Our services are driven by understanding, translating and delivering your CRM business objectives in the most efficient manner possible, whilst also respecting your budget.

Concise CRM can provide the following services:

CRM Consultancy

Implementing a new CRM system requires specialist technology skills, business acumen and a deep understanding of the culture nuances that go hand-in-hand with a technology implementation of this type.

Concise CRM consultants offer vast experience spanning over 20 years, multiple systems and many business sectors. Driven to meet and exceed your expectations, they can provide the specialist insight to ensure CRM success, provided on a contractual or ad hoc basis. Which means your business benefits from best practice guidance and industry insight without diverting your internal IT resources from vital business-as-usual activity.

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CRM Solution Design

Once you have decided to invest in CRM for your business, you need to choose which product and which partner. We believe that Microsoft Dynamics is the best product available for most businesses, based on familiar user experience, superb configuration and enhanced capability, integration with Microsoft Office and choice of on-premise or cloud deployments.

As a partner, we listen before we suggest a solution and our ‘business-first’ approach always focuses on your needs and not the software. We follow a highly developed implementation methodology based on Microsoft’s own ‘Sure Step’ programme and our adaptable project planning keeps your solution implementation as simple as possible, whilst ensuring goals are met effectively and on time.

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When migrating from another CRM system to Dynamics CRM, we understand your need to minimise business disruption, maximise user adoption and keep costs to a minimum. Our goals are to ensure your transition to Dynamics CRM is faster, easier, effective and more cost efficient.

With a fully project-managed consultancy programme from Concise CRM you benefit from pre-built data migration scripts and a proven methodology. We ensure that the solution we implement minimises the learning curve for users and guarantees your business continuity from beginning to end.

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Change Management

To remain competitive all businesses have to monitor their markets, and continually adapt and evolve. Processes and information needs never remain constant for very long and people come and go within your business. To remain relevant and continue to deliver real business value, your CRM systems must also face ongoing revaluation and change.

Concise CRM consultants will work closely with you and your business stakeholders to understand your current and future business needs and how they may affect, or more importantly be enhanced by, CRM.  We will then help you develop a results-based, actionable plan for ongoing change management, blending technology and culture, to ensure that your investment remains relevant, effective and adopted.

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Trained users are more effective and happy users. Concise CRM provides bespoke training services fully targeted to each user’s role-specific needs. Many areas of CRM are used by all types of users, not just those in sales, marketing and customer service functions, so our core ethos is to align training to role and best practice, not generic areas of functionality.

We will work with you to understand your requirements and re-assess your current or planned usage, providing you with a programme that spans product functionality and the related processes that drive your business.

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Entrust Concise CRM to provide telephone, email and web support services for your Dynamics CRM solution. Our comprehensive support services never leave you exposed and we recognise that support doesn’t start and stop at fixing technical issues.

We promise fast response times and a comprehensive range of support so your users can get the best use from the system. A dedicated account manager will spend time getting to know your business and provide proactive guidance on useful system functionality, forthcoming product updates and releases, and more.

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