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...

Read All Testimonials