Our Clients & Success Stories

Preact has been providing businesses of all sizes a complete range of CRM consulting services for more than 25 years. During this time we have implemented solutions, delivered training and provided support for thousands of satisfied users. 

Call +44(0)1628 661 810 or email sales@preact.co.uk, to discuss your requirements and find out how Preact will help you achieve your CRM goals. 

 A selection of our clients and their success stories are shown below:

Fourfront Group (Construction, Design & Consultancy)

  • The requirement - a unified CRM solution to connect business processes and improve reporting. Microsoft Dynamics 365 was deployed in the cloud and shared by 100 users across the Group’s companies.
  • Outcomes included - transformed group-wide reporting through data-driven decision making, consistent handling and visibility of business-critical processes, improved collaboration and optimised resource allocation.

BeBa Energy (Renewable Energy)

  • The requirement - initially, BeBa Energy sought a CRM system to manage its sales processes but soon needed broader capabilities to manage its projects and servicing.
  • Outcomes included - connected key business processes, helped the company to expand and weather market turbulence, improve service delivery through Dynamics web portal and proactive maintenance.

DDC Dolphin (Hygiene & Infection Control Technology)

  • The requirement - connect business processes across sales, servicing and marketing and streamline reporting.
  • Outcomes included - numerous time saving processes to increase productivity, gaining quicker performance insights, greater flexibility to manage service visits and customer assets and improved service delivery.

BCR Associates (Business Consultancy)

  • The requirement - a new CRM solution to better help the company build and maintain profitable long term customer relationships and support their long term business growth.
  • Outcomes included - greater user engagement and sentiment towards CRM, higher levels of customer satisfaction and increased billing, new actionable insights from CRM data, increased mobile productivity and increased self-sufficiency to manage Dynamics.

Mencap (Charity)

  • The requirement - Mencap sought a new relationship management solution to connect their team and improve communication throughout the organisation.
  • Outcomes included - secured increased local authority contracts by demonstrating more efficient process management, greater transparency and communication between teams and increased reporting compliance.

ramsac (IT Consultancy & Support)

  • The requirement - improve process efficiency, connect staff to a single data source and provide scalability to support future growth.
  • Outcomes included - reducing manual admin tasks, improved service delivery by connecting all field & office based staff to a shared CRM database, real-time reporting across key metrics and improved cash-flow by shortening billing timelines.

The Matthew Project (Charity)

  • The requirement - a new CRM system to track and report on its process for continued project funding.
  • Outcomes included - accurate data capture at point of source, paperless processing, reporting funding compliance and data-driven insights to improve coverage and service.

Source Telecom (Telecoms)

  • The requirement - a new CRM partner to help the company transform the efficiency of its business processes by developing their Microsoft Dynamics system.
  • Outcomes included - fully connected processing from sales lead to order, improved data quality and process consistency, removed duplication of effort with Dynamics and Sage 50 integration, improved nurturing of prospects through integrated email campaigns.

In Communications (Conferencing Services)

  • The requirement - a new partner to help turn around their Dynamics project following an initial implementation which had failed to deliver the expected results.
  • Outcomes included - accurate real-time reporting of service level agreements and other performance indicators, increased productivity by removing manual reporting steps and increased user engagement.

Dorset Mental Health Forum (Charity)

  • The requirement - the organisation sought a new solution to centralise its contact data and develop smarter processes that would provide high quality data-driven reporting.
  • Outcomes included - greater consistency in handling key business processes, clearer performance insight, greater transparency in reporting support stakeholder engagements. Unlocked more capabilities of Dynamics 365 through Preact’s managed service.

Drax UK (Techology & Professional Services)

  • The requirement - the company sought a new CRM system to support its growth plan that would centralise its customer data and improve process efficiency.
  • Outcomes included - new insights from sales and other business data, increased mobility for sales users, centralised management of all sales processes and clear relationship view enabling targeted marketing messages.

STIHL (Manufacturer)

  • The requirement - a new partner to help the company upgrade its Dynamics system and support their continued usage of the application.
  • Outcomes included - improved internal CRM expertise with ongoing Dynamics mentoring, advice and training through our managed service.

Able Canopies (Construction)

  • The requirement - connect key business processes and customer information to a single interface.
  • Outcomes included - more efficient processes that consuming fewer resources, better profiling of contacts to support targeted and integrated email marketing campaigns and improved productivity of remote workers.   

Children's Food Trust (Charity)

  • The requirement -  a new business partner to help upgrade and migrate their Dynamics solution to the cloud and support continued development.
  • Outcomes included - increased reporting insight, greater user engagement, more efficient execution of business processes and easier access to customer information.

THSP (Risk Management Services)

  • The requirement - improve process efficiency, achieve greater reporting insight and better share data throughout the organisation.
  • Outcomes included - improved team communication, automated processes & Sage 200 integration, real-time measurement of progress across KPI's and targeted marketing campaigns.

Our Clients Include


Charity & Non-Profit




IT & Telecommunications


Professional Services


Financial Services


Get in Touch

Call +44(0)1628 661 810 or email sales@preact.co.uk, to discuss your requirements and discover how Preact will help you achieve your CRM goals.

What Our Customers Say

Read All Testimonials