Our business was quickly expanding and it was obvious that we needed a CRM system to enable us to grow
without compromising on our high standards.
We took advice and recommendations from other CRM users and decided to look at both ACT! and Dynamics CRM.
ACT! seemed to be a fairly good system, but for us it was the functionality and compatibility with
outlook / excel etc, along with Solutions Shared’s demo that made it clear that Dynamics CRM was the right choice for us.
Once we had made the decision to use Dynamics CRM, and in particular to instruct Solutions Shared
to install and tailor Dynamics CRM, the hard work / headaches were a thing of the past.
With Solutions Shared at the helm our Dynamics CRM system, was quickly up and running. We had no interruptions to
our normal working life while installation took place and Solutions Shared
delivered an extremely professional service, with exceptional attention to detail.
The system was customised to our specific needs and Solutions Shared were very patient and nothing was too much trouble.
As we use the system in more and more depth and require further tweaks and additions Solutions Shared are there with
solutions and assistance through the monthly CRM support package. Solutions Shared is second to none!
The benefits of Dynamics CRM to us are:
Easy management of customer details – having all our contacts linked to accounts makes for quick searching.
Being able to track and follow an incoming lead to a proposal and then final acceptance.
Tracking and managing all activities associated with leads, proposal and ongoing work means we
never forget what needs to be done to meet customer expectations. In our case, allowing all the
team to see the current client projects in progress; if one of us is out of the office the other
members can always deal with incoming queries professionally.
The flexibility of the system is fantastic; with Solutions Shared’s support we have been able to customise
any part of the CRM process to fit our business.
An added extra we have taken is the KPI workbook; this a great business tool which harvests data from
CRM to give us weekly statistics on new leads, conversions rates etc which we can use to measure the
performance of the business.
Overall, we are able to manage and organise our clients and their work more efficiently.