Connect>MK took control of its sales processes with Microsoft Dynamics CRM
Connect>MK wanted a system to track leads (via website, phone and walk up), manage customers and monitor payments. Microsoft Dynamics CRM was selected as the 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 a complex supporting infrastructure.
This solution can be delivered with Microsoft Dynamics CRM in conjunction with Office 365, which gives smaller companies and charitable organisations access to functionality previously only available to Enterprise organisations at a much higher price.
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 have also provided Worldpay integration to allow initial payments to be taken and direct debits. This is then reflected within the customers account on the CRM system.
- Posted by Ian Loman
- On 7th November 2016
- 0 Comments