CRM Sales Force Automation

We implement CRM solutions that will help you manage your opportunities more efficiently and give you clear insight that will enhance your sales performance.

Leading with Microsoft Dynamics 365, we'll help you lower sales costs, increase account value and achieve your growth targets.

Leveraging familiar services and apps including Office 365, Skype, Excel and Outlook, we implement and support CRM systems that provide an intuitive experience to empower sales teams. 

Your data is accessible via web browser and mobile devices so you can always do business, wherever you work.

Finally, we help organisations develop smarter sales processes transforming repetitive, manual tasks into automated workflows that increase sales productivity.

Get started with Microsoft Dynamics 365 now and avoid upfront implementation costs with our Instant CRM for Sales package - this even includes free web training!

Contact us to find out more about our CRM solutions and to discuss your requirements.

Connect with Customers

Personalise each interaction using complete information about every contact and account from a single shared database that keeps you informed and prepared for every sales interaction. 

Quickly assess and edit this information – from anywhere!

See a clear picture of each relationship with access to service cases, demographic data, sales orders, recent emails, shared documents and more detail across virtually any device.

Increase Sales Productivity

Replace time consuming tasks with automated CRM workflows. These can include email notifications, lead scoring and intelligence driven alert cards that drive user actions and keep efforts profitably focused on selling.

Preact will help you develop connected processes to help you sell more efficiently and give you with actionable insight across your entire sales operation.

Prescriptive Selling

Increase conversions by following guided steps in CRM that reflect your methodology, best practices and business rules.

See where you are on every sales lead and opportunity - and what needs to happen next to reach a positive outcome.

Further prescriptive features include up-sell and cross-sell recommendation in new sales quotes and templates for project based sales to make sure that each quote is feasible and profitable.

Business Insights

  • Get visibility into the sales metrics that matter most to you and make informed decisions about your business.
  • Drill down and gain more actionable insight by connecting CRM with Power BI to bring sales data to life with graphical visualizations.
  • Assess the health of each customer relationship based on recent interactions using embedded business intelligence.
  • Leverage social media to identify and act on buying signals.

Increase Email Marketing Leads

Connect CRM with marketing automation services including Click Dimensions and dotmailer segment your audience, send personalised emails and identify the top prospects from each campaign.

Leverage nurture marketing to trigger automated campaigns using sales data to send a series of contextual emails and alert you when recipients respond.

Do Business Anywhere

Track Outlook emails in CRM on the go and access your sales data via mobile and tablet apps to do business anywhere with a consistent user experience across all devices.

Manage Products

Issues quotes quickly and accurately by referencing your product catalogues with product names, prices, descriptions and discount structures stored in CRM. 

Or, integrate these with your finance / ERP system. Microsoft Dynamics product management capabilities include hierarchical product families and product bundle options.

​Sell More When You Work Like a Network

Create winning proposals and presentations as a team with document management, real-time co-authoring, and sharing.

Harness the collective wisdom within your business by discovering and sharing sales ideas via Office 365 Groups

Reach experts in your organisation with instant messaging, voice and online meetings via Skype for Business.

​ How Preact Help Sales Teams Win With CRM

Before CRM can achieve these results, it is crucial that sales teams understand how the system will benefit them. 

Poor CRM user adoption is the prime reason why many projects fail to deliver their expected results.

Preact engage and educate sales teams to ensure requirements are heard. We demonstrate how CRM helps individuals sell more effectively to cultivate user adoption and empowerment from the outset. 

This approach helps overcome frequent user barriers to help your organisation gain early success from Microsoft Dynamics.

Read more about our approach and contact us to discuss your CRM requirements.

Our Customers Include...

Speak To Us

Phone 0800 381 1000 or email us, to discuss your requirements and arrange a demonstration to discover how Microsoft Dynamics and Preact will help you achieve your CRM goals.