ConsultCRM

ConsultCRM

4.5 stars (Rated by 17 customers)

London, London, GBR | View Map & Address

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Phone: +44 (0) 845 450 1427
Fax: +44 (0) 845 450 1428

ConsultCRM offers 11 applications:
On-Premises and/or Online Application by: ConsultCRM
Release Date: 29/11/2011
Price: For Purchase
The Excel Import Tool for Microsoft CRM is the ideal enhancement for users of CRM who import data on a regular basis. Simple drag and drop between CRM Entities/Fields and Excel cells speeds the mapping process and makes the entire process extremely intuitive and simple. Excel Import Tool provides full validation of data before populating into CRM records. This eliminates the... Read more
Add-in/Add-on by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
ClickDimensions Marketing Automation for Microsoft CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritise the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Form Capture and more. We allow organisations to discover who is interested in their products, quantify... Read more
Add-in/Add-on by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
To see video, click on Demo button. If your organisation is involved in large bids with complex, multi-party involvement through lengthy sales cycles, it is essential to be able to track all aspects of the bid from identification to contract award. ConsultCRM's Bid Management module blends seamlessly within Microsoft CRM allowing you to take advantage of all the... Read more
Auto Number (0 Reviews)
Add-in/Add-on by: ConsultCRM
Release Date: 01/08/2011
Price: For Purchase
Do you need sequential number tracking on records that you create in Microsoft CRM? Currently there is only a limited facility for tracking unique (not sequential) numbers, and only on very few records (such as Cases and Contracts). Auto Number from ConsultCRM solves this issue and helps clients ensure consistency in tracking of various record types in Microsoft CRM. ... Read more
Add-in/Add-on by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
Computer Telephony Integration provides click–to-dial, screen-popping and Caller Line Identification. CTI integrates to most of the common telephony switch providers. intelli-CTi™ enables the simple integration of your software applications, such as CRM, and your telephony system providing Computer Telephony Integration (CTI) and the following benefits: - Streamlined... Read more
Add-in/Add-on by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
Experlogix extends Microsoft CRM (versions 4.0 and 2011 on-premises and on-line) into a sophisticated pricing and product configuration system by expertly guiding users through every aspect of a CRM Opportunity, Quote, Order or Service Contract. It even works off-line, so your traveling reps are never at a disadvantage. Built on the same .NET / SQL Server platform as... Read more
Add-in/Add-on by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
The ConsultCRM Service Level Agreement (SLA) Monitor works with Cases and Contracts, and augments this with a Monitoring programme, a Time Credit record and a 3-stage alert functionality. The function calculates the date and time that the 3 stages need to be responded by; the remaining time left and the percentage of time remaining. The Monitor continually calculates the... Read more
On-Premises and/or Online Application by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
Currently in Microsoft CRM, when you use the Quick Search, you have to first navigate to the record type (Company or Lead) before you can do you search. You cannot search across multiple record types (entities) all in one go. ConsultCRM’s Global Search add-on solves this issue to simplify and speed up your searching. Just enter your search name, and it will automatically... Read more
Component by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
Multi Select Picklist is an enhancement to the picklist capability within Microsoft CRM, allowing users to create a picklist with multiple values. ConsultCRM have developed this component to allow Multiple Pick List values to be stored and reported on within Microsoft CRM. Read more
Add-in/Add-on by: ConsultCRM
Release Date: 01/02/2011
Price: For Purchase
ConsultCRM’s Strategic Account Management Module for Microsoft CRM for Dynamics CRM 2013 is a solution that helps sales managers and executives collaborate, plan, and manage goals and strategies for penetrating strategic accounts. ConsultCRM’s Strategic Account Management is for sales managers and executives to create and manage key account plans, contact call planning and... Read more
On-premises Application by: ConsultCRM
Release Date: 01/06/2011
Price: For Purchase
Do you want to reduce clicks and get to the information you need faster in Microsoft CRM? Now you can see an expanded hierarchy of items for a record in its own right, as well as all the subsidiary company records for an Account in one screen - drill further and see their contacts, activities, opportunities, and any other record type in the system. You can also have multiple... Read more
ConsultCRM offers 4 professional services:
Consulting, Professional Service by: ConsultCRM
Price: For Purchase
Migration Services for Microsoft Dynamics CRM "Painless data migration from ConsultCRM" With ConsultCRM’s system migration services you can move data from most applications to Microsoft Dynamics CRM safely and painlessly, including your custom data which you can then review during the migration process and can be held in custom entities in Microsoft Dynamics CRM. ConsultCRM’s... Read more
Consulting, Professional Service by: ConsultCRM
Price: For Purchase
Our Client Services Division is dedicated to helping clients succeed with their Microsoft CRM solution. Whether your system was implemented by ConsultCRM or another party, it is essential to have reliable, knowledgeable advice to ensure your CRM system runs smoothly. We have a range of support offerings that should suit your needs. Consider it your “insurance policy” for an... Read more
Systems Integration by: ConsultCRM
Price: For Purchase
Gain a Complete Picture of Your Customers through Integration Customer Relationship Management (CRM) systems, often referred to as front office systems, and Enterprise Resource Planning (ERP) systems, often referred to as back office systems, can be integrated to provide a more complete view of your customer. Some typical front to back office integration points are: -... Read more
Training by: ConsultCRM
Price: For Purchase
Working in a close partnership with a ConsultCRM Consultant, we will guide you through the processes that can be utilised in your chosen customer relationship management software to help you achieve your objectives. CRM Training Services. Our training services philosophy is focused at skills transfer. We aim to improve your understanding, through the use of a 'modular... Read more