Switching to Caltech CRM

If you’re not getting everything you need from your relationship with your current CRM provider and are ready to make the switch, employing Caltech CRM as your CRM consultants of choice will unlock a wealth of value-adding benefits for your business.

Through expert insight, technical help and user training, Caltech CRM will help you tap into all the relevant features and benefits of Microsoft Dynamics 365 for both sales and customer service, in order to achieve your business growth goals. Plus, our CRM consultants will help you get back on track if your current CRM provider has let you down.

Trust a leading UK provider of Microsoft Dynamics CRM

With over 20 years of experience in helping our clients get the best out of their CRM, Caltech is your reliable Dynamics 365 partner in the UK, delivering increased sales and building customer loyalty. We will make sure your CRM switch is straightforward and hassle-free, allowing you to get on with business, whilst reaping the benefits of expert, responsive Dynamics 365 support.

Our outstanding reputation has been earned as a result of being entirely focussed on achieving business outcomes. Your CRM is in safe hands, whether you’re completely new to Dynamics 365 or need our highly skilled CRM consultants to help with CRM project rescue.

A change for the better

Put your CRM to better use. As CRM consultants who understand the wealth of benefits that switching to Dynamics 365 can deliver, Caltech CRM knows how quickly technology advances, and we’re here to ensure you and your CRM system doesn’t get left behind.

Remember why you took the plunge and invested in CRM in the first place? Because you wanted to benefit from improved productivity, better customer relationships and a more efficient sales process that delivered increased revenue. So, if your current CRM simply isn’t cutting it anymore, making the switch to Dynamics 365 can open up a whole new world of functionality.

Maybe you’ve outgrown your existing CRM. You’ve come a long way since that small start-up with just a handful of employees, and now that your team has grown, you need more advanced tools to keep pace with your business goals and manage your operations more smoothly.

  • Keep up with your competitors with next generation features including:
  • Interactive dashboards for simpler business analytics.
  • Make calls directly from your CRM with IP telephony (Volp).
  • Integrated web forms, allowing you to get hold of more high quality leads.

CRM consultants who understand your business needs

Talk to our CRM consultants to find out about the many more features available. We’ll be happy to demonstrate how Dynamics 365 can improve your competitive advantage. If you are already using Dynamics 365, did you implement an old version? Are you using old functionality, you have workarounds from old versions still in your system? After all, sticking with your incumbent system will only lead to an outdated database structure, decreased functional capabilities and the inability to integrate with the latest cloud-based sales and marketing applications. We care about your business and don’t want to see you lagging behind your competitors.

With Dynamics 365 support from Caltech, we’ll make sure you benefit from essential functionality such as a cloud-based version of your CRM, enabling salespeople working in the field to access and update sales opportunities, customer information and appointments from anywhere on any device.

Most importantly, we’re here to make sure your Dynamics 365 CRM system is as user-friendly as possible, with none of the complex features you don’t want or need.

Getting your CRM back on track

Have you lost confidence in your current CRM provider due to concerns about quality or product knowledge? Maybe you haven’t seen the improvements in productivity or customer satisfaction that you were promised? Or if you simply don’t have the in-house expertise required to fully exploit the benefits of Dynamics 365, Caltech CRM consultants will help to get you back on the road to success.

Positive, proactive and trustworthy CRM consultants

Caltech CRM consultants are trusted by businesses throughout the UK to deliver better, faster, more agile and competitively priced solutions with straightforward Dynamics 365 support on demand. We’re passionate about the benefits Dynamics 365 can add to your business and can’t wait to become your Dynamics 365 partner in the UK.

We aim to be your long-term partner of choice, providing support which is tailored to the needs of your business, now and into the future.

Straightforward switching process

We understand that you may be a little worried about the hassle and disruption involved in making a CRM switch. Rest assured, our CRM consultants will assess each individual situation in order to determine the most appropriate course of action when it comes to making the CRM switch as painless and stress-free as possible. We will ask questions such as –

  • What version of Dynamics 365 are you using and how long has it been in place?
  • How many users are there?
  • What licensing do you have?
  • What are your hosting arrangements?
  • Is there anything that isn’t working for you?
  • Do you have access to all of the code?
  • Do you have a contract in place with your incumbent supplier?
  • Did you buy off the shelf or was your current CRM system designed specifically for your business?
  • Once we have the answers to these questions, our CRM consultants will be able to move forward to create a tailor-made solution, ensuring the system is future-proof as it evolves to support organisational growth and be responsive to inevitable business changes over time.

Our ethos is to ensure that you are fully involved in every stage of the process, from design right through to delivery. This involvement guarantees a truly bespoke CRM solution is delivered, leading to the ultimate goal of improved customer relations and increased profitability.

Because, the better you understand your customers, the more responsive you can be to their needs.

Please get in touch to discuss switching to Caltech CRM.

Trust us to make Dynamics 365 a success for you

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