Connect>MK wanted a system to track leads (via website, phone and walk-up), manage customers, and monitor payments. Microsoft Dynamics 365 was selected as the CRM platform mainly because of its flexibility to integrate with 3rd party systems and the fact it can be accessed via a web browser making it easy to deploy within the council without the need for complex supporting infrastructure.
To deliver a solution with Microsoft Dynamics CRM in conjunction with Microsoft 365, which gives smaller companies and charitable organizations access to functionality previously only available to Enterprise organizations at a much higher price.
“We worked with Adepteq as they are flexible, professional and deliver”
-Lisa Bailey, ConnectMK
The ConnectMK Solution is based on Small Business Server and Microsoft Dynamics CRM. Leads from the website are automatically transferred into the system for follow-up via CRM web services and orders are automatically checked for service coverage before the transfer. Adepteq has also provided Wordplay integration to allow initial payments to be taken and direct debits. This is then reflected within the customer's account on the CRM system.
Adepteq is a leading Microsoft consultancy and accredited Microsoft Gold Partner. We live and breathe Microsoft technology, our core skill set is SharePoint and Microsoft 365. Our experienced team of Microsoft Certified experts have completed over 1,000 successful SharePoint and Microsoft 365 projects. We are in the top 5% of Microsoft partners worldwide.