Microsoft Dynamics CRM

Microsoft Dynamics and Charteris - the true specialists

From first customer contact to after-sales service, Microsoft Dynamics CRM provides web-enabled customer relationship management solutions to automate day-to-day tasks for sales, customer service, field service, call centre and marketing professionals.

It provides users with a familiar interface (based on Microsoft Outlook) to manage all aspects of the customer relationship to help you strengthen customer service and loyalty and empower your sales, marketing and customer service teams to work together to shorten sales cycles and increase revenue.

Help increase sales force capability

Dynamics CRM Sales helps your sales people manage leads and opportunities, measure and forecast sales activity, track customer communications efficiently, and automate key stages in the sales process. This inevitably produces a shorter cycle, higher close rates, and improved customer retention.

Improve customer service capabilities

Dynamics CRM Customer Service helps your service representatives provide customers with the consistent, efficient service they expect. It also helps your business increase its capacity to handle requests – without increasing your employee count.

Key functionality offered by Dynamics CRM includes:

  • Lead to Customer Conversion processing
  • Opportunity and Sales Pipeline Management
  • Product Catalogue and Price Lists
  • Quotations, Deliveries and Invoices
  • Sales Literature
  • Issue to Resolution Service Management
  • Skill sets and resource availability-based Service Scheduling
  • Marketing Campaigns
  • Mass emailing (opt in and/or opt out)
  • Automated incoming email queuing
  • Workflow Manager
  • Offline data synchronisation

Furthermore Charteris are the logical choice of partner as a long established Gold Partner we offer you the benefits of:

  • An established Microsoft Dynamics practice with many successful implementations to our name.
  • Our unique Customer Centricity Framework, with which we can work with you to align your organisation structure, information and processes to deliver products and services to both internal and external customers in the most direct and agile way and then ensure that these benefits are gained during software implementations.
  • A genuine leading-edge team in Microsoft technology ensuring that you maximize the return on your current investment in technology.