Salesforce and the Force.com development platform, and Microsoft’s Dynamics CRM (365) are the two leading CRM software providers on the market today. Both are excellent systems, with high customer satisfaction ratings, but each has their individual design features that may make one a better match for your particular circumstances than the other.

We are equally proficient in the design, implementation and development of both systems; and as independent consultants we are free to recommend the most appropriate CRM system for your specific business needs.

Existing CRM implementation?

If your existing CRM solution is no longer fulfilling your current requirements, it may be time to take a fresh look!

We can help by:

  • Analysing your needs to identify possible improvements
  • Revising the current configurations of your implementation
  • Rroviding Sandbox developments to try new ideas
  • Fixing bugs
  • Resolving problems

First-time CRM user?

During consultations and/or workshops with your teams – based on your specific situation – we will:

  • Analyse your working methods
  • Identify the features that are required, desired and optional
  • Recommend a “best match” solution
  • Provide a test site – proof of concept
  • Consider integration with existing systems, and pricing structures
  • Plan and carry out potential data migration

Additional Services

Although most features in both systems are set up through point and click configuration, there may be times when you need a more customised approach. In these cases our developers are able to customise for example triggers and workflows by using the proprietary programming languages of each system.

To get you up and running as quickly as possible, we also provide user training and will on demand create or update any existing documentation.