Stop! Making Decisions On A Roll Of The Dice

Roll Of The Dice

Are your decisions based on fact or fiction?

We are told Sales people are “commercially inactive” when creating reports and forecasts, turning them from deal makers into administrators. This role change can impact massively upon sales activity; deals may be lost as the pipeline cools.

Our solution gathers business wide data, creating reports focused on identifying trends, KPIs and other hard facts, providing business intelligence as a by-product of people just doing their jobs, using your CRM system.

Forecasting / Reporting

Dynamic standardised reporting within CRM provides a true picture in real-time, promoting fact based decision making and leaving gut instinct behind, allowing sales to win more deals.

CRM Online has been working with Client Relationship Management (CRM) systems for Financial Services organisations for a number of years. Our ultimate aim is to bring together areas of business operations and data within Marketing/Sales/ Regulatory/Client On-boarding/Client Service within the framework of the regulatory environment, to enable your teams to win more business, deliver exceptional customer service and of course remain compliant and audit ready.

Call or email us today and let us help you focus on business growth!

All Tied Up In Regulatory Issues?‏

Regulatory Issues

Some firms tell us that they spend more than 40% of their time managing data and processes in all their departments to ensure they meet all regulatory compliance requirements. Embracing robust processes and technology to avoid these challenges is imperative to remain in business.

CRMO Emailshot image 2

CRM Online has been working with Client Relationship Management (CRM) systems for Financial Services organisations for a number of years. Our ultimate aim is to bring together areas of business operations and data within Marketing/Sales/ Regulatory/Client On-boarding/Client Service within the framework of the regulatory environment, to enable your teams to win more business, deliver exceptional customer service and of course remain compliant and audit ready.

Are Regulatory Issues Giving You Nightmares?

Regulatory Issues

As business leaders, many things can keep us awake at night. Declining profits, increased competition or poor sales. However, one of the biggest and most persistent fear is that the firm is not meeting all the regulatory compliance required to do business. Embracing robust processes and technology to avoid these challenges is imperative.

CRMO Emailshot image

CRM Online has been working with Client Relationship Management (CRM) systems for Financial Services organisations for a number of years. Our ultimate aim is to bring together areas of business operations and data within Marketing/Sales/ Regulatory/Client On-boarding/Client Service within the framework of the regulatory environment, to enable your teams to win more business, deliver exceptional customer service and of course remain compliant and audit ready.

Great Start to 2014 for CRM Online

We are delighted to announce that the year has got off to a successful start with CRM Online ranked as one of the top 3 SageCRM suppliers in Q1 Business Partner League Tables – a national sales league table.

‘This great news is evidence of our expertise developed over the last 20 years as CRM specialists,’ said CRM Online’s Managing Director Peter Sidhu. ‘It also shows our passion for trying to ensure that our clients get the appropriate solution to meet their unique requirements is proving popular with businesses across the country.’

CRM Online focus on having a unique blend of being business consultants and technical experts. Our key strengths are also being specialists in CRM and Business Intelligence and systems integration.

Sage CRM is an award-winning, web-based customer relationship management (CRM) solution with customers in over 70 countries worldwide. It provides all you need in the form of a full-suite CRM solution comprising sales, marketing and customer service automation.

Thousands of customers across the globe use Sage CRM every day to manage and maximize the performance of their business and in particular their sales, marketing and customer service activities.

‘We ensure our clients get the support and results they need with a focus on integrating sales, marketing, support and finance operations,’ added Mr Sidhu.

What makes Sage different is its focus on small to medium-sized businesses (SMBs) – with over 6.2 million SMB customers worldwide, we understand what SMBs need to be successful.
We have worked with businesses in Manufacturing, Financial Services (Banks, Brokers, Private Wealth Management), Charities, Education, Property Management and Business Services.
Sage CRM offers:

  • Ease of use

  • Fast, flexible deployment

  • Ease of customisation

  • Business integration

Our other specialities are: Client Relationship Management (CRM) Solutions, CRM Requirements & Strategy Planning, CRM implementation & training, CRM Support, Integration, GoldMine, ACT!, Sage CRM, Microsoft Dynamics, BPM Online, Sales Management and Sales Force Automation.

Here at CRM Online we offer CRM trials. Just give us a call and one of our experts will discuss with you the best ways of transforming your business to be the best it can be!

Fast Track Offer

Business Central FastTrack Offer

Replacing your old business management system with a modern ERP system does not need to be painful and slow. CRM Online have developed a proven FastTrack process for implementing Microsoft Business Central Cloud to have your business management system live within 1 week

FastTrack

£5,995*
+
vat

*Business Central Essentials subscription at £52.80 per user/month not included

The BC FastTrack package includes

FINANCIAL MANAGEMENT

PURCHASE MANAGEMENT

AUDIT TRAIL

SALES MANAGEMENT

INVENTORY MANAGEMENT

WORKFLOW

FIXED ASSETS

ADVANCE FINANCIAL MANAGEMENT
(extra subject to requirements)

MIS

Our 7-day implementation & Training plan includes

Configuration & Data Migration

• Import Custom Configuration
• Import Master Data
• Import Opening Balances

Monday

Training: Day 2

• Training – SME (Contd.)
• Training End User

Wednesday

Pre-Launch Check

• Final system check
• Security Configuration
• Integration (Power BI, O365, SharePoint)

Friday

Training: Day 1

• Custom demo of client specific required functionalities
• Training – SME

Tuesday

Testing

• Testing of client specific required functionalities

Thursday

Go-Live

Launch Business Central

Monday

Configuration & Data Migration

• Import Custom Configuration
• Import Master Data
• Import Opening Balances

Monday

Training: Day 1

• Custom demo of client specific required functionalities
• Training – SME

Tuesday

Training: Day 2

• Training – SME (Contd.)
• Training End User

Wednesday

Testing

• Testing of client specific required functionalities

Thursday

Pre-Launch Check

• Final system check
• Security Configuration
• Integration (Power BI, O365, SharePoint)

Friday

Go-Live

Launch Business Central

Monday

Book a free analysis and demo now.