CRM Services

CRM Consulting Services

Salesforce, Oracle CRM and Microsoft Dynamics — implemented and integrated with your ERP.

3CRM platforms supported

ERPintegrated quotes & orders

5service offerings

Salesforce

We implement and optimise Salesforce Sales Cloud and Service Cloud so your teams have a single view of every customer.

Sales and service process design
Configuration, automation and approval flows
Data migration and deduplication
Reports and dashboards for sales leadership
Integration with Oracle ERP and billing

Oracle CRM

For organisations on the Oracle stack, we configure Oracle CX and CRM capabilities that share data natively with Oracle ERP.

Lead, opportunity and quote management
Customer data alignment with ERP
Order handoff to Oracle order management
Role-based security and territories
User training and adoption support

Microsoft Dynamics 365

We help Microsoft-centric organisations get value from Dynamics 365, connected to the rest of their systems.

Dynamics 365 Sales and Customer Service setup
Power Platform automation
Outlook and Teams integration
ERP and data platform integration
Ongoing enhancements and support

Why choose us

How we help

A CRM is only as good as the data and processes behind it. We design CRM around how your teams sell and serve, and connect it to ERP so quotes, orders and invoices stay consistent.

CRM Strategy

Platform selection and a phased roadmap.

Implementation

Configuration, automation and data migration.

Integration

Connecting CRM with ERP, billing and marketing tools.

Analytics

Pipeline, forecast and service dashboards.

Support

Enhancements, admin support and training.

Talk to us about CRM Services

Whether you are choosing a CRM or improving the one you have, talk to us about the next step.