with the investment services division of an international bank focused on supporting their sales operation with Microsoft Dynamics CRM.

Two management consulting firms have also taken up ConsultCRM services for implementation and training on Dynamics CRM 4.0 for relationship management.

A specialist publisher has enlisted ConsultCRM to enable complex advert sales invoice creation from multiple order lines on a single order in Microsoft CRM.

Most of our clients have now been upgraded to Microsoft CRM version 4.0 and the latest client this month has also adopted our Exchequer Accounts integration.

ConsultCRM’s SLA Monitor (add-on) is also now fully available on Dynamics CRM Version 4.0

ConsultCRM is helping a virtualised IT specialist provider to migrate off salesforce.com onto Microsoft CRM – this will include the sophisticated email marketing add-on CommuniGator for Microsoft CRM.

We have also been called in to rescue two clients who initially chose the wrong partner to help them with their Microsoft CRM implementation. One client in the energy sector has a significant Microsoft CRM integration requirement and another involved in business services required assistance with a unique complexity around mail merging to Word.

The Sage Line 50 connector to Microsoft CRM has also now been implemented for a client in the airline industry.

ConsultCRM has won a major contract with an international medical firm providing specialist cell measurement product to harness Microsoft CRM for sales and reporting.

More of our clients including a major medical insurance provider have upgraded to the new Microsoft CRM version 4.0 and a professional services firm has also added integration to Microsoft SharePoint for seamless document management through the CRM system.

Following ConsultCRM’s successful implementation and go-live, a UK based international consulting firm has now deployed Microsoft CRM across its 160 sales staff for tracking engagement opportunities, relationship management and integration to their finance system.

ConsultCRM is also helping a Manchester based firm of chartered surveyors to implement our Microsoft CRM for Property industry accelerator to track and manage all fee earning activities, jobs and commercial properties.