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...
We've received excellent support from Preact through their account management, technical help and consultancy. A key part of this has been the continuity in speaking to people who understand our business and how we use Dynamics.
- DDC Dolphin
- Alan Hyde, Operations Director
I'd give Preact 10/10 for the way they are helping us manage Microsoft Dynamics CRM. We have high standards and it is to the credit of their team that we are satisfied. Preact work in professional manner but with flexibility and we don't find them to be corporate which is big attraction for us. They are always honest in their discussions with us and we’ve seen the value of their agile approach.
- STIHL GB
- Jamie Eyton-Jones, IT Analyst
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 make a big difference by having a working knowledge of our CRM system and our business processes. I’ve found their team to be informal and friendly and they’ve always demonstrated a willingness to go the extra mile and understand our business.
- In Communication
- Sebastian Stungo
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