ConsultCRM

ConsultCRM

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London, GBR | View Address

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

ConsultCRM offers 10 applications:
Activity Summary (0 Reviews)
On-premises Application by: ConsultCRM
Release Date: 6/1/2011
Price: For Purchase
Activity Summary helps all Microsoft CRM users to work faster and more productively when reviewing the Activity list on a record. It’s great that you can store and track all the interactions you have with your Contacts, Accounts, etc. but in order to see the notes associated with those activities, it means clicking on each individual activity and opening it up. Activity... Read more
Auto Number (0 Reviews)
Add-in/Add-on by: ConsultCRM
Release Date: 8/1/2011
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
Bid Management (0 Reviews)
Add-in/Add-on by: ConsultCRM
Release Date: 2/1/2011
Price: For Purchase
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 capabilities already available such as... Read more
On-Premises and/or Online Application by: ConsultCRM
Release Date: 11/29/2011
Price: For Purchase
The new enhanced Enterprise Edition features full CRM integration available from within Excel, with CRM data CRM accessed via Excel Import Tool's Mapping Manager. Simple drag and drop between CRM Entities/Fields and Excel cells speeds the mapping process and makes the entire process extremely intuitive and simple. VERY importantly the Excel Import Tool provides full... Read more
Add-in/Add-on by: ConsultCRM
Release Date: 2/1/2011
Price: For Purchase
The ConsultCRM Service Level Agreement (SLA) Monitor works with the Contract and Contract Line capabilities, but 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... Read more
Data Mapper (0 Reviews)
Add-in/Add-on by: ConsultCRM
Release Date: 8/1/2011
Price: For Purchase
Microsoft CRM out of the box has some capability for mapping data from one (parent) record to another – ideal when creating a new record from the parent record as it saves a lot of time re-keying information that should naturally flow from one to the other. However, when you create a record in its own right, and then link it to the parent record – there’s no mapping, nor is... Read more
Global Search (0 Reviews)
On-Premises and/or Online Application by: ConsultCRM
Release Date: 2/1/2011
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: 2/1/2011
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: 2/1/2011
Price: For Purchase
Strategic Account Planning: ConsultCRM’s Strategic Account Planning Module is an application that helps sales managers and executives collaborate, plan, and manage goals and strategies for penetrating strategic accounts. ConsultCRM’s Strategic Account Planning is used by both sales managers and executives for creating and managing account plans and the associated... Read more
Visual Hierarchy (0 Reviews)
On-premises Application by: ConsultCRM
Release Date: 6/1/2011
Price: For Purchase
Are you keen 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 and opportunities. From here you can then click on any item in the hierarchy to... Read more