CRM for Professional Services
All professional services organisations have a shared goal: to deliver specialized expertise to their clients and provide unmatched levels of service.
CRM technology enables your people to consistently deliver these high-quality services and keep client acquisition, and retention, firmly in focus.
Whether your business operates in consulting, IT services, membership, engineering, marketing, advertising, surveying, or other business services, Microsoft Dynamics will fit your strategy, and help you meet these challenges.
As a PSO and a Microsoft CRM Gold Partner, Preact has strategic knowledge and extensive experience of implementing and supporting CRM solutions for professional services firms.
Our expertise includes:
- Connecting sales, service, marketing, projects and finance to a single integrated platform
- Service care processes with automated case routing and SLA monitoring
- Tracking billable time and expenses
- Organising resources to meet time and utilization requirements
- Project management automation
- Role based CRM dashboards that improve relationship intelligence
- Document and knowledge management
- Contract / Membership / Subscription / Renewal processes
- Event management
Contact us to discuss your requirements and arrange a demonstration to discover how Microsoft Dynamics and Preact will help you achieve your CRM goals.
Our professional services clients include...
Preact supply us with excellent CRM support and are easy to contact. There have been many instances in which their support team has gone above and beyond what I expected, in particular sharing their know-how and extra insight which helps us handle similar issues in the future. I find that other suppliers are quick to close cases but Preact are not like that. They immediately acknowledge issues, keep me updated and check that I am happy before closing down cases. I have no hesitation in recommending their services for any organization that needs help with Microsoft Dynamics CRM.
- Sally Turner, Support Manager
Preact have consistently delivered a high level of customer care and attention to detail. I find their team to be professional, knowledgeable, credible and responsive. We have worked with other developers in the past and I’ve never had more confidence in a firm than I do with Preact. Their technical knowledge of the Microsoft Dynamics platform is second to none.
- Dan May, Commercial Director
Preact's sales engagement and delivery processes were seamless. Our consultant clearly had a good brief and his knowledge and experience in applying CRM to businesses in our industry was exceptional. His insight and advice was of great value when making critical decisions during our implementation. We've enjoyed a fantastic experience partnering with Preact I would recommend them to any organisation implementing Microsoft Dynamics CRM.
- alwaysOn Group
- Alan Back, Managing Director
From my experience I would recommend Preact to any organisation implementing Microsoft Dynamics CRM. They tailor their approach effectively and have proved to be very innovative in developing and applying solutions. Most importantly – they want to help their clients to experience the very best that CRM has to offer.
- The Health & Safety People
A BIG thank you our CRM training course. It was a hugely informative and completely bespoke session that offered excellent value for money, and we look forward to working together again with you and your brilliant trainer again soon.
- Actemium UK
- Caroline Britain, Business Development