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We are CRM Consultancy

We do CRM, helping businesses link with their Customers to drive sales and better relationships, specifically focusing on Dynamics CRM and supporting components.

What we do..

We deliver Dynamics CRM but we understand that any CRM System is simply a collection of functionality and systems that can help a business. The ‘can’ here is where we come in – we aim to understand and partner with your business to turn the CRM System into a success, so our people speak and think your business when you need us.

So whilst we can supply the technical aspects of CRM in Customisation, development of Business Logic, Reports and whole Integrations; more crucially understanding your business allows us to advise when to implement these aspects of CRM, and likewise, when not to.

Aimed at supporting your CRM Strategy within the business, rather than simply building another IT System. How do we do this? Well, we have been working with CRM for over 10 years, and having seen a range of projects with different teams across different business sectors – and so we’ve seen the huge sometimes disastrously over-engineered projects all the way down to the little-used largely forgotten projects, and we’ve helped correct both.

Along the way we have compiled a formula on how to help make these projects work, and whilst the technical stuff is important, that formula is all around knowing the business well enough to be a true partner and advise when that technical stuff is required and when it really isn’t.

This also helps us focus on the important points to our client, and so when we do, we make sure we do it properly.

Paul McQuillan, Managing Director

An accomplished CRM Consultant with over a decade of experience in Business Analysis and CRM Solution Design; with technical specialisation in Dynamics CRM and Sharepoint. Extensive experience of managing, consulting and developing numerous CRM and Business Process Improvement Projects ranging across different project sizes and industry verticals.

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  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue

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