ConsultCRM

ConsultCRM

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London, GBR | View Map & Address

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

ConsultCRM offers 8 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
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
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
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