CRM for Medium Sized Businesses

We recognise the unique needs of medium-sized firms for CRM solutions that exceed entry-level capabilities without the complexity associated with enterprise organisations.

From requirements scoping to implementation, user training and support we’ll help you unlock the potential of CRM.

No matter where you are in your CRM journey, whether you are planning to implement a new system, or if you've recently deployed Microsoft Dynamics 365, Preact will help you achieve rapid and sustained success from your CRM strategy.

Contact us to discuss your requirements and get advice from one of our CRM experts.

Integrating Your Business Processes

CRM is about more than just managing your sales and service. It's about achieving operational excellence by connecting processes to a single interface.

Whether you need to manage your customer projects, applications, products, field service teams, agreements and any other process or asset, we'll help you deploy an integrated CRM system that fits your bespoke requirements.

​Connect with Customers

Transform service delivery and delight your customers by leveraging CRM functions and services including:

  • Customer Portals - empower clients to interact outside of normal business hours to make service requests and update contact details
  • Knowledge Management - reduce case resolution times with contextual articles that help agents find solutions to frequently encountered issues.
  • Integrated Surveys - gather customer feedback and opinions about your products and service with integrated surveys. Use CRM processes to automatically trigger survey invitations and route responses.
  • Social Engagement - identify actionable social media posts and send these items to CRM when service issues and leads are identified.

​Marketing Automation

Generate, score, nurture and segment your leads with integrated marketing automation for CRM.

Reach out to potential leads from the beginning of their interaction and track digital actions to gain highly actionable insights with integrated marketing automation services that include dotmailer and Click Dimensions. READ MORE

Process Efficiency

Let CRM do much of the heavy lifting for you with highly configurable processes and automated workflows that translate complex processes into operational efficiency.

​Clear Business Insight

Turn data into insight with CRM business intelligence capabilities by assessing performance across all teams and processes to keep on track. Connect CRM with Power BI and transform your data into rich visuals.

​Microsoft Dynamics for Mid-Market Companies

Preact lead with Microsoft Dynamics 365 to address the needs of medium sized organisations.

If you've outgrown your existing CRM solution, contact us to learn more about Microsoft Dynamics and find out how we can help you to leverage amazing results from CRM.

Why Microsoft Dynamics 365?

Microsoft Dynamics is a centralised database that connects your technologies and streamlines your processes to care everywhere, sell effectively and market smarter. Get control of your business with Microsoft Dynamics.​

Read More

Ready to Implement?

We’ll get you started with Microsoft Dynamics CRM and we'll be on hand to answer user questions and share CRM best-practices. Phone us on 01628 661 810 and request a quotation to:

Carry out requirements scoping

Import your customer & sales data

Customise CRM to fit your sales & reporting requirements

Implement marketing automation processes

Map your business processes to CRM

Learn Dynamics CRM functionality

Configure access permissions & security roles

Connect CRM with existing applications & data sources